M&A Deal Summary |
|
|---|---|
| Date | 2023-08-09 |
| Target | Engage PEO |
| Sector | Staffing |
| Buyer(s) |
Kohlberg & Company
Lightyear Capital |
| Sellers(s) | Lightyear Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | BofA Securities (Financial) Davis Polk & Wardwell (Legal) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 11.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Kohlberg & Company is a private equity firm which acquires middle-market companies with consistent cash flow, and underperforming companies with operational deficiencies. Kohlberg looks to commit $100 to $500 million of equity capital in opportunities valued from $200 million to $2 billion. Kohlberg generally looks for opportunities in the manufacturing and service sectors, however the Firm will also selectively consider businesses in food and healthcare. Kohlberg tends not to consider technology or communications companies. Kohlberg & Company was formed in 1987 and has offices in Mt. Kisco, New York.
| DEAL STATS | # |
|---|---|
| Overall | 79 of 81 |
| Sector: Staffing M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 33 of 35 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 78 of 80 |
| Year: 2023 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-08-07 |
ENTRUST Solutions
Warrenville, Illinois, United States ENTRUST Solutions is an outsourced provider of comprehensive design, engineering, and consulting services to utilities in the U.S. ENTRUST Solutions offers customers a full spectrum of services with expertise in gas and electric distribution, pipeline infrastructure, automation systems, and integrity management solutions. ENTRUST Solutions is based in Warrenville, Illinois. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-03 |
CLEAResult
Austin, Texas, United States CLEAResult provides energy efficiency, transition, and sustainability services. The company collaborates with a diverse network of local partners to deliver technology and personalized services, making it easy for commercial and industrial businesses, governments, utilities, and residential customers to reduce their energy use and greenhouse gas emissions. CLEAResult was founded in 2003 and is based in Austin, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 4.1B USD |
| Size | Large |
| Type | Sector Focused |
Lightyear Capital is a specialist private equity firm that pursues brand-name businesses in the financial services sector. Lightyear looks for companies with stable, recurring revenues that operate in growing markets. Transaction strategies include leveraged buyouts, recapitalizations, restructurings and consolidations. Lightyear Capital was formed in 2000 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 44 of 46 |
| Sector: Staffing M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 15 of 16 |
| State: Florida M&A | 4 of 4 |
| Country: United States M&A | 38 of 40 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-01 |
Pathlight Capital
Hingham, Massachusetts, United States Pathlight Capital is a commercial finance company dedicated to providing creative financing solutions to fund growth, acquisitions, debt refinancings, or restructurings. Pathlight Capital was formed in 2012 and is based in Hingham, Massachusetts. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-26 |
Prime Pensions
Florham Park, New Jersey, United States Prime Pensions is an independent provider of retirement plan compliance and administration services primarily to small and medium-sized businesses. Prime Pensions is not affiliated with any investment product provider and does not offer investment advice. Prime Pensions is based in Florham Park, New Jersey. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 4.1B USD |
| Size | Large |
| Type | Sector Focused |
Lightyear Capital is a specialist private equity firm that pursues brand-name businesses in the financial services sector. Lightyear looks for companies with stable, recurring revenues that operate in growing markets. Transaction strategies include leveraged buyouts, recapitalizations, restructurings and consolidations. Lightyear Capital was formed in 2000 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 31 of 31 |
| Sector: Staffing M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 8 of 8 |
| State: Florida M&A | 2 of 2 |
| Country: United States M&A | 25 of 25 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-01 |
Pathlight Capital
Hingham, Massachusetts, United States Pathlight Capital is a commercial finance company dedicated to providing creative financing solutions to fund growth, acquisitions, debt refinancings, or restructurings. Pathlight Capital was formed in 2012 and is based in Hingham, Massachusetts. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-26 |
Prime Pensions
Florham Park, New Jersey, United States Prime Pensions is an independent provider of retirement plan compliance and administration services primarily to small and medium-sized businesses. Prime Pensions is not affiliated with any investment product provider and does not offer investment advice. Prime Pensions is based in Florham Park, New Jersey. |
Buy | - |
