M&A Deal Summary |
|
|---|---|
| Date | 2023-12-04 |
| Target | Carisk Partners |
| Sector | Insurance |
| Buyer(s) |
Lee Equity Partners
Elements Health Investors |
| Sellers(s) | MBF Healthcare Partners |
| Deal Type | Recapitalization |
| Advisor(s) | Houlihan Lokey (Financial) |
SEARCH BY
Try For Free 7-Day Free Trial
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 4.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Lee Equity Partners is a private investment firm that looks for buyout and growth capital investments across a range of industries. Lee Equity Partners seeks investments requiring $50 to $150 million of equity capital. Lee Equity Partners was formed in 2006 by Thomas H. Lee, formerly of Thomas H. Lee Partners, LP.
| DEAL STATS | # |
|---|---|
| Overall | 35 of 37 |
| Sector (Insurance) | 3 of 4 |
| Type (Recapitalization) | 3 of 3 |
| State (Florida) | 5 of 5 |
| Country (United States) | 33 of 34 |
| Year (2023) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-08-09 |
Cadent
New York, New York, United States Cadent is a media services company that aggregates local cable television advertising inventory for resale to national advertisers. Cadent was founded in 2007 and is based in New York, New York. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-04 |
PCS Retirement
Philadelphia, Pennsylvania, United States PCS Retirement is a conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans. PCS offers its services to over 800 channel partners to deliver a customizable platform ideally suited for registered investment advisors, independent broker dealers and investment management firms serving the retirement ecosystem. PCS Retirement was founded in 2001 and is based in Philadelphia, Pennsylvania. |
Buy | - |
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Insurance) | 1 of 1 |
| Type (Recapitalization) | 1 of 1 |
| State (Florida) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2023) | 1 of 1 |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 397M USD |
| Size | Middle-Market |
| Type | Sector Focused |
MBF Healthcare Partners (MBF) is a specialist private equity firm that makes investments in emerging and established healthcare companies. MBF seeks investments in businesses with EBITDA of at least $5 million and valued up to $300 million. MBF prefers control ownership positions with typical acquisitions coming in the form of outright business purchases, growth financings, or recapitalizations. MBF Healthcare Partners is based in Coral Gables, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 13 |
| Sector (Insurance) | 1 of 1 |
| Type (Recapitalization) | 1 of 1 |
| State (Florida) | 9 of 9 |
| Country (United States) | 13 of 13 |
| Year (2023) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-12 |
ABA Connect
Austin, Texas, United States ABA Connect is a provider of high-quality applied behavior analysis (“ABA”) therapy to children and adolescents with autism spectrum disorder. ABA Connect was founded in 2013 and is based in Austin, Texas. |
Buy | - |
