M&A Deal Summary |
|
|---|---|
| Date | 2024-03-04 |
| Target | PCS Retirement |
| Sector | Business Services |
| Buyer(s) | Lee Equity Partners |
| Sellers(s) | LLR Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Raymond James - Investment Banking (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 5.0B 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 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 40 |
| Sector: Business Services M&A | 4 of 5 |
| Type: Secondary Buyout M&A Deals | 12 of 13 |
| State: Oregon M&A | 1 of 1 |
| Country: United States M&A | 34 of 34 |
| Year: 2024 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-04 |
Carisk Partners
Miami, Florida, United States Carisk Partners is a provider of claims management services to the workers’ compensation industry, serving carriers, third party administrators and employers. Carisk Partners was founded in 2011 and is based in Miami, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-10 |
Axis Insurance Managers
Vancouver, British Columbia, Canada Axis Insurance Managers provides local, national, and international clients with risk management and insurance services with a focus on specialized risks. Axis Insurance Managers is based in Vancouver, British Columbia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 6.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
LLR is a private equity firm that makes growth capital, buyout, and recapitalization investments in mid-sized growth companies with sustainable competitive advantages. LLR looks to invest $30 to $150 million per transaction and will consider both control and minority situations. Target companies generally have at least $10 million in annual sales and are valued up to $250 million. Broad industry sectors of interest include general business services, financial services, healthcare services, education, manufacturing, consumer/retail and information technology/software. LLR will consider investments throughout the US with an emphasis on opportunities located in the Eastern and Mid-Atlantic regions of the US. LLR Partners was formed in 1999 and is based in Philadelphia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 72 of 76 |
| Sector: Business Services M&A | 7 of 8 |
| Type: Secondary Buyout M&A Deals | 13 of 14 |
| State: Oregon M&A | 1 of 1 |
| Country: United States M&A | 71 of 75 |
| Year: 2024 M&A | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-11-30 |
Agility
Las Vegas, Nevada, United States Agility provides business continuity and disaster recovery solutions to businesses of all sizes, including access to power generators, office space, communications, and computer systems. Agility Recovery was founded in 1989 and is based in Las Vegas, Nevada. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-06 |
Soltis Investment Advisors
St. George, Utah, United States Soltis Investment Advisors provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). Soltis Investment Advisors was founded in 1993 and is based in St. George, Utah. |
Buy | - |
