M&A Deal Summary |
|
|---|---|
| Date | 2021-12-06 |
| Target | PracticeTek |
| Sector | Software |
| Buyer(s) |
Lightyear Capital
Waud Capital Partners Greater Sum Ventures |
| Deal Type | Recapitalization |
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| 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 | 42 of 45 |
| Sector (Software) | 4 of 4 |
| Type (Recapitalization) | 1 of 2 |
| State (California) | 7 of 7 |
| Country (United States) | 36 of 39 |
| Year (2021) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-17 |
Schellman
Tampa, Florida, United States Schellman provides a comprehensive suite of information technology and cybersecurity audits and assessments, including SOC examinations, ISO certifications, FedRAMP assessments, PCI assessments, HITRUST assessments, cloud security assessments, penetration testing, and other compliance services. Schellman was founded in 2002 and is based in Tampa, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-13 |
Cerity Partners
New York, New York, United States Cerity Partners is a provider of comprehensive financial management services to a diverse spectrum of High Net Worth (“HNW”) individuals and their families, businesses and their executives, and nonprofit organizations. Clarity Partners is based in New York City. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1993 |
| PE ASSETS | 3.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Waud Capital Partners is a private equity firm that pursues investments in mid-sized manufacturing, distribution and service companies. Waud looks for businesses with proven management, operating in well defined markets, and that demonstrate strong growth potential. The Firm typically invests $75 to $200 million. Specific areas of interest include adhesives, air/water treatment, alarm monitoring, auto components, coatings, consumer products, home healthcare services, hospitals, lighting, litigation support, medical distribution, petroleum distribution, pharmaceuticals, publishing, sealants, specialty hospitals, and tax consultants. Prospective transaction situations include buyouts, recapitalizations and industry consolidations. Waud Capital Partners was established in 1993 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 43 of 48 |
| Sector (Software) | 3 of 3 |
| Type (Recapitalization) | 2 of 2 |
| State (California) | 3 of 4 |
| Country (United States) | 42 of 47 |
| Year (2021) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-25 |
PromptCare
New Providence, New Jersey, United States PromptCare is a regional provider of specialty respiratory and infusion services. The Company combines high-tech equipment and infusion drug therapies with a tailored, -high-touch service approach to deliver superior patient care, and is a preferred partner of hospitals, physicians, and payors in managing complex medical conditions such as ALS, chronic lung conditions, and a number of nutritional and autoimmune deficiencies. PromptCare was founded in 1985 and headquartered in New Providence, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-15 |
GI Alliance
Dallas, Texas, United States GI Alliance is an independent gastroenterology practice in the US, measured both by provider count and by revenue, operating in Dallas, Fort Worth, Austin, San Antonio, Houston, and several metropolitan markets in Louisiana. GI Alliance was founded in 2018 and is based in Dallas, Texas. |
Sell | - |
Greater Sum Ventures is a private equity firm focused on investing in US-based technology companies. Areas of interest include software, SaaS, technology-enabled information services, and technology-enabled business services. Prospective transaction situations include buyouts, growth capital financings, and recapitalizations. Greater Sum Ventures was formed in 2015 and is headquartered in Knoxville, Tennessee.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 12 |
| Sector (Software) | 7 of 7 |
| Type (Recapitalization) | 1 of 1 |
| State (California) | 1 of 1 |
| Country (United States) | 11 of 12 |
| Year (2021) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-01 |
Petvisor
Orlando, Florida, United States Petvisor delivers a suite of mobile-enabled technologies into the hands of pet care professionals - helping them give their pet families the service they deserve. Petvisor is based in Orlando, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-21 |
Strax Intelligence Group
Boca Raton, Florida, United States Strax Intelligence Group provides a common operating platform designed for real-time response. Strax Intelligence Group platform allows public safety agencies and private security organizations to improve collaboration across agencies and command structures for a faster, more coordinated response. Integrated public, private, and manned/unmanned video feeds increase situational awareness and real-time access to nearby cameras in a single operational view, enabling expedited decision-making and enhancing officer and community safety. Strax Intelligence Group is based in Boca Raton, Florida. |
Buy | - |
