M&A Deal Summary

LLM Capital Partners and GTCR Acquire Aligned Asset Managers

On January 11, 2011, growth capital firm LLM Capital Partners and private equity firm GTCR acquired financial services company Aligned Asset Managers

Acquisition Highlights
  • This is LLM Capital Partners’ 1st and GTCR’s 4th transaction in the Financial Services sector.
  • This is LLM Capital Partners’ 9th and GTCR’s 60th transaction in the United States.
  • This is LLM Capital Partners’ 1st and GTCR’s 1st transaction in Connecticut.

M&A Deal Summary
Date 2011-01-11
Target Aligned Asset Managers
Sector Financial Services
Buyer(s) LLM Capital Partners
GTCR
Deal Type Consolidation

Target

Aligned Asset Managers

Stamford, Connecticut, United States
Aligned Asset Managers, headquartered in Stamford, CT, is a financial services holding company that specializes in making substantial equity investments in traditional and alternative investment firms.

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Buyer(S) 2

Buyer

LLM Capital Partners

Boston, Massachusetts, United States
Category Growth Capital Firm
Founded 1991
Size Small
Type Sector Agnostic
DESCRIPTION

LLM Capital Partners LLC is a private equity firm that makes growth capital investments in mid-sized companies. The Firm's investment strategy is to provide $10 to $30 million of non-control growth funding to businesses with enterprise values between $15 and $250 million. Broad sectors of interest include healthcare services, business services and niche manufacturing. LLM Capital was formed in 1991 and has offices in Boston, Massachusetts and San Francisco, California.

DEAL STATS #
Overall 9 of 12
Sector (Financial Services) 1 of 1
Type (Consolidation) 2 of 2
State (Connecticut) 1 of 1
Country (United States) 9 of 12
Year (2011) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-12-10 Simply Good Foods

Denver, Colorado, United States

Simply Good Foods is a food company with a product portfolio consisting primarily of nutrition bars, ready-to-drink shakes, sweet and salty snacks, and confectionery products marketed under the Atkins®, Quest®, and Atkins Endulge® brand names. Simply Good Foods was formed in 1989 and is headquartered in Denver, Colorado.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-01-18 Hybrid Design Associates

Tempe, Arizona, United States

Hybrid Design Associates is a manufacturer of specialized high-reliability electronic assemblies for use in extreme temperature, shock and vibration environments, such as in oil and natural gas drilling. Hybrid's products, primarily printed circuit board assemblies, are engineered and built to customers' specifications and are critical components within their products. Hybrid's customers include the world's top manufactures of drilling tools, including rotary steerable tools used in directional drilling and logging while drilling and measurement while drilling tools. Hybrid also manufactures specialized electronic assemblies for use in GPS-guided munitions. Hybrid Design Associates was founded in 1980 and is based in Tempe, Arizona.

Buy -
Buyer

GTCR

Chicago, Illinois, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1980
PE ASSETS 15.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

GTCR is a private equity firm that typically partners with management when pursuing acquisitions. The Firm looks to grow companies through build-on acquisitions, consolidations, and internal growth. GTCR will consider both equity and mezzanine capital commitments and concentrates its investment activity in consumer products & services, healthcare services, outsourced business services, technology, transaction processing, and pharma/medical products. GTCR was formed in 1980 and is based in Chicago, Illinois.

DEAL STATS #
Overall 62 of 143
Sector (Financial Services) 4 of 11
Type (Consolidation) 4 of 16
State (Connecticut) 1 of 3
Country (United States) 60 of 138
Year (2011) 2 of 9
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-01-01 Townsend Group

Cleveland, Ohio, United States

Townsend Group provides global real estate and real asset investment advisory services. The company offers complementary asset management, advisory, and capital solutions to LPs and GPs via funds, secondaries, co-investments, and direct investments. It advises global public and private pension plans, insurers, sovereign wealth funds, endowments, and foundations. Townsend Group was established in 1983 and is based in Cleveland, Ohio.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-03-23 Sotera Health

Broadview Heights, Ohio, United States

Sotera Health along with its business entities provides integrated protector of global health. With over 500 years of combined scientific expertise, the company ensures the safety of healthcare by providing mission-critical services to the medical device, pharmaceutical, tissue, and food industries. Sotera Health operates 61 facilities in 13 countries. The company has over 2,600 employees globally and touches the lives of more than 180 million people around the world each year. Sotera Health serves more than 5,000 customers worldwide, including 75 of the top 100 medical device manufacturers. Sotera Health was formed in 2015 and is based in Broadview Heights, Ohio.

Buy $675M
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