Investment Summary |
|
|---|---|
| Date | 2024-06-06 |
| Target | Soltis Investment Advisors |
| Sector | Business Services |
| Investor(s) |
LLR Partners
Estancia Capital Management |
| Deal Type | Growth Capital |
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| 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 | 125 of 127 |
| Sector (Business Services) | 12 of 12 |
| Type (Growth Capital) | 71 of 71 |
| State (Utah) | 2 of 2 |
| Country (United States) | 124 of 126 |
| Year (2024) | 1 of 3 |
| 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. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-08-01 |
Nonstop Health
Concord, California, United States Nonstop Health is a provider of technology-enabled healthcare cost containment solutions for small and medium-sized employers. Nonstop Health’s solution augments employers’ existing healthcare benefit plans, enabling employers to realize lower healthcare costs while providing high-quality benefits and improved access to healthcare for their employees. Nonstop Health is based in Concord, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 420M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Estancia Capital Management is a private equity group focused on acquiring or investing in mid-sized asset management companies. The Firm looks to commit $10 to $50 million per opportunity and can support a variety of transaction situations including divestitures, buyouts, growth capital financings, and successions. Estancia Capital Management was founded in 2010 and is based in Scottsdale, Arizona.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 10 |
| Sector (Business Services) | 3 of 3 |
| Type (Growth Capital) | 4 of 6 |
| State (Utah) | 1 of 1 |
| Country (United States) | 5 of 7 |
| Year (2024) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-12 |
Flagstone
London, United Kingdom Flagstone is a fintech company that provides white-label and API-integrated capabilities for businesses to offer their customers easy-to-use, adaptable, and competitive savings options. It partners with wealth management firms, including St. James’s Place, and powers a range of savings products at financial services providers, including Saga and Revolut. Flagstone was formed in 2015 and is based in Lonodn. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-09 |
StrategyCorps
Brentwood, Tennessee, United States StrategyCorps provides checking account optimization through third-party reward-based offerings for banks and credit unions. StrategyCorps was founded in 2001 and is based in Brentwood, Tennessee. |
Buy | - |
