M&A Deal Summary |
|
|---|---|
| Date | 2019-08-23 |
| Target | Inside Real Estate |
| Sector | Internet Software and Services |
| Buyer(s) | Lovell Minnick Partners |
| Sellers(s) |
NexPhase Capital
Ambina Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | GCA Corp. (Financial) Parr Brown Gee & Loveless (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 42 of 53 |
| Sector (Internet Software and Services) | 2 of 3 |
| Type (Secondary Buyout) | 4 of 4 |
| State (Utah) | 1 of 1 |
| Country (United States) | 40 of 48 |
| Year (2019) | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-07 |
Worldwide Facilities
Los Angeles, California, United States Worldwide Facilities LLC is a national wholesale insurance broker, managing general agent, and program manager. Worldwide Facilities brokers and underwriters are industry leaders providing expertise in a wide range of specialty lines, as well as extensive contacts with carriers domestically and overseas. Worldwide Facilities was founded in 1970 and is based in Los Angeles, California. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-20 |
Charles Taylor
London, United Kingdom Charles Taylor is an international provider of professional services and technology solutions to the global insurance market, providing loss adjusting, claims management, insurance management, and insurance technology. Charles Taylor was founded in 1996 and is based in London, England. |
Buy | £261M |
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Moelis Capital Partners (MCP) is the private equity investment arm of investment bank Moelis & Company. MCP targets growth equity and control buyouts requiring equity investments of $25 to $75 million. Moelis has particular interest in the business services, consumer and retail, financial services, healthcare services, industrial and telecom industries. Moelis Capital Partners was formed in 2007 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 22 |
| Sector (Internet Software and Services) | 2 of 3 |
| Type (Secondary Buyout) | 6 of 10 |
| State (Utah) | 3 of 3 |
| Country (United States) | 13 of 21 |
| Year (2019) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-03-27 |
CPS
Dublin, Ohio, United States CPS is a provider of outsourced pharmacy services to hospitals and integrated health systems. CPS offers a suite of services, information technology and data informatics, including pharmacy management, technology-based tools and data analytics. CPS was founded in 1971 and is based in Dublin, Ohio. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-03 |
Popcornopolis
Vernon, California, United States Popcornopolis is a manufacturer of premium-quality, ready-to-eat popcorn. From the select popcorn kernels that are American-grown, non-GMO, and naturally gluten-free, to the real ingredients that create mouthwatering flavors, every team member at Popcornopolis pours their heart into creating high-quality snacks. The flavors range from famously indulgent Zebra, Unicorn, and Double Drizzle varieties to better-for-you favorites Nearly Naked and Kettle Corn. Popcornopolis products are available in Club, Food, Drug, Mass, Convenience, and Direct to Consumer channels. Popcornopolis was founded in 2003 and is based in Vernon, California. |
Buy | - |
Ambina Partners is a private equity firm focused on growth equity and debt investments in middle-market, US-based companies. The Firm looks to commit $20 to $60 million per transaction and seeks to partner with companies in the enterprise software, financial service, insurance, and technology-enabled sectors. Ambina Partners is headquartered in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 4 |
| Sector (Internet Software and Services) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 1 |
| State (Utah) | 1 of 1 |
| Country (United States) | 2 of 4 |
| Year (2019) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-30 |
Morse Group
Houston, Texas, United States Morse Group provides hosting brands in the musical instrument industry. Its current brands include Walrus Audio and Allparts. Morse Group was founded in 2018 and is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-24 |
Washify
West Roxbury, Massachusetts, United States Washify provider of point-of-sale and marketing solutions. Washify's cutting-edge software and hardware products empower car washes to better attract and service customers while growing their businesses and increasing profits. Washify was founded in 2012 and is based in West Roxbury, Massachusetts. |
Sell | - |
