M&A Deal Summary |
|
|---|---|
| Date | 2008-03-06 |
| Target | Allegiance Capital |
| Sector | Financial Services |
| Buyer(s) | Macquarie Bank |
| Sellers(s) | Rosemont Investment Group |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1969 |
| Sector | Financial Services |
| Employees | 19,266 |
| Revenue | 6.2B AUD (2024) |
Macquarie Bank is an Australian investment banking and diversified financial services group, providing banking, financial advisory and investment and funds management services. Macquarie Bank was founded in 1969 and is based in Sydney, Australia.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 25 |
| Sector (Financial Services) | 1 of 7 |
| Type (Add-on Acquisition) | 10 of 15 |
| State (Texas) | 1 of 1 |
| Country (United States) | 7 of 13 |
| Year (2008) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-07-10 |
Express Offshore Transport
Singapore Express Offshore Transport Ltd offers transportation of personnel and supplies to the oil industry. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-08-01 |
Shatkin Arbor
Chicago, Illinois, United States Shatkin Arbor, Inc. is a provider of trading tools and professional services to novice traders. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| Size | Middle-Market |
| Type | Sector Focused |
Rosemont Investment Group is a private equity firm focused exclusively on making investments alongside management teams in the asset management industry. Rosemont provides capital to fund management buyouts, recapitalizations and selected start-ups in support of teams focused on growing independent, asset management firms. In addition to investing in traditional asset managers, Rosemont will also selectively pursue alternative investment firms including hedge funds, private equity funds, fund of funds and wealth management. Rosemont seeks to invest $10 to $50 million of equity for meaningful minority equity stakes. Rosemont prefers to be the sole outside investor but will consider leading co-investment transactions requiring additional capital. Rosemont was formed in 2000 and is based in West Conshohocken, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 10 |
| Sector (Financial Services) | 3 of 10 |
| Type (Add-on Acquisition) | 1 of 4 |
| State (Texas) | 1 of 1 |
| Country (United States) | 3 of 9 |
| Year (2008) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-06-01 |
Rice Hall James & Associates
San Diego, California, United States Rice, Hall, James & Associates, LLC employs in-house, fundamental research and a growth at a reasonable price? (GARP) investment discipline to its portfolios. The Company manages both mutual funds and separate accounts on behalf of a diverse client base consisting of institutions and high net worth individuals. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-07-02 |
Rogerscasey Canada
Toronto, Ontario, Canada Rogerscasey Canada, Inc. (Formerly Perimeter Capital Management LLC) was formed as a de novo investment management firm. offering small and smid cap growth equity products to an institutional client base. The Perimeter team had worked together at a previous firm where they were responsible for creating the small cap growth product and for all portfolio management and research, sales, marketing and trading activities related to that product and others. Rosemont assisted with the formation and organization of Perimeter and provided start-up and operating capital. |
Sell | - |
