M&A Deal Summary |
|
|---|---|
| Date | 2023-11-09 |
| Target | CDE Services |
| Sector | Financial Services |
| Buyer(s) |
Milestone Partners
LO3 Capital Tecum Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Advisor(s) | 733Park (Financial) Taft Stettinius & Hollister Troutman Pepper Hamilton Sanders (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1995 |
| PE ASSETS | 650M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Milestone Partners is a lower middle-market private equity firm specializing in investments in manufacturing, distribution, and service companies. Milestone looks for businesses valued up to $250 million with EBITDA of $5 to $50 million. The Firm's target revenue size is $10 to $250 million. Milestone prefers companies with growth potential and proven management. The Firm will not invest in businesses in high cyclical industries, with low barriers to entry, or have a high reliance on technology. Milestone Partners was formed in 1995 and is based in Villanova, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 40 of 40 |
| Sector (Financial Services) | 4 of 4 |
| Type (Buyout (LBO, MBO, MBI)) | 23 of 23 |
| State (Georgia) | 3 of 3 |
| Country (United States) | 39 of 39 |
| Year (2023) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-23 |
USAuto
Lawrenceville, Georgia, United States USAuto is a used car sales and finance company. USAuto has a vertically integrated platform that is focused on providing customers with high quality vehicles at affordable prices. USAuto’s proprietary underwriting technology and centralized systems ensure fast and consistent customer service, evidenced by an above average repeat customer rate. USAuto was formed in 1992 and is based in Lawrenceville, Georgia. |
Sell | - |
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Financial Services) | 1 of 1 |
| Type (Buyout (LBO, MBO, MBI)) | 1 of 1 |
| State (Georgia) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2023) | 1 of 1 |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 750M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Tecum Capital is a private equity firm focused on lower middle-market companies across the Eastern-US. Tecum will consider a variety of investment situations including leveraged buyouts, management buyouts, successions, strategic acquisitions, growth capital financings, and recapitalizations. Investment sizes range from $5 - $20 million. Industries of interest include manufacturing, plastics, specialty distribution, technology, healthcare services, defense, food, and business/consumer services. Tecum will not consider investments in start-ups or real estate. Tecum Capital was formed in 2005 and is based in Wexford, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 80 of 82 |
| Sector (Financial Services) | 2 of 2 |
| Type (Buyout (LBO, MBO, MBI)) | 27 of 28 |
| State (Georgia) | 5 of 5 |
| Country (United States) | 80 of 82 |
| Year (2023) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-25 |
National Power
Raleigh, North Carolina, United States National Power is a provider of highly engineered electrical applications and backup power for critical infrastructure within the telecom, wireless, and commercial infrastructure applications. National Power was founded in 1985 and is based in Raleigh, North Carolina. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-14 |
Shake Smart
San Diego, California, United States Shake Smart provides healthy, nutritious, and delicious protein shakes, protein smoothies, acai bowls, wraps, nut butter avocado toast, and more to its customers across multiple dayparts. Shake Smart was founded in 2011 and is based in San Diego, California. |
Buy | - |
