Investment Summary |
|
|---|---|
| Date | 2024-03-26 |
| Target | Champion Wellness Centers |
| Sector | Healthcare Services |
| Investor(s) |
Monument Microcap Partners
Capitala Group |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2018 |
| Size | Small |
| Type | Sector Agnostic |
Monument Microcap Partners is a private investment firm focused on acquiring small ($1 to $5 million of EBITDA) businesses throughout the US and Canada. The Firm looks to partner with and work alongside management to pursue growth opportunities (organic and add-ons) as well as improve operations. Broad areas of interest include niche manufacturing, business services, and value-added distribution. Monument Microcap Partners was established in 2018 and is headquartered in Indianapolis, Indiana.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 10 |
| Sector: Healthcare Services M&A | 3 of 3 |
| Type: Growth Capital M&A Deals | 3 of 3 |
| State: Florida M&A | 3 of 3 |
| Country: United States M&A | 10 of 10 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-24 |
Sweet Tooth
Brentwood, New York, United States Sweet Tooth is a provider of tooling and injection molding services operating two divisions: Micelli Chocolate Mold Company (“Micelli”) and Aztec Tooling & Injection Molding Company (“Aztec”). Micelli is a manufacturer of injection polycarbonate chocolate molds in North America and is the preferred supplier for a wide spectrum of North American chocolate manufacturers, ranging from artisanal chocolatiers to large-scale industrial chocolate manufacturers. Aztec specializes in custom tooling (molds) and injection molding services for commercial markets including point-of-purchase displays, food, pharmaceuticals, cosmetics, automotive and retail industries. Sweet Tooth is based in Brentwood, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-27 |
Command Investigations
Lake Mary, Florida, United States Command Investigations is a private investigation company that offers a comprehensive suite of field investigation, intelligence, surveillance, special investigation unit, and compliance services. The Company addresses the re-occurring risk mitigation demands of diverse customers, including insurance carriers, third party administrators, law firms, governments and other investigative firms. Command Investigations was founded in 2012 and is based in Lake Mary, Florida. |
Sell | - |
| Category | Asset Manager |
|---|---|
| Founded | 1998 |
| PE ASSETS | 2.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Capitala Group is an asset manager that provides equity and mezzanine capital to mid-sized companies valued up to $250 million. Funds are generally used to support growth needs, add-on acquisitions, management/leveraged buyouts, and recapitalizations. Capitatala will invest across the US, but generally targets opportunities located in the Southeast. Industry preferences include building products, business services, consumer/reteail, general industrial, healthcare, and technology. Prospective companies typically have revenues greater than $10 million and EBITDA of at least $3 million. Capitala was formed in 1998 and is headquartered in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 97 of 100 |
| Sector: Healthcare Services M&A | 4 of 4 |
| Type: Growth Capital M&A Deals | 27 of 28 |
| State: Florida M&A | 14 of 14 |
| Country: United States M&A | 96 of 99 |
| Year: 2024 M&A | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-13 |
TRS Global Services
Houston, Texas, United States TRS Global Services provides repair services on a wide range of turbines in a variety of applications. It is specialized in providing component repair and manufacturing processes for industrial, aeroderivative and aircraft gas turbines. TRS Global Services is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-01 |
United Air Temp
Lorton, Virginia, United States United Air Temp is a provider of residential heating, ventilation, and air conditioning (HVAC) services to residential homeowners. United Air Temp was founded in 1931 and is headquartered in Lorton, Virginia. |
Sell | - |
