Investment Summary |
|
|---|---|
| Date | 2021-02-18 |
| Target | FMS Solutions |
| Sector | Financial Services |
| Investor(s) | New Heritage Capital |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
New Heritage Capital is a private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Heritage looks to invest in growing, middle-market companies with at least $30 million in annual revenue and EBITDA of at least $4 million. Target sectors include aerospace, consumer products, food/beverage, media/publishing, healthcare, manufacturing, pet products, plastics/packaging, printing, and value-added distribution. New Heritage Capital was formed in 2006 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 31 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 13 of 17 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 23 of 28 |
| Year: 2021 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-13 |
Carnegie Dartlet
Westford, Massachusetts, United States Carnegie Dartlet is a strategic marketing firm specializing in the higher education sector. It provides research, creative development, digital campaign execution, and lead generation services. Carnegie Dartlet was founded in 1983 and is based in Westford, Massachusetts. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-06 |
Tandym Group
New York, New York, United States Tandym Group is a recruitment firm focused on serving accounting firms, boutique hedge funds, and private equity funds. Tandym Group was founded in 1985 and is based in New York, New York. |
Sell | - |
