Explore All 380 Stake Purchase Financial Services Deals - Search the Database Free
Investment Summary |
|
|---|---|
| Date | October 1, 2020 |
| Target | Lincoln Investment |
| Sector | Financial Services |
| Investor(s) | New Mountain Capital |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Stake Purchase |
FILTER BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 55.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
New Mountain Capital is a private investment firm focused on investment in public and private companies in a variety of industries. New Mountain generally invests $100 to $500 million per transaction and looks for businesses with strong market positions and high barriers to entry. New Mountain also prefers businesses that succeed in both good and bad economies. Sectors of interest include education, healthcare, business services, federal IT services, media, software, consumer products, logistics, financial services and technologies, and energy. New Mountain Capital was formed in 1999 and is based in New York, New York.
| Deal Context for Investor | # |
|---|---|
| Overall | 67 of 104 |
| Sector: Financial Services | 2 of 3 |
| Type: Stake Purchase | 7 of 7 |
| State: Pennsylvania | 3 of 5 |
| Country: United States | 63 of 99 |
| Year: 2020 | 6 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-01 |
IMA Financial
Denver, Colorado, United States IMA Financial is a diversified financial services company focused on protecting the assets of its widely varied client base through insurance and wealth management solutions. Because IMA is 100-percent employee-owned, its more than 600 associates in Colorado, Kansas, Michigan, New York and Texas are empowered to provide customized solutions for their clients’ unique needs. IMA Financial was founded in 1974 and is based in Denver, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-25 |
Vytalogy Wellness
Sherman Oaks, California, United States Vytalogy Wellness and its family of brands, Natrol and Jarrow Formulas, is a wellness company that fuses science and quality ingredients to create efficacious products that make a transformative impact on consumers’ lives. Vytalogy Wellness is based in Sherman Oaks, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| 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 Context for Seller | # |
|---|---|
| Overall | 25 of 31 |
| Sector: Financial Services | 21 of 26 |
| Type: Stake Purchase | 3 of 3 |
| State: Pennsylvania | 3 of 3 |
| Country: United States | 25 of 29 |
| Year: 2020 | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-07-23 |
Keane
New York, New York, United States Keane is a provider of unclaimed property compliance solutions. From annual escheat compliance reporting, customized communication programs and in-depth consulting services, Keane provides corporations, mutual funds, banks, brokerage, insurance companies and transfer agents with a depth and breadth of services that is unmatched. Keane was formed in 2010 and is based in New York City. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-19 |
Broadstone
London, United Kingdom Broadstone provides pensions, employee benefits, actuarial and investment services advice to small and medium-sized employers, pension scheme trustees, and individual pension scheme members. Broadstone was founded in 1989 and is based in London, United Kingdom. |
Buy | - |
