Investment Summary

NexPhase Capital Invests In Opportunity Bancshares

On April 3, 2010, private equity firm NexPhase Capital invested in financial services company Opportunity Bancshares

Investment Highlights
  • This is NexPhase Capital’s 2nd transaction in the Financial Services sector.
  • This is NexPhase Capital’s 5th transaction in the United States.
  • This is NexPhase Capital’s 1st transaction in Iowa.
Investment Fate
  • Opportunity Bancshares was sold to a strategic buyer in 2012.

Investment Summary

Date 2010-04-03
Target Opportunity Bancshares
Sector Financial Services
Investor(s) NexPhase Capital
Deal Type Stake Purchase

Target

Opportunity Bancshares

Bettendorf, Iowa, United States
Opportunity Bancshares, Inc. operates as the bank holding company for Opportunity Bank, National Association that offers personal and commercial banking services.

Search 205,333 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Investor(S) 1

Investor

NexPhase Capital

New York, New York, United States

Investor Investor Investor Investor


Category Private Equity Firm
Founded 2007
PE ASSETS 1.2B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Moelis Capital Partners (MCP) is the private equity investment arm of investment bank Moelis & Company. MCP targets growth equity and control buyouts requiring equity investments of $25 to $75 million. Moelis has particular interest in the business services, consumer and retail, financial services, healthcare services, industrial and telecom industries. Moelis Capital Partners was formed in 2007 and is based in New York City.


DEAL STATS #
Overall 5 of 42
Sector (Financial Services) 2 of 3
Type (Stake Purchase) 1 of 1
State (Iowa) 1 of 1
Country (United States) 5 of 40
Year (2010) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-03-09 Kinsale Capital Group

Richmond, Virginia, United States

Kinsale Capital Group is a domestic excess and surplus lines insurance company specializing in hard-to-place property, casualty and specialty risks. Kinsale Capital Group was founded in 2009 and is based in Richmond, Virginia.

Buy $66M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2010-11-01 WINFertility

Greenwich, Connecticut, United States

WINFertility is a specialty benefit management company and provides comprehensive fertility management to healthcare insurers and other payors for fertility services. WIN Fertility was founded in 1998 and is based in Greenwich, Connecticut.

Buy -