M&A Deal Summary |
|
|---|---|
| Date | 2017-07-06 |
| Target | Diversified Human Resources |
| Sector | Staffing |
| Buyer(s) | Oasis Outsourcing |
| Sellers(s) |
Caltius Equity Partners
Caltius Structured Capital |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1996 |
| Sector | Business Services |
Oasis Outsourcing is a Florida-based Professional Employer Organization (PEO) serving almost 230,000 employees and 7,500 clients nationwide. Founded in 1996, it specializes in providing human resources services, employee benefits administration, payroll and tax administration, risk management services and staffing solutions to small- and medium-sized businesses throughout the United States. Oasis is accredited by the Employer Services Assurance Corporation (ESAC), ensuring the highest level of ethical, financial and operational standards in the PEO industry and has received SOC 1 Type II (formerly SAS 70) certification for its high level of accuracy and performance. Oasis, through its subsidiaries, is qualified to offer IRS-certified professional employer organization (CPEO) services.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 9 |
| Sector (Staffing) | 3 of 4 |
| Type (Add-on Acquisition) | 6 of 8 |
| State (Arizona) | 1 of 1 |
| Country (United States) | 7 of 9 |
| Year (2017) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-16 |
Fortune Industries
Brentwood, Tennessee, United States Fortune Industries, Inc. serves more than 600 small and medium-sized businesses, representing over 14,000 worksite employees in 47 states. Services include human resource consulting and management, employee training and development, workers compensation and risk management, payroll, and benefits administration. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-12-05 |
Staff One HR
Dallas, Texas, United States Staff One, Inc. is a provider of human resources including payroll, benefits, workers compensation coverage, retirement plans and other personnel services, allowing business clients to focus on their core competencies. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Caltius Equity is the private equity arm of Caltius Capital Management. Caltius Equity focuses on making equity investments valued from $10 to $30 million. The Group looks to acquire control or substantial minority positions in businesses with defensible market positions, growth potential, history of profits, proprietary products/services, and limited technology risk. Funds are generally used to support generational transfers, management buyouts, growth financings, and corporate divestitures. Sectors of interest include business and infrastructure services, education services, facilities management and services, healthcare products/services, and speciality chemicals/coatings. Caltius Equity Partners was formed in 1999 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 18 of 22 |
| Sector (Staffing) | 1 of 1 |
| Type (Add-on Acquisition) | 9 of 10 |
| State (Arizona) | 1 of 1 |
| Country (United States) | 18 of 22 |
| Year (2017) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-01 |
Casting Networks
Los Angeles, California, United States Casting Networks is a provider of casting and audition management software to the casting industry. Casting Networks was founded in 2002 and is based in Los Angeles, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-08 |
Stratus Unlimited
Mentor, Ohio, United States Stratus Unlimited is a provider of signage and lighting services to customers across the US through a highly-scalable, vendor-managed, and asset-light business model. Stratus Unlimited was founded in 1953 and is based in Mentor, Ohio. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Caltius Structured Capital is an investment firm focused on providing junior debt and minority equity to lower middle-market companies throughout North America. The Firm looks to invest between $7 to $50 million in companies with revenues of $15 to $250 million. The Firm pursues a variety of transaction types, including management buyouts, growth financings, and acquisition financings. Sectors of interest include business services, consumer products/services, healthcare services, manufacturing, tech-enabled services, and staffing. Caltius Structured Capital was formed in 1997 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 32 |
| Sector (Staffing) | 3 of 3 |
| Type (Add-on Acquisition) | 9 of 10 |
| State (Arizona) | 3 of 4 |
| Country (United States) | 26 of 32 |
| Year (2017) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-02 |
Select Rehabilitation
Glenview, Illinois, United States Select Rehabilitation is a provider of contract rehabilitation therapy services in the United States. Select Rehabilitation provides physical therapy, occupational therapy, and speech therapy services in the long-term care sector, primarily to clients in skilled nursing facilities, continuing care retirement communities, outpatient settings, and home health settings. Select Rehabilitation was founded in 1999 and is based in Glenview, Illinois. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-12-12 |
MCRA
Washington, District of Columbia, United States MCRA is an adviser and clinical research organization serving the neuro-musculoskeletal and medical device industries. The company's unique value lies in its industry experience together with its successful integration of five business value creators: regulatory, reimbursement, clinical research, healthcare compliance, and quality assurance. MCRA was formed in 2004 and is based in Washington, DC. |
Buy | - |
