M&A Deal Summary

Osceola Caital Management and Harvey & Company Acquire Forward Solutions

On January 1, 2017, private equity firm Osceola Caital Management and merchant bank Harvey & Company acquired marketing company Forward Solutions

Acquisition Highlights
  • This is Osceola Caital Management’s 1st and Harvey & Company’s 1st transaction in the Marketing sector.
  • This is Osceola Caital Management’s 3rd and Harvey & Company’s 40th transaction in the United States.
  • This is Osceola Caital Management’s 1st and Harvey & Company’s 5th transaction in Pennsylvania.

M&A Deal Summary
Date 2017-01-01
Target Forward Solutions
Sector Marketing
Buyer(s) Osceola Caital Management
Harvey & Company
Deal Type Buyout (LBO, MBO, MBI)

Target

Forward Solutions

Hershey, Pennsylvania, United States
Forward Solutions is a provider of outsourced sales and marketing services to sanitation, safety, disposables, packaging, equipment and supply manufacturers. Forward Solutions is based in Hershey, Pennsylvania.

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Buyer(S) 2

Buyer

Osceola Caital Management

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2014
Size Small
Type Sector Agnostic
DESCRIPTION

Osceola Capital Management is a private equity firm focused on acquiring small service companies operating in fragmented industries. The Firm looks for profitable businesses ($1 to $10 million of EBITDA) with $5 to $50 million of sales. Areas of interest include business services, healthcare services, tech-enabled services, and industrial services. Osceola Capital Management was established in 2014 and is headquartered in Tampa, Florida.

DEAL STATS #
Overall 3 of 14
Sector (Marketing) 1 of 2
Type (Buyout (LBO, MBO, MBI)) 3 of 9
State (Pennsylvania) 1 of 2
Country (United States) 3 of 14
Year (2017) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-01-01 O’Cloud

New York, New York, United States

O’Cloud provides a comprehensive suite of web hosting services for thousands of small and medium sized businesses. O’Cloud is based in New York City.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-06-01 Avision

Hershey, Pennsylvania, United States

Avision provides comprehensive consulting and training to facility managers, foodservice operators, and distributor customers. Avision is based in Hershey, Pennsylvania.

Buy -
Buyer

Harvey & Company

Investor Investor Investor Investor Investor

Category Merchant Bank
Founded 1998
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Harvey & Company is a principal investment and advisory group. The Firm works with companies and private equity firms on acquisition searches as well as makes investments of its own. Harvey & Company was established in 1998 and is headquartered in Newport Beach, California.

DEAL STATS #
Overall 42 of 72
Sector (Marketing) 1 of 2
Type (Buyout (LBO, MBO, MBI)) 13 of 27
State (Pennsylvania) 5 of 7
Country (United States) 40 of 67
Year (2017) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-12-30 Robb Report Media

Los Angeles, California, United States

Robb Report Media LLC is a provider of publishing businesses for more than two decades. Robb Report Media with its current family of publications serves the ultra-luxury markets with a powerful network of leading lifestyle publications, including the world's most acclaimed journal of connoisseurship, Robb Report, as well as The Robb Report Collection, Art & Antiques, Robb Report Sports and Luxury Auto and Robb Report Vacation Homes. Robb Report Media is based in Los Angeles, California.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-02-15 Moosejaw

Madison Heights, Michigan, United States

Moosejaw is a multi-channel retailer of premium quality outdoor apparel and equipment. Moosejaw was founded in 1992 and is based in Madison Heights, United States.

Sell $51M
Mergr

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