Investment Summary |
|
|---|---|
| Date | 2016-07-26 |
| Target | National Truck Protection |
| Sector | Insurance |
| Investor(s) | Kinderhook Industries |
| Sellers(s) |
Palladian Capital Partners
Fidus Investment Saratoga Partners Brookside Equity Partners Praesidian Capital |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 8.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Kinderhook Industries targets control investments in companies valued between $25 to $250 million. Prospective transaction situations include acquiring non-core divisions of public companies, existing small capitalization companies lacking institutional support, management buyouts of entrepreneurial-owned businesses, and troubled companies. Sectors of interest include consumer products and services, media, packaging, industrial products, communications, and business services. Kinderhook Industries was formed in 2003 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 69 |
| Sector: Insurance M&A | 3 of 4 |
| Type: Secondary Buyout M&A Deals | 4 of 13 |
| State: North Carolina M&A | 1 of 3 |
| Country: United States M&A | 29 of 67 |
| Year: 2016 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-01-26 |
VitreosHealth
Plano, Texas, United States VitreosHealth is a provider of Advanced Population Health analytics leveraging EHR, claims, HRAs and socioeconomic data for predictive risk and prescriptive care management. VitreosHealth was founded in 2009 and is based in Plano, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-10-03 |
Rizzo Environmental Services
Sterling Heights, Michigan, United States Rizzo Environmental Services, Inc. is a provider of collection services in 16 municipalities throughout Southeast Michigan. Company provides curbside collection for municipal solid waste, recycling, and compost to municipalities. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| Size | Small |
| Type | Sector Agnostic |
Palladian Capital Partners is a private investment firm focused on acquiring lower middle-market companies with $5 to $50 million in revenue. Areas of interest include technology and transaction services, specialty marketing, manufacturing, and value-added distribution. Palladian Capital Partners was established in 2004 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: North Carolina M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-22 |
Inergex
Buffalo, New York, United States Inergex is an IT image changing company, helping enterprise-sized organizations around the country achieve notable IT-related results by applying advanced and creative approaches in areas such as IT service management / serviceNow, managed services, project management, business intelligence, and application development. Inergex was founded in 2000 and is based in Buffalo, New York. |
Buy | - |
| Category | Business Development Company |
|---|---|
| Founded | 2011 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Fidus Investment Corp. is a business development company that looks to provide financing solutions for small to mid-sized companies with $10 to $150 million in revenue. Fidus looks to invest mezzanine debt, senior secured debt and equity in businesses with proven business models, leading market positions, high free cash flow, and strong management teams. Industries of interest include business services, industrial products, value-added distribution, healthcare products/services, consumer products, consumer services, aerospace/defense, energy services, transportation, government IT, and niche manufacturing. Fidus Investment Corp. is based in Evanston, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 10 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 3 |
| State: North Carolina M&A | 1 of 1 |
| Country: United States M&A | 1 of 10 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-02-01 |
French Transit
Louisville, Colorado, United States French Transit is a manufacturer of deodorants. French Transit offers body deodorant products in the form of sticks, roll-ons, sprays, original rocks, travel sticks, and foot sprays; and essence deodorants in the form of roll-ons and sprays. French Transit is based in Louisville, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-12-01 |
Accent Food Services
Pflugerville, Texas, United States Accent Food Services is a provider of complete menu of refreshment solutions including vending, self-check-out markets, office coffee, pantry and catering to thousands of customers, providing superior customer service and innovation. Accent Food Services is based in Pflugerville, Texas. |
Buy | - |
| Category | Merchant Bank |
|---|---|
| Founded | 1998 |
| PE ASSETS | 750M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Saratoga Partners is an independent private equity firm focused on investments in partnership with management in the manufacturing, business services and media and telecommunications industries. Saratoga pursues businesses valued from $50 to $400 million and generally acts as the lead investor. Target companies typically have leading market positions and operate in defensible niches with provide proprietary products. Prospective transaction situations include corporate buyouts, consolidations, and divestitures. Saratoga Partners dates back to 1984 and became independent in 1998. The Firm is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 16 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: North Carolina M&A | 1 of 1 |
| Country: United States M&A | 14 of 16 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-04-01 |
Scovill Fasteners
Clarkesville, Georgia, United States Scovill Fasteners, Inc. is one of the world’s largest manufacturers of apparel and light industrial fasteners. Scovill offers a full range of service and support from product design and delivery to application to various markets including Jeanswear, Infantwear, Workwear, Military, Sporting Goods and Marine. Through partnership, service and expertise, Scovill has provided customercentered solutions for over 200 years. Products and services range from highperformance buttons, zippers, snap fasteners, grommets and washers to attaching machine equipment, custom metal stamping and expert technical support. Scovill’s brand portfolio includes products that have strong recognition such as Gripper® , Duramark® and DOT® . Scovill sales teams, technicians and service specialists are located around the world. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-11-03 |
LTI
Baldwin Park, California, United States LTI is a developer, manufacturer, and sells specialty discharge lamps to industrial and theatrical OEM customers and distribution partners worldwide. LTI's xenon and mercury xenon lamps provide very high intensity, pinpoint sources of light for specific user applications, including cinema and video projection, exhibition and architectural lighting, and medical and industrial applications. LTI was founded in 1999 and is based in Baldwin Park, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1977 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Brookside Equity Partners (BEP) focuses on private equity investments, including direct control investments, majority or minority co-investments alongside other investment firms, and, on a selective basis, investments in private funds or special situations. BEP targets North American middle-market companies with revenues greater than $15 million and at least $5 million of EBITDA. Sectors of interest include manufacturing, chemicals, financial services, environmental, food, and distribution. Brookside Equity Partners was formed in 1977 and is based in Stamford, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 29 |
| Sector: Insurance M&A | 1 of 2 |
| Type: Secondary Buyout M&A Deals | 10 of 13 |
| State: North Carolina M&A | 3 of 4 |
| Country: United States M&A | 21 of 29 |
| Year: 2016 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-13 |
Advanced Solutions International
Alexandria, Virginia, United States Advanced Solutions International is a provider of web-based software for member and donor-based not-for-profits and have served nearly 4000 clients and millions of users worldwide. Advanced Solutions International was founded in 1991 and is based in Alexandria, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-10-25 |
MarketCast
Culver City, California, United States MarketCast is a provider of marketing research services and data analytics for the global entertainment industry. Through a variety of services backed by rigorously scientific quantitative and qualitative research methods, MarketCast works in collaboration with marketers and researchers across the entertainment spectrum in the development and execution of their marketing strategies, from early concept exploration through distribution. MarketCast services are available worldwide, and include materials testing (trailers, TV spots, print ads, etc.), concept and positioning studies, exit polls, recruited audience screenings, tracking studies, and focus groups, as well as a host of custom offerings including brand/franchise studies, post-release studies, and attitudes and usage studies. MarketCast was founded in 1987 and is based in Culver City, California. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2002 |
| PE ASSETS | 1.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Praesidian Capital is a mezzanine debt provider for middle-market companies throughout the US and Europe. Praesidian looks to provide junior capital to businesses with revenues between $3 and $100 million and EBITDA between $250k and $20 million. Capital is typically used to support acquisitions, management/leveraged buyouts, recapitalizations, and restructurings. Praesidian will not invest in oil & gas exploration, financial services, real estate, or start-ups. Praesidian Capital was formed in 2002 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 32 |
| Sector: Insurance M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 4 of 14 |
| State: North Carolina M&A | 1 of 1 |
| Country: United States M&A | 13 of 30 |
| Year: 2016 M&A | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-06-30 |
Meheen Manufacturing
Louisville, Colorado, United States Meheen Manufacturing is a manufacturer and provider of advanced machinery to the global beverage industry with a focus on the rapidly growing craft beer segment. Meheen Manufacturing was founded in 2003 and is based in Louisville, Colorado. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-08-08 |
Sun Water Systems
Haltom City, Texas, United States Sun Water Systems, Inc. (dba Aquasana) is a designer, assembler and marketer of premium performance water treatment products, including whole-house treatment systems, drinking water solutions for at home and on-the-go, and shower filters. |
Sell | $87M |
