M&A Deal Summary |
|
|---|---|
| Date | 2009-12-31 |
| Target | STX Healthcare Management Services |
| Sector | Business Services |
| Buyer(s) |
Patriot Capital
Capitala Group Harbert Private Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Size | Large |
| Type | Sector Agnostic |
Patriot Capital is a private investment firm that provides equity and junior capital to support acquisitions, growth capital financings, management buyouts, and recapitalizations of middle-market companies. The Firm looks to invest $5 to $25 million in businesses generating revenues of $10 to $200 million. Areas of interest include business and consumer services, consumer products, niche manufacturing and distribution, education, e-commerce, application software, transportation, and telecom services. Patriot focuses its investment activity with the Mid-Atlantic, Midwest, and Southern areas of the US. Patriot Capital is based in Baltimore, Maryland.
| DEAL STATS | # |
|---|---|
| Overall | 31 of 112 |
| Sector: Business Services M&A | 5 of 13 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 15 of 34 |
| State: Texas M&A | 4 of 14 |
| Country: United States M&A | 31 of 112 |
| Year: 2009 M&A | 7 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-11-11 |
The Motley Fool
Alexandria, Virginia, United States The Motley Fool is the most recognized on-line provider of financial newsletters in the financial services industry. Patriot Capital was approached by the management of The Motley Fool to provide financing to support a shareholder buyback program of its original founding venture capital investor. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-01-13 |
Gayesco International
Pasadena, Texas, United States Gayesco International (GI) is a manufacturer of systems and components that are used to improve the efficiency and safety of petroleum refineries worldwide, by providing critically accurate temperature measurement throughout various refinery-processing tanks. |
Buy | - |
| Category | Asset Manager |
|---|---|
| Founded | 1998 |
| PE ASSETS | 2.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Capitala Group is an asset manager that provides equity and mezzanine capital to mid-sized companies valued up to $250 million. Funds are generally used to support growth needs, add-on acquisitions, management/leveraged buyouts, and recapitalizations. Capitatala will invest across the US, but generally targets opportunities located in the Southeast. Industry preferences include building products, business services, consumer/reteail, general industrial, healthcare, and technology. Prospective companies typically have revenues greater than $10 million and EBITDA of at least $3 million. Capitala was formed in 1998 and is headquartered in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 28 of 100 |
| Sector: Business Services M&A | 2 of 11 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 16 of 42 |
| State: Texas M&A | 2 of 5 |
| Country: United States M&A | 27 of 99 |
| Year: 2009 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-12-16 |
Spartan Foods of America
Spartanburg, South Carolina, United States Spartan Foods of America is a manufacturer of branded pizza crusts sold primarily through grocery and retail channels. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-07-01 |
Corporate Visions
Reno, Nevada, United States Corporate Visions is a marketing and sales messaging, tools and training company that helps global B2B companies create more sales opportunities, win more deals and increase sales profitability by improving the conversations salespeople have with customers. Companies engage Corporate Visions in three areas: developing differentiated messages that concentrate on customer needs; deploying tools that support critical steps in the buying cycle; and delivering sales skills training that enables salespeople to capture more value. Corporate Visions was founded in 1984 and is based in Reno, Nevada. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1985 |
| PE ASSETS | 4.7B USD |
| Size | Mega |
| Type | Sector Agnostic |
Harbert Private Equity and Mezzanine is a private equity arm of Harbert Management Corp. The Private Equity group targets leveraged buyouts, recapitalizations, expansion capital investments, and distressed situations. The firm targets opportunities across a range of industries and typical transactions have enterprise values between A$10 and A$100 million. The Mezzanine Capital group seeks subordinated debt investments and can commit $3 to $15 million per transaction. . Harbert Management Corporation was formed in 1985 and has offices in Birmingham, Alabama; New York, New York; Nashville, Tennessee; Richmond, Virginia; London; Madrid; Paris; and Melbourne.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 59 |
| Sector: Business Services M&A | 3 of 6 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 19 of 29 |
| State: Texas M&A | 4 of 7 |
| Country: United States M&A | 30 of 53 |
| Year: 2009 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-09-01 |
Candescent Healing
Tarrytown, New York, United States Developer and operator of comprehensive wound care and hyperbaric oxygen therapy facilities within hospitals. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-01-28 |
Aesop
Collingwood, Australia Aesop is an aspirational, luxury brand, that provides efficacious and sensorial products across multiple beauty and wellness categories, including hair, body, skin, home, and fragrance. The company has delivered significant organic growth while maintaining its strong brand ethos and staying true to its core social and environmental values. Its global footprint of over 395 uniquely designed locations, elegant customer experience, and purpose-driven approach have proven particularly attractive to a loyal and expanding community of customers, and the company is now well-positioned to become a pioneer in the luxury beauty space. Aesop is based in Collingwood, Australia. |
Buy | - |
