M&A Deal Summary |
|
|---|---|
| Date | 2015-06-09 |
| Target | Fidelis Insurance |
| Sector | Insurance |
| Buyer(s) |
Capital Z Partners
Crestview Partners CVC Capital Partners Pine Brook Partners |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Deal Value | 1.5B USD |
| Advisor(s) | PwC Corporate Finance LLC Goldman Sachs (Financial) Clifford Chance (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1990 |
| PE ASSETS | 3.0B USD |
| Size | Large |
| Type | Sector Focused |
Capital Z Partners is a private equity firm focused on the financial services sector. The Firm targets companies in the US, Bermuda, and the UK and looks to commit $25 to $100 million as a primary or co-investor partner. Specific areas of interest include insurance (property, life, health, reinsurance, and specialty markets), services (insurance distribution, claims management, asset servicing, and outsourced service providers), specialty finance (commercial finance, consumer finance, banks, and leasing), and securities (fund management, broker-dealers, and wealth management). Capital Z Partners was established in 1990 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 14 |
| Sector (Insurance) | 4 of 6 |
| Type (Buyout (LBO, MBO, MBI)) | 2 of 3 |
| Country (Bermuda) | 2 of 2 |
| Year (2015) | 2 of 2 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-01 |
Pearl Capital Business Funding
Jersey City, New York, United States Pearl Capital Business Funding is one of the fastest-growing providers of alternative small business financing in America. Pearl vision is simple: to provide the best financing solutions to the underbanked, while providing ISOs and other origination channels with the best service, efficiency, support, and integrity in the business. Pearl Capital Business Funding was founded in 2010 and is based in Jersey City, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-06-30 |
Portfolio Group
Lake Forest, California, United States Portfolio Group is an independent provider of finance and insurance products and services to automotive dealers across the country. Portfolio develops, sells and administers auto dealer extended warranty programs across a full-service product offering including vehicle service contracts, GAP insurance, and ancillary products. Portfolio Group was founded in 1990 and is based in Lake Forest, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 10.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Crestview Partners is a private equity firm focused on challenging investment situations. Crestview targets opportunities across a broad range of industries, with a special interest in asset management, media, healthcare and financial service companies. The Firm looks to commit $100 to $250 million of equity capital in transactions valued between $500 million and $3 billion. Crestview Partners was formed in 2004 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 55 |
| Sector (Insurance) | 4 of 4 |
| Type (Buyout (LBO, MBO, MBI)) | 12 of 14 |
| Country (Bermuda) | 2 of 2 |
| Year (2015) | 4 of 6 |
| Size (of disclosed) | 3 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-30 |
Interoute Communications
London, United Kingdom Interoute Communications Ltd. is a provider of connectivity, communications and computing services to international enterprises, global telecommunication service providers, mobile operators, governments and channel partners. Interoute Communications was founded in 2002 and is based in London, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-11 |
Stackpole International
Ancaster, Ontario, Canada Stackpole International, Inc. is a manufacturer and sole source supplier of highly-engineered oil pumps and powdered metal components to automotive original equipment manufacturers. |
Sell | CA$867M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 177.0B EUR |
| Size | Mega |
| Type | Sector Agnostic |
CVC Capital Partners is a global private equity firm focused on investments in large companies located in Europe, North America, and Asia. CVC looks for opportunities with stable cash flows and talented management, and will consider businesses in a variety of industries. Target sectors include textiles, industrial products, waste management, building materials, energy/utilities, business services, financial services, distribution, healthcare, media, semiconductors, and gaming. CVC can handle transactions valued from €200 million to €10 billion. CVC Capital Partners was formed in 1981 and is based in Luxembourg.
| DEAL STATS | # |
|---|---|
| Overall | 175 of 323 |
| Sector (Insurance) | 4 of 7 |
| Type (Buyout (LBO, MBO, MBI)) | 97 of 122 |
| Country (Bermuda) | 1 of 2 |
| Year (2015) | 6 of 15 |
| Size (of disclosed) | 22 of 56 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-09 |
Neptune Energy
London, United Kingdom Neptune Energy is a new oil & gas investment vehicle offers full life-cycle capabilities across exploration, development, and production. Neptune Energy was founded in 2017 and is based in London, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-19 |
Stage Entertainment BV
Amsterdam, Netherlands Stage Entertainment BV is a creative developer and producer of over 40 musicals and shows on an annual basis, combined with a portfolio of 20 own theaters. Stage Entertainment BV was founded in 1998 and is based in Amsterdam, Netherlands. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 6.0B USD |
| Size | Mega |
| Type | Sector Focused |
Pine Brook Road Partners is a private equity group focused on growth capital investments in the energy and financial services sectors. Specific areas of interest within the energy sector include exploration, oilfield services, transportation/storage, power generation/distribution/transmission, and biofuel/renewable resources. Specific areas of interest within financial services include insurance, banks, asset management, specialty finance, and servicing/distribution/origination. Pine Brook generally acts as the lead/control investor in newly-formed or established businesses. The Firm has a special interest in 'underappreciated or overlooked' opportunities. Pine Brook Road Partners was formed in 2006 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 31 of 42 |
| Sector (Insurance) | 7 of 9 |
| Type (Buyout (LBO, MBO, MBI)) | 9 of 11 |
| Country (Bermuda) | 5 of 5 |
| Year (2015) | 2 of 6 |
| Size (of disclosed) | 1 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-02-01 |
The Car Finance Company
Portsmouth, United Kingdom The Car Finance Company is a subprime auto finance company focused on providing credit to underserved borrowers. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-07-30 |
Cahill Services
Houston, Texas, United States Cahill Services is a provider of specialty rental services to customers in the oil & gas, refining, industrial, petrochemicals, utilities and related industries where a high level of technical knowledge of the business and customer needs is required. Cahill Services is based in Houston, Texas. |
Buy | - |
