Investment Summary |
|
|---|---|
| Date | 2023-06-29 |
| Target | Fidelis Insurance |
| Sector | Insurance |
| Sellers(s) |
Crestview Partners
CVC Capital Partners Pine Brook Partners Capital Z Partners |
| Deal Type | IPO |
SEARCH BY
| 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 | 25 of 28 |
| Sector: Insurance M&A | 3 of 3 |
| Type: IPO M&A Deals | 7 of 7 |
| Country: Bermuda M&A | 2 of 2 |
| Year: 2023 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-01 |
Gersh
Beverly Hills, California, United States Gersh is a media agency that operates twelve full-service departments Talent, Literary, Film Finance, Books, Comedy, Theater, Production, Alternative, Digital, Branding, Commercial Production and Commercial Endorsements. Gersh was founded in 1949 and is based in Beverly Hills, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-22 |
TenCate Grass
Nijverdal, Netherlands TenCate Grass is a vertically integrated manufacturer, distributor, and installer of artificial turfsolutions. TenCate Grass provides artificial turf solutions for both sports and landscaping applications with a portfolio of diversified brands. TenCate Grass is based in Nijverdal, Netherlands. |
Sell | - |
| 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 | 172 of 181 |
| Sector: Insurance M&A | 4 of 4 |
| Type: IPO M&A Deals | 39 of 39 |
| Country: Bermuda M&A | 2 of 2 |
| Year: 2023 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-23 |
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. |
Sell | $2.6B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-15 |
Sunday Natural
Berlin, Germany Sunday Natural is a brand for premium nutrition in German-speaking countries. Its unique formula is based on a premium product range inspired by nature and its True Clean Label philosophy which ensures quality, purity, and transparency at every stage of the value chain. Sunday Natural is based in Berlin, Germany. |
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 | 27 of 27 |
| Sector: Insurance M&A | 7 of 7 |
| Type: IPO M&A Deals | 5 of 5 |
| Country: Bermuda M&A | 4 of 4 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-03 |
Serafina Energy
Calgary, Alberta, Canada Serafina Energy is a thermal heavy oil company focused on capturing and exploiting projects in the thermal heavy oil belt of Saskatchewan. Serafina Energy was founded in 2013 and is based in Calgary, Alberta. |
Sell | CA$2.3B |
| 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 | 8 of 8 |
| Sector: Insurance M&A | 3 of 3 |
| Type: IPO M&A Deals | 3 of 3 |
| Country: Bermuda M&A | 2 of 2 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-04-17 |
Partners&
High Wycombe, United Kingdom Partners& is a provider of bespoke insurance advice for business and private client insurance, employee benefits, and risk management. Partners& is based in High Wycombe, United Kingdom. |
Buy | - |
