M&A Deal Summary |
|
|---|---|
| Date | 2021-01-12 |
| Target | Changepoint |
| Sector | Software |
| Buyer(s) | Planview |
| Sellers(s) | Marlin Equity Partners |
| Deal Type | Add-on Acquisition |
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Planview is a provider of IT Governance software solutions to the Global 2000 with applications that help companies optimize the utilization of resources and manage/monitor IT projects. Planview was formed in 1989 and is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 11 |
| Sector: Software M&A | 5 of 8 |
| Type: Add-on Acquisition M&A Deals | 6 of 10 |
| State: Ontario M&A | 1 of 1 |
| Country: Canada M&A | 1 of 2 |
| Year: 2021 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-12 |
Clarizen
San Mateo, California, United States Clarizen, Inc. is an Enterprise Collaborative Work Management software that connects work across the enterprise, turning ideas into strategies, plans, and actions. With Clarizen, organizations can work the way they want to work and have real-time visibility into all their workstreams. Clarizen is based in San Mateo, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-05-18 |
Tasktop
Vancouver, British Columbia, Canada Tasktop is a value stream management platform that enables enterprises to master software at scale. Leading brands, including half of the Fortune 100, use Tasktop to provide real-time visibility into the health of product value streams, allowing them to make better decisions and align with business goals. The company connects with existing third party tools businesses are already using and overlays the end-to-end value stream to provide the abstractions, automations, visualizations and forensics needed to practice value stream management on a daily basis. Tasktop is based in Vancouver, British Columbia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 8.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Marlin Equity Partners is a private investment firm focused on acquiring distressed businesses with sales of $10 million to $2 billion. Marlin has a special interest in non-core or underperforming divisions of larger corporations, as well as companies facing some sort of financial, operational or market-related transition. Marlin is a generalist investor and will consider opportunities in technology (software, IT, payment systems, hardware, communications, internet), healthcare, consumer (apparel, retail, consumer products, food/beverage), services (business, financial, consumer, education), manufacturing (automotive, industrial, metals, plastics), aerospace, defense, and media. Marlin prefers businesses with scalable business models, strong installed customer bases, defensible market positions, and barriers to entry. Marlin Equity Partners was formed in 2005 and is based in Hermosa Beach, California with an additional office in London.
| DEAL STATS | # |
|---|---|
| Overall | 44 of 65 |
| Sector: Software M&A | 17 of 25 |
| Type: Add-on Acquisition M&A Deals | 30 of 43 |
| State: Ontario M&A | 4 of 4 |
| Country: Canada M&A | 4 of 4 |
| Year: 2021 M&A | 1 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-08 |
TaxSlayer
Augusta, Georgia, United States TaxSlayer makes online tax filing accessible for millions of Americans, with an easy-to-use platform and unlimited support at a fraction of the cost of the competition. The company successfully completed more than 10 million state and federal e-filed tax returns in 2020 and processed $15 billion in refunds. TaxSlayer is based in Augusta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-02-03 |
Uniface
Amsterdam, Netherlands Uniface is a provider of model-driven, low-code application development and deployment software. Uniface was founded in 1984 and is based in Amsterdam, Netherlands. |
Sell | - |
