M&A Deal Summary

Platform Partners Acquires ALM First

On December 11, 2015, private equity firm Platform Partners acquired financial services company ALM First

Acquisition Highlights
  • This is Platform Partners’ 5th transaction in the Financial Services sector.
  • This is Platform Partners’ 14th transaction in the United States.
  • This is Platform Partners’ 11th transaction in Texas.

M&A Deal Summary

Date 2015-12-11
Target ALM First
Sector Financial Services
Buyer(s) Platform Partners
Deal Type Recapitalization

Target

ALM First

Dallas, Texas, United States
ALM First is an investment and financial advisory firm that offers a range of services to financial institutions, primarily credit unions. ALM First was founded in 1995 and is based in Dallas, Texas.

Search 214,239 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Platform Partners

Houston, Texas, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2006
PE ASSETS 800M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Platform Partners is a private holding company that makes investments in small to mid-sized companies with a history of 'operating profitability'. The platform looks for growth situations and seeks to invest up to $75 million of equity capital per transaction. Prospective transaction situations include management-led buyouts of private companies, recapitalization of family-owned companies, and growth capital commitments to pursue strategic acquisitions. The Firm will consider both majority and minority positions. Platform Partners was formed in 2006 and is based in Houston, Texas.


DEAL STATS #
Overall 14 of 30
Sector: Financial Services M&A 5 of 6
Type: Recapitalization M&A Deals 3 of 3
State: Texas M&A 11 of 22
Country: United States M&A 14 of 30
Year: 2015 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-10-23 SmartSky Networks

Morrisville, North Carolina, United States

SmartSky Networks is a producer of disruptive communications technologies for the aviation industry. SmartSky Networks was founded in 2011 and is based in Morrisville, North Carolina.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-06-20 Evergreen North America Industrial Services

La Porte, Texas, United States

Evergreen North America Industrial Services is a provider of industrial cleaning services to a range of process industries, including refining, petrochemicals, and utilities. Evergreen North America Industrial Services was founded in 2000 and is based in La Porte, Texas.

Sell -