Investment Summary |
|
|---|---|
| Date | 2023-04-12 |
| Target | WM Synergy |
| Sector | Software |
| Investor(s) |
Potomac Equity Partners
Plexus Capital |
| Deal Type | Stake Purchase |
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Potomac Equity Partners is a private equity firm focused on acquiring and investing in small to middle-market companies. The Firm will consider opportunities throughout North America valued up to $150 million. Sectors of interest include business services, education/training, healthcare, information services, and software. Potomac Equity Partners was formed in 2012 and is based in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector (Software) | 1 of 1 |
| Type (Stake Purchase) | 1 of 1 |
| State (Texas) | 1 of 1 |
| Country (United States) | 6 of 6 |
| Year (2023) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-02-23 |
U.S. Mobile Health Exams
Jacksonville, Florida, United States U.S. Mobile Health Exams is a mobile health testing provider specializing in occupational health tests (e.g., hearing conservation, respiratory protection, physical exams, and drug and alcohol testing), and health screenings (e.g., blood tests, ultrasound screenings, immunizations, community health outreach, and other advanced screenings). The Company performs on-site health services for customers across the U.S. and in a broad range of industries. U.S. Mobile Health Exams was founded in 2011 and is based in Jacksonville, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1995 |
| PE ASSETS | 2.2B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Plexus Capital is a private equity firm that invests in buyouts, acquisitions, recapitalizations and growth financings in the form of junior and/or equity capital. Plexus focuses on lower middle-market businesses located in the Mid-Atlantic and Southeast areas of the US. The Firm looks for businesses companies in the business services, consumer services, manufacturing, value-added distribution, and healthcare sectors with up to $2 to $15 million of cash-flow. Plexus Capital was formed in 1995 and is based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 129 of 147 |
| Sector (Software) | 4 of 4 |
| Type (Stake Purchase) | 1 of 1 |
| State (Texas) | 9 of 11 |
| Country (United States) | 129 of 147 |
| Year (2023) | 5 of 14 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-01 |
360 Smart Networks
Roswell, Georgia, United States 360 Smart Networks is an IT services and IT solutions company for businesses with more than 20 users in Atlanta & Charlotte. 360 Smart Networks is based in Roswell, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-01 |
Red Bird
Lexington, North Carolina, United States Red Bird is a family-owned business that manufactures puffed peppermint candies. It also produces Thinfuls, a line of better-for-you handcrafted popcorn snacks. The company sells its branded products, as well as various private-label candy and popcorn products, across the United States in the mass, dollar, club, drug, and e-commerce channels. Red Bird was formed in 1890 and is based in Lexington, North Carolina. |
Sell | - |
