Investment Summary

PPC Enterprises Invests In Private Client Resources

On June 6, 2019, private equity firm PPC Enterprises invested in information technology company Private Client Resources

Investment Highlights
  • This is PPC Enterprises’ 1st transaction in the Information Technology sector.
  • This is PPC Enterprises’ 3rd transaction in the United States.
  • This is PPC Enterprises’ 1st transaction in Connecticut.

Investment Summary
Date 2019-06-06
Target Private Client Resources
Sector Information Technology
Investor(s) PPC Enterprises
Deal Type Growth Capital
Advisor(s) Marlin & Associates Holding (Financial)

Target

Private Client Resources

Wilton, Connecticut, United States
Private Client Resources is a financial technology company that provides automated, scalable data aggregation solutions to the wealth management sector. Private Client Resources was established in 2002 and is based in Wilton, Connecticut.

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Investor(S) 1

Investor

PPC Enterprises

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2012
PE ASSETS 1.5B USD
Size Large
Type Sector Agnostic
DESCRIPTION

PPC Enterprises is a private equity firm focused on investing in North America-based middle-market companies operating in the business services, industrial services, financial services, healthcare, and specialty chemicals sectors. The Firm looks to commit $25 to $150 million in profitable companies valued up to $500 million. PPC Enterprises was formed in 2012 and is based in New York City.

DEAL STATS #
Overall 3 of 8
Sector (Information Technology) 1 of 2
Type (Growth Capital) 1 of 5
State (Connecticut) 1 of 1
Country (United States) 3 of 7
Year (2019) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-07-03 Inframark

Katy, Texas, United States

Inframark is an infrastructure services company focused on the operation and maintenance of water and wastewater systems, management of community infrastructure, and back-office services. With more than 40 years of experience in managing water-related infrastructure, the company employs in excess of 1,500 people serving more than 400 clients in 19 states. Its North American operations manage facilities that can treat over 900 million gallons of drinking water and wastewater daily. It also manages more than 7,000 miles of wastewater collection and water distribution networks. Its infrastructure management services group serves 220 clients with financial, administrative, and specialized support services. Inframark is based in Katy, Texas.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-06-18 Viteos Fund Services

Somerset, New Jersey, United States

Viteos Fund Services LLC is a provider of middle- and back-office technology and services for the investment management industry. The company leverages a proprietarily built technology platform to provide a range of post-trade accounting and operational solutions covering over 20 asset classes and 10 investment strategies. Viteos Fund Services was formed in 2003 and is based in Somerset, New Jersey.

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Mergr

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