M&A Deal Summary |
|
|---|---|
| Date | 2023-12-14 |
| Target | HeartLand |
| Sector | Business Services |
| Buyer(s) | Pritzker Private Capital |
| Sellers(s) | Sterling Investment Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Piper Sandler & Co. Solomon Partners CCG Advisors LLC (Financial) Norton Rose Fulbright (Legal) |
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| Category | Family Office |
|---|---|
| Founded | 1996 |
| Size | Large |
| Type | Sector Agnostic |
Pritzker Private Capital is a family office and private investment firm focused on leveraged buyouts, acquisitions, and recapitalizations of profitable, middle-market, North American companies across a broad range sectors. Specific industries of interest include consumer products and services, industrial products and services, distribution, telecommunications, IT, healthcare, and business services. Target enterprise values are generally between $200 million and $1.5 billion. Pritzker Private Capital was formed in 1996 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 29 of 29 |
| Sector (Business Services) | 1 of 1 |
| Type (Secondary Buyout) | 15 of 15 |
| State (Missouri) | 1 of 1 |
| Country (United States) | 29 of 29 |
| Year (2023) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-23 |
Lawley Insurance
Buffalo, New Jersey, United States Lawley Insurance is an independent insurance firm specializing in property, casualty, and personal insurance, employee benefits, and risk management consulting. Lawley Insurance was formed in 1945 and is headquartered in Buffalo, New Jersey with branch offices across New York and Connecticut. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1991 |
| PE ASSETS | 2.9B USD |
| Size | Large |
| Type | Sector Agnostic |
Sterling Investment Partners is a private equity firm that seeks investments in middle-market businesses with strong market share and high growth potential. Sterling looks for companies generating revenues of $50 to $500 million and EBITDA of $15 to $50 million. Sectors of interest include outsourcing/business services, niche manufacturing & industrial, transportation & logistics, unique distribution, technology-related, energy services, and consumer products & services. Sterling Investment Partners dates back to 1991 and is based in Westport, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 22 |
| Sector (Business Services) | 3 of 3 |
| Type (Secondary Buyout) | 12 of 12 |
| State (Missouri) | 2 of 2 |
| Country (United States) | 22 of 22 |
| Year (2023) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-21 |
Anser Advisory
Cypress, California, United States Anser Advisory is a national firm specializing in capital program funding, program management, project management, construction management, and executive advisory services. The firm provides program advisory services to clients across the country in industries that include transportation, higher education, K-12 education, industrial, federal, state, and local government, healthcare, hospitality, and housing. Anser Advisory is based in Santa Ana CA, Boston MA, Orlando FL, San Francisco CA, Atlanta GA, and now Clinton, New Jersey. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-07 |
Verdantas
Dublin, Ohio, United States Verdantas provides engineering, science, & planning consultants dedicated to making the world a better place for ourselves and future generations. Verdantas was founded in 2020 and is based in Dublin, Ohio. |
Buy | - |
