M&A Deal Summary |
|
|---|---|
| Date | 2023-02-01 |
| Target | RedZone Robotics |
| Sector | Information Technology |
| Buyer(s) | QAD |
| Sellers(s) |
Milestone Partners
Monroe Capital |
| Deal Type | Add-on Acquisition |
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QAD is a provider of enterprise applications for global manufacturing companies. The company's applications provide critical functionality for managing manufacturing resources and operations within and beyond the enterprise, enabling global manufacturers to collaborate with customers, suppliers, and partners to make and deliver the right product, at the right cost and at the right time. QAD was founded in 1979 and is based in Santa Barbara, California.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 9 |
| Sector (Information Technology) | 1 of 1 |
| Type (Add-on Acquisition) | 8 of 9 |
| State (Pennsylvania) | 1 of 1 |
| Country (United States) | 5 of 5 |
| Year (2023) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-14 |
WebJaguar
Aliso Viejo, California, United States WebJaguar is an E-commerce Website platform provider for small and medium-sized businesses. WebJaguar is offered as a Software as a Service (S-a-a-S) website platform containing over one hundred features to maximize sales and reduce costs for its core retailer and wholesaler clients. WebJaguar was founded in 2001 and is headquartered in Aliso Viejo, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-07 |
Phenix
Toronto, Ontario, Canada Phenix provides production scheduling for global companies in the process industry and bridging the gap between planning and execution. Phenix cloud-based scheduling solution enables the people who manage manufacturing the ability to orchestrate production, changeovers and inventory with delivery, cost and sustainability goals. Phenix is headquartered in Toronto, Ontario. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1995 |
| PE ASSETS | 650M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Milestone Partners is a lower middle-market private equity firm specializing in investments in manufacturing, distribution, and service companies. Milestone looks for businesses valued up to $250 million with EBITDA of $5 to $50 million. The Firm's target revenue size is $10 to $250 million. Milestone prefers companies with growth potential and proven management. The Firm will not invest in businesses in high cyclical industries, with low barriers to entry, or have a high reliance on technology. Milestone Partners was formed in 1995 and is based in Villanova, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 28 |
| Sector (Information Technology) | 1 of 1 |
| Type (Add-on Acquisition) | 11 of 11 |
| State (Pennsylvania) | 3 of 3 |
| Country (United States) | 25 of 26 |
| Year (2023) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-05-26 |
Drive Assurance
Baton Rouge, Louisiana, United States Drive Assurance is a specialty auto insurance holding company with investments in GoAuto, a tech-focused, vertically integrated personal auto insurance platform providing low-limit policies through its managing general agent and insurance carrier subsidiaries, and Adaptive Information Technologies (AIT), GoAuto’s affiliated technology platform. Drive Assurance leverages AIT’s proprietary data analytics and underwriting software while distributing policies direct-to-consumer online and through 70 captive storefronts across Louisiana, Texas, Nevada and Ohio. Drive Assurance is based in Baton Rouge, Louisiana. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-23 |
USAuto
Lawrenceville, Georgia, United States USAuto is a used car sales and finance company. USAuto has a vertically integrated platform that is focused on providing customers with high quality vehicles at affordable prices. USAuto’s proprietary underwriting technology and centralized systems ensure fast and consistent customer service, evidenced by an above average repeat customer rate. USAuto was formed in 1992 and is based in Lawrenceville, Georgia. |
Sell | - |
| Category | Lender |
|---|---|
| Founded | 2004 |
| PE ASSETS | 14.1B USD |
| Size | Mega |
| Type | Sector Agnostic |
Monroe Capital is a provider of senior and junior debt and equity co-investments to middle-market companies in the US and Canada. Investment types include unitranche financings, cash flow and enterprise value based loans, asset based loans, acquisition facilities, mezzanine debt, second lien or last-out loans and equity co-investments. Monroe Capital is a generalist investor and will consider companies in the healthcare, technology, media, retail, consumer sectors. Monroe Capital was formed in 2004 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 51 of 53 |
| Sector (Information Technology) | 4 of 5 |
| Type (Add-on Acquisition) | 26 of 27 |
| State (Pennsylvania) | 1 of 1 |
| Country (United States) | 51 of 53 |
| Year (2023) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-23 |
Vin Di Bona Productions
Los Angeles, California, United States Vin Di Bona Productions is a creator and producer of America’s Funniest Home Videos (“AFV”), one of the successful television and digital franchises. Vin Di Bona Productions was formed in 1989 and is based in Los Angeles, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-05 |
Lightwave Dental
Woodbridge, Virginia, United States Lightwave Dental is a management services partner for dental offices located in Virginia. Lightwave Dental is dedicated to providing the benefits of a larger dental group for the doctors and the staff without the drawbacks of traditional corporate dentistry. The company offers a low-touch, democratic approach to working with its dental partners that drives better results for doctors and a better experience for the staff. Lightwave Dental was founded in 2016 and is based in Woodbridge, Virginia. |
Buy | - |
