Investment Summary |
|
|---|---|
| Date | 2014-06-09 |
| Target | WebEquity Solutions |
| Sector | Semiconductors |
| Investor(s) | Moody s Analytics |
| Sellers(s) |
Alpine Investors
Granite Partners Cambria Group Rational Equity |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Financial Technology Partners - FT Partners (Financial) |
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Moody’s Analytics helps capital markets and risk management professionals worldwide respond to an evolving marketplace with confidence. The company offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management. By providing leading-edge software, advisory services and research, including the proprietary analysis of Moody’s Investors Service, Moody’s Analytics integrates and customizes its offerings to address specific business challenges. Moody's Analytics is a subsidiary of Moody's Corporation.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Semiconductors M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-12-18 |
Enb Consulting Limited
Bramley, United Kingdom Enb Consulting Limited is a UK-based provider of training services for the financial markets, including technical and soft-skills programs for banking and capital markets professionals. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 18.0B USD |
| Size | Mega |
| Type | Sector Focused |
Alpine Investors is a private investment firm that principally targets small to mid-sized, software and service company acquisitions in the US, Canada, Europe, and Australia. Alpine looks for businesses with cash-flow of $1 to $50 million and will consider both control and non-control positions. Alpine prefers businesses with recurring revenues, identifiable growth opportunities, sustainable margins, and significant barriers to entry. Alpine Investors was established in 2001 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 25 |
| Sector: Semiconductors M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 4 of 13 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 7 of 25 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-03-27 |
Beneco
Scottsdale, Arizona, United States Beneco is a provider of retirement, health, and ancillary benefit solutions. Beneco specializes in serving contractors throughout the United States who perform projects under the Federal Davis Bacon Act and Service Contract Act, which subject the contractors to municipal, city, and state prevailing wage laws, regulations and requirements. Beneco was founded in 1987 and is based in Scottsdale, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-04-20 |
TEAM Services Group
San Diego, California, United States TEAM Services Group provides household employment and home care solutions across the United States. The company promotes self-direction, enabling individuals and families to choose their in-home caregivers while ensuring quality, safety, and independence. TEAM Services Group is based in San Diego, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2002 |
| Size | Small |
| Type | Sector Agnostic |
Granite Equity Partners is a private equity firm that invests in established companies headquartered in the upper Midwest, with a preference for Minnesota based opportunities. Granite looks for businesses in a wide range of industries and targets management buyouts, recapitalizations, and growth capital financing transactions. Prospective companies generally have revenues between $10 to $100 million and EBITDA between $1 to $5 million. Granite Equity Partners was formed in 2002 and is based in St. Cloud, Minnesota with additional office in Northfield, Minnesota.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 6 |
| Sector: Semiconductors M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 4 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 3 of 6 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-05-20 |
GeoComm
St. Cloud, Minnesota, United States GeoComm is a provides software to trace geographic information and communication systems to 911 emergency call centers across the United States, with a mission of keeping people safe. GeoComm was founded in 1995 and is based in St. Cloud, Minnesota. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-12-23 |
Circuit Check
Maple Grove, Minnesota, United States Circuit Check is a provider of electronic test equipment and services to OEMs and contract manufacturers in the technology, medical and industrial and markets. Circuit Check was founded in 1979 and is based in Maple Grove, Minnesota. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1996 |
| Size | Small |
| Type | Sector Agnostic |
The Cambria Group is a private equity firm that targets investments in small and mid-sized companies. Cambria prefers control investment situations where the firm can invest up to $5 million in businesses valued less than $25 million. Target companies typically generate sales up to $50 million and operate in the manufacturing, processing, distribution, transportation, or service sectors. Cambria will not invest in retail, technology, or healthcare. The Cambria Group was formed in 1996 and is based in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 16 |
| Sector: Semiconductors M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 6 of 10 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 10 of 16 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-03-01 |
NuCO2
Stuart, Florida, United States NuCo2 is a supplier of liquid carbon dioxide (as opposed to carbon dioxide gas in cylinders) to retail establishments for carbonating and dispensing fountain beverages. It is also the only national supplier to this essentially noncyclical U.S. market. |
Sell | $1.1B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-02-02 |
Dolce Hotels and Resorts
Rockleigh, New Jersey, United States Dolce's portfolio of hotels, resorts, conference centers and day meeting centers offer 750,000 square feet of meeting space, host approximately 100,000 events and welcome four million meeting clients each year. The Dolce system includes meeting and resort destinations around the world in markets such as the Napa Valley and Aspen in North America and international locations such as Barcelona, Brussels, Munich, Frankfurt, Paris and Provence.These locations will complement the expanding presence of Wyndham Grand meeting destinations in markets such as Chicago, Miami, Berlin, Doha, Hangzhou and Xian, China, giving meeting planners a wide array of options within the same system. |
Sell | $56M |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| Size | Small |
| Type | Sector Agnostic |
Rational Equity is a specialist investment firm focused on software or business process outsourcing companies that may serve a variety of end customers. Rational targets lower middle-market, US-based, profitable businesses with $5 to $25 million in revenues. Rational prefers businesses with a significant percentage of recurring/maintenance revenue streams. Rational Equity is based in Omaha, Nebraska.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Semiconductors M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-05-09 |
WebEquity Solutions
Omaha, Nebraska, United States WebEquity Solutions LLC is a provider of on-demand lending software solutions. |
Buy | - |
