Investment Summary |
|
|---|---|
| Date | 2015-06-05 |
| Target | Amerilife |
| Sector | Insurance |
| Investor(s) | J.C. Flowers & Co. |
| Sellers(s) |
Reservoir Capital Group
Black Diamond Capital Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Evercore Group (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 4.0B USD |
| Size | Large |
| Type | Sector Focused |
JC Flowers is a specialist private equity firm that targets investments in the financial services sector. JC Flowers looks for distressed opportunities in North America, Western Europe, and Asia. JC Flowers was formed in 1998 and is based in New York City with an additional office in London.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 37 |
| Sector: Insurance M&A | 5 of 15 |
| Type: Secondary Buyout M&A Deals | 2 of 3 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 5 of 10 |
| Year: 2015 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-01 |
Kreditech
Hamburg, Germany Kreditech is a digital platform that uses big data and complex machine-learning algorithms to serve a simple mission: make faster, better, more credit decisions. Kreditech was founded in 2012 and is based in Hamburg, Germany. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-28 |
Ascensus
Dresher, Pennsylvania, United States Ascensus is an independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most retirement, education, and healthcare. Ascensus was formed in 1980 and is based in Dresher, Pennsylvania. |
Sell | - |
Reservoir Capital is a hedge fund focused on opportunistic investment opportunities in a variety of sectors and securities. In addition to investing directly in securities, Reservoir will consider private equity like investments as well. Reservoir Capital Group was formed in 1998 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Insurance M&A | 1 of 2 |
| Type: Secondary Buyout M&A Deals | 2 of 3 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 2 of 3 |
| Year: 2015 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-11-13 |
Amerilife
Clearwater, Florida, United States Amerilife engages in developing, marketing and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. Amerilife was founded in 1971 and is based in Clearwater, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-03-14 |
Prosperity Life Group
Roanoke, Virginia, United States Prosperity Life Group is an insurance organization, which provides financial security to individuals and their families through innovative protection, supplemental insurance and asset accumulation products. Prosperity Life Group was founded in 2009 and is based in Roanoke, Virginia. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 72M USD |
| Size | Small |
| Type | Sector Focused |
Black Diamond Capital Partners is a specialist private equity firm focused on the insurance sector. Black Diamond seeks insurance companies headquartered in the US and Bermuda with strong franchises, quality management, and low 'susceptibility to unusual charges'. The Firm will act as the lead investor or is willing to partner with other investors. Black Diamond was formed in 2005 and is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 5 |
| Sector: Insurance M&A | 1 of 4 |
| Type: Secondary Buyout M&A Deals | 1 of 4 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 1 of 4 |
| Year: 2015 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-09-11 |
Together for Leather
Singapore, Singapore Together for Leather researches, manufactures and markets chemicals products and provided application services for the treatment of leather for tanneries. Together for Leather was founded in 1996 and is based in Singapore, Singapore. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-05 |
Tysers
London, United Kingdom Tysers is a specialty commercial property & casualty insurance brokerage firm. Tysers serves as an intermediary between retail and/or wholesale insurance brokers to facilitate the placement of unusual, complex, or specialized coverages within the London market, notably to Lloyds of London, and global insurance markets. Tysers is headquartered in London, United Kingdom. |
Sell | - |
