M&A Deal Summary |
|
|---|---|
| Date | 2019-05-09 |
| Target | Osaic |
| Sector | Financial Services |
| Buyer(s) |
Reverence Capital Partners
NB Private Equity Partners |
| Sellers(s) | Lightyear Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | Barclays Investment Bank RBC Capital Markets SunTrust Robinson Humphrey (Financial) |
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Reverence Capital Partners is a specialist private investment firm focused on investing in global, middle-market financial services businesses. Specific areas of interest include insurance, asset/wealth management, depositories, finance, financial technology/payments, and capital markets. The Firm targets control and influence-oriented minority investments and typically collaborates with management to drive long-term success. Reverence Capital Partners was formed in 2013 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 16 |
| Sector: Financial Services M&A | 5 of 9 |
| Type: Secondary Buyout M&A Deals | 1 of 4 |
| State: Arizona M&A | 2 of 3 |
| Country: United States M&A | 7 of 16 |
| Year: 2019 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-03-07 |
Transact
Scottsdale, Arizona, United States Transact is a provider of campus engagement and payments solutions and a first-mover innovator in NFC mobile credentials, Transact enables institutions to identify and engage students, elevating the student experience through mission-critical transactions. Transact is based in Scottsdale, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-15 |
Obra Capital
New York City, New York, United States Obra Capital is an alternative asset management platform specializing in non-correlated investment strategies. Vida specializes in structuring, servicing, financing, and management of life settlements, asset-backed loans, annuities, and structured settlements. Obra Capital was founded in 2009 and is based in New York City, New York. |
Buy | - |
NB Private Equity Partners is a publicly traded asset manager focused on acquiring direct investments in privately held companies. The Firm principally targets businesses in the US and looks to invest alongside other private equity managers when considering opportunities. NB Private Equity Partners is headquartered in the UK, with an additional office in the US.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 39 |
| Sector: Financial Services M&A | 1 of 4 |
| Type: Secondary Buyout M&A Deals | 13 of 20 |
| State: Arizona M&A | 1 of 1 |
| Country: United States M&A | 17 of 24 |
| Year: 2019 M&A | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-26 |
Exact
Delft, Netherlands Exact is a provider of business software solutions. Its integrated solutions comprise traditional enterprise resource planning (ERP) as well as related software solutions such as human resource management (HRM), customer relationship management (CRM), corporate performance management (CPM), project management, and electronic workflow. Exact was founded in 1984 and is based in Delft, Netherlands. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-19 |
AutoStore
Nedre Vats, Norway AutoStore is an automated robotic storage and retrieval system equipment and software manufacturer for the warehouse & distribution end-market. The Company has developed proprietary software and robotics technology for collection of warehouse-stored goods, providing significant improvements in warehouse capacity and packing / picking performance. AutoStore was founded in 1996 and is based in Nedre Vats , Norway. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 4.1B USD |
| Size | Large |
| Type | Sector Focused |
Lightyear Capital is a specialist private equity firm that pursues brand-name businesses in the financial services sector. Lightyear looks for companies with stable, recurring revenues that operate in growing markets. Transaction strategies include leveraged buyouts, recapitalizations, restructurings and consolidations. Lightyear Capital was formed in 2000 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 25 of 31 |
| Sector: Financial Services M&A | 10 of 13 |
| Type: Secondary Buyout M&A Deals | 5 of 8 |
| State: Arizona M&A | 1 of 1 |
| Country: United States M&A | 19 of 25 |
| Year: 2019 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-01 |
Lighthouse
Seattle, Washington, United States Lighthouse provides software and services to manage the increasingly complex landscape of enterprise data for compliance and legal teams, whether they’re reacting to incidents like litigation, government, or internal investigations, or designing programs to proactively uncover the potential for future incidents. Lighthouse was formed in 1995 and is based in Seattle, Washington. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-27 |
Lendmark Financial Services
Lawrenceville, Georgia, United States Lendmark Financial Services is a consumer finance company specializing in providing a variety of personal loans, automobile loans, and retail merchant sales finance services. Lendmark Financial Services was founded in 1996 and is based in Lawrenceville, Georgia. |
Buy | - |
