M&A Deal Summary |
|
|---|---|
| Date | 2018-12-17 |
| Target | ZRG Partners |
| Sector | Staffing |
| Buyer(s) | RFE Investment Partners |
| Sellers(s) | Northcreek Mezzanine |
| Deal Type | Recapitalization |
| Advisor(s) | JEGI Clarity (Financial) Baker Donelson (Legal) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1979 |
| Size | Large |
| Type | Sector Agnostic |
RFE Investment Partners is a private equity firm focused on investing in lower middle-market service, manufacturing and healthcare service businesses. Prospective companies are generally profitable with annual cash-flow of at least $5 million. Target businesses also have proven management, defensible market positions, and 'a clearly identified and growing market'. RFE looks to commit $10 to $35 million of equity capital per transaction to support acquisitions, management led buyouts, and recapitalizations. RFE is licensed as a SBIC and was formed in 1979. RFE Investment Partners is based in New Canaan, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 23 of 32 |
| Sector: Staffing M&A | 1 of 2 |
| Type: Recapitalization M&A Deals | 3 of 7 |
| State: New Jersey M&A | 4 of 4 |
| Country: United States M&A | 23 of 32 |
| Year: 2018 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-22 |
ShelterLogic
Watertown, Connecticut, United States ShelterLogic is a manufacturer and marketer of fabric-covered, steel frame shelters and canopies for diverse consumer and commercial applications, including sheds, garages, greenhouses, and pop-up canopies. ShelterLogic was founded in 1991 and is based in Watertown, Connecticut. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-01 |
Friendly Group
Westlake, Texas, United States Friendly Group is a home services company that builds and operates a network of businesses in the sector, with a stated focus on employee-centered organizational practices. Friendly Group is based in Westlake, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 250M USD |
| Size | Small |
| Type | Sector Agnostic |
| DEAL STATS | # |
|---|---|
| Overall | 3 of 9 |
| Sector: Staffing M&A | 1 of 1 |
| Type: Recapitalization M&A Deals | 2 of 2 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 3 of 9 |
| Year: 2018 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-11-18 |
Reliable Medical
Franklin, Tennessee, United States Reliable Medical is a provider of complex rehab technology, clinical respiratory products, and durable medical equipment and supplies across Minnesota and parts of Western Wisconsin. The company serves a fragile patient base of pediatric and adult patients with conditions such as ALS, multiple sclerosis, cerebral palsy, a severe spinal cord injury, and stage four COPD, among others. Reliable Medical was formed in 1989 and is based in Franklin, Tennessee. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-05 |
Syneo
West Palm Beach, Florida, United States Syneo is a provider of manufacturing equipment, cutting tools, and services for the medical device and electronics manufacturing industries. Syneo's primary solutions serve catheter, guidewire, and minimally-invasive medical device applications. The company’s comprehensive lines of Accu-branded and Syneo Sharp products are known for delivering an unparalleled level of sharpness and precision, enhancing catheter and surgical device applications through automated handling, cutting, drilling, and precision hole-punching capabilities. Syneo was formed in 2011 and is based in West Palm Beach, Florida. |
Buy | - |
