Investment Summary |
|
|---|---|
| Date | 2011-07-05 |
| Target | HMI |
| Sector | Insurance |
| Investor(s) | Carrboro Capital |
| Sellers(s) | Rockbrook Advisors |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2008 |
| Size | Small |
| Type | Sector Agnostic |
Carrboro Capital is a provider of capital to lower middle-market companies in the Southeast US. Carrboro prefers to work alongside existing leadership and typically targets businesses with proven products and services, low capital intensity, and a large customer base with recurring revenue. Sectors of interest include healthcare, niche manufacturing, and business services. Prospective businesses generally have stable revenues and $1 to $5 million of EBITDA. Carrboro Capital is based in Chapel Hill, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: North Carolina M&A | 1 of 2 |
| Country: United States M&A | 1 of 2 |
| Year: 2011 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-08-02 |
A Southern Season
Chapel Hill, North Carolina, United States A Southern Season, Inc. is a food and novelties store that offers unique and high-quality kitchen and food items. In addition, it is host to an on-demand deli, bakery, chocolatier, and a four-star rated restaurant. A Southern Season was founded in 1975 and is based in Chapel Hill, north Carolina. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Size | Small |
| Type | Sector Focused |
Rockbrook Advisors is a specialist private equity firm focused on opportunities in the insurance industry. Rockbrook is primarily interested in property & casualty insurance, however, the firm will also consider businesses engaged in providing life and health insurance. Target companies are typically valued less than $20 million. Rockbrook generally looks for control investment situations in established companies, but will selectively consider earlier stage opportunities. Rockbrook has a preference for opportunities located in the Midwest but will look at investments nationwide. Rockbrook Advisors is based in Omaha, Nebraska.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Insurance M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 2 of 2 |
| State: North Carolina M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2011 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-10-05 |
Insurance Specialty Group
Atlanta, Georgia, United States Insurance Specialty Group LLC is an insurance brokerage and managing general agency (MGA) operation with a nationwide footprint that works with over 1,000 retail insurance agents. Insurance Specialty Group was founded in 2003 and is based in Atlanta, Georgia. |
Buy | - |
