M&A Deal Summary |
|
|---|---|
| Date | 2018-09-11 |
| Target | Apple Montessori Schools |
| Sector | Education |
| Buyer(s) |
SBJ Capital
St. Cloud Capital |
| Deal Type | Recapitalization |
| Advisor(s) | Sperry, Mitchell & Co., Inc. (Financial) Morgan Lewis (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2013 |
| PE ASSETS | 600M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Spanos Barber Jesse & Co. (SBJ) is a private investment firm focused on lower middle-market consumer, business services and healthcare services companies. Prospective transaction types include buyouts, recapitalizations, acquisitions, and growth. SBJ looks to invest $10 to $50 million in companies generating sales up to $100 million and EBITDA of $3 to $15 million. Spanos Barber Jesse & Co. was founded in 2013 and is based in Walnut Creek, California.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 16 |
| Sector (Education) | 1 of 1 |
| Type (Recapitalization) | 3 of 3 |
| State (New Jersey) | 1 of 1 |
| Country (United States) | 8 of 16 |
| Year (2018) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-31 |
Resolvion
Charlotte, North Carolina, United States Resolvion is a provider of automotive asset recovery and repossession services and leverages a network of over 750 contracted and licensed repossession agents. Resolvion was established in 1996 and is based in Charlotte, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-13 |
CDM Fitness Holdings
Massachusetts, United States CDM Fitness Holdings is an operator of Planet Fitness franchisee in Massachusetts. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 700M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
St. Cloud Capital is an investment firm that invests in lower middle-market private and public companies. The Firm provides both debt and equity capital financing. St. Cloud targets well-managed, undervalued companies with successful products or services, proven technologies, and market niches. It looks to invest $5 to $20 million per transaction in companies with revenue of $10 to $150 million. Prospective transactions types include recapitalizations, buyouts, and growth capital financing. St Cloud Capital was formed in 2001 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 28 of 36 |
| Sector (Education) | 1 of 1 |
| Type (Recapitalization) | 3 of 3 |
| State (New Jersey) | 2 of 2 |
| Country (United States) | 28 of 36 |
| Year (2018) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-02-23 |
Pipeworks Studios
Eugene, Oregon, United States Pipeworks Studios is an independent studio specializing in advanced consumer and commercial games with innovative, “real world” scenarios for a diverse community of corporate partners. With high-tech projects ranging from Terraria to military simulations, Pipeworks expertly produces amazing game experiences and applications across a variety of industries, technologies, and platforms. Pipeworks Studios was founded in 1999 and is based in Eugene, Oregon. |
Buy | $20M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-29 |
COR Clearing
Omaha, Nebraska, United States COR Clearing LLC is a full-service, independent securities clearing firm servicing retail and online broker-dealers and registered investment advisers throughout the United States. COR Clearing is a registered broker-dealer in all 50 states and is regulated by FINRA, the SEC, and additional Self-Regulatory Organizations (SROs). |
Sell | - |
