M&A Deal Summary

Sentinel Capital Partners, Brookside Capital Partners and Capitala Group Acquire Corporate Visions

On May 29, 2015, private equity firm Sentinel Capital Partners, mezzanine finance firm Brookside Capital Partners and asset manager Capitala Group acquired marketing company Corporate Visions from HKW and Capitala Group

Acquisition Highlights
  • This is Sentinel Capital Partners’ 1st, Brookside Capital Partners’ 1st and Capitala Group’s 3rd transaction in the Marketing sector.
  • This is Sentinel Capital Partners’ 52nd, Brookside Capital Partners’ 17th and Capitala Group’s 55th transaction in the United States.
  • This is Sentinel Capital Partners’ 1st, Brookside Capital Partners’ 1st and Capitala Group’s 2nd transaction in Nevada.
Investment Fate
  • Corporate Visions was sold to a consortium of financial buyers in 2021.

M&A Deal Summary

Date 2015-05-29
Target Corporate Visions
Sector Marketing
Buyer(s) Sentinel Capital Partners
Brookside Capital Partners
Capitala Group
Sellers(s) HKW
Capitala Group
Deal Type Secondary Buyout

Target

Corporate Visions

Reno, Nevada, United States
Corporate Visions is a marketing and sales messaging, tools and training company that helps global B2B companies create more sales opportunities, win more deals and increase sales profitability by improving the conversations salespeople have with customers. Companies engage Corporate Visions in three areas: developing differentiated messages that concentrate on customer needs; deploying tools that support critical steps in the buying cycle; and delivering sales skills training that enables salespeople to capture more value. Corporate Visions was founded in 1984 and is based in Reno, Nevada.

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Buyer(S) 3

Buyer

Sentinel Capital Partners

New York, New York, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1995
PE ASSETS 11.2B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Sentinel Capital Partners is a private equity firm that targets investments in middle-market companies with strong management and 'attractive growth prospects'. Sentinel looks to invest up to $400 million of equity in companies generating EBITDA of up to $65 million. Sectors of interest include business services/outsourcing, consumer products and services, food and restaurants, franchising, and manufacturing. Prospective transaction situations include management buyouts, recapitalizations, corporate divestitures, take-privates, and growth capital financings. Sentinel Capital Partners was formed in 1995 and is based in New York, New York.


DEAL STATS #
Overall 56 of 99
Sector: Marketing M&A 1 of 1
Type: Secondary Buyout M&A Deals 13 of 38
State: Nevada M&A 1 of 1
Country: United States M&A 52 of 91
Year: 2015 M&A 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-20 Total Military Management

Jacksonville, Florida, United States

Total Military Management is a global provider of relocation services for U.S. military and government personnel. TMM is a technology-enabled, asset-light provider of logistical, administrative, sales and marketing services to a network of transportation service providers. Total Military Management was formed in 2003 and is based in Jacksonville, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-07-07 Fazoli’s

Lexington, Kentucky, United States

Fazoli's is a franchisor and operator of Italian fast casual restaurants in the United States and is positioned to accelerate its growth in the expanding fast casual segment of the restaurant industry. Fazoli's was founded in 1988 and headquartered in Lexington, Kentucky.

Buy -
Buyer
DESCRIPTION

Brookside Capital Partners is an investment management firm focused on stable lower-middle market companies in the US. The Firm typically commits $5 to $30 million per transaction to support buyouts, leveraged recapitalizations, strategic acquisitions and growth. Potential businesses generally have revenue greater than $15 million, and EBITDA of at least $4 million. Industries of interest include business services, consumer, distribution, healthcare, manufacturing, and transportation and logistics. Brookside Capital Partners was established in 2001 and is based in Stamford, Connecticut.


DEAL STATS #
Overall 17 of 68
Sector: Marketing M&A 1 of 7
Type: Secondary Buyout M&A Deals 6 of 16
State: Nevada M&A 1 of 1
Country: United States M&A 17 of 68
Year: 2015 M&A 3 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-27 Stored Energy Holdings

Auburn, Massachusetts, United States

Stored Energy Holdings is a distributor of battery products, components, and services. Stored Energy Holdings was founded in 1985 and is based in Auburn, Massachusetts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-09-01 Taos

San Jose, California, United States

Taos is a multi-cloud consulting and managed services firm. The company brings years of experience with leading brands across technology, financial services, healthcare, retail, transportation and education. A leading adopter of public cloud technologies, Taos has forged strong partnerships with Amazon Web Services, Google Cloud Platform, and Microsoft Azure to deliver data center migration, platform engineering and hybrid cloud managed services.

Buy -
Buyer

Capitala Group

Charlotte, North Carolina, United States

Investor Investor Investor Investor Investor


Category Asset Manager
Founded 1998
PE ASSETS 2.2B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Capitala Group is an asset manager that provides equity and mezzanine capital to mid-sized companies valued up to $250 million. Funds are generally used to support growth needs, add-on acquisitions, management/leveraged buyouts, and recapitalizations. Capitatala will invest across the US, but generally targets opportunities located in the Southeast. Industry preferences include building products, business services, consumer/reteail, general industrial, healthcare, and technology. Prospective companies typically have revenues greater than $10 million and EBITDA of at least $3 million. Capitala was formed in 1998 and is headquartered in Charlotte, North Carolina.


DEAL STATS #
Overall 56 of 100
Sector: Marketing M&A 3 of 4
Type: Secondary Buyout M&A Deals 7 of 9
State: Nevada M&A 2 of 3
Country: United States M&A 55 of 99
Year: 2015 M&A 2 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-01 S&S Management Group

Newportq, North Carolina, United States

S&S Management Group LLC provides third-party investigative and litigation support services, armed and unarmed guards, concierge security services, vehicle patrol, and CCTV monitoring services for retailers, hotels, malls, and government entities.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-06-01 Btm

Marysville, Michigan, United States

Btm is a manufacturer of sheet metal joining systems and products for automation. Btm engages in the design and engineering of specialty presses, production systems, precision tooling, and work holding equipment. Btm was founded in 1966 and is based in Marysville, Michigan.

Buy -

Seller(S) 2

SELLER

HKW

Indianapolis, Indiana, United States

Investor Investor Investor Investor


Category Private Equity Firm
Founded 1903
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Hammond Kennedy Whitney & Company (HKW) is a private equity firm focused on making control investments in mid-sized, 'market leading' companies generating sales of $5 to $75 million. HKW looks for companies with low risk for technological obsolescence, defined growth strategies, and talented management who want to own equity. Target transaction situations include industry consolidations, corporate divestitures, generational changes in ownership, growth equity, management buy-outs and recapitalizations. HKW prefers North American based opportunities. HKW dates back to 1903, however the Firm transitioned from sole to institutional investors in 2001. The Firm has offices in Indianapolis and New York City.


DEAL STATS #
Overall 22 of 38
Sector: Marketing M&A 1 of 1
Type: Secondary Buyout M&A Deals 10 of 19
State: Nevada M&A 1 of 1
Country: United States M&A 21 of 30
Year: 2015 M&A 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-22 Crane Rental

Orlando, Florida, United States

Crane Rental Corp. is a crane rental, hauling and rigging companies in the United States.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-09-15 Culture Partners

Temecula, California, United States

Culture Partners is a provider of accountability and cultural transition training services to blue-chip companies in more than 42 countries. Culture Partners was founded in 1989 and is based in Temecula, California.

Buy -
SELLER

Capitala Group

Charlotte, North Carolina, United States

Investor Investor Investor Investor Investor


Category Asset Manager
Founded 1998
PE ASSETS 2.2B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Capitala Group is an asset manager that provides equity and mezzanine capital to mid-sized companies valued up to $250 million. Funds are generally used to support growth needs, add-on acquisitions, management/leveraged buyouts, and recapitalizations. Capitatala will invest across the US, but generally targets opportunities located in the Southeast. Industry preferences include building products, business services, consumer/reteail, general industrial, healthcare, and technology. Prospective companies typically have revenues greater than $10 million and EBITDA of at least $3 million. Capitala was formed in 1998 and is headquartered in Charlotte, North Carolina.


DEAL STATS #
Overall 21 of 56
Sector: Marketing M&A 1 of 3
Type: Secondary Buyout M&A Deals 6 of 19
State: Nevada M&A 1 of 2
Country: United States M&A 20 of 55
Year: 2015 M&A 4 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-01 S&S Management Group

Newportq, North Carolina, United States

S&S Management Group LLC provides third-party investigative and litigation support services, armed and unarmed guards, concierge security services, vehicle patrol, and CCTV monitoring services for retailers, hotels, malls, and government entities.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-06-01 Btm

Marysville, Michigan, United States

Btm is a manufacturer of sheet metal joining systems and products for automation. Btm engages in the design and engineering of specialty presses, production systems, precision tooling, and work holding equipment. Btm was founded in 1966 and is based in Marysville, Michigan.

Buy -