M&A Deal Summary |
|
|---|---|
| Date | 2024-02-15 |
| Target | Carnegie Dartlet |
| Sector | Marketing |
| Buyer(s) | Shamrock Capital Advisors |
| Sellers(s) | New Heritage Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | Baird (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1978 |
| PE ASSETS | 6.5B USD |
| Size | Mega |
| Type | Sector Focused |
Shamrock Capital Advisors is a private investment focused exclusively on the media, entertainment, marketing, and communications sectors. The Firm will consider both control and minority positions and looks to commit $30 to $300 million per transaction. Target transactions include growth equity, leveraged/management buyouts, and recapitalizations. Shamrock Capital Advisors was formed in 1978 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 50 of 54 |
| Sector: Marketing M&A | 13 of 14 |
| Type: Secondary Buyout M&A Deals | 6 of 8 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 48 of 52 |
| Year: 2024 M&A | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-01 |
Lede
Beverly Hills, California, United States Lede is a full-service strategy, public relations, and communications consulting firm with divisions in Talent, Music, Strategic Communications, Brand, Content, and Social Impact. Lede was founded in 2018 and is based in Beverly Hills, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-11 |
Nth Degree
Duluth, Georgia, United States Nth Degree is a provider of exhibit management and event services. The company provides specialized installation and dismantle services for trade shows and also serves as an experiential marketing and management agency. Nth Degree was founded in 1979 and is based in Duluth, Georgia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
New Heritage Capital is a private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Heritage looks to invest in growing, middle-market companies with at least $30 million in annual revenue and EBITDA of at least $4 million. Target sectors include aerospace, consumer products, food/beverage, media/publishing, healthcare, manufacturing, pet products, plastics/packaging, printing, and value-added distribution. New Heritage Capital was formed in 2006 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 23 |
| Sector: Marketing M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 12 of 13 |
| State: Massachusetts M&A | 2 of 2 |
| Country: United States M&A | 19 of 20 |
| Year: 2024 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-18 |
Revela Foods
New Berlin, Wisconsin, United States Revela Foods is a provider of dairy flavorings, cheese sauces, seasonings, and functional cheese. Revela Foods provides customers with a full-service cheese ingredient offering from product development through final manufacturing. Revela Foods was founded in 1986 and is based in New Berlin, Wisconsin. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-19 |
Brilliant
San Francisco, California, United States Brilliant offers a broad suite of solutions for corporate gifting and branded merchandise, supported by a robust technology platform, full-service creative expertise, and global fulfillment capabilities. Brilliant was founded in 2015 and is based in San Francisco, California. |
Buy | - |
