Investment Summary

Shamrock Capital Advisors Invests In SpotOn

On September 18, 2021, private equity firm Shamrock Capital Advisors invested in financial services company SpotOn

Investment Highlights
  • This is Shamrock Capital Advisors’ 1st transaction in the Financial Services sector.
  • This is Shamrock Capital Advisors’ 37th transaction in the United States.
  • This is Shamrock Capital Advisors’ 13th transaction in California.

Investment Summary
Date 2021-09-18
Target SpotOn
Sector Financial Services
Investor(s) Shamrock Capital Advisors
Deal Type Stake Purchase

Target

SpotOn

San Francisco, California, United States
SpotOn is a payments and software company redefining the merchant services industry. SpotOn brings together payment processing, customer engagement and business management solutions, giving merchants richer data and tools that empower them to more effectively run and grow their business. SpotOn is based in San Francisco, California.

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Investor(S) 1

Investor

Shamrock Capital Advisors

Los Angeles, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1978
PE ASSETS 3.5B USD
Size Large
Type Sector Focused
DESCRIPTION

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 was originally formed in 1978 as the investment vehicle for Roy Disney. The Firm is based in Los Angeles, California.

DEAL STATS #
Overall 40 of 48
Sector (Financial Services) 1 of 1
Type (Stake Purchase) 7 of 7
State (California) 13 of 18
Country (United States) 37 of 45
Year (2021) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-13 Appetize

Los Angeles, California, United States

Appetize is a cloud‐based, enterprise point of sale (“POS”) platform specifically focused on high‐velocity, large transaction volume locations such as sports & entertainment, education and other professional venues. Appetize was founded in 2011 and is based in Los Angeles, California.

Sell $415M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-06 EDO

New York, New York, United States

EDO is a data, measurement and analytics company that informs media, creative and audience advertising investments across all Convergent TV platforms by measuring and optimizing for what triggers consumer behavior. The company applies data science software and unique behavioral metrics to help its clients – marketers, TV networks, and agencies. EDO is based in New York City.

Buy -
Mergr

Product

Company

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