Investment Summary |
|
|---|---|
| Date | 2020-02-19 |
| Target | Uown Leasing |
| Sector | Financial Services |
| Investor(s) | 777 Partners |
| Sellers(s) | Shepard Capital Partners |
| Deal Type | Secondary Buyout |
SEARCH BY
777 Partners is a private investment firm that will consider company investment opportunities at all stages of development. The Firm looks to partner with entrepreneurs, business owners, and management teams when pursuing transactions. Specific areas of interest include insurance, aviation, consumer finance, litigation finance, financial technology, and energy sectors. 777 Partners was formed in 2015 as a buyout of SuttonPark Capital from PennantPark, a publicly traded business development company. The Firm is based in Miami, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 46 |
| Sector: Financial Services M&A | 6 of 7 |
| Type: Secondary Buyout M&A Deals | 2 of 2 |
| State: Florida M&A | 9 of 11 |
| Country: United States M&A | 19 of 23 |
| Year: 2020 M&A | 4 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-02-03 |
Knighthead Life
Charlotte, North Carolina, United States Knighthead Life delivers insurance products to the pre-retirement and retirement markets. Knighthead Life was founded in 1957 and is based in Charlotte, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-06-01 |
KeyPad
California, United States KeyPad provides homeonwers upfront cash and various real estate related services for the right to be their listing agent when they decide to sell their home. KeyPad was founded in 2020 and is based in California. |
Buy | - |
Shepard Capital Partners is a private equity firm focused on small-cap profitable acquisitions in the Southeast US. The Firm targets companies with at least $1 million of EBITDA, recurring revenue business models, and sustainable competitive advantages. Shepard Capital has no stated sector preferences. Shepard Capital Partners was established in 2007 and is headquartered in Tampa, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2020 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-11-21 |
Sun Financial
United States Sun Financial with its affiliates Bay 4 energy solutions and kenyon energy, develop, finance, own and manage solar facilities that typically generate between 500 kilowatts and 10 megawatts for fortune 500 companies, utilities, universities and municipalities. Sun Financial is based in United States. |
Buy | - |
