M&A Deal Summary |
|
|---|---|
| Date | 2016-03-29 |
| Target | Pallet Logistics of America |
| Sector | Transportation |
| Buyer(s) | Silver Oak Services Partners |
| Sellers(s) | Kern Whelan Capital |
| Deal Type | Recapitalization |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| Size | Small |
| Type | Sector Focused |
Silver Oak Services Partners, LLC is a private equity firm focused on service businesses, specifically business services, healthcare services, and consumer services. The Firm targets companies with revenues between $15 and $150 million and EBITDA of $4 to $25 million. The Firm's typical investment size is $10 to $50 million with the ability to invest more through co-investment from the firm's limited partners. The company will not consider investments in start-ups, businesses with project-based revenue models, retail, or restaurants. Silver Oak Services Partners was formed in 1995 and is based in Evanston, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 38 |
| Sector (Transportation) | 1 of 1 |
| Type (Recapitalization) | 9 of 22 |
| State (Texas) | 3 of 3 |
| Country (United States) | 21 of 38 |
| Year (2016) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-02-03 |
NDC
Nashville, Tennessee, United States NDC is a distributor of medical supplies to the healthcare industry. The company operates as a master distributor, purchasing medical supplies directly from manufacturers and providing a broad product line to local, regional, and national distributors who handle the last mile delivery direct to health care providers. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-29 |
GKIC
Chicago, Illinois, United States GKIC is a provider of marketing training and advice to entrepreneurs and small businesses. The Company utilizes a unique membership model and possesses a comprehensive product offering for members including monthly newsletters, seminars, coaching groups and courses (CDs, manuals, online, etc.) each designed to help members grow their businesses through the application of proven, innovative marketing techniques. Glazer-Kennedy Insider's Circle was founded in 2003 and is based in Chicago, Illinois. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| Size | Small |
| Type | Sector Agnostic |
Kern Whelan Capital is an independent investment firm focused on companies at all stages of development. Kern Whelan will consider funding new ventures as well as investing in established/profitable businesses. The Firm is a generalist investor, with no industry preferences and generally targets capital efficient businesses with strong management and the potential to generate operating profits of 15% or better. Kern Whelan Capital is based in San Francisco.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 7 |
| Sector (Transportation) | 1 of 1 |
| Type (Recapitalization) | 1 of 1 |
| State (Texas) | 1 of 2 |
| Country (United States) | 2 of 7 |
| Year (2016) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-11-25 |
Shopatron
San Luis Obispo, California, United States Shopatron, Inc. is a provider of cloud-based, distributed order management solutions. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-05-25 |
Reata
Plano, Texas, United States Reata engages in developing novel oral anti-inflammatory drugs targeting NrF2. This important biological target has been shown to protect against a broad range of diseases associated with inflammation and oxidative stress. Reata was founded in 2002 and is based in Plano, Texas. |
Sell | - |
