M&A Deal Summary

Skylark Private Equity Partners Acquires Tax Advisors Group

On April 1, 2021, private equity firm Skylark Private Equity Partners acquired business services company Tax Advisors Group

Acquisition Highlights
  • This is Skylark Private Equity Partners’ 1st transaction in the Business Services sector.
  • This is Skylark Private Equity Partners’ 2nd transaction in the United States.
  • This is Skylark Private Equity Partners’ 1st transaction in Texas.

M&A Deal Summary
Date 2021-04-01
Target Tax Advisors Group
Sector Business Services
Buyer(s) Skylark Private Equity Partners
Deal Type Recapitalization

Target

Tax Advisors Group

Dallas, Texas, United States
Tax Advisors Group is a provider of property tax consulting firm with a national reach that specializes in minimizing Texas business personal property taxes. Tax Advisors Group was founded in 2001 and is based in Dallas, Texas.

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Buyer(S) 1

Buyer

Skylark Private Equity Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2020
Size Small
Type Sector Agnostic
DESCRIPTION

Skylark Private Equity Partners is a private equity firm focused on growing family or founder-owned niche businesses. Skylark makes control and minority investments in lower-middle market manufacturing, healthcare, industrial, and consumer service companies. The Firm looks to partner with management teams in companies with differentiated product or service models, attractive margins, and free cash flow. Skylark considers management buyouts, corporate carve-outs, and successions. Skylark Private Equity Partners was founded in 2020 and is based in Dallas, Texas.

DEAL STATS #
Overall 2 of 3
Sector (Business Services) 1 of 2
Type (Recapitalization) 1 of 1
State (Texas) 1 of 1
Country (United States) 2 of 3
Year (2021) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-30 Claridge

Coppell, Utah, United States

Claridge is a provider of writing surfaces to K-12 schools across North America. Claridge has added manufacturing and distribution capabilities, developed new products, and expanded its solutions to address corporate commercial customers. Claridge currently has a portfolio of 2,000 products with over 24,000 configurations, offering both stock and customized writing surfaces and related solutions. Claridge was founded in 1947 and is based in Coppell, Utah.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-20 Cost Segregation Authority

Lindon, Utah, United States

Cost Segregation Authority is a provider of qualified third-party cost segregation studies for commercial and residential properties. Cost Segregation Authority was founded in 2006 and is based in Lindon, Utah.

Buy -
Mergr

Product

Company

Legal