Investment Summary |
|
|---|---|
| Date | 2023-01-09 |
| Target | Botanical Designs |
| Sector | Business Services |
| Investor(s) | Beach Point Capital |
| Sellers(s) |
Anacapa Partners
WSC & Company Skylight Capital |
| Deal Type | Secondary Buyout |
SEARCH BY
Beach Point Capital is a global investment management firm specializing in credit-related strategies, including high-yield bonds, senior loans, structured credit, direct lending, opportunistic credit, real estate credit, and tactical investments. Beach Point Capital was formed in 2009 and is based in Santa Monica, California.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 3 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 2 |
| State: Washington M&A | 1 of 2 |
| Country: United States M&A | 1 of 2 |
| Year: 2023 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-14 |
bfinance
London, United Kingdom bfinance is an independent, privately-owned, financial services firm that provides advice and solutions to companies and institutional investors around the globe. The company combines specialist expertise with a global perspective to help clients develop, implement and manage best-in-class investment programmes. bfinance is based in London, United Kingdom. |
Buy | - |
Anacapa Partners is a private investment firm focused on backing search fund investments. Anacapa looks to invest in operating companies that have been identified by principals operating within the search fund business model and the Firm takes an active role in assisting search fund entrepreneurs in all phases of the investment process, including business screening, due diligence, negotiation of deal structure, operating oversight, and exploration of exit strategies. Anacapa doesn't have any industry preferences. Anacapa Partners was formed in 2010 and is headquartered in San Mateo, California.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 4 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 3 of 4 |
| Year: 2023 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-16 |
Loftey
New York, New York, United States Lofteyis is an online residential real estate brokerage firm that provides New Yorkers with unique financial incentives such as free moving and guaranteed rent reductions while consolidating the apartment search from tens of websites to one comprehensive service. Loftey is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-20 |
Kantola Training Solutions
Mill Valley, California, United States Kantola Training Solutions is a provider of online training services. Kantola Training Solutions formats include DVDs, online delivery and eLearning, and study guides, instructors manuals, and posters. Kantola Training Solutions was founded in 1985 and is based in Mill Valley, California. |
Sell | - |
WSB & Company is a family office focused on acquiring lower middle-market companies in the business services, consumer services, value-added distribution, and building materials sectors. The Firm looks to invest at least $5 million in profitable companies with at least $10 million in revenue. WSB will consider majority or minority positions in a variety of transaction situations including generational transitions, management buyouts, growth capital financings, recapitalizations, and corporate divestitures. WSB & Company is based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-05 |
Microdea
Markham, Ontario, Canada Microdea, Inc. is a provider of document management and workflow automation solutions for the transportation and logistics industry. Microdea was formed in 1995 and is based in Markham, Ontario. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-26 |
YardWorks
Mt Pleasant, South Carolina, United States YardWorks is a full-service landscape design, build, irrigation, lawn maintenance, and lighting services company serving the Charleston area of South Carolina. YardWorks was founded in 2008 and is based in Mt Pleasant, South Carolina. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| Size | Small |
| Type | Sector Agnostic |
Skylight Capital is a Seattle-based private equity firm that invests in or acquires companies in the Western US with EBITDA up to $5 million. Investments are generally used to fund full or partial liquidity to entrepreneurs, family members, estates, passive investors, or corporate owners. Skylight will also consider minority investments for growth. Skylight prefers businesses that operate in non-cylical industries with stable/recurring revenues and sustainable margins. Sectors of interest include auto paint distribution, business services, consumer products, direct marketing, document services, education, franchisors/franchises, gaming equipment/services, HR outsourcing, jewelry, non-asset based logistics, specialty retail, vending, and wealth management.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-11 |
Botanical Designs
Seattle, Washington, United States Botanical Designs is a provider of high-impact biophilic design and professional plant maintenance. Botanical Designs, install and maintain interior and exterior commercial landscaping and holiday decor. Botanical Designs was founded in 1995 and is based in Seattle, Washington. |
Buy | - |
