Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 23, 2020 |
| Target | Keane |
| Sector | Business Services |
| Buyer(s) | Sovos Compliance |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Add-on Acquisition |
FILTER BY
| Category | Company |
|---|---|
| Founded | 1979 |
| Sector | Software |
Sovos Compliance is a provider of software that safeguards businesses from the burden and risk of modern transactional taxes. Combining the trusted industry expertise and global research capabilities of Convey, Taxware, and VAT Resource, the company enables over 3,000 clients to operate with the confidence to efficiently navigate today’s dynamic regulatory environment. Sovos Compliance was founded in 1979 and is based in Wilmington, Massachusetts.
| Deal Context for Buyer | # |
|---|---|
| Overall | 13 of 21 |
| Sector: Business Services | 6 of 8 |
| Type: Add-on Acquisition | 11 of 18 |
| State: New York | 1 of 1 |
| Country: United States | 7 of 8 |
| Year: 2020 | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-07-07 |
Accordance Technical Services
Brighton, United Kingdom Accordance is an international VAT consultancy and compliance firm, enabling businesses to trade confidently through the provision of expert-led, tech-enabled compliance. Accordance eases the burden that VAT creates by delivering clarity from complexity and ensuring clients are fully compliant. Accordance obtains VAT registrations and handles all the VAT reporting on behalf of their clients, while offering expert advice at every step of the client journey. Its VAT consultants specialize in cross-border transactions and advise companies across the EU and beyond. Accordance was founded in 2006 and is based in Brighton, U.K., and has an office in Amsterdam. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-03 |
Acepta
Santiago, Chile Acepta is a provider of e-invoicing, e-receipts, e-documents, and digital certificate solutions. The company became a pioneer and leader in the implementation of digital signatures, electronic invoicing, and more. In this time, Acepta has strengthened and consolidated its leadership both in Chile and in other countries of the region, guaranteeing customers the protection of their information in line with the principles of information security and privacy with which it regulated itself from the beginning. Acepta’s purpose is to encourage governments and customers toward a digital future, educating citizens and providing innovative solutions that improve the lives of the people and entities with which we work. Acepta is based in Santiago, Chile. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
| Deal Context for Seller | # |
|---|---|
| Overall | 24 of 31 |
| Sector: Business Services | 3 of 4 |
| Type: Add-on Acquisition | 6 of 10 |
| State: New York | 4 of 4 |
| Country: United States | 24 of 29 |
| Year: 2020 | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-07-01 |
Seaside National Bank & Trust
Orlando, Florida, United States Seaside National Bank & Trust is a chartered commercial bank offering clients a complete array of wealth management, commercial and private banking financial solutions. Seaside was formed in 2006 and is based in Orlando, Florida. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-01 |
Lincoln Investment
Fort Washington, Pennsylvania, United States Lincoln Investment is a full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits, and high net worth individuals. Lincoln Investment was founded in 1968 and is based in Fort Washington, Pennsylvania. |
Sell | - |
