Investment Summary |
|
|---|---|
| Date | 2014-01-22 |
| Target | Zeta Global |
| Sector | Internet Software and Services |
| Investor(s) | Staley Capital |
| Sellers(s) |
GCP Capital Partners
Apogem Capital PM Digital |
| Deal Type | Stake Purchase |
SEARCH BY
| Category | Growth Capital Firm |
|---|---|
| Founded | 2008 |
| Size | Small |
| Type | Sector Agnostic |
Staley Capital is a private investment group focused on growth-oriented, tech-enabled service companies. The Firm looks for businesses with recurring revenues, rapid revenue growth, strong margins, and 'sticky' customer relationships. Staley looks to commit $5 to $20 million per transaction with Investments generally taking the form of minority growth capital financings. Staley Capital is based in Waltham, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 7 |
| Sector: Internet Software and Services M&A | 1 of 2 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 2 |
| Country: United States M&A | 3 of 7 |
| Year: 2014 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-01-22 |
ClickSquared
Boston, Massachusetts, United States ClickSquared is a provider of cross-channel marketing and email marketing services. With innovative offerings ranging from self-service email marketing to highly automated, real-time customer engagement and loyalty programs, ClickSquared’s innovative, multi-channel SaaS marketing platform orchestrates and delivers analytics-driven, relevant and personalized customer communications across email marketing, direct mail, social, mobile and web channels. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-10-27 |
Olo
New York, New York, United States Olo provides a mobile, tablet, and PC based platform that gives consumers a faster, more accurate customer experience for ordering takeout, enabling diners to “Skip the Line” by ordering and paying via website or branded apps prior to arriving at a restaurant or eating venue. Olo was founded in 2005 and is based in New York, New York. |
Buy | - |
| Category | Merchant Bank |
|---|---|
| Founded | 2000 |
| PE ASSETS | 1.2B USD |
| Size | Large |
| Type | Sector Agnostic |
GCP Capital Partners consists of GCP US, GCP Europe, and GCP Venture. GCP US targets North American acquisitions. The unit looks to invest $10 to $50 million in businesses valued up to $500 million. GCP Europe targets businesses in the UK and Europe. The European team looks to invest up to £40 million in companies valued up to £100 million. Sectors of interest include business services, education, energy, financial services, insurance and telecommunications.
| DEAL STATS | # |
|---|---|
| Overall | 17 of 24 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: New York M&A | 2 of 4 |
| Country: United States M&A | 15 of 22 |
| Year: 2014 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-06-04 |
Healthcare Finance Group
New York City, New York, United States Healthcare Finance Group is a specialty finance company that provides revolving credit facilities and term loans to healthcare providers. HFG targets middle-market healthcare service providers, generally requiring credit facilities of $5.0 million to $50.0 million. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-02-14 |
First Mariner Bank
Baltimore, Maryland, United States First Mariner Bank is a Maryland based community bank operating primarily throughout the central region of Maryland. First Mariner is an independent bank and operates 18 branches. First Mariner Bank was founded in 1920 and is based in Baltimore, Maryland. |
Buy | - |
| Category | Asset Manager |
|---|---|
| Founded | 2001 |
| PE ASSETS | 39.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Apogem Capital is a diversified alternative investment manager and subsidiary of insurance provider, New York Life. Apogem manages a variety of investment strategies including private equity, private credit, and real assets. Within private equity, the Firm looks to make fund, direct, and secondary investments, as well as acquire GP stakes. Within its direct investing activity, Apogem targets mid-sized companies valued up to $250 million and will consider businesses throughout North America and Europe. Apogem Capital formed as the result of New York Life combining PA Capital, Madison Capital Funding, and Goldpoint Partners into one entity. Apogem Capital is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 52 |
| Sector: Internet Software and Services M&A | 1 of 2 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 12 of 52 |
| Year: 2014 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-01-06 |
Polyform Products
Elk Grove Village, Illinois, United States Polyform Products is a developer, manufacturer, and marketer of polymer clay products worldwide. Polyform Products was founded in 1967 and is based in Elk Grove Village, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-03-31 |
Nobles Worldwide
St. Croix Falls, Wisconsin, United States Nobles Worldwide, Inc. is the largest supplier of ammunition feed systems to all branches of the U.S. military and its allies. Nobles are recognized globally for their superior durability products, cutting-edge designs, and rigorous quality assurance. Nobles Worldwide offer lighter, stronger and more flexible materials used in ammunition chutes, magazines, gun mounts, and weapon stations. Nobles are based in St. Croix Falls, Wisconsin. |
Buy | - |
PM Digital is a full-service Digital Marketing Agency specializing in paid search, SEO, display advertising, social media, email marketing, shopping feed management, and creative services.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-06-07 |
Zeta Global
New York, New York, United States Zeta Global is a data-driven, cloud-based marketing technology company that empowers enterprises to acquire, grow, and retain customers more efficiently. The Company’s Zeta Marketing Platform (the “ZMP”) is the largest omnichannel marketing platform with identity data at its core. The ZMP analyzes billions of structured and unstructured data points to predict consumer intent by leveraging sophisticated artificial intelligence to personalize experiences at scale. Zeta Global was founded in 2007 and is based in New York, New York. |
Buy | - |
