M&A Deal Summary |
|
|---|---|
| Date | 2022-08-25 |
| Target | Curion |
| Sector | Information Services |
| Buyer(s) |
Summit Park
Stellus Capital Management |
| Sellers(s) | Monroe Capital |
| Deal Type | Recapitalization |
| Advisor(s) | JEGI CLARITY (Financial) Brownstein (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 245M USD |
| Size | Small |
| Type | Sector Agnostic |
Summit Park Partners is a private investment firm that acquires lower middle-market companies. Summit Park looks for profitable, established businesses in consumer services, business services, value-added distribution, and light manufacturing. The Firm targets businesses with revenues of $20 to $150 million and EBITDA between $4 and $15 million. Prospective transaction types include recapitalizations, management buyouts, family successions, corporate divestitures, and industry consolidations. Summit's geographic preference is within the Southeast and Mid-Atlantic US. Summit Park was formed in 2005 and is based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 24 |
| Sector (Information Services) | 1 of 1 |
| Type (Recapitalization) | 14 of 18 |
| State (Georgia) | 5 of 5 |
| Country (United States) | 19 of 23 |
| Year (2022) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-07 |
Artifact Uprising
Denver, Colorado, United States Artifact Uprising is a provider of printed photo products with elevated quality, thoughtful design, and responsibly-sourced materials. Artifact Uprising was founded in 2012 and is based in Denver, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-13 |
Aspirent
Atlanta, Georgia, United States Aspirent provides strategic consulting, cloud development, and project execution services related to data and analytics for blue-chip clients in the Atlanta market. Aspirent was founded in 2012 and is based in Atlanta, Georgia. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 1.5B USD |
| Size | Large |
| Type | Sector Agnostic |
Stellus Capital Management is a provider of debt and equity capital to middle-market companies headquartered throughout the US and Canada. For credit commitments, Stellus looks to provide $10 to $50 million of capital to help support buyouts, acquisitions, recapitalization, growth opportunities, rescue financing, distressed situations, as well as bridge loans. Sectors' of interest for Stellus' credit practice includes business services, energy, general industrial, government, healthcare, software and specialty finance. Stellus' equity practice seeks to provide $30 to $50 million to small and mid-sized energy (upstream, oilfield services, midstream) companies. Stellus Capital was originally formed in 2004 as Laminar Direct Capital and operated as the direct investing unit of D.E. Shaw. The Group became independent in 2012. Stellus has offices in Houston, New York City, and Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 18 of 23 |
| Sector (Information Services) | 1 of 1 |
| Type (Recapitalization) | 4 of 4 |
| State (Georgia) | 1 of 1 |
| Country (United States) | 18 of 23 |
| Year (2022) | 6 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-12 |
Baker Manufacturing
Evansville, Wisconsin, United States Baker Manufacturing is a manufacturer of pumps for the viscous fluid transfer market; water well equipment and accessories for residential and industrial/municipal water systems; and short-run castings for general industrial markets. Baker Manufacturing was founded in 1873 and is based in Evansville, Wisconsin. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-28 |
Onpoint Industrial Services
Deer Park, Texas, United States Onpoint Industrial Services provides turnaround and capital project support services, which include planning and scheduling personnel, safety professional and attendant services, and workforce transportation and logistics services. Onpoint Industrial Services was established in and is based in Deer Park, Texas. |
Buy | - |
| Category | Lender |
|---|---|
| Founded | 2004 |
| PE ASSETS | 14.1B USD |
| Size | Mega |
| Type | Sector Agnostic |
Monroe Capital is a provider of senior and junior debt and equity co-investments to middle-market companies in the US and Canada. Investment types include unitranche financings, cash flow and enterprise value based loans, asset based loans, acquisition facilities, mezzanine debt, second lien or last-out loans and equity co-investments. Monroe Capital is a generalist investor and will consider companies in the healthcare, technology, media, retail, consumer sectors. Monroe Capital was formed in 2004 and is based in Chicago.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 53 |
| Sector (Information Services) | 1 of 1 |
| Type (Recapitalization) | 2 of 2 |
| State (Georgia) | 2 of 2 |
| Country (United States) | 48 of 53 |
| Year (2022) | 6 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-18 |
Contract Filling
Cedar Grove, New Jersey, United States Contract Filling is a premier contract manufacturer of alcohol-based personal care products with extensive compounding, filling, and packaging capabilities. CFI’s product offering includes perfume, cologne, hairspray, body mist, and deodorant sticks. Contract Filling was founded in 1983 and is based in Cedar Grove, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-01 |
M&D Distributors
Humble, Texas, United States M&D Distributors is a distributor of aftermarket parts and components for maintaining and repairing diesel-powered engines within Texas, Oklahoma, and Louisiana. M&D Distributors’ product portfolio includes more than 100,000 new and remanufactured fuel injection, turbocharger, engine part, and filtration products from leading OEMs and aftermarket suppliers. M&D Distributors was founded in 1943 and is based in Humble, Texas. |
Sell | - |
