Investment Summary |
|
|---|---|
| Date | 2023-09-20 |
| Target | Klaviyo |
| Sector | Internet Software and Services |
| Sellers(s) |
Summit Partners
Shopify |
| Deal Type | IPO |
SEARCH BY
| Category | Growth Capital Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 45.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Summit Partners is a private investment and asset management firm focused on venture, growth, credit, and public equity investing. Sectors of interest include business services, communications technology and services, consumer products, energy, financial services, healthcare and life sciences, industrial products, internet/information services, media/entertainment, semiconductors, electronics, and software. Summit Partners is known for having a proactive business development group for sourcing transactions. Summit will consider both minority or majority investment stakes and is willing to commit as little as $10 million or as much as $500 million in combined debt/junior capital per transaction. The Firm's geographic coverage spans North America and Europe. Summit Partners was formed in 1984 and is headquartered in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 280 of 298 |
| Sector: Internet Software and Services M&A | 28 of 31 |
| Type: IPO M&A Deals | 74 of 74 |
| State: Massachusetts M&A | 32 of 35 |
| Country: United States M&A | 243 of 258 |
| Year: 2023 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-08-29 |
CERTANIA
Munich, Germany CERTANIA is an international Testing, Inspection and Certification (TIC) company offering services in the areas of Food & Environment, Pharma & Life Science, ESG Analytics and Climate Strategy as well as Management Systems Certification and Testing of Materials, Buildings, and Infrastructure. CERTANIA was founded in 2020 and is based in Munich, Germany. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-01 |
PharmScript
Somerset, New Jersey, United States PharmScript provides long-term and post-acute care facilities with a seamless pharmacy experience. The company provides rigorous quality assurance, innovative technology, and high-quality service to help healthcare facilities administer medications safely and manage their patients for optimal clinical outcomes while maintaining costs. PharmScript serves healthcare providers in the Midwest, Mid-Atlantic, Northeast, Florida, and Texas. PharmScript was founded in 2009 and is based in Somerset, New Jersey. |
Sell | - |
| Category | Company |
|---|---|
| Founded | 2004 |
| Sector | Internet Software and Services |
| Employees | 8,100 |
| Revenue | 8.9B USD (2024) |
Shopify is a provider of e-commerce software tools and solutions for small to large sized companies globally. Shopify was founded in 2004 and is based in Ottawa, Ontario.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: IPO M&A Deals | 1 of 1 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2023 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-04 |
Shopify Logistics
Ottawa, Ontario, Canada Shopify Logistics is a provider of technology platform helps to plan, visualize and execute the movement of goods from manufacturer to the customer's store or door. |
Sell | - |
