Investment Summary |
|
|---|---|
| Date | 2015-07-23 |
| Target | iLEVEL Solutions |
| Sector | Internet Software and Services |
| Investor(s) | Ipreo Holdings |
| Sellers(s) |
Swift River Investments
Egis Capital Partners |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Barclays Investment Bank (Financial) Goodwin Procter (Legal) |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1985 |
| Sector | Information Technology |
| Employees | 600 |
Ipreo Holdings LLC is a global provider of high quality data, market intelligence, and productivity solutions to investment banking and corporate clients. Ipreo was founded in 1985 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 7 |
| Sector: Internet Software and Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 6 of 6 |
| State: New York M&A | 3 of 3 |
| Country: United States M&A | 5 of 6 |
| Year: 2015 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-20 |
ClearMomentum
Canandaigua, New York, United States ClearMomentum is a provider of portfolio monitoring applications to alternative asset investors and their limited partners. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-05-25 |
Discovery Data
Eatontown, New Jersey, United States Discovery Data is a provider of information services used to identify and reach firms and professionals in the financial services and insurance industries for effective product distribution, recruitment, and targeted marketing campaigns. Discovery Data was founded in 2002 and is based in Eatontown, New Jersey. |
Sell | - |
| Category | Family Office |
|---|---|
| Founded | 2005 |
| Size | Small |
| Type | Sector Agnostic |
Swift River Investments is a family controlled private equity firm backed by Tony James, executive vice chairman of The Blackstone Group. Swift River invests in lower middle-market companies with minimum revenues of $10 million and at least $1 million of EBITDA. Areas of interest include premium consumer products and services, healthcare, and business services. Swift River will not invest in start-ups, technology companies, distressed situations, real estate developments, or unprofitable companies. Swift River was formed in 2005 and is based in Bolton, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2015 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-04-24 |
ROC Service
Canonsburg, Pennsylvania, United States ROC Service provides mission critical wellsite and facilities services to exploration and production and midstream companies operating across the United States. The Company’s service offering spans the entire lifecycle of hydrocarbon production and includes: the preparation and installation of wellsites and production facilities for drilling, completion and production activity; the maintenance or replacement of surface facilities and production infrastructure throughout their economic life; and the decommissioning and abandonment of wellsites and assets as dictated by customers’ diminishing returns and/or compliance with regulations. ROC Service was founded in 2009 and is based in Canonsburg, Pennsylvania. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2008 |
| Size | Small |
| Type | Sector Agnostic |
Egis Capital Partners LLC is a specialist private equity firm focused on opportunities in defense and homeland security. Egis has a target investment size of $10 to $80 million and is willing to act either as the lead investor or is willing to co-invest with larger funds on prospective transactions. Specific areas of interest include physical security services (systems integration, guard services, alarm monitoring, cash services); identity solutions (background screening, investigation services,biometrics, smart cards); and IT security (IT consulting, vulnerability assessment, application security, storage security). Egis Capital Partners LLC was formed in 2008 and is based in New York.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 10 |
| Sector: Internet Software and Services M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 3 of 5 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 4 of 10 |
| Year: 2015 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-26 |
Alarm.com
Tysons, Virginia, United States Alarm.com is a provider of cloud-based services for remote control, home automation and monitoring services. Alarm.com's multi-tenant software-as-a-service, or SaaS, platform enables home and business owners to intelligently secure their properties and automate and control a broad array of connected devices through a single, intuitive user interface. Alarm.com was incorporated in 2000 and is headquartered in Tysons, Virginia. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-11-30 |
DVTel
Ridgefield Park, New Jersey, United States DVTel, Inc. is a provider of enterprise-class security and surveillance solution. DVTel develops and distributes integrated video management system (VMS) software, advanced video analytics software, visible and thermal security cameras, and related servers and encoders. |
Sell | $92M |
