Explore All 690 Buyout (LBO, MBO, MBI) Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | February 9, 2015 |
| Target | Orion |
| Sector | Financial Services |
| Buyer(s) |
TA Associates
Genstar Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1968 |
| PE ASSETS | 65.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
TA Associates is a private equity firm that targets investments in middle-market and large companies around the world. TA will consider control or minority investments in profitable companies and looks to commit between $70 and $500 million per transaction. TA proactively reaches out to companies directly in sourcing potential investment opportunities. Prospective businesses are generally valued between $100 million and $3 billion. Areas of interest include technology, software, communications, financial services, healthcare, business services, semiconductors/electronics, and consumer products/services. In addition to investing equity capital, TA also makes subordinated debt investments. TA's geographic preference is North America, Asia/Pacific, and Europe. TA Associates was formed in 1968 and is based in Boston, Massachusetts.
| Deal Context for Buyer | # |
|---|---|
| Overall | 226 of 375 |
| Sector: Financial Services | 33 of 51 |
| Type: Buyout (LBO, MBO, MBI) | 65 of 75 |
| State: Nebraska | 3 of 3 |
| Country: United States | 187 of 271 |
| Year: 2015 | 4 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-02-05 |
SoftWriters
Allison Park, Pennsylvania, United States SoftWriters, Inc. is a software solution provider servicing pharmacies that provide care to long term post-acute care patients, assisted living residents, independent living residents, pharmacies servicing group homes, correctional facilities, specialty pharmacies, and pharmacies servicing 340B contracts. |
Sell | $450M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-16 |
YeePay
Beijing, China YeePay is a payments service provider with a mission to provide better e-payment solutions and value-added financial services through technology and innovation. YeePay was founded in 2003 and is based in Beijing, China. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 50.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Genstar Capital is a private equity firm that seeks investments in life science, healthcare, medical products, industrial technology, software, financial services, packaging, building materials, manufacturing, and business services companies. Genstar looks to invest between $50 and $400 million of equity capital in businesses valued up to $1 billion. Target transaction situations include control-oriented leveraged buyouts of corporate divisions, privately held businesses or public companies, minority investments in privately held businesses or public companies, ownership restructurings/recapitalizations of privately held businesses, growth equity financings, partnerships with other strategic or financial buyers, and take privates. Genstar Capital was formed in 1988 and is based in San Francisco, California.
| Deal Context for Buyer | # |
|---|---|
| Overall | 48 of 112 |
| Sector: Financial Services | 5 of 12 |
| Type: Buyout (LBO, MBO, MBI) | 21 of 26 |
| State: Nebraska | 1 of 1 |
| Country: United States | 43 of 104 |
| Year: 2015 | 2 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-07 |
Telestream
Nevada City, California, United States Telestream is a provider of digital video software and workflow solutions that allow consumers and businesses to transform video content on the desktop and across the enterprise. Telestream was founded in 1998 and is based in Nevada City, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-25 |
Mercer Advisors
Denver, Colorado, United States Mercer Advisors is an independent RIA primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning. Mercer Advisors was founded in 1985 and is based in Denver, Colorado. |
Buy | - |
