M&A Deal Summary |
|
|---|---|
| Date | 2024-03-21 |
| Target | SER Group |
| Sector | Software |
| Buyer(s) | TA Associates |
| Sellers(s) |
The Carlyle Group
Ardian |
| Deal Type | Secondary Buyout |
SEARCH BY
| 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 STATS | # |
|---|---|
| Overall | 365 of 374 |
| Sector: Software M&A | 87 of 89 |
| Type: Secondary Buyout M&A Deals | 70 of 74 |
| Country: Germany M&A | 9 of 9 |
| Year: 2024 M&A | 6 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-13 |
PowerGEM
Clifton Park, New York, United States PowerGEM is a provider of simulation modeling software and technical services for the electric power industry. The company's power systems transmission reliability & market simulation software products serve over two hundred North American power systems stakeholders. Its software is utilized by grid operators, including many U.S. ISOs and electric utilities, generation/transmission developers & engineering firms to assess electric transmission grid reliability, as well as the technical & economic impacts of transmission congestion in competitive U.S. electricity markets. PowerGEM was formed in 2000 and is based in Clifton Park, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-01 |
Fincare
Bengaluru, India Fincare enables financial inclusion of the underbanked base of pyramid, mass retail and micro & small enterprise segments. Fincare was founded in 2007 and is based in Bengaluru, Karnataka. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 435.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 475 of 488 |
| Sector: Software M&A | 33 of 35 |
| Type: Secondary Buyout M&A Deals | 115 of 119 |
| Country: Germany M&A | 11 of 11 |
| Year: 2024 M&A | 4 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-27 |
Kentucky Fried Chicken Japan
Kanagawa, Japan Kentucky Fried Chicken Japan operates the KFC restaurant chain in Japan, serving fried chicken and related fast-food menu items. Kentucky Fried Chicken Japan was founded in 1970 and is based in Kanagawa, Japan. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-22 |
Beautycounter
Santa Monica, California, United States Beautycounter is a disruptive beauty brand that develops and sells highly effective skincare, body, and hair products and cosmetics. Beautycounter was founded in 2013 and is based in Santa Monica, California. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1996 |
| PE ASSETS | 127.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Ardian is a mega-sized diversified investment group focused on opportunities worldwide. Ardian invests across and manages funds focused on small and mid-sized buyouts, growth capital financings, mezzanine, infrastructure, real estate, and co-investment opportunities. Ardian's small-buyouts group targets controlling interests in French, German, and Italian businesses valued up to €100 million. It's mid-sized buyout group seeks businesses valued up €1.5 billion and does not have any geographic limitations. The Infrastructure team looks for European opportunities and can commit up to €1 billion per transaction. The Mezzanine group supports junior capital commitments of €5 to €80 million. In addition to direct investing, Ardian also manages various private equity fund-of-funds. Ardian was founded in 1996 and is based in Paris.
| DEAL STATS | # |
|---|---|
| Overall | 229 of 247 |
| Sector: Software M&A | 10 of 13 |
| Type: Secondary Buyout M&A Deals | 85 of 92 |
| Country: Germany M&A | 21 of 21 |
| Year: 2024 M&A | 2 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-23 |
Evergreen North America Industrial Services
La Porte, Texas, United States Evergreen North America Industrial Services is a provider of industrial cleaning services to a range of process industries, including refining, petrochemicals, and utilities. Evergreen North America Industrial Services was founded in 2000 and is based in La Porte, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-22 |
Galderma
Zug, Switzerland Galderma is a global skincare company offering medical and consumer skin health solutions through three business units; aesthetics and prescription and consumer health. Galderma was founded in 1981 and is based in Zug, Switzerland. |
Sell | - |
