Investment Summary |
|
|---|---|
| Date | 2021-08-31 |
| Target | Mediaocean |
| Sector | Software |
| Investor(s) |
TA Associates
CVC Capital Partners Charlesbank Capital Partners |
| Sellers(s) | Vista Equity Partners |
| Deal Type | Stake Purchase |
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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 STATS | # |
|---|---|
| Overall | 330 of 364 |
| Sector (Software) | 74 of 86 |
| Type (Stake Purchase) | 34 of 39 |
| State (New York) | 18 of 22 |
| Country (United States) | 244 of 263 |
| Year (2021) | 17 of 23 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-24 |
PDQ.com
Salt Lake City, Utah, United States PDQ.com is a provider of IT asset management software for small and medium-sized businesses. The company’s primary products are PDQ Deploy, automated patch management, software update, and endpoint communications application; and PDQ Inventory, an endpoint information collection and reporting application for software, hardware, and Windows configuration data. PDQ.com was founded in 2001 and is based in Salt Lake City, Utah. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-28 |
Caprock
Newport Beach, California, United States Caprock provides customized wealth solutions for ultra-high-net-worth individuals, families and select foundations. The firm acts as an outsourced chief investment officer and chief financial officer, serving as a trusted partner for those who seek objective advice on the entirety of their balance sheet. Caprock was founded in 2005 and is based in Newport Beach, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 177.0B EUR |
| Size | Mega |
| Type | Sector Agnostic |
CVC Capital Partners is a global private equity firm focused on investments in large companies located in Europe, North America, and Asia. CVC looks for opportunities with stable cash flows and talented management, and will consider businesses in a variety of industries. Target sectors include textiles, industrial products, waste management, building materials, energy/utilities, business services, financial services, distribution, healthcare, media, semiconductors, and gaming. CVC can handle transactions valued from €200 million to €10 billion. CVC Capital Partners was formed in 1981 and is based in Luxembourg.
| DEAL STATS | # |
|---|---|
| Overall | 288 of 323 |
| Sector (Software) | 5 of 7 |
| Type (Stake Purchase) | 37 of 42 |
| State (New York) | 8 of 8 |
| Country (United States) | 40 of 44 |
| Year (2021) | 25 of 35 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-02 |
Sonae MC
Matosinhos, Portugal Sonae MC is a food retailer, operating over 600 stores across the country and becoming the country's online grocery channel. It operates under the Continente brand for its different food retail formats and also operates a range of activities in adjacent segments like para-pharmacy, coffee shops and beauty care. Sonae MC was founded in 1985 and is based in Matosinhos, Portugal. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-16 |
Medivet
Watford, United Kingdom Medivet is a provider of healthcare services in US with operates over 160 practices. Medivet was founded in 1987 and is based in Watford, United Kingdom. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 6.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Charlesbank Capital Partners is a private equity firm focused on investing in companies at various stages of development, including private and public companies, distressed situations, as well as later stage high growth businesses. Charlesbank typically invests $50 to $150 million per deal, in companies valued between $150 million and $3 billion. Industries of interest include consumer products, distribution, energy, financial services, food, education, health-care products and services, manufacturing, media and communications, and retail. Charlesbank Capital Partners is based in Boston, Massachusetts with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 75 of 89 |
| Sector (Software) | 3 of 6 |
| Type (Stake Purchase) | 11 of 11 |
| State (New York) | 7 of 10 |
| Country (United States) | 67 of 78 |
| Year (2021) | 6 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-19 |
MDVIP
Boca Raton, Florida, United States MDVIP is a personalized healthcare program that empowers people to reach their health and wellness goals through in-depth knowledge, expertise, and one-on-one coaching with an affiliated primary care doctor. The company's model was created with the hope and vision of bringing more life to more lives both young and old by putting impersonal healthcare practices and tactics aside and embracing a new way of healing. MDVIP was founded in 2000 and is based in Boca Raton, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-14 |
BOX Partners
Elgin, Illinois, United States BOX Partners is the largest distributor of packaging, shipping, and industrial supplies. The Company partners with distributors, offering them broad product selection, distribution expertise, and marketing tools to compete with even the largest competitors in the industry. BOX Partners was founded in 1989 and is based in Elgin, Illinois. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 100.0B USD |
| Size | Mega |
| Type | Sector Focused |
Vista Equity Partners is a mega-sized asset management firm focused on private equity, public equity, credit, and other strategies. The Firm's private equity group looks to invest in and acquire software and technology enabled services companies. Specific areas of interest include software, software-as-a-service (SaaS), technology-enabled business services, and technology-enabled information services. Vista can commit up to $700 million per transaction and will consider a variety transaction situations, including management/leveraged buyouts, growth or acquisition financings, recapitalizations or restructurings, spinouts, and take privates. Vista Equity Partners was formed in 2000 and is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 61 of 70 |
| Sector (Software) | 24 of 28 |
| Type (Stake Purchase) | 1 of 1 |
| State (New York) | 7 of 7 |
| Country (United States) | 56 of 65 |
| Year (2021) | 15 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-04 |
Social Solutions
Austin, Texas, United States Social Solutions is a provider of on-demand performance management software (SaaS) and solutions to the human services nonprofit sector with a focus on measuring efforts to outcome (ETO) to provide organizations with a clear picture of which efforts are having the greatest impact on the social issues they address. Social Solutions was founded in 2000 and is based in Austin, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-01 |
Drift
Cambridge, Massachusetts, United States Drift is an internet communication platform that allows website visitors to engage with company websites easily. Its human-centric, AI-powered platform listens, understands, and learns from buyers to deliver personalized experiences and recommendations at every touchpoint. Drift was formed in 2014 and is headquartered in Cambridge, Massachusetts. |
Buy | - |
