Investment Summary

TA Associates Invests In Valoria Capital

On September 1, 2023, private equity firm TA Associates invested in financial services company Valoria Capital from IK Partners

Investment Highlights
  • This is TA Associates’ 49th transaction in the Financial Services sector.
  • This is TA Associates’ 11th transaction in France.

Investment Summary

Date 2023-09-01
Target Valoria Capital
Sector Financial Services
Investor(s) TA Associates
Sellers(s) IK Partners
Deal Type Stake Purchase

Target

Valoria Capital

Paris, France
Valoria Capital is an acquisition platform of independent financial advisors. Valoria Capital offers a diversified range of saving products from a wide panel of asset managers. Valoria Capital was founded in 2012 and is based in Paris, France.

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Investor(S) 1

Investor

TA Associates

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1968
PE ASSETS 65.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

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 358 of 374
Sector: Financial Services M&A 49 of 51
Type: Stake Purchase M&A Deals 39 of 39
Country: France M&A 11 of 12
Year: 2023 M&A 7 of 8
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-08-09 epassi

Espoo, Finland

epassi is a provider of mobile payments and offers a comprehensive, high-quality service for managing non-taxable employee benefits. epassi was founded in 2007 and is based in Espoo, Finland.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-03 KatRisk

Berkeley, California, United States

KatRisk is a catastrophe modeling software company that quantifies risk from global weather extremes, such as floods, storm surges, hurricanes, hail, wildfires, and tornadoes. The company's simulation software platform SpatialKat allows customers to model the impacts of climate change, such as sea level rise and changes in extreme precipitation. KatRisk was formed in 2012 and is based in Berkeley, California.

Buy -

Seller(S) 1

SELLER

IK Partners

London, United Kingdom

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1989
PE ASSETS 14.0B EUR
Size Mega
Type Sector Agnostic
DESCRIPTION

IK Partners is a private equity firm that targets control investments in lower middle-market to large-sized companies throughout Europe. IK focuses on growth businesses located in the Benelux region, as well as Denmark, Finland, France, Germany, Norway and Sweden. The Firm looks to commit €10 to €300 million of equity capital per transaction and targets companies with strong cash-flows. IK Investment Partners was formerly known as Industry Kapital. IK Partners was formed in 1989 and is based in London, England.


DEAL STATS #
Overall 110 of 122
Sector: Financial Services M&A 4 of 5
Type: Stake Purchase M&A Deals 2 of 4
Country: France M&A 22 of 27
Year: 2023 M&A 5 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-28 Klingel medical metal

Pforzheim, Germany

Klingel medical metal is a manufacturer of high-precision and complex metal components mainly for a range of medical technology applications. Klingel medical metal was founded in 1986 and is based in Pforzheim, Germany.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-10-26 Aspia

Stockholm, Sweden

Aspia offers accounting, payroll management, HR, consulting, interim consultants and a number of other company-related services. Aspia is based in Stockholm, Sweden.

Sell -