M&A Deal Summary |
|
|---|---|
| Date | 2002-09-09 |
| Target | Datek Online Holdings |
| Sector | Financial Services |
| Buyer(s) | TD Ameritrade Holding |
| Sellers(s) |
Advent Morro Equity Partners
Integral Capital Partners Monitor Clipper Partners Bain Capital Private Equity TA Associates Silver Lake Advent International |
| Deal Type | Add-on Acquisition |
| Deal Value | 1.3B USD |
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| Category | Company |
|---|---|
| Founded | 1971 |
| Sector | Financial Services |
| Employees | 9,226 |
| Revenue | 5.4B USD (2018) |
TD Ameritrade Holding Corp. is a provider of securities brokerage services and related technology-based financial services to retail investors, traders and independent registered investment advisors. TD Ameritrade provides its services predominantly through the Internet, a national branch network and relationships with RIAs. TD Ameritrade was established in 1971 and is based in Omaha, Nebraska.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 4 |
| Sector (Financial Services) | 1 of 3 |
| Type (Add-on Acquisition) | 1 of 3 |
| State (New Jersey) | 1 of 1 |
| Country (United States) | 1 of 4 |
| Year (2002) | 1 of 1 |
| Size (of disclosed) | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-06-22 |
TD Waterhouse USA
United States TD Waterhouse USA is a provider of electronic brokerage services to retail investors. |
Buy | $2.9B |
| Category | Private Equity Firm |
|---|---|
| Founded | 1989 |
| Size | Small |
| Type | Sector Agnostic |
Advent Morro Equity Partners is a private equity firm focused on opportunities connected to Puerto Rico. The FIrm invests in companies operating in Puerto Rico, Puerto Rican companies expanding into the US, and established US-based companies whose products or services target the US hispanic market. Advent Morro’s seeks to team with management teams looking for capital to accelerate growth organically or through acquisitions. The Firm looks to invest $5 to $10 million in companies with annual revenues between $5 and $20 million. Sectors of interest include healthcare, hospitality, telecommunications, software-development, distribution, education and medical insurance. The Firm will consider a variety of investment situations, including MBOs, corporate divestitures, turnarounds, recapitalization of family owned businesses, and industry consolidation. Advent Morro Equity Partners was formed 1989 and is based in San Juan.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 6 |
| Sector (Financial Services) | 1 of 1 |
| Type (Add-on Acquisition) | 1 of 4 |
| State (New Jersey) | 1 of 2 |
| Country (United States) | 1 of 4 |
| Year (2002) | 1 of 1 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2000-12-01 |
Datek Online Holdings
Iselin, New Jersey, United States Established in 1998, privately held Datek Online Holdings Corp. is one of the fastest-growing financial services companies in the United States and through affiliates provides swift access to financial services through innovative technology. The Company’s primary businesses are Datek Online Brokerage Services LLC, a pioneer in the online brokerage industry; iClearing LLC, a securities clearing operation; and Watcher Technologies, a provider of cutting-edge trading systems for the professional trading industry. |
Buy | $700M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2004-06-23 |
ICPR Junior College
Arecibo, Puerto Rico ICPR Junior College is a post-secondary for-profit two-year college. ICPR Junior College was founded in 1946 and is based in Arecibo, Puerto Rico. |
Buy | - |
| Category | Venture Capital Firm |
|---|---|
| Founded | 1991 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Integral Capital Partners operates as a group of partnerships that invests in expansion-stage private and growth-stage public companies in the information and life sciences industries. Within information sciences, Integral focuses on communications-centric computing, real-time computing, and mobility. Within life sciences, Integral targets companies that deal in emerging medical technologies and healthcare information systems. The Firm operates in partnership with the venture capital firm Kleiner Perkins Caufield and Byers, which incubated the Firm in 1991, as well as private equity firm Silver Lake Partners. Integral Capital Partners is based in Menlo Park, California.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 67 |
| Sector (Financial Services) | 1 of 3 |
| Type (Add-on Acquisition) | 14 of 45 |
| State (New Jersey) | 1 of 1 |
| Country (United States) | 20 of 66 |
| Year (2002) | 3 of 4 |
| Size (of disclosed) | 6 of 17 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-06-21 |
ONI Systems
San Jose, California, United States ONI Systems Corp. develops and markets optical telecommunications systems designed to address bandwidth and service limitations of regional and metropolitan networks. |
Sell | $398M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-12-11 |
Seagate Technology
Dublin, Ireland Seagate Technology is a provider of technology and products enabling people to store, access, and manage information. The Company is committed to providing best-in-class products to help people get information when, where and how they want it. Seagate is the world's largest manufacturer of disc drives magnetic discs and read-write heads, an innovator in tape drives, and a leading developer of Business Intelligence software. Seagate Technology was founded in 1978 and is based in Dublin, Ireland. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Monitor Clipper Partners (MCP) is a private equity group formed by consulting firm The Monitor Group and private equity firm The Clipper Group. MCP targets private equity investments in middle-market companies in North America and Western Europe and looks to commit $10 to $70 million of equity per transaction. MCP does not focus on any particular sector but current portfolio companies suggest an interest in business services, natural/organic foods, specialty retail, health care services, gaming, logistics, mortgage technology, marketing services, financial services and metals. The Firm will consider both control and minority positions. Monitor Clipper Partners was formed in 1998 and is based in Cambridge, Massachusetts with additional offices in Zurich, Switzerland, Toronto, Canada, Luxembourg and London, United Kingdom.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 35 |
| Sector (Financial Services) | 1 of 4 |
| Type (Add-on Acquisition) | 2 of 15 |
| State (New Jersey) | 1 of 3 |
| Country (United States) | 3 of 28 |
| Year (2002) | 3 of 4 |
| Size (of disclosed) | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-08-01 |
Metro International Trade Services
Romulus, Michigan, United States Metro is one of the largest warehousers of non-ferrous metals for customers of the London Metal Exchange. Metro operates a global network of approved LME warehouses, with operations in Detroit, New Orleans, Long Beach, Italy and the United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-09-10 |
Service Partners
Glen Allen, Virginia, United States Service Partners LLC is a distributor of residential fiberglass insulation and related contractor accessories in North America. Through our network of distribution centers, we supply insulation, insulation accessories, fireplaces, gutters, roofing, drywall, acoustical material and other building products to thousands of contractors and retailers nationwide. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 44.2B USD |
| Size | Mega |
| Type | Sector Agnostic |
Bain Capital Private Equity (BCPE), is the private equity investment arm of alternative asset management firm, Bain Capital. BCPE targets leveraged buyout and growth capital transactions in a wide variety of industries including information technology, communications, media, healthcare, industrial/manufacturing, retail/consumer, and financial services. Bain Capital is based in Boston with additional offices in New York, London, Mumbai, Hong Kong, Shanghai, Tokyo, and Munich.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 147 |
| Sector (Financial Services) | 1 of 5 |
| Type (Add-on Acquisition) | 4 of 40 |
| State (New Jersey) | 1 of 6 |
| Country (United States) | 6 of 85 |
| Year (2002) | 1 of 1 |
| Size (of disclosed) | 21 of 44 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-08-28 |
Jack Wolfskin KGaA
Idstein, Germany Jack Wolfskin GmbH & Co. KGaA is a provider of functional outdoor clothing, footwear and equipment in Europe and the largest franchisor in the German specialist sports retail market. Jack Wolfskin products are currently available in more than 400 franchise stores and at 4,000 points of sale across Europe and Asia. Jack Wolfskin products feature a high degree of functionality, user-friendliness and innovation. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-12-02 |
Unisource
Norcross, Georgia, United States Unisource is a marketer and distributor of commercial printing and business imaging papers, packing systems, and facilities supplies and equipment in North America. |
Buy | - |
| 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 | 82 of 255 |
| Sector (Financial Services) | 8 of 31 |
| Type (Add-on Acquisition) | 44 of 130 |
| State (New Jersey) | 3 of 5 |
| Country (United States) | 79 of 206 |
| Year (2002) | 7 of 8 |
| Size (of disclosed) | 11 of 67 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-08-01 |
MQ Associates
Norcross, Georgia, United States MQ Associates is an outpatient diagnostic imaging company with imaging centers clustered in the Southeast and Southwest. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-10-11 |
Tempur Sealy
Lexington, Kentucky, United States Tempur Sealy is a bedding provider that develops, manufactures, and markets mattresses, foundations, pillows, and other products. Tempur Sealy was founded in 1989 and is based in Lexington, Kentucky. |
Buy | $350M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 104.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Silver Lake is a mega-sized private equity firm focused on a broad range of growth investments in and acquisitions of technology companies. Silver Lake is subdivided into several investing groups including Silver Lake Partners, Silver Lake Sumeru, Silver Lake Waterman, Silver Lake Alpine, and Silver Lake Kraftwerk. Silver Lake Partners pursues large-scale private investments in companies within the technology, tech-enabled and related growth industries. Silver Lake Sumeru invests in middle market technology companies with established business models and attractive growth prospects where there is an opportunity to create value through operational transformation. Silver Lake Waterman provides growth capital to later-stage companies in the technology and technology-enabled industries, offering flexible solutions to finance expansion and acquisitions. Silver Lake Alpine is Silver Lake's debt and credit investing arm. Silver Lake Kraftwerk provides growth capital to technology and tech-enabled businesses driving efficiency across the operations, energy, and resources industries. Silver Lake Partners was formed in 1999 is headquartered in Menlo Park, California.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 64 |
| Sector (Financial Services) | 1 of 5 |
| Type (Add-on Acquisition) | 1 of 18 |
| State (New Jersey) | 1 of 2 |
| Country (United States) | 2 of 50 |
| Year (2002) | 2 of 3 |
| Size (of disclosed) | 12 of 17 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-07-01 |
SubmitOrder.com
Dublin, Ohio, United States SubmitOrder.com, Inc. provided a scalable e-fulfillment model to retailers for the mail order and e-commerce arms of major retailers, pure play virtual stores and manufacturers who are preparing to launch their e-commerce business or who are currently doing business on the Web. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-12-11 |
Seagate Technology
Dublin, Ireland Seagate Technology is a provider of technology and products enabling people to store, access, and manage information. The Company is committed to providing best-in-class products to help people get information when, where and how they want it. Seagate is the world's largest manufacturer of disc drives magnetic discs and read-write heads, an innovator in tape drives, and a leading developer of Business Intelligence software. Seagate Technology was founded in 1978 and is based in Dublin, Ireland. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 76.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Advent is a global private equity firm that targets investments in North America, Europe, Asia, and Latin America. Advent's emerging market efforts are concentrated in Central Europe and Latin America. Advent seeks transactions valued between $50 million and $5 billion and can commit up to $2 billion of equity capital per investment. Broad areas of interest include business & financial services, retail & consumer, technology, media, & telecoms, healthcare & life sciences, and industrial. Prospective transaction types include buyouts, growth capital financings, take privates, and recapitalizations. Advent was formed in 1984 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 40 of 221 |
| Sector (Financial Services) | 4 of 25 |
| Type (Add-on Acquisition) | 18 of 82 |
| State (New Jersey) | 2 of 6 |
| Country (United States) | 24 of 79 |
| Year (2002) | 4 of 5 |
| Size (of disclosed) | 11 of 52 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-07-11 |
Kirkland s
Brentwood, Tennessee, United States Kirkland's is a retailer of home décor and gifts. Kirkland's was founded in 1966 and is based in Brentwood, Tennessee. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-10-01 |
Aerocomidas SA de CV
Guadalajara, Mexico Aerocomidas is a operator of restaurants and bars in Mexican airports. |
Buy | - |
