M&A Deal Summary |
|
|---|---|
| Date | 2024-06-06 |
| Target | Behavioral Innovations |
| Sector | Consumer Services |
| Buyer(s) |
Tenex Capital Management
Yukon Partners Stellus Capital Management |
| Sellers(s) | Shore Capital Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Calex Partners (Financial) Winston & Strawn (Legal) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 1.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Tenex Capital Management is a private investment group focused on acquiring control positions in profitable North American companies with $3 to $40 million of EBITDA. The Firm does not have any sector preferences and looks to commit up to $125 million per transaction. Tenex Capital Management was formed in 1999 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 49 of 49 |
| Sector: Consumer Services M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 16 of 16 |
| State: Texas M&A | 8 of 8 |
| Country: United States M&A | 49 of 49 |
| Year: 2024 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-04 |
Fager
Camp Hill, Pennsylvania, United States Fager distributes for customers’ plumbing, heating, cooling, and roofing needs. The Company offers a broad product offering of over 29,000 SKUs and same/next day turnaround and delivery times. Fager was formed in 1960 and is based in Camp Hill, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-24 |
Big Bolt
Bloomingdale, Illinois, United States Big Bolt is a manufacturer of an non-standard fasteners in lengths of up to or greater than 30-inches with a 0.25-inch to 3.5-inch diameter with high-quality assurance. Big Bolt maintains a large stock of material and finished products in order to fulfill emergency orders in market-leading turnaround times. Big Bolt was founded in 1977 and is based in Bloomingdale, Illinois. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 640M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Yukon Partners is a mezzanine finance firm that works with private equity sponsors to fund a variety of investment situations. Yukon looks to invest $10 to $40 million to support buyouts, recapitalizations, take privates, and refinancings. Sectors of interest include automotive, building products, business services, consumer products, food/beverages, healthcare products/services, industrial manufacturing, niche manufacturing, and transportation/logistics. Prospective companies generally have revenues of $30 to $500 million and are profitable with EBITDA of $5 to $50 million. Yukon Partners was formed in 2008 and is based in Minneapolis, Minnesota.
| DEAL STATS | # |
|---|---|
| Overall | 53 of 54 |
| Sector: Consumer Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 19 of 19 |
| State: Texas M&A | 7 of 7 |
| Country: United States M&A | 52 of 53 |
| Year: 2024 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-17 |
Market Performance Group
Princeton Junction, New Jersey, United States Market Performance Group is an omnichannel commerce agency providing strategy and consulting services. MPG offers end-to-end omnichannel capabilities and integrated solutions for a wide range of strategy and commercialization needs, including strategy & business consulting, omnichannel strategy & services, business analytics & insights, consumer marketing & retail activation, order to cash/3 PL, and FleXforce. Market Performance Group was formed in 2002 and is headquartered in Princeton Junction, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-11 |
Quantum Design
San Diego, California, United States Quantum Design is a manufacturer and distributor of instrumentation for material characterization and other advanced research applications. Quantum Design was founded in 1982 and is based in San Diego, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 3.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Stellus Capital Management is a provider of debt and equity capital to middle-market companies headquartered throughout the US and Canada. For credit commitments, Stellus looks to provide $10 to $50 million of capital to help support buyouts, acquisitions, recapitalization, growth opportunities, rescue financing, distressed situations, as well as bridge loans. Sectors' of interest for Stellus' credit practice includes business services, energy, general industrial, government, healthcare, software and specialty finance. Stellus' equity practice seeks to provide $20 to $100 million to small and mid-sized energy (upstream, oilfield services, midstream) companies. Stellus Capital was originally formed in 2004 as Laminar Direct Capital and operated as the direct investing unit of D.E. Shaw. The Group became independent in 2012. Stellus has offices in Houston, New York City, and Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 67 of 86 |
| Sector: Consumer Services M&A | 3 of 5 |
| Type: Secondary Buyout M&A Deals | 16 of 19 |
| State: Texas M&A | 15 of 16 |
| Country: United States M&A | 66 of 83 |
| Year: 2024 M&A | 5 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-31 |
TriplePoint
Houston, Texas, United States TriplePoint is a provider of HVACR installations, maintenance, repair, design, and consulting services to commercial clients across a ten-plus state footprint in the Midwest and Southeast regions. TriplePoint is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-09 |
MoboTrex
Pflugerville, Texas, United States MoboTrex provides traffic and mobility solutions for government agencies across North America. MoboTrex was founded in 1969 and is based in Pflugerville Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2009 |
| PE ASSETS | 9.1B USD |
| Size | Mega |
| Type | Sector Focused |
Shore Capital Partners is a private equity group focused on opportunities in healthcare, food/beverages, and business services. Specific healthcare areas of interest include infusion therapy, laboratory services, laboratory products/distribution, outpatient rehab therapy, and behavioral health. Shore looks to invest in proven businesses with stable cash-flows and 'significant' growth potential. Prospective companies typically have $5 to $100 million in sales and $1 to $10 million of EBITDA. Shore Capital was formed in 2009 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 17 |
| Sector: Consumer Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 5 of 5 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 15 of 17 |
| Year: 2024 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-30 |
Whetstone Distribution
Chicago, Illinois, United States Whetstone Distribution is a platform for regional food distributors, delivering sharp service and a wide range of products to independent grocers and restaurants across the Midwest. Whetstone Distribution is based in Chicago, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-19 |
Innovate 32
Nashville, Tennessee, United States Innovate 32 is a dental services organization that supports a growing network of premier dental practices, delivering best-in-class patient experiences through unmatched partner support. Innovate 32 provides a firm foundation of essential management resources for its partners, empowering them to remain focused on delivering the best patient care possible. Innovate 32 is based in Nashville, Tennessee. |
Buy | - |
