M&A Deal Summary |
|
|---|---|
| Date | 2021-08-01 |
| Target | Finvi |
| Sector | Software |
| Buyer(s) | Terminus Capital Partners |
| Sellers(s) | New Mountain Capital |
| Deal Type | Secondary Buyout |
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Terminus Capital Partners is a private equity firm focused on buyouts of lower middle-market software companies with $10 to $50 million of revenue. The Firm will consider opportunities throughout North America with positive revenue growth and EBITDA. Terminus Capital Partners was formed in 2017 and is headquartered in Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 4 |
| Sector: Software M&A | 2 of 4 |
| Type: Secondary Buyout M&A Deals | 1 of 2 |
| State: Indiana M&A | 1 of 1 |
| Country: United States M&A | 2 of 4 |
| Year: 2021 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-08-05 |
Katabat
Wilmington, Delaware, United States Katabat is a provider of debt management software solutions for lenders, fintech, and collection agencies. The software synchronizes customer offers, implements customer workflows, and builds integrated content and treatments across all customer channels. Katabat was founded in 2006 and is based in Wilmington, Delaware. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-23 |
Katabat
Wilmington, Delaware, United States Katabat is a provider of debt management software solutions for lenders, fintech, and collection agencies. The software synchronizes customer offers, implements customer workflows, and builds integrated content and treatments across all customer channels. Katabat was founded in 2006 and is based in Wilmington, Delaware. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 55.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
New Mountain Capital is a private investment firm focused on investment in public and private companies in a variety of industries. New Mountain generally invests $100 to $500 million per transaction and looks for businesses with strong market positions and high barriers to entry. New Mountain also prefers businesses that succeed in both good and bad economies. Sectors of interest include education, healthcare, business services, federal IT services, media, software, consumer products, logistics, financial services and technologies, and energy. New Mountain Capital was formed in 1999 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 39 of 53 |
| Sector: Software M&A | 7 of 8 |
| Type: Secondary Buyout M&A Deals | 9 of 13 |
| State: Indiana M&A | 2 of 2 |
| Country: United States M&A | 36 of 50 |
| Year: 2021 M&A | 8 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-30 |
Homrich Berg
Atlanta, Georgia, United States Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as a financial team for clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg was founded in 1989 and is based in Atlanta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-03 |
Bounteous
Chicago, Illinois, United States Bounteous is a digital experience consultancy that co-innovates with the world’s most ambitious brands to create transformative digital experiences. Bounteous elevates brand experiences and drives superior client outcomes with services in Strategy, Experience Design, Technology, Analytics, and Marketing. Bounteous was formed in 2003 and is based in Chicago, Illinois. |
Buy | - |
