Investment Summary |
|
|---|---|
| Date | 2020-10-01 |
| Target | IMA Financial |
| Sector | Insurance |
| Investor(s) |
The Stephens Group
New Mountain Capital SkyKnight Capital |
| Deal Type | Stake Purchase |
SEARCH BY
| Category | Family Office |
|---|---|
| Founded | 1933 |
| PE ASSETS | 1.5B USD |
| Size | Large |
| Type | Sector Agnostic |
The Stephens Group is a private investment firm focused on long-term investments in mid-sized companies. The Firm looks to partner with management teams when pursuing acquisitions. Sectors of interest include energy, energy services, business services, industrials, consumer products, consumer services, financial services, healthcare, technology, media, and communications. The Stephens Group was originally established in 1933 and is headquartered in Little Rock, Arkansas.
| DEAL STATS | # |
|---|---|
| Overall | 49 of 53 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: Colorado M&A | 1 of 1 |
| Country: United States M&A | 46 of 50 |
| Year: 2020 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-02-25 |
Kele
Bartlett, Tennessee, United States Kele is a distributor of commercial HVAC and building automation interface products. Kele provides peripheral control products and services to the building automation systems industry. Kele's product offering includes over 15,000 interface products, including transmitters, sensors, switches, gauges and relays from over 200 manufacturers. Kele was founded in 1983 and is based in Bartlett, Tennessee. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-19 |
DISCO
Austin, Texas, United States Disco is a provider of software as a service solutions developed by lawyers for lawyers, DISCO is reinventing legal technology to automate and simplify complex and error prone tasks that distract from practicing law. Disco was founded in 2012 and is based in Austin, Texas. |
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 | 66 of 103 |
| Sector: Insurance M&A | 6 of 7 |
| Type: Stake Purchase M&A Deals | 7 of 7 |
| State: Colorado M&A | 1 of 1 |
| Country: United States M&A | 62 of 98 |
| Year: 2020 M&A | 5 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-01 |
Lincoln Investment
Fort Washington, Pennsylvania, United States Lincoln Investment is a full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits, and high net worth individuals. Lincoln Investment was founded in 1968 and is based in Fort Washington, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-25 |
Vytalogy Wellness
Sherman Oaks, California, United States Vytalogy Wellness and its family of brands, Natrol and Jarrow Formulas, is a wellness company that fuses science and quality ingredients to create efficacious products that make a transformative impact on consumers’ lives. Vytalogy Wellness is based in Sherman Oaks, California. |
Buy | - |
SkyKnight Capital is a private equity firm focused on long-term investments in businesses requiring value-add strategies to achieve growth. SkyKnight will consider majority or minority investment situations and generally looks to commit $25 to $250 million per transaction. Sectors of interest include healthcare, financial services, and tech-enabled services. SkyKnight is headquartered in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 18 |
| Sector: Insurance M&A | 4 of 4 |
| Type: Stake Purchase M&A Deals | 3 of 3 |
| State: Colorado M&A | 1 of 1 |
| Country: United States M&A | 9 of 18 |
| Year: 2020 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-08-04 |
Patra
El Dorado Hills, California, United States Patra is a technology and tech-enabled business process outsourcing provider to the insurance industry. Patra’s technology-enabled solutions bring efficiency, accuracy, and standardization to a comprehensive set of processes across the insurance value chain. Patra was founded in 2005 and is based in El Dorado Hills, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-01 |
Aerocare
Orlando, Florida, United States Aerocare is a provider of oxygen, respiratory, sleep, and other chronic therapy services to patients in the home. AeroCare's patients typically suffer from the chronic obstructive pulmonary disease (COPD), obstructive sleep apnea (OSA), or congestive heart failure (CHF) and require in-home therapy services. Aerocare Holdings, Inc. was founded in 2000 and is based in Orlando, Florida. |
Sell | $2.0B |
