M&A Deal Summary |
|
|---|---|
| Date | 2022-11-11 |
| Target | SurePrep |
| Sector | Software |
| Buyer(s) | Thomson Reuters |
| Sellers(s) | Bregal Sagemount |
| Deal Type | Add-on Acquisition |
| Deal Value | 500M USD |
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| Category | Company |
|---|---|
| Founded | 1851 |
| Sector | Information Services |
| Employees | 25,600 |
| Revenue | 6.8B USD (2023) |
Thomson Reuters is an information source for businesses and professionals. Thomson Reuters delivers information to decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs people and operates in over 100 countries. Thomson Reuters was originally incorporated in 1851 and is headquartered in Toronto, Ontario.
| DEAL STATS | # |
|---|---|
| Overall | 52 of 57 |
| Sector (Software) | 10 of 13 |
| Type (Add-on Acquisition) | 46 of 50 |
| State (California) | 4 of 5 |
| Country (United States) | 31 of 33 |
| Year (2022) | 1 of 1 |
| Size (of disclosed) | 7 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-26 |
myPay Solutions
Ann Arbor, Michigan, United States myPay Solutions is an online payroll processing service designed to empower CPAs. The company provides comprehensive outsourced payroll and associated banking and tax services via CPA firms to small and medium-sized businesses across all 50 states in the United States. myPay Solutions is based in Ann Arbor, Michigan. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-01 |
Checkpoint Learning
United States Checkpoint Learning is a provider of continuing professional education solutions for tax and accounting professionals, providing individuals and firms with a wide catalog of courses along with the tools and an online learning platform to manage professional development. |
Sell | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2012 |
| PE ASSETS | 1.7B USD |
| Size | Large |
| Type | Sector Agnostic |
Bregal Sagemount is a growth-focused private capital firm. The Firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $8 to $150 million per transaction in a variety of sectors including software, digital infrastructure, healthcare IT, healthcare services, business and consumer services, financial technology, and specialty finance. Bregal Sagemount was formed in 2012 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 33 of 37 |
| Sector (Software) | 9 of 9 |
| Type (Add-on Acquisition) | 14 of 16 |
| State (California) | 6 of 6 |
| Country (United States) | 31 of 34 |
| Year (2022) | 1 of 1 |
| Size (of disclosed) | 1 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-19 |
Solo
Lehi, Utah, United States Solo is an independent provider of solar sales, proposal, and design software, primarily servicing engineering, procurement, and construction companies, solar installers, sales dealers, and roofing companies in the United States. The SOLO platform has helped hundreds of solar companies optimize their operations and close more deals. Solo is headquartered in Lehi, Utah. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-01 |
Integrated Dermatology
Boca Raton, Florida, United States Integrated Dermatology is a provider of dermatology care focus on providing high-quality patient care while IDG removes the stress of day-to-day management by implementing best practices in the areas of compliance, financial services, human resources, payers, and more. Integrated Dermatology was founded in 2004 and is based in Boca Raton, Florida. |
Buy | - |
