Investment Summary |
|
|---|---|
| Date | 2016-02-09 |
| Target | IntouchCX |
| Sector | Business Services |
| Investor(s) |
Trilantic North America
Penfund Ontario Teachers Pension Plan |
| Deal Type | Growth Capital |
| Advisor(s) | Robert W. Baird & Co., Inc. (Financial) Fillmore Riley (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2009 |
| PE ASSETS | 9.7B USD |
| Size | Mega |
| Type | Sector Agnostic |
Trilantic North America is a mega-sized private equity firm focused on opportunities throughout North America. Trilantic generally invests in large businesses with 'strong market positions, unique franchises, secure and growing market niches or distinctive products and services that command premium prices'. Sectors of interest include business services, consumer, energy, and financial services. The Firm's target investment size is $50 to $300 million in companies valued up to $1 billion. Transaction situations of interest include management buyouts, recapitalizations, growth capital financings, divestitures, new platforms, and generational transfers. Trilantic North America was formed in 2009 through the spin-off of Lehman Brothers' private equity business. The Firm is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 55 |
| Sector (Business Services) | 2 of 4 |
| Type (Growth Capital) | 4 of 17 |
| State (Manitoba) | 1 of 1 |
| Country (Canada) | 2 of 2 |
| Year (2016) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-11-10 |
Home Franchise Concepts
Irvine, California, United States Home Franchise Concepts is a franchisor in the home services category and parent company to franchise brands Budget Blinds®, Tailored Living® and Concrete Craft™. Home Franchise Concepts was founded in 2006 and is based in Irvine, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-04-28 |
Indigo Natural Resources
Houston, Texas, United States Indigo Natural Resources is an independent natural gas and natural gas liquids company. Indigo Natural Resources is based in headquartered in Houston, Texas. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1979 |
| PE ASSETS | 2.7B CAD |
| Size | Large |
| Type | Sector Agnostic |
Penfund is a private investment firm that provides equity, junior capital, and alternative financing to Canadian-based middle-market companies with EBITDA of at least C$20 million. Penfund can commit up to C$225 million per transaction. Penfund does not have any industry preferences and its investments are generally used to support growth needs, recapitalization, shareholder liquidity, acquisitions, and buyouts. Penfund was formed in 1979 and is based in Toronto.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 28 |
| Sector (Business Services) | 1 of 1 |
| Type (Growth Capital) | 4 of 5 |
| State (Manitoba) | 1 of 1 |
| Country (Canada) | 12 of 14 |
| Year (2016) | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-01 |
Arrowhead Engineered Products
Blaine, Minnesota, United States Arrowhead Engineered Products is a specialty supplier and distributor of aftermarket replacement parts for a wide variety of equipment types across the outdoor power equipment, Powersports, agricultural, industrial and automotive industries. Arrowhead Engineered Products was founded in 1986 and is based in Blaine, Minnesota. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-02-11 |
Forefront Dermatology
Manitowoc, Wisconsin, United States Forefront Dermatology delivers medical dermatology, fully integrated surgery and pathology services through more than 130 clinics across 16 U.S. states. Forefront Dermatology was formed in 1980 and is based in Manitowoc, Wisconsin. |
Buy | - |
| Category | Pension |
|---|---|
| Founded | 1990 |
| PE ASSETS | 242.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Teachers' Private Capital is the direct investment arm of the Ontario Teachers' Pension Plan. Teachers' Private Capital considers both private equity and venture related investments in North America, Europe, and Asia. Teachers' can support direct private equity investments between $100 million and $3 billion. Target sectors include business services, consumer products, retail, diversified industrials, financial services, technology, media, and communications. Teachers' Private Capital also makes private equity fund investments between $50 million and $750 million. Teachers' Private Capital was formed in 1991 and is based in Toronto, with additional offices in London and New York.
| DEAL STATS | # |
|---|---|
| Overall | 93 of 175 |
| Sector (Business Services) | 5 of 7 |
| Type (Growth Capital) | 5 of 17 |
| State (Manitoba) | 1 of 1 |
| Country (Canada) | 16 of 26 |
| Year (2016) | 3 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-01-19 |
Sovos Compliance
Wilmington, Massachusetts, United States Sovos Compliance is a provider of software that safeguards businesses from the burden and risk of modern transactional taxes. Combining the trusted industry expertise and global research capabilities of Convey, Taxware, and VAT Resource, the company enables over 3,000 clients to operate with the confidence to efficiently navigate today’s dynamic regulatory environment. Sovos Compliance was founded in 1979 and is based in Wilmington, Massachusetts. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-02-26 |
London City Airport
London, United Kingdom London City Airport an offers access to over 45 destinations within the United Kingdom, Europe and the United States. The airport is an integral part of the London airport system and offers a service proposition based around location, convenience, speed and customer service. London City Airport was founded in 1985 and is based in London, United Kingdom. |
Buy | - |
