Investment Summary |
|
|---|---|
| Date | 2023-03-14 |
| Target | Supreme Optimization |
| Sector | Marketing |
| Investor(s) |
Trinity Hunt Partners
Balance Point Capital Partners |
| Deal Type | Growth Capital |
| Advisor(s) | Objective, Investment Banking and Valuation (Financial) Nixon Peabody (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1993 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Trinity Hunt Partners is a private equity firm focused on investing in lower middle-market companies throughout US. Trinity targets established companies with EBITDA of $4 to $25 million and investment size between $15 and $70 million of equity invested into each portfolio company. Specific areas of interest include business, healthcare, and consumer services. The Firm focuses on majority and significant minority recapitalizations, buy-and- builds, management buyouts. Trinity Hunt Partners was founded in 1993 and is based in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 36 of 42 |
| Sector (Marketing) | 2 of 4 |
| Type (Growth Capital) | 7 of 10 |
| Country (Puerto Rico) | 1 of 1 |
| Year (2023) | 1 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-08 |
LoneStar Group
Wednesbury, United Kingdom LoneStar Group is a manufacturer of specialty fasteners and gaskets that are primarily used in extreme temperature, high-pressure and corrosive environments such as sub-sea petroleum exploration and production systems as well as petroleum and petrochemical refineries. LSP Holding was founded in 1960 and is based in Wednesbury, United Kingdom. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-28 |
Riverside Services
Southborough, Massachusetts, United States Riverside Services provides comprehensive commercial landscaping maintenance, enhancement, and design solutions, as well as critical winter services. Riverside Services is based in Southborough, Massachusetts. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.7B USD |
| Size | Small |
| Type | Sector Agnostic |
Balance Point Capital Advisors is a provider of equity and debt capital to middle-market US-based companies. The Firm looks to invest $5 to $30 million in companies generating $10 $150 million in revenue. The Firm invest in the range of $15 to $75 million with and enterprise value of $10 to $150 million. Funds are used to support a variety of needs, including private equity sponsored buyouts, strategic acquisitions, refinancing's, management buyouts, leveraged recapitalizations, and growth capital financing needs. Balance Point Capital is based in Westport, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 38 of 46 |
| Sector (Marketing) | 1 of 1 |
| Type (Growth Capital) | 23 of 26 |
| Country (Puerto Rico) | 1 of 1 |
| Year (2023) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-26 |
Excellarate
Wayne, Pennsylvania, United States Excellarate is a provider of customized software solutions and mission-critical IT services to insurance, healthcare and other companies that provide web-enabled services. Excellarate is based in Wayne, Pennsylvania. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-04 |
Innovia Medical
St. Paul, Minnesota, United States Innovia Medical is a developer and manufacturer of products including ear, nose, and throat (ENT), Tissu-Trans, InstruSafe Instrument Protection Trays and Care + Maintenance Products, EarPopper and Minne Ties Agile MMF products. Innovia Medical was founded in 2015 and is based in St. Paul, Minnesota. |
Buy | - |
