M&A Deal Summary

Trinity Investors and Oaktree Capital Management Acquire Hyatt Regency Indian Wells Resort &

On April 4, 2022, private equity firm Trinity Investors and asset manager Oaktree Capital Management acquired leisure company Hyatt Regency Indian Wells Resort &

Acquisition Highlights
  • This is Trinity Investors’ 1st and Oaktree Capital Management’s 1st transaction in the Leisure sector.
  • This is Trinity Investors’ 17th and Oaktree Capital Management’s 64th transaction in the United States.
  • This is Trinity Investors’ 1st and Oaktree Capital Management’s 15th transaction in California.

M&A Deal Summary
Date 2022-04-04
Target Hyatt Regency Indian Wells Resort &
Sector Leisure
Buyer(s) Trinity Investors
Oaktree Capital Management
Deal Type Joint Venture

Target

Hyatt Regency Indian Wells Resort &

Indian Wells, California, United States
Hyatt Regency Indian Wells Resort & Spa is a 530-key hotel located in the Greater Palm Springs area, one of the top drive-to resort markets in the country.

Search 201,429 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 2

Buyer

Trinity Investors

Investor Investor Investor Investor

Category Private Equity Firm
Founded 2006
Size Small
Type Sector Agnostic
DESCRIPTION

Trinity Investors is a private equity firm focused on direct investments in real estate and operating companies. Trinity Investors was formed in 2006 and is headquartered in Southlake, Texas.

DEAL STATS #
Overall 18 of 19
Sector (Leisure) 1 of 1
Type (Joint Venture) 1 of 1
State (California) 1 of 2
Country (United States) 17 of 18
Year (2022) 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-02-28 CGA Holdings

Boca Raton, Florida, United States

CGA Holdings is a home health platform serving South Florida. Its operating subsidiaries include six nurse registries and three home health agencies with a combined 140 years of local ownership and exceptional patient care. CGA Holdings is based in Boca Raton, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-27 WePackItAll

Duarte, California, United States

WePackItAll is a premier supplier of contract packaging, filling, fulfillment, and warehousing services to leading brands in the nutraceutical, dietary supplements, food & beverage, and health & beauty sectors. WPIA’s primary packaging solutions include stick packs, sachets, gummy bottles, powder / tablet bottles, and multipacks. WePackItAll was founded in 1974 and is based in Duarte, California.

Buy -
Buyer

Oaktree Capital Management

Investor Investor Investor Investor Investor

Category Asset Manager
Founded 1995
Size Mega
Type Sector Agnostic
DESCRIPTION

Oaktree Capital Management LLP is a global alternative investment firm with a variety of investment strategies spanning corporate debt, convertible securities, distressed debt, control investing, real estate, and public investing. The Firm's control investing group is spread across several disciplines, including Global Principal, European Principal, Power, and Infrastructure. Oaktree was formed in 1995 and is based in Los Angeles.

DEAL STATS #
Overall 98 of 108
Sector (Leisure) 1 of 1
Type (Joint Venture) 3 of 3
State (California) 15 of 16
Country (United States) 64 of 71
Year (2022) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-28 Velocity Risk

Nashville, Tennessee, United States

Velocity Risk provides insurance coverage to clients in catastrophe-exposed areas of the United States. Velocity Risk was founded in 2015 and is based in Nashville, Tennessee.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-21 Ascot Lloyd

Reading, United Kingdom

Ascot Lloyd is an independently-owned IFA firm that provides financial planning, wealth management, and corporate benefit solutions through over 130 IFAs serving more than 20,000 core clients. Ascot Lloyd was founded in 2003 and is based in Reading, United Kingdom.

Sell -
Mergr

Product

Company

Legal