M&A Deal Summary |
|
|---|---|
| Date | 2018-08-01 |
| Target | Sill |
| Sector | Insurance |
| Buyer(s) |
Weinberg Capital Group
Kaulig Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
SEARCH BY
| Category | Family Office |
|---|---|
| Founded | 2003 |
| Size | Small |
| Type | Sector Agnostic |
Weinberg Capital Group is a Midwestern US-based investment firm focused on real estate and private equity investments. Weinberg's private equity group targets control investments in lower middle-market, North American, profitable companies with $10 to $100 million of revenue. Sectors of interest include manufacturing, business services, medical and healthcare, aviation services, consumer products, and value-added distribution. Weinberg's real estate group targets opportunities in retail, multi-family, office, and industrial properties. Weinberg Capital Group was formed in 2003 and is based in Cleveland, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 15 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 7 of 10 |
| State: Ohio M&A | 4 of 4 |
| Country: United States M&A | 11 of 15 |
| Year: 2018 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-31 |
Carl s Patio
Boca Raton, Florida, United States Carl's Patio is a retailer of luxury outdoor furniture and accessories serving the south Florida market. The Company offers the industry's most comprehensive selection of high-end outdoor furniture from leading international vendors as well as its own proprietary line of furniture called Fifth & Shore and proprietary pillow line marketed under the Haberdashery brand name. The Company markets its collections through a mix of 11 specialty retail stores, one outlet center, and nationally through its www.carlspatio.com and www.patiofurniture.com e-commerce platforms. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-10-26 |
Encore Bank N.A.
Naples, Florida, United States Encore Bank N.A. is a community bank that provides full service banking, and small enough to offer individualized personal customer care. It currently operates six branches with two in Naples, and one each in Fort Myers, Port Charlotte, Sun City Center, and Bonita Springs. |
Sell | - |
Kaulig Capital is a family office focused on opportunities in private equity and real estate. Within private equity Kaulig looks to partner with owners looking for full/partial liquidity, fundless sponsors look for a capital partner, growth capital financings, and operators seeking a partner to acquire a business. The Firm is sector agnostic and will consider opportunities throughout the US with at least $10 million of revenue and $2 million of EBITDA. Kaulig Capital was formed in 2016 and is headquartered in Hudson, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 12 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 4 of 8 |
| State: Ohio M&A | 1 of 4 |
| Country: United States M&A | 4 of 12 |
| Year: 2018 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-08-16 |
FreshEdge
Indianapolis, Indiana, United States FreshEdge is a produce distributor in the Midwest. FreshEdge provides fresh and packaged produce varieties, as well as partially prepared meal components, to a variety of customer types including grocery stores, restaurants, schools, and food management companies. FreshEdge is based in Indianapolis, Indiana. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-11-01 |
Liquid Markets Group
New York, New York, United States Liquid Markets Group is a registered broker-dealer and the operator of an Alternative Trading System (ATS) that brings together blockchain technology and facilitates the secondary trading of tokenized assets. Liquid Markets Group is based in New York. |
Sell | - |
