Investment Summary |
|
|---|---|
| Date | 2007-09-24 |
| Target | Universal American |
| Sector | Healthcare Services |
| Investor(s) |
Welsh Carson Anderson & Stowe
Lee Equity Partners Capital Z Partners |
| Deal Type | PIPE |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1979 |
| PE ASSETS | 31.0B USD |
| Size | Mega |
| Type | Sector Focused |
Welsh Carson Anderson & Stowe (WCAS) is a mega-sized, specialist private equity firm focused on investments in growth-oriented companies operating within the healthcare and technology/tech-enabled services industries. WCAS will consider small and large transactions; including venture investments, growth equity investments, buy-and-build transactions, public-to-private acquisitions, and corporate carve-outs. The Firm prefers control situations and generally seeks opportunities in the US. Welsh Carson Anderson & Stowe was formed in 1979 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 50 of 104 |
| Sector: Healthcare Services M&A | 17 of 35 |
| Type: PIPE M&A Deals | 5 of 6 |
| State: New York M&A | 4 of 7 |
| Country: United States M&A | 49 of 99 |
| Year: 2007 M&A | 5 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-09-24 |
MemberHealth
Solon, Ohio, United States MemberHealth, Inc. Provider of prescription drug benefits and a national Medicare Part D sponsor. |
Sell | $650M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-10-25 |
Retrievex
Conshohocken, Pennsylvania, United States Retrievex is an industry leader and innovator in organizing, classifying, archiving, preserving and purging records. Retrievex provides records and information management solutions in several key markets throughout the United States. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 5.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Lee Equity Partners is a private investment firm that looks for buyout and growth capital investments across a range of industries. Lee Equity Partners seeks investments requiring $50 to $150 million of equity capital. Lee Equity Partners was formed in 2006 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 40 |
| Sector: Healthcare Services M&A | 2 of 11 |
| Type: PIPE M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 4 |
| Country: United States M&A | 2 of 34 |
| Year: 2007 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-09-24 |
MemberHealth
Solon, Ohio, United States MemberHealth, Inc. Provider of prescription drug benefits and a national Medicare Part D sponsor. |
Sell | $650M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-10-01 |
Deb Shops
Philadelphia, Pennsylvania, United States Deb Shops is a mall-based, specialty retailer of fashionable, value-priced apparel and accessories for junior females in both regular and plus sizes. Headquartered in Philadelphia, PA, the Company operates over 340 stores in the U.S. principally under two store formats: junior only and junior / plus combination. |
Buy | $395M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1990 |
| PE ASSETS | 3.0B USD |
| Size | Large |
| Type | Sector Focused |
Capital Z Partners is a private equity firm focused on the financial services sector. The Firm targets companies in the US, Bermuda, and the UK and looks to commit $25 to $100 million as a primary or co-investor partner. Specific areas of interest include insurance (property, life, health, reinsurance, and specialty markets), services (insurance distribution, claims management, asset servicing, and outsourced service providers), specialty finance (commercial finance, consumer finance, banks, and leasing), and securities (fund management, broker-dealers, and wealth management). Capital Z Partners was established in 1990 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 14 |
| Sector: Healthcare Services M&A | 1 of 1 |
| Type: PIPE M&A Deals | 1 of 2 |
| State: New York M&A | 1 of 2 |
| Country: United States M&A | 3 of 8 |
| Year: 2007 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-12-15 |
NewStar Financial
Boston, Massachusetts, United States NewStar Financial, Inc. is an internally-managed, commercial finance company with $7.3 billion of assets managed across two complementary business lines — middle market direct lending and asset management. The Company's direct lending activities are focused on meeting the complex financing needs of companies and private investors in the middle markets through specialized lending groups that offer a range of flexible debt financing options. Credit investments are originated directly through teams of experienced, senior bankers and marketing officers organized around key industry and market segments. Through its asset management platforms, NewStar offers a range of investment products employing credit-oriented strategies focused on middle market loans and liquid, tradeable credit. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-10-01 |
MountainView Capital Holdings
Denver, Colorado, United States MountainView Capital Holdings LLC offers a range of services including: (i) acquiror of mortgage assets as manager of MountainView Mortgage Opportunities Funds I and II; (ii) brokerage services for residential mortgage loans and mortgage servicing rights; (iii) broker/dealer services for the purchase and sale of RMBS, CMBS, and ABS; (iv) independent third party valuation of mortgage servicing rights and whole loans; and (v) hedge advisory services related to mortgage servicing rights. |
Buy | - |
