Investment Summary |
|
|---|---|
| Date | 2016-09-08 |
| Target | Jimmy John’s Sandwiches |
| Sector | Franchising |
| Investor(s) | Roark Capital Group |
| Sellers(s) | Weston Presidio |
| Deal Type | Secondary Buyout |
| Advisor(s) | North Point Advisors (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 33.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Roark Capital Group is a private equity firm that focuses on middle-market investment opportunities. The Firm targets family-owned business transfers, management/corporate buyouts, recapitalizations, going-private transactions, and corporate divestitures. Roark Capital Group pursues companies with revenues between $20 million and $5 billion, and EBITDA of $10 to $500 million. Roark Capital primarily invests in consumer and business services companies, with a particular interest in the franchise, food and restaurant, specialty retail, direct marketing and financial services sectors. Roark Capital Group was formed in 2001 and is headquartered in Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 46 |
| Sector: Franchising M&A | 9 of 12 |
| Type: Secondary Buyout M&A Deals | 16 of 21 |
| State: Illinois M&A | 2 of 2 |
| Country: United States M&A | 28 of 44 |
| Year: 2016 M&A | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-08-31 |
Quala
Tampa, Florida, United States Quala is a provider of tank cleaning services to the bulk transportation industry. Quala operates strategically located tank wash facilities across the US. Quala was founded in 1986 and is based in Tampa, Florida. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-28 |
Great Expressions Dental Centers
Southfield, Michigan, United States Great Expressions Dental Centers is a branded dental practice network that provides comprehensive affordable dental services distinguished by convenience, value, and a broad acceptance of insurance plans. Great Expressions Dental Centers was founded in 1982 and is based in Southfield, Michigan. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1991 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Weston Presidio is a private investment firm focused on providing growth capital to later stage companies. The Firm looks to commit $10 to $50 million per investment to support growth initiatives, recapitalizations, and management-led buyouts. Sectors of interest include consumer products/services, business services, manufacturing and industrial, media/publishing, healthcare and technology. The Firm prefers to act as the lead investor, but will consider investing in select non-control minority positions. Weston Presidio was formed in 1991 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 46 of 52 |
| Sector: Franchising M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 12 of 16 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 43 of 49 |
| Year: 2016 M&A | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-05 |
Tysers
London, United Kingdom Tysers is a specialty commercial property & casualty insurance brokerage firm. Tysers serves as an intermediary between retail and/or wholesale insurance brokers to facilitate the placement of unusual, complex, or specialized coverages within the London market, notably to Lloyds of London, and global insurance markets. Tysers is headquartered in London, United Kingdom. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-11-28 |
SquareTrade
San Francisco, California, United States SquareTrade, Inc. is a developer of software products to protects mobile devices, laptops and tablets, and other consumer electronics and appliances from malfunctions, accidental damage and life’s frequent mishaps. |
Sell | $1.4B |
