Investment Summary |
|
|---|---|
| Date | 2019-05-01 |
| Target | Health Monitor Network |
| Sector | Marketing |
| Investor(s) |
WestView Capital Partners
Gridiron Capital Constitution Capital Partners Stellus Capital Management |
| Deal Type | Growth Capital |
| Advisor(s) | Covington Associates (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 2.7B USD |
| Size | Large |
| Type | Sector Agnostic |
WestView Capital Partners is a private equity firm focused on investing in lower middle-market companies. WestView looks to commit between $20 and $100 million in a variety of recapitalization, growth financing, buyout and consolidation transactions. Prospective companies generally exhibit consistent growth and financial performance as well as sustainable competitive advantages and market position. Sectors of interest include business services, industrial and manufacturing, distribution and logistics, consumer products and retail, healthcare services, environmental services, and media/publishing. The Firm's geographic preference is North America. WestView Capital Partners was formed in 2004 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 41 of 56 |
| Sector: Marketing M&A | 3 of 3 |
| Type: Growth Capital M&A Deals | 19 of 29 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 41 of 56 |
| Year: 2019 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-12-03 |
Bell and Howell
Durham, North Carolina, United States Bell and Howell is a provider of outsourced maintenance services and solutions for highly complex automation equipment across a variety of end markets, including retail, e-commerce, digital print, logistics, robotics, and production mail. Utilizing over 800 highly skilled service engineers, the Company offers customized service plans, innovative technologies, and a robust support infrastructure that enable the technology and automation initiatives of enterprises and original equipment manufacturers across industries. Bell and Howell was founded in 1907 and is based in Durham, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-05 |
KLDiscovery
Eden Prairie, Minnesota, United States KLDiscovery is a provider of tech-enabled information discovery and governance solutions. The Company’s solutions help clients to optimize outcomes in corporate litigation and regulatory investigations and to meet compliance requirements. KLDiscovery offers a comprehensive suite of E-Discovery services, which are powered by the Company’s proprietary technology. In addition, KLDiscovery offers select, complementary information governance solutions which allow clients to manage data in one comprehensive, unified solution. KLDiscovery was founded in 1985 and is based in Eden Prairie, Minnesota. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 8.6B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Gridiron Capital is a private equity firm focused on acquiring mid-sized North American manufacturing, service and specialty consumer companies. Gridiron looks to commit companies with EBITDA up to $60 million. The Firm prefers controlling interests when considering transactions. Situations of interest include companies operating in sectors undergoing change, closely held companies owned by founding family or management for ownership transition, and corporate divestitures of orphaned or non-strategic business units. Gridiron Capital was formed in 2004 and is based in New Canaan, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 29 of 43 |
| Sector: Marketing M&A | 3 of 3 |
| Type: Growth Capital M&A Deals | 3 of 8 |
| State: New Jersey M&A | 2 of 2 |
| Country: United States M&A | 29 of 43 |
| Year: 2019 M&A | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-04-25 |
Jacent
Cinnaminson, New Jersey, United States Jacent is a distributor and merchandiser of non-edible, general merchandise impulse items to grocery and other retail channels. The company creates a strategic merchandising plan for each store and places the right impulse product in the right location within the store to drive enhanced customer experiences, sales and profitability. With its national direct store delivery (“DSD”) network and team members, Jacent reorders, restocks and merchandises each store to provide a customized, turn-key solution that drives incremental impulse sales for its blue-chip customers. Jacent is based in Cinnaminson, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-02 |
Colibri Group
Saint Louis, Missouri, United States Colibri Group helps millions of professionals manage and advance their careers through online learning solutions, all powered by a proprietary technology platform. Colibri Group offers a seamless experience to help licensed professionals progress throughout their careers, focused on licensing, continuing education, industry news, and job opportunities for healthcare, real estate, appraisal, and financial services, among other professions. Colibri Group was founded in 1990 and is based in Saint Louis, Missouri. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 6.7B USD |
| Size | Mega |
| Type | Sector Agnostic |
Constitution Capital Partners is a private equity and asset management firm focused on opportunities throughout North America. Constitution Capital typically invests in private equity partnerships, however the Firm also makes direct private equity and credit investments. Constitution Capital Partners does not have any sector preferences. Constitution Capital Partners was formed in 2008 and is headquartered in Andover, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 50 of 89 |
| Sector: Marketing M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 7 of 15 |
| State: New Jersey M&A | 3 of 7 |
| Country: United States M&A | 46 of 83 |
| Year: 2019 M&A | 8 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-01 |
Lighthouse
Seattle, Washington, United States Lighthouse provides software and services to manage the increasingly complex landscape of enterprise data for compliance and legal teams, whether they’re reacting to incidents like litigation, government, or internal investigations, or designing programs to proactively uncover the potential for future incidents. Lighthouse was formed in 1995 and is based in Seattle, Washington. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-02 |
Colibri Group
Saint Louis, Missouri, United States Colibri Group helps millions of professionals manage and advance their careers through online learning solutions, all powered by a proprietary technology platform. Colibri Group offers a seamless experience to help licensed professionals progress throughout their careers, focused on licensing, continuing education, industry news, and job opportunities for healthcare, real estate, appraisal, and financial services, among other professions. Colibri Group was founded in 1990 and is based in Saint Louis, Missouri. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 3.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Stellus Capital Management is a provider of debt and equity capital to middle-market companies headquartered throughout the US and Canada. For credit commitments, Stellus looks to provide $10 to $50 million of capital to help support buyouts, acquisitions, recapitalization, growth opportunities, rescue financing, distressed situations, as well as bridge loans. Sectors' of interest for Stellus' credit practice includes business services, energy, general industrial, government, healthcare, software and specialty finance. Stellus' equity practice seeks to provide $20 to $100 million to small and mid-sized energy (upstream, oilfield services, midstream) companies. Stellus Capital was originally formed in 2004 as Laminar Direct Capital and operated as the direct investing unit of D.E. Shaw. The Group became independent in 2012. Stellus has offices in Houston, New York City, and Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 86 |
| Sector: Marketing M&A | 1 of 10 |
| Type: Growth Capital M&A Deals | 2 of 24 |
| State: New Jersey M&A | 1 of 2 |
| Country: United States M&A | 12 of 83 |
| Year: 2019 M&A | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-04-12 |
Munch s Supply
Hillside, Illinois, United States Munch's Supply is an HVAC distributor and third-generation family business focused exclusively on supplying heating and cooling industry contractors with quality products. Munch's Supply was founded in 1956 and is based in Hillside, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-09 |
PCS Software
Houston, Texas, United States PCS Software develops and directly markets an integrated transportation management software solution for the inland trucking industry in the United States and Canada. PCS Software was founded in 1997 and is based in Houston, Texas. |
Buy | - |
