Investment Summary |
|
|---|---|
| Date | 2017-01-24 |
| Target | Foodberry |
| Sector | Food |
| Investor(s) |
Winona Capital Management
Polaris Partners |
| Deal Type | Growth Capital |
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| Category | Growth Capital Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 125M USD |
| Size | Small |
| Type | Sector Agnostic |
Winona Capital Management is a private investment firm that makes direct investments in consumer related middle-market companies. Winona targets growth companies generating sales of $10 to $100 million and EBITDA of at least $1 million. The Firm can commit up to $15 million per transaction. Specific areas of interest include niche consumer goods and services; sports, recreation and leisure; specialty manufacturing and distribution; growth-oriented, multi-unit specialty food and retail; and education services. Winona's investment horizon is five years. Winona Capital Management is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 17 of 17 |
| Sector (Food) | 2 of 2 |
| Type (Growth Capital) | 11 of 11 |
| State (Massachusetts) | 2 of 2 |
| Country (United States) | 14 of 14 |
| Year (2017) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-01 |
Ancora
Chicago, Illinois, United States Ancora is a client-focused investment management and family wealth advisory firm that operates with the highest level of integrity and honesty in all aspects of our business. Ancora was founded in 2017 and is based in Chicago, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-12-11 |
Fusion Education Group
Grand Rapids, Michigan, United States Fusion Education Group operates private middle and high schools that offer individualized instruction. Classes at Fusion are delivered by one teacher to one student through a mastery-based learning model, which enables each session to be attuned to that student's specific learning cadence and style. The Fusion approach to learning is effective for all students, however, it is used most frequently by students who did not achieve full potential at his or her prior school due to, among other factors, challenges with group instruction stemming from anxiety, depression, ADHD or different learning styles. Fusion Education Group is based in Grand Rapids, Michigan. |
Sell | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 1996 |
| PE ASSETS | 5.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Polaris Partners is primarily a seed, first round, and early stage venture capital investor in information technology and life science businesses. However, Polaris also focuses on private equity investments in established companies. In this area, Polaris targets high growth middle market companies in industries including technology, healthcare, digital media, consumer products and services, and business services. The firm's investments include minority growth equity investments, recapitalizations with liquidity, and leveraged buyouts. Polaris Partners was formed in 1996 and has offices in Seattle, Washington and Waltham, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 43 of 87 |
| Sector (Food) | 1 of 1 |
| Type (Growth Capital) | 16 of 20 |
| State (Massachusetts) | 7 of 27 |
| Country (United States) | 40 of 78 |
| Year (2017) | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-01 |
Ajax Health
Menlo Park, California, United States Ajax focuses on accelerating innovative medical device technology opportunities that address significant unmet clinical needs. Ajax Health was formed in 2017 and is based in Menlo Park, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-04-13 |
Lyndra
Watertown, Massachusetts, United States Lyndra has developed technology that extends oral drug delivery beyond one week. Lyndra was founded in 2015 and is based in Watertown, Massachusetts. |
Buy | - |
