Wand Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Wand Partners’ most common sectors for investment areinsurance (62%) and financial services (17%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (95%) and secondary buyout (6%). In total, Wand Partners has invested in 8 US states and 5 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired American Independent Companies for $45M.

The Firm’s most common exit type is trade sale (43%). Wand Partners’ largest (disclosed) exit occurred in 2007 when it sold Mitchell International for $500M.

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity18
    • M&A Sell Activity14
  • Total Sectors Invested 5
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 16
  • M&A Advisors 2

Wand Partners, Inc.

260 Crandon Blvd. Suite 32 #75,
New York, New York 33149
United States
(212) 909-2620
www.wandpartners.com

Wand Partners is a specialist private equity firm that targets investments in financial service companies. Prospective transactions include buyouts, expansion financings and venture investments in new companies. Specific areas of interest include property/casualty insurance and reinsurance; life insurance; insurance brokerage; commercial banking, specialty finance; investment banking; investment management; real estate finance; and technology/marketing services. The Firm's target transaction range is $50 to $500 million. Wand Partners was formed in 1985 and is based in New York City.


Investment Criteria

Sectors of Interest: Business Services, Financial Services, Healthcare Services, Information Technology, Insurance, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 50 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 18 - - - - - 18
vol $45M $45M
Sell (0.0/yr) # 14 - - - - - 14
vol $500M $500M
  32

Most Recent M&A

Company Date Value Type
Prosperity Life Insurance Group LLC 2018-03-14 - Secondary Buyout
Roanoke, Virginia · www.prosperitylife.com
Casewise Ltd. 2016-12-08 - Trade Sale
Watford, United Kingdom · www.casewise.com
Perfect Escapes 2012-04-24 - Trade Sale
San Francisco,, California · www.perfectescapes.com
Paraline Group Ltd. 2010-08-01 - Buyout (LBO, MBO, MBI)
Hamilton, Bermuda · www.paralinegroup.com
Mitchell International, Inc. 2007-03-28 500M USD Secondary Sale
San Diego, California · www.mitchell.com
Republic Companies, Inc. 2006-12-01 - Trade Sale
Dallas, Texas · www.republicgroup.com
American Independent Companies, Inc. 2004-03-24 45M USD Buyout (LBO, MBO, MBI)
New York, New York · www.aiico.com
Republic Companies, Inc. 2003-01-01 - Buyout (LBO, MBO, MBI)
Dallas, Texas · www.republicgroup.com
Universal American Corp. 2002-01-01 - IPO
White Plains, New York · www.universalamerican.com
Wells Fargo Insurance Services USA Inc. 2001-03-08 - Trade Sale
Chicago, Illinois · wfis.wellsfargo.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Insurance 1 (50%) - 11 (61%) 45M (100%)
Financial Services 1 (50%) - 3 (17%) -
Software - - 2 (11%) -
Agriculture - - 1 (6%) -
Healthcare Services - - 1 (6%) -
Total 2 - 18 $45M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 13 (72%) 45M (100%)
  Texas - - 4 (22%) -
  New York - - 2 (11%) 45M (100%)
  California - - 2 (11%) -
  Virginia 1 (50%) - 1 (6%) -
  Connecticut - - 1 (6%) -
  Colorado - - 1 (6%) -
  Ohio - - 1 (6%) -
  Illinois - - 1 (6%) -
Bermuda 1 (50%) - 2 (11%) -
United Kingdom - - 1 (6%) -
India - - 1 (6%) -
Mexico - - 1 (6%) -
Domestic 1 (50%) - 13 (72%) 45M (100%)
Cross-border 1 (50%) - 5 (28%) -
Total 2 - 18 $45M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 17 (94%) 45M (100%)
Secondary Buyout 1 (50%) - 1 (6%) -
Total 2 - 18 $45M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 4 (29%) -
IPO 3 (21%) -
Secondary Sale 2 (14%) 500M (100%)
Merger 2 (14%) -
Trade Sale 2 (14%) -
Unknown 1 (7%) -
Total 14 $500M

Top M&A Advisors

Financial Deals
Ernst & Young Capital Advisors LLC
1
Legal Deals
GreenbergTraurig
1

Deal Values

buy # Total
< $100M 1 $45M
TOTAL $45M
Largest American Independent Companies, Inc.
$45M (2004-03-24)
sell # Total
$100M to $1B 1 $500M
TOTAL $500M
Largest Mitchell International, Inc.
$500M (2007-03-28)

M&A Connections

Deals
Acquired from
Investor(s)
6%
1 (6%)
Exited to
Investor(s)
14%
2 (14%)
Strategic(s)
57%
8 (57%)

FAQ

When was Wand Partners, Inc. founded?

Wand Partners, Inc. was founded in 1985.

What type of investor is Wand Partners, Inc.?

Wand Partners, Inc. is a private equity firm.

Where is Wand Partners, Inc. headquartered?

Wand Partners, Inc. is headquartered in New York, New York.

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