M&A Deal Summary |
|
|---|---|
| Date | 2019-10-30 |
| Target | The Hilb Group |
| Sector | Insurance |
| Buyer(s) |
The Carlyle Group
Crescent Capital Group Antares Capital |
| Sellers(s) | ABRY Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | J.P. Morgan Securities Sica Fletcher LLC (Financial) Kirkland & Ellis (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 376.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 641 of 695 |
| Sector (Insurance) | 12 of 15 |
| Type (Secondary Buyout) | 102 of 125 |
| State (Virginia) | 20 of 23 |
| Country (United States) | 311 of 336 |
| Year (2019) | 15 of 18 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-25 |
Abtran
Cork, Ireland Abtran Ltd. is a provider of customer and business process management services. Abtran Ltd. specializes in the delivery of Sales, Service, and Identity & Verification services across regulated markets. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-31 |
Livingstone Technologies
Reading, United Kingdom Livingstone Technologies is an independent, data and tool-agnostic provider SAM managed services and a trusted partner to complex multinational corporations. The company combines proprietary technology, large vendor licensing expertise and proven methodologies to produce accurate SAM intelligence. Livingstone Technologies is based in Reading, England. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1991 |
| PE ASSETS | 39.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Crescent Capital is a provider of debt securities to middle-market companies. Crescent looks to issue senior bank loans, high yield bonds, mezzanine debt and distressed debt to fund a variety of needs. The FIrm's direct lending group looks to provide $10 to $30 million to sponsor-backed companies that generate $5 to $35 million of EBITDA. Crescent's mezzanine practice typically provides junior capital to support buyouts, recapitalizations, and refinancings. Crescent Capital was formed in 1991 and was originally known as TCW/Crescent Mezzanine. The Firm has offices in Los Angeles, Boston, New York, and London.
| DEAL STATS | # |
|---|---|
| Overall | 58 of 64 |
| Sector (Insurance) | 3 of 3 |
| Type (Secondary Buyout) | 21 of 23 |
| State (Virginia) | 5 of 5 |
| Country (United States) | 51 of 52 |
| Year (2019) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-16 |
SRL Traffic Systems
Cheshire, United Kingdom SRL Traffic Systems is a manufacturer and provider of portable and temporary traffic equipment. The company boasts a nationwide network of 26 depots. It has the industry’s widest range of temporary pedestrian and traffic light systems and is the UK market leader in the sale and hire to the traffic management sector. SRL Traffic Systems was founded in 1997 and is based in Cheshire, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-13 |
21st Century Oncology
Fort Myers, Florida, United States 21st Century Oncology is a provider of cancer care services across multiple modalities, the largest radiation oncology provider and one of the largest groups of urologists in the U.S. 21st Century Oncology was founded in 1983 and is based in Fort Myers, Florida. |
Sell | $1.1B |
| Category | Private Equity Firm |
|---|---|
| Founded | 1993 |
| Size | Small |
| Type | Sector Agnostic |
Antares Capital is a private investment group that targets growth capital financings as well as management buyout opportunities. The Firm focuses on investments based in the Southeast US and Texas. Prospective companies generally have proven business models, modest capital requirements for growth, and operate in large and growing markets. The Firm looks to commit $500k to $5 million per investment. Antares will not invest in real estate, mineral exploration, distributors, franchisees, or project financings. Antares was founded in 1993 and is based in Miami, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 45 of 54 |
| Sector (Insurance) | 1 of 1 |
| Type (Secondary Buyout) | 26 of 30 |
| State (Virginia) | 2 of 2 |
| Country (United States) | 44 of 53 |
| Year (2019) | 5 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-08 |
iPipeline
Exton, Pennsylvania, United States iPipeline is a provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. iPipeline provides process automation and seamless integration between every participant in its ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and consumers on a global basis. |
Sell | $1.6B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-19 |
ECS Tuning
Wadsworth, Ohio, United States ECS Tuning is a provider of designs, produces, and sells proprietary parts and kits for a rapidly growing number of automotive makes and models, and it partners with hundreds of other performance brands to bring the enthusiast community an unparalleled customer experience. ECS Tuning is based in Wadsworth, Ohio. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1989 |
| PE ASSETS | 12.8B USD |
| Size | Mega |
| Type | Sector Focused |
ABRY Partners is a media and communications focused private equity investment firm. Specific areas of interest include television, publishing, convention/trade shows, for-profit training, couponing, monitoring services, telephone companies, communications towers, music libraries, database providers, wireless communications, and in-store advertisers. ABRY can provide both equity and mezzanine capital, typically committing $20 to $200 million of equity or $15 to $50 million of mezzanine capital per transaction. Prospective transaction situations include buyouts, expansion financings, platform acquisitions, consolidations, and recapitalizations. ABRY Partners was formed in 1989 and is headquartered in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 80 of 98 |
| Sector (Insurance) | 5 of 7 |
| Type (Secondary Buyout) | 24 of 30 |
| State (Virginia) | 2 of 3 |
| Country (United States) | 68 of 85 |
| Year (2019) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-26 |
AddSecure
Stockholm, Sweden AddSecure is a provider of IoT solutions with a focus on secure critical communications and data. AddSecure offers solutions within Smart Alarms, Smart Rescue, Smart Grids and Smart Transport. AddSecure was founded in 1979 and is based in Stockholm, Sweden. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-01 |
Opus Agency
Beaverton, Oregon, United States Opus Agency is a provider of corporate event solutions with a focus on market-leading technology sector clients. Opus Agency provides event marketing, management, and production solutions to Fortune 1000 companies. Opus Agency was founded in 1993 and is based in Beaverton, Oregon. |
Buy | - |
