43
I nvestor Profile Report PRESENTED BY FOUR SEASONS HOTEL, LAS VEGAS February 17-19
Investor Profile Report
PRESENTED BY
FOUR SEASONS HOTEL, LAS VEGASFebruary 17-19
American Capital Special Situations
Aterian Investment Partners
Atlas Holdings
Balmoral Funds
Blue Wolf Capital
CapitalSource
CenterGate Capital
Charlesbank Capital Partners
Comvest Partners
Crystal Financial
DW Partners
Enhanced Capital
Excelsior Capital Partners
Garrison Investment Group
H.I.G. WhiteHorse
Harren Equity Partners
Highland Capital Management
Insight Equity
JLL Partners
Lantern Asset Management
LBC Credit Partners
Maven Court Partners
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
Monroe Capital
New State Capital Partners
Peak Rock Capital
Prophet Equity
Prudential Capital Partners
Renovo Capital
Resilience Capital Partners
Skyview Capital
Summit Investment Management
Superior Capital Partners
The Anderson Group
The Gores Group
TPG Special Situations Partners
Turnspire Capital Partners
Versa Capital Management
Victory Park Capital
White Oak Global Advisors
Wingate Partners
Wynnchurch Capital
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
American Capital Investor type: PE/Buyout | Year founded: 1986
American Capital is a private equity firm specializing in management buyouts, employee buyouts, recapitalizations and acquisitions, as well as in providing mezzanine, senior debt and subordinated debt financing for buyouts led by private equity firms.
Contact
2 Bethesda Metro Center
14th Floor
Bethesda, MD 20814
United States
+1 (301) 951-6122
Primary contact
Andrew Flesch Principal, Special Situations Group [email protected]
+1 (301) 841-1491
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$80B 55 303 $10M-$25M <$750M
Recently closed investments
Name Deal type Deal date
Kollege Town Sports Buyout/LBO (Add-on) Oct-2015
BMG MIS Buyout/LBO (Add-on) Oct-2015
LinguaSys Buyout/LBO (Add-on) Aug-2015
LinguaSys (Technology Assets) Buyout/LBO (Add-on) Aug-2015
Invertag Buyout/LBO (Secondary) Aug-2015
Most recent closed fund
American Capital Equity III
Type: PE Growth-Expansion
Size: $1.1B
All investments by industry
35.1%24.7%
2.6%5.4%
9.0%18.6%
4.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Aterian Investment Partners Investor type: Growth/Expansion | Year founded: 2009
Aterian Investment Partners is a New York based private equity capital firm which invests in small to middle-market companies operating in the consumer products, retail, health care services, food and beverage, manufacturing, distribution, metals and mining, restaurants, industrial, chemicals and commodities sectors. The firm specializes in bridge financing, turnaround, financial structuring, spin-offs and corporate carve-outs.
Contact
11 East 44th Street
Suite 1803
New York, NY 10017
United States
Primary contact
Martin Vogel Associate [email protected]
+1 (312) 267-8741
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$658M 4 10 $25M-$500M $50M
Recently closed investments
Name Deal type Deal date
Leisure Time Products Buyout/LBO (Secondary) Aug-2015
SourceLink Buyout/LBO May-2015
Johnstown Wire Technologies Buyout/LBO (Secondary) May-2014
Texas Energy Labs Buyout/LBO (Add-on) Dec-2012
Southwest Heat Treat Buyout/LBO (Add-on) Dec-2012
Most recent closed fund
Aterian Investment Partners II
Type: Restructuring -
Distressed Debt
Size: $257M
All investments by industry
66.7%16.7%
8.3%8.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Atlas Holdings Investor type: PE/Buyout | Year founded: 2002
Atlas Holdings invests in businesses undergoing financial and operational challenges in business sectors where the firm has prior experience. The firm prefers to invest in agricultural products and services, capital equipment, chemicals, energy-related services, foundry and metal forming, industrial distribution, metal fabrication and specialty steel.
Contact
100 Northfield Street
Greenwich, CT 06830
United States
+1 (203) 622-9138
Primary contact
Sam Astor Partner [email protected]
+1 (203) 622-9138
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$1.4B 20 55 $100M $100M
Recently closed investments
Name Deal type Deal date
Tecumseh Products Buyout/LBO Sep-2015
Alcoa Corporate Asset Purchase Apr-2015
Novipax Buyout/LBO Apr-2015
Merchants Metals Buyout/LBO Mar-2015
Leon Interiors Buyout/LBO (Add-on) Mar-2015
Most recent closed fund
Atlas Capital Resources II
Type: Buyout
Size: $900M
All investments by industry
43.0%11.4%
3.8%3.8%
2.5%35.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Balmoral Funds Investor type: PE/Buyout | Year founded: 2005
Balmoral Funds seeks to invest in companies based in North America in situations such as corporate divestitures, management buyouts, and turnarounds. Balmoral looks to invest $5-30 million per transaction in the form of equity, debt and/or hybrids for control or shared-control.
Contact
11150 Santa Monica Boulevard
Suite 825
Los Angeles, CA 90025
United States
+1 (310) 473-3065
Primary contact
Travis Haynes Principal [email protected]
+1 (310) 469-5773
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$170M 7 12 $25M-$500M $5M-$30M $5M-$30M
Recently closed investments
Name Deal type Deal date
Silver Aero PE Growth/Expansion Dec-2015
Enesco Buyout/LBO (Secondary) Nov-2015
Nautic Global Group Buyout/LBO (Secondary) Oct-2015
iGPS Buyout/LBO Aug-2013
Concurrent Manufacturing Solutions Buyout/LBO Oct-2012
Most recent closed fund
Balmoral Special Situations Fund II
Type: Restructuring -
Distressed Debt
Size: $110M
All investments by industry
71.4%14.3%
7.1%7.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Blue Wolf Capital Investor type: PE/Buyout | Year founded: 2005
Blue Wolf Capital is a private equity firm that specializes in control investments in middle market companies based in the United States and Canada. The firm aims to transform companies strategically, operationally and collaboratively. Blue Wolf manages challenging situations and complex relationships between business, customers, employees, unions, and regulators to generate returns and build value for stakeholders.
Contact
One Liberty Plaza, 52nd Floor
165 Broadway
New York, NY 10006
United States
+1 (212) 488-1340
Primary contact
Dana Halasz Chief Administrative Officer [email protected]
+1 (212) 488-1350
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$471M 13 27 $50M $25M-$250M
Recently closed investments
Name Deal type Deal date
National Home Health Care Buyout/LBO (Secondary) Oct-2015
North American Rescue Buyout/LBO (Secondary) Mar-2015
BHC Healthcare Services Joint Venture Nov-2014
ModernMD Platform Creation Nov-2014
Materials Systems Buyout/LBO (Add-on) Oct-2014
Most recent closed fund
Blue Wolf Capital Fund III
Type: Buyout
Size: $309M
Vintage: 2013
All investments by industry
42.9%5.7%
2.9%2.9%
25.7%2.9%
17.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
CapitalSource Service provider type: Lender | Year founded: 2000
CapitalSource seeks to provide commercial loans to small and medium-sized businesses in the United States. The firm operates through three divisions, Corporate Finance, Healthcare and Specialty Finance, and Structured Finance. It specializes in providing commercial lending services in the areas of commercial real estate, equipment leasing, golf, healthcare, asset based lending, multifamily, leveraged, premium, lender and resort finance, security and small business lending.
Contact
9701 Wilshire Boulevard
Suite 700
Beverly Hills, CA 90212
United States
Primary contact
Scott Lisman Director [email protected]
General statistics
Total debt financings (last 5 years)
Target EBITDA
Target debt financing amount
26 $1M-$25M $5M-$100M
Recent debt financings
Name Deal type Deal date Deal location
Plusgrade US PE Growth/Expansion Aug-2015 New York, NY
North American Dental Group Buyout/LBO Aug-2015 New Castle, PA
Cologix Debt - General Jul-2015 Denver, CO
West Living Senior Debt Jul-2015 Carlsbad, CA
Strategic Funding Source Debt - General Jul-2015 New York, NY
All debt financings by industry
30.8%21.9%
0.7%3.4%
26.7%15.1%
1.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
CenterGate Capital Investor type: PE/Buyout | Year founded: 2014
CenterGate Capital is a private equity firm focused on investing in lower middle market companies. The firm focuses on investing in companies operating in the industrial, business services, consumer products and manufacturing sectors.
Contact
2700 Via Fortuna
Suite 145
Austin, TX 78746
United States
+1 (512) 717-7100
Primary contact
Tiffany Kosch Managing Director [email protected]
+1 (512) 717-7100
General statistics
Active private equity investments Total private equity investments Target revenue
2 2 $10M-$250M
Recently closed investments
Name Deal type Deal date
Vision Media Management & Fulfillment PE Growth/Expansion Jan-2016
The Oil & Gas Asset Clearinghouse Buyout/LBO (Secondary) Feb-2015
All investments by industry
50.0%25.0%25.0%
Business Products and Services (B2B)
Energy
Financial Services
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Charlesbank Capital Partners Investor type: PE/Buyout | Year founded: 1998
Charlesbank Capital Partners is a private equity firm that prefers to invest in middle-market companies. The firm seeks to invest in the communication, consumer, education, energy, financial service, healthcare and industrial sectors.
Contact
200 Clarendon Street
54th Floor
Boston, MA 02116
United States
+1 (617) 619-5400
Primary contact
Jason Pike Principal [email protected]
+1 (212) 832-5800
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$3.3B 24 126 $15M-$75M $20M-$150M
Recently closed investments
Name Deal type Deal date
Atlas Trillo Buyout/LBO (Add-on) Jan-2016
Greenstar Home Services Buyout/LBO (Add-on) Jan-2016
Allgoods Buyout/LBO (Secondary) Dec-2015
International Studies Abroad Buyout/LBO (Add-on) Nov-2015
Plaskolite Buyout/LBO Oct-2015
Most recent closed fund
Charlesbank Equity Fund VIII
Type: Buyout
Size: $1.8B
All investments by industry
23.9%25.2%
6.9%7.5%
11.3%17.0%
8.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Comvest Partners Investor type: PE/Buyout | Year founded: 2000
Comvest Partners is a private equity firm based in West Palm Beach, Florida. The firm prefers to invest in the transportation and logistics, consumer and retail, healthcare services, financial services, education, software and information technology, business services, telecommunications, automotive and industrial products sectors.
Contact
525 Okeechobee Boulevard
Suite 1050
West Palm Beach, FL 33401
United States
+1 (561) 727-2000
Primary contact
Carlos Soto Senior Vice President [email protected]
+1 (561) 727-2032
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$2.8B 21 88 $50M-$1B $3M-$25M $10M-$70M
Recently closed investments
Name Deal type Deal date
D&S Community Services Buyout/LBO (Secondary) Jan-2016
U.S. Custom Fab Buyout/LBO (Add-on) Aug-2015
AxisPoint Health Buyout/LBO Jun-2015
Karmaloop Buyout/LBO May-2015
Albertson (146 Stores) Buyout/LBO (Add-on) Feb-2015
Most recent closed fund
ComVest Investment Partners V
Type: Buyout
Size: $893M
Vintage: 2015
All investments by industry
31.5%26.1%
0.9%22.5%
15.3%3.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Crystal Financial Service provider type: Lender | Year founded: 2010
Crystal Financial LLC, is a middle market specialty lender that provides innovative debt capital solutions. Transactions are underwritten either on a cash flow or ABL basis.
Contact
Two International Place
17th Floor
Boston, MA 02110
United States
+1 (617) 428-8700
Primary contact
Steve Krawchuk Managing Director [email protected]
+1 (323) 839-5526
General statistics
Total debt financings (last 5 years)
Target EBITDA
Target debt financing amount
~50 $0M-$5M $10M-$40M
Debt financings by top 5 sectors
30.6%20.3%
18.2%16.7%
12.5%
Retail/Consumer Goods
Specialty Finance
Industrials & Transportation
Consumer Goods
Business Services
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
DW Partners Investor type: Hedge Fund | Year founded: 2009
DW Partners, LP (“DW”) is a global multi-strategy credit firm. The DW founding partners began working together at Morgan Stanley in the early 2000s, established the fundamental credit group at Brevan Howard in 2008 and spun off to form DW in 2009. DW uses a multi-strategy approach to investing across the spectrum of credit and structured finance opportunities, with an investment team focusing predominantly on credit instruments ranging from distressed and performing corporate credit to real estate-related investments and other asset backed investments, with a focus on risk management and absolute return.
Contact
590 Madison Avenue
9th Floor
New York, NY 10022
United States
+1 (212) 751-6100
Primary contact
John Buck Managing Principal, Middle-Market Special Situations [email protected]
+1 (212) 751-6059
General statistics
Assets under management Preferred Investment amount
$6B $5M-$50M
Recently closed investments
Name Deal type Deal date
College Ave Student Loans Early Stage VC Jan-2016
Brouckere Tower Invest Buyout/LBO (Secondary) Nov-2015
RadioShack Debt Refinancing Nov-2014
All investments by industry
50.0%25.0%25.0%
Consumer Products and Services (B2C)
Financial Services
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Enhanced Capital Partners Investor type: PE/Buyout | Year founded: 1999
Enhanced Capital Partners is a diversified, national asset management firm providing investment capital to small businesses. The firm manages several funds that primarily make debt investments to businesses in the lower middle market from its headquarters in New York City and through its regional offices in New Orleans, Austin, Birmingham, Denver, Jackson Hole, Nashville, Stamford, Tampa and Washington, D.C.
Contact
601 Lexington Avenue
55th Floor
New York, NY 10022
United States
+1 (212) 207-3385
Primary contact
Richard Davis Senior Principal & Director of Credit Supported Loan Fund [email protected]
+1 (212) 207-3385
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$400M 80 142 $10M-$100M $2M-$10M $1M-$20M
Recently closed investments
Name Deal type Deal date
SciAps Early Stage VC (Series B) Aug-2015
Advanced Generation & Efficiency Joint Venture Aug-2015
Wastebuilt Environmental Solutions PE Growth/Expansion Feb-2015
California Home Medical Equipment PE Growth/Expansion Oct-2014
NuScriptRX Early Stage VC Jul-2014
Most recent closed fund
Enhanced Credit Supported Loan Fund
Type: Debt
Size: $105M
All investments by industry
30.4%16.3%
6.5%4.3%
13.6%27.2%
1.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Excelsior Capital Partners Investor type: PE/Buyout | Year founded: 2011
Excelsior Capital Partners is a Newport Beach based private equity firm focused on contrarian, value-oriented investing. The firm is focused on acquiring middle market companies, providing bridge financing acquiring real estate and C&I loans. The firm works closely with owners, management or lenders to develop creative solutions for injecting capital into both control and non-control situations.
Contact
4695 MacArthur Court
Suite 370
Newport Beach, CA 92660
United States
+1 (949) 566-8110
Primary contact
Palmer Thornton Business Development Associate [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$200M 3 3 $2M-$100M
Recently closed investments
Name Deal type Deal date
Artissimo Designs Buyout/LBO (Secondary) Jul-2015
VIA Seating Buyout/LBO (Secondary) Jan-2015
California TrusFrame Debt - General Oct-2014
Most recent closed fund
Excelsior Capital Fund III
Type: Buyout
All investments by industry
33.3%66.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Garrison Investment Group Investor type: PE/Buyout | Year founded: 2007
Garrison Investment Group is a middle market credit and asset based investor. The firm's investment strategies focus on deploying capital in opportunities across corporate finance (corporate loans and select equity investments), financial assets (commercial and industrial loans and consumer loans), private equity and real estate. The firm was founded in 2007 and is headquartered in New York.
Contact
1290 Avenue of the Americas
Suite 914
New York, NY 10104
United States
+1 (212) 372-9590
Primary contact
Mitchell Drucker Managing Director, Corporate Finance [email protected]
+1 (212) 372-9518
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$4.2B 10 17 $50M-$500M $5M-$25M $10M-$100M
Recently closed investments
Name Deal type Deal date
Impact Telecom Buyout/LBO (Secondary) Dec-2015
WealthTrust Buyout/LBO (Secondary) Sep-2015
ActivStyle Debt Refinancing Jul-2015
Interior Specialists Debt Refinancing Jul-2015 Carlsbad, CA
Vallerie Service Company Buyout/LBO (Add-on) May-2015
Most recent closed fund
Garrison Opportunity Fund IV A
Type: Restructuring - Distressed
Debt
Size: $337M
All investments by industry
38.9%16.7%
11.1%11.1%
22.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Harren Equity Partners Investor type: PE/Buyout | Year founded: 2000
Harren Equity Partners is a private equity firm providing equity for lower middle-market acquisitions, recapitalizations and growth-capital financing. It focuses on investing in companies operating in the manufacturing, business products and services, consumer products, energy services, healthcare, aerospace and defense, automotive, infrastructure, furniture and fixtures, industrial machinery and equipment, and retail sectors.
Contact
The Gleason Building
200 Garrett Street, Suite F
Charlottesville, VA 22902
United States
+1 (434) 245-5800
Primary contact
Lee Monahan Partner [email protected]
+1 (954) 745-9002
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$468M 13 25 $20M-$200M $5M-$30M $2M-$40M
Recently closed investments
Name Deal type Deal date
Circa Corporation PE Growth/Expansion Nov-2015
Hook International Buyout/LBO (Add-on) Jul-2015
Virginia Tile Company Buyout/LBO (MBO) Dec-2014
Ark-La-Tex Wireline Services Buyout/LBO Apr-2014
Persante Health Care Buyout/LBO Apr-2013
Most recent closed fund
Harren Investors III
Type: Buyout
Size: $275M
All investments by industry
26.5%20.6%20.6%
14.7%5.9%
11.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
H.I.G. WhiteHorse Service provider type: Lender | Year founded: 2003
H.I.G. WhiteHorse is the credit affiliate of H.I.G. Capital. H.I.G. WhiteHorse provides debt financing to middle market companies in the U.S. and Europe. H.I.G. WhiteHorse has a broad investment mandate and provides senior and subordinated debt for refinancings, growth capital, acquisitions, buyouts, and balance sheet recapitalizations. Credit facilities typically range from $15 to $100 million for companies with revenues of $30 million or more.
Contact
1450 Brickell Avenue
31st Floor
Miami, FL 33131
United States
+1 (305) 381-4100
Primary contact
Matthew Brown Principal [email protected]
+1 (323) 474-0444
General statistics
Total debt financings (last 5 years)
Target EBITDA
Target debt financing amount
5 $5M $15M-$100M
Recent debt financings
Name Deal type Deal date Deal location
IGM Resins Debt - General Nov-2015 Waalwijk, Netherlands
Suitsupply Merger/Acquisition Oct-2015 Amsterdam, Netherlands
Vestcom International Debt - General Jan-2015
Steelite International IBO Jan-2014 Staffordshire, United Kingdom
Winn Solicitors Buyout/LBO (MBO) Sep-2013 Newcastle upon Tyne, United Kingdom
Most recent closed fund
H.I.G. WhiteHorse CLO Fund VI
Type: Debt
Size: $416M
All debt financings by industry
28.6%42.9%
14.3%14.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Healthcare
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Highland Capital Management Investor type: Other Private Equity | Year founded: 1993
Highland Capital Management, L.P. is an SEC-registered investment adviser. The firm specializes in credit strategies, such as credit hedge funds, long-only funds, separate accounts, distressed and special situations private equity, and collateralized loan obligations (CLOs). Highland also offers alternative investments, including emerging markets, long/short equities, and natural resources. Highland’s diversified client base includes public pension plans, foundations, endowments, corporations, financial institutions, fund of funds, governments, and high net-worth individuals.
Contact
300 Crescent Court
Suite 700
Dallas, TX 75201
United States
+1 (972) 628-4100
Primary contact
Matt Jameson Managing Director [email protected]
+1 (972) 628-4190
General statistics
Assets under management Active private equity investments Total private equity investments Target revenue
$21B 13 42 $50M-$500M
Recently closed investments
Name Deal type Deal date
Buena Vista Hospice Care Buyout/LBO (Add-on) Jul-2015
Harvest Exchange Early Stage VC (Series B) Jun-2015
ICC Capital Management Merger/Acquisition Apr-2015
NexPoint Capital Corporate Sep-2014
Harvest Exchange Early Stage VC (Series A) May-2014
Most recent closed fund
Highland Restoration Capital Partners
Type: Restructuring -
Distressed Debt
Size: $300M
Vintage: 2008
All investments by industry
25.5%19.1%
2.1%10.6%
25.5%14.9%
2.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Insight Equity Investor type: PE/Buyout | Year founded: 2002
Insight Equity is a private equity firm headquartered in Southlake, Texas and New York. The firm seeks to invest in the manufacturing, automotive and transportation, aerospace and defense, industrial and consumer goods, distribution, energy services, service and professional industries.
Contact
1400 Civic Place
Suite 250
Southlake, TX 76092
United States
+1(817) 488-7775
Primary contacts
Jack Waterstreet Partner [email protected]
+1 (817) 488-2796
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.4B 11 Platform 22 add-ons 42 $50M-$1B $10M-$50M $25M-$100M
Recently closed investments
Name Deal type Deal date
Metal Koting Buyout/LBO (Add-on) Dec-2015
McSwain Manufacturing Buyout/LBO (Add-on) Nov-2015
Eltek Semiconductors Buyout/LBO (Add-on) May-2015
Thermotech Buyout/LBO (Add-on) Apr-2015
Minco Technology Labs Buyout/LBO (Secondary) Apr-2015
Most recent closed fund
Insight Equity III
Type: Buyout
Size: $639M
Vintage: 2014
All investments by industry
53.1%10.9%
14.1%7.8%
14.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
JLL Partners Investor type: PE/Buyout | Year founded: 1988
JLL Partners is a mid-market private equity firm with expertise in the healthcare, financial services, industrial, building products, education, aerospace and defense and business services sectors. The firm focuses its investments in North American middle-market companies. It is a control investor that works to extract value from complex situations by leveraging its networks, industry and operating experience and investment knowledge.
Contact
450 Lexington Avenue
31st Floor
New York, NY 10017
United States
+1 (212) 286-8600
Primary contact
Donald McDonough Managing Director [email protected]
+1 (212) 210-9382
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$4.4B 14 98 $10M $100M-$200M
Recently closed investments
Name Deal type Deal date
Clinverse Buyout/LBO (Secondary) Jan-2016
General Ecology Buyout/LBO (Add-on) Dec-2015
Aviation Technical Services Buyout/LBO (MBO) Oct-2015
Synowledge Buyout/LBO (Add-on) Sep-2015
MediciGlobal Buyout/LBO (Add-on) Jul-2015
Most recent closed fund
JLL Partners Fund VI
Type: Buyout
Size: $807M
Vintage: 2009
All investments by industry
44.4%13.9%
0.9%6.5%
27.8%2.8%
3.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Lantern Asset Management Investor type: PE/Buyout | Year founded: 2010
Lantern Asset Management is a middle market private equity firm. The firm focuses on control-oriented special situations and distressed-for-control investments in capital-constrained companies. Through Lantern Capital Partners the firm invests across the entire capital structure, from debt to equity, for both public and private middle-market companies. Lantern’s key offerings include private equity, turnaround / distressed, middle market lending and real estate operating businesses.
Contact
300 Crescent Court
Suite 1100
Dallas, TX 75201
United States
Primary contact
Houston Duncan Vice President [email protected]
General statistics
Assets under management Preferred Investment Amount Target Enterprise Value
$745M $15M-$150M $50M-$500M
All investments by industry
Industrial Consumer Products
Real Estate IT / Telecommunications
Financial Services Energy / Mining
Utilities Manufacturing
Manufacturing Transportation
Pharmaceuticals Agriculture
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
LBC Credit Partners Service provider type: Lender | Year founded: 2005
LBC Credit Partners provides middle market financing solutions including senior term, unitranche, second lien, junior secured, mezzanine debt and equity co-investments to companies with EBITDA generally greater than $5 million. LBC follows a long-term approach to investing adhering to a "lend and hold" strategy and typically invests $10 million to $50 million per transaction supporting acquisitions, growth strategies, refinancings, recapitalizations, and restructurings.
Contact
Cira Centre
2929 Arch Street
Philadelphia, PA 19104
United States
+1 (215) 972-8900
Primary contact
Chris Calabrese Partner [email protected]
+1 (215)972-8902
General statistics
Total debt financings (last 5 years)
Target EBITDA
Target debt financing amount
41 $5M-$50M $10M-$40M
Recent debt financings
Name Deal type Deal date Deal location
Healthco Debt Financing Jan-2016 Bowling Green, KY
Villa Debt Financing Dec-2015 Alpharetta, GA Alpharetta, GA
Emtec Senior Debt, Secured Dec-2015 Radnor, PA
Techniks Junior Debt, Secured Sep-2015 Indianapolis, IN
Connexity Debt - General Aug-2015 Los Angeles, CA
Most recent closed fund
LBC Credit Partners III
Type: Debt
Size: $839M
Vintage: 2013
All debt financings by industry
41.8%20.9%
4.5%9.0%
10.4%13.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Maven Court Partners Service provider type: Merchant Bank
Maven Court Partners is a merchant banking firm seeking proprietary capital as well as capital sources. The firm works with family offices and independent sponsor partners to assess and invest in privately owned businesses in the US and Europe. Maven Court seeks investments in small to medium-sized businesses that are looking to be acquired. The firm is sector agnostic and considers all industry and business types, with an emphasis on asset heavy and deep value opportunities including division divestitures, operating assets of receivership estates, management buyouts and family owned special situations.
Contact
90 Park Avenue
17th Floor
New York, NY 10016
United States
Primary contact
Lou Sokolovskiy Co-Founder [email protected]
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Monroe Capital Service provider type: Lender/Mezzanine | Year founded: 2004
Monroe Capital LLC is a provider of senior and junior debt and equity co-investments to middle-market companies in the U.S. and Canada. Investment types include unitranche financing, cash flow and enterprise value based loans, asset based loans, acquisition facilities, mezzanine debt, second lien or last-out loans and equity co-investments. Monroe is committed to being a value-added and user-friendly partner to owners, senior management and private equity sponsors. Founded in 2004, the firm is based in Chicago with offices in Atlanta, Los Angeles, Dallas, San Francisco, Charlotte, Boston, New York and Toronto.
Contact
311 South Wacker Drive
Suite 6400
Chicago, IL 60606
United States
+1 (312) 258-8300
Primary contacts
Michael J. Egan Executive Vice President & Chief Operating Officer [email protected] +1 (312) 523-2362 Theodore L. Koenig President & CEO [email protected] +1 (312) 523-2360 Jeffrey S. Kolke Managing Director [email protected] +1 (312) 523-2379
General statistics
Assets under management
(as of 9/30/2015)
Total debt financings (2015)
Target revenue
Target EBITDA
Preferred Investment amount
$2.8B 190 $10M-$50M $3M-$25M $3M-$100M
Recent debt financings
Name Deal type Deal date Deal location
101.1 More FM/WBEB Debt-General Jan-2016 Philadelphia, PA
American Mortgage Consultants Debt-General Jan-2016 New York, NY
Complete Nutrition Debt - General Dec-2015 Omaha, NE
Nelbud Services Group Debt - General Dec-2015 Egg Harbor City, NJ
Worldwise, Inc. Debt - General Dec-2015 Novayo, CA
Most recent closed fund
Monroe Capital CLO 2015-1
Type: Debt
Size: $362M
Vintage: 2014
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
New State Capital Partners Investor type: PE/Buyout | Year founded: 2013
New State Capital Partners, LLC is an entrepreneurial-minded private equity firm. New State operates on a long term investment outlook. The firm provides flexible investment structures and focuses on growth and add-on investment. New State invests in companies with $8 million to $30 million of EBITDA in the areas of business services, healthcare services and industrials, and has in excess of $250 million in assets under management.
Contact
1890 Palmer Avenue
Suite 402
Larchmont, NY 10538
United States
www.newstatecp.com
Primary contact
David Blechman Founder & Partner [email protected]
+1 (646) 885-7500
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$250M 4 4 $8M-$30M $10M-$45M
Recently closed investments
Name Deal type Deal date
USMD Holdings (Lithotripsy Division) Buyout/LBO (Add-on) Dec-2015
NWN Buyout/LBO (MBO) Oct-2015
Continental Medical Services Buyout/LBO (Add-on) Sep-2015
Precision Lithotripsy Buyout/LBO (Add-on) Apr-2015
Litho of America Buyout/LBO (Add-on) Feb-2015
All investments by industry
50%25%25%
Business Products and Services (B2B)
Healthcare Services
Industrials
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Peak Rock Capital Investor type: PE/Buyout
Peak Rock Capital is an investment firm that makes equity and debt investments in middle market companies located in North America and Europe. The firm prefers to invest in the business and commercial services, consumer, distribution and logistics, energy and related services, healthcare, industrial, manufacturing, media and metals sectors.
Contact
13413 Galleria Circle
Suite Q-300
Austin, TX 78738
United States
+1 (512) 765-6520
Primary contact
Ryan Fitch Senior Vice President & Head of Business Development [email protected]
+1 (512) 765-6516
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$730M 9 14 $50M-$1B $20M-$150M
Recently closed investments
Name Deal type Deal date
Berner Food and Beverage Buyout/LBO Nov-2015
Precision Valve Buyout/LBO (Secondary) May-2015
Buck Bomb Buyout/LBO (Add-on) Apr-2015
Metals Buyout/LBO Nov-2014
Main Steel Polishing Buyout/LBO Nov-2014
Most recent closed fund
Peak Rock Capital Fund
Type: Buyout
Size: $700M
Vintage: 2013
All investments by industry
15.0%40.0%
5.0%40.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Prophet Equity Investor type: PE/Buyout | Year founded: 2007
Prophet Equity is a private equity firm which looks to make equity investments between $5 million and $50 million. The firm is open to a wide variety of deals, including corporate carve-outs, stalking-horse bids and turnarounds as well as control acquisitions. It was founded in 2007 and is based in Southlake, Texas.
Contact
1460 Main Street
Suite 200
Southlake, TX 76092
United States
+1 (817) 898-1500
Primary contact
Charles Collie Managing Director, Leveraged Finance [email protected]
+1 (817) 898-1500
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$620M 15 20 $20M-$500M $5M-$65M
Recently closed investments
Name Deal type Deal date
Apex Environmental Buyout/LBO Oct-2015
CID Resources PE Growth/Expansion Oct-2015
Brown Brothers Asphalt and Concrete
Buyout/LBO Aug-2015
Acton Mobile Buyout/LBO Aug-2014
Keywell Buyout/LBO Dec-2013
Most recent closed fund
Prophet Equity II
Type: Buyout
Size: $345M
All investments by industry
66.7%12.5%
8.3%4.2%4.2%4.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Prudential Capital Partners Investor type: Mezzanine
Prudential Capital Partners is the middle-market mezzanine and structured equity fund business managed by Prudential Capital Group. Prudential Capital Group is a leading private debt and equity investor worldwide with 11 regional offices in Atlanta, Chicago, Dallas, Frankfurt, London, Los Angeles, Milan, Minneapolis, New York, Paris and San Francisco.
Contact
180 North Stetson Avenue
Suite 5600
Chicago, IL 60601
United States
+1 (312) 540-5438
Primary contact
Stephen Szejner Senior Vice President [email protected]
+1 (312) 565-6265
General statistics
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
23 75 $30M-$300M $7M+ $10M-$100M
Most recent closed fund
Prudential Capital Partners IV
Type: Mezzanine
Size: $1.2B
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Renovo Capital Investor type: PE/Buyout | Year founded: 2009
Renovo Capital is a special situations private equity fund, investing out of Renovo Capital Fund II, LP, a $132 million committed capital fund. Renovo is focused on partnering with business owners, entrepreneurs and management teams to invest in businesses undergoing varying degrees of operational, financial or market-driven change. Renovo’s principals and extensive network of operating professionals have experience delivering unique capital solutions and operational and strategic leadership to help solve complex situations and drive long term business value creation. Renovo Capital has offices in Dallas and Denver.
Contact
14241 Dallas Parkway
Suite 610
Dallas, TX 75254
United States
+1 (214) 699-4960
Primary contact
Scott Lavie Managing Partner [email protected]
+1 (720) 407-4406
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$252M 7 12 $25M-$200M $5M-$30M
Recently closed investments
Name Deal type Deal date
Midstate Mills Buyout/LBO Feb-2013
Inviting Company Buyout/LBO (Add-on) Dec-2012
Drawer Box Specialties Buyout/LBO (Add-on) Dec-2012
HomeFacts Buyout/LBO (Add-on) Apr-2012
Renwood RealtyTrac Buyout/LBO (Secondary) Nov-2011
Most recent closed fund
Renovo Capital Fund II
Type: Buyout
Size: $132M
Vintage: 2014
All investments by industry
26.7%60.0%
6.7%6.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Resilience Capital Partners Investor type: PE/Buyout | Year founded: 2001
Headquartered in Cleveland, Ohio, Resilience Capital Partners (together with its affiliates, “Resilience”) seeks to invest in niche-oriented manufacturing, distribution and business service companies headquartered in the United States with sustainable market positions and a clear path to cash flow improvement. Resilience targets platform businesses with $25 million to $250 million in revenues across a broad range of industries where it believes it can improve a company's operations, competitive positioning and profitability. Since its founding in 2001, Resilience has invested in 48 companies under 26 platforms. Its portfolio companies today employ more than 7,000 people in 15 states.
Contact
25101 Chagrin Boulevard
Suite 350
Cleveland, OH 44122
United States
+1 (216) 292-0200
Primary contact
Robert Schwartz Vice President, Business Development [email protected]
+1 (216) 360-7232
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$600M 15 49 $25M-$250M $0M-$20M $10M-$40M
Recently closed investments
Name Deal type Deal date
Porter's Group Holdings LLC Buyout/LBO (Secondary)
Sep-2015
American Roll Form Products Buyout/LBO (Add-on) Aug-2015
Dragontech International Buyout/LBO (Add-on) Apr-2015
Wisconsin Oven Buyout/LBO (Add-on) Mar-2015
Aero Communications PE Growth/Expansion Dec-2014
Most recent closed fund
The Resilience Fund IV
Type: Buyout
Size: $350M
Vintage: 2016
All investments by industry
56.5%17.7%
1.6%1.6%
9.7%12.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Skyview Capital Investor type: PE/Buyout | Year founded: 2005
Skyview Capital is a private equity firm headquartered in Los Angeles, California. The firm specializes in acquisition and strategic management of mission-critical, industry-leading businesses in services and technology. It seeks to invest in the software, telecommunications, technology enabled services, networking solutions, information systems, transaction processing, logistics and supply chain managements sectors.
Contact
2000 Avenue of the Stars
8th Floor North Tower
Los Angeles, CA 90067
United States
+1 (310) 273-6000
Primary contact
Milan Cvejic Vice President [email protected]
General statistics
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
6 29 >$10M $30M $5M-$500M
Recently closed investments
Name Deal type Deal date
Integrated Microwave Technologies Buyout/LBO Nov-2014
NewPace Technology Development Buyout/LBO (Add-on) Jun-2014
Newell Rubbermaid (Teach Platform) Buyout/LBO Jul-2013
Headsprout Buyout/LBO Jul-2013
Mimio Buyout/LBO Jul-2013
All investments by industry
19.4%5.6%
2.8%2.8%
69.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Summit Investment Management Investor type: Other Private Equity | Year founded: 2002
Founded in 2002, Summit Investment Management LLC is a private investment company headquartered in Denver, Colorado, with offices in Santa Monica, California. Since its inception, Summit has invested more than $1.5 billion in distressed debt acquisitions, balance sheet restructures of operating companies, special situation capital, bridge loans and joint ventures. Typical Investments range between $1 million and $75 million with the flexibility to do larger transactions.
Contact
Wells Fargo Center 1700 Lincoln Street
Suite 2150
Denver, CO 80203
United States
+1 (720) 221-3200
Primary contact
Daniel Levene Director [email protected]
+1 (310) 584-7180
General statistics
Target revenue
Target EBITDA Preferred Investment amount
$10M-$500M $0M-$20M $1M-$75M
Recently closed investments
Name Deal type Deal date
Mitoo Seed Round May-2015
Keen-Summit Capital Partners Merger/Acquisition Mar-2015
All investments by industry
50.0%25.0%25.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Superior Capital Partners Investor type: PE/Buyout | Year founded: 2007
Superior Capital Partners is focused on making control investments in special situations in the lower middle market. The firm’s investments include acquisitions of under-performing companies, restructurings, companies requiring new leadership, corporate carve-outs, bankruptcies and bank debt purchases. Fund I consists of 6 platform investments in the following industries: architectural glass, frozen gourmet desserts, electronic user interface modules, specialty chemicals, custom publishing for higher education and electrical components for the automotive aftermarket.
Contact
500 Griswold Street
Suite 2320
Detroit, MI 48226
United States
+1 (313) 596-9600
Primary contact
Mark Carroll Co-Founder & Managing Partner [email protected]
+1 (313) 596-9601
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$60M 7 24 $10M-$150M $7M $3M-$15M
Recently closed investments
Name Deal type Deal date
Grote Industries Buyout/LBO (Add-on) Jun-2015
Daystar Desserts Buyout/LBO (Add-on) Jan-2015
Peterson Industries Buyout/LBO (Add-on) Oct-2014
Vehicle Safety Manufacturing Buyout/LBO (Add-on) Oct-2014
SharedBook Buyout/LBO (Add-on) May-2014
Most recent closed fund
The Superior Fund I
Type: Buyout
Size: $60M
All investments by industry
53.1%15.6%
18.8%12.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
The Anderson Group Investor type: PE/Buyout | Year founded: 1985
The Anderson Group, LLC is an operationally-oriented private equity firm focused on acquiring control positions in companies at the lower end of the middle market. The firm typically acquires businesses in the niche manufacturing, distribution or service industries where value creation opportunities are not readily apparent or easily attainable, including underperforming companies and turnarounds, corporate orphans, out of favor industries and certain recapitalization scenarios where current ownership seeks to maintain a significant equity position. Anderson employs a flexible investment approach that involves management partnership and an unlimited investment time horizon.
Contact
111 2nd Avenue NE
Suite 1250
St. Petersburg, FL 33701
United States
+1 (727) 897-5630
Primary contact
Justin Flood Vice President [email protected]
+1 (727) 897-5640 x110
General statistics
Active private equity investments Total private equity investments Target revenue
Target EBITDA
12 34 $10M-$100M $1M-$8M
Recently closed investments
Name Deal type Deal date
Parkview Health Services Buyout/LBO Dec-2014
American Locker Group Buyout/LBO (Add-on) Dec-2014
Brinkhoff & Monoson PE Growth/Expansion Mar-2014
Supreme Pizza Supply Buyout/LBO (Add-on) Feb-2014
Aerial Wireless Services Buyout/LBO (MBO) Sep-2013
All investments by industry
44.2%37.2%
4.7%2.3%
4.7%7.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
The Gores Group Investor type: PE/Buyout | Year founded: 1987
The Gores Group is a private equity firm that specializes in acquiring and partnering with mature and growing businesses. The firm prefers to invest in the technology, communications, telecommunications, cable, satellite, business services, consumer and apparel retail, healthcare, industrial, media, food products, commercial security, safety services, residential security and personal safety services sectors.
Contact
9800 Wilshire Boulevard
Beverly Hills, CA 90212
United States
+1 (310) 209-3010
Primary contact
David Leeney Principal & Head of Global Origination [email protected]
+1 (310) 824-8016
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$3.2B 27 129 $300M $10M-$200M $10M-$500M
Recently closed investments
Name Deal type Deal date
VITAC Buyout/LBO Feb-2016
Boston Plastics (Shanghai) Buyout/LBO (Add-on) Jan-2016
Tepso Plastics Mex Buyout/LBO (Add-on) Jan-2016
RGB Networks Buyout/LBO (Add-on) Feb-2015
US Farathane Buyout/LBO (MBO) Dec-2014
Most recent closed fund
Gores Small Capitalization Partners
Type: Buyout
Size: $400M
All investments by industry
26.9%16.0%
0.6%0.6%
4.5%47.4%
3.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
TPG Capital Investor type: PE/Buyout | Year founded: 1992
TPG Capital is a global private investment firm that invests in private equity, venture capital and debt. The firm seeks to invest in the consumer, retail, media and telecommunications, industrials, technology, travel, leisure and healthcare sectors.
Contact
301 Commerce Street
Suite 3300
Fort Worth, TX 76102
United States
+1 (817) 871-4000
Primary contact
Richard Shinder Managing Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$75B 140 514 $10M-$1B
Recently closed investments
Name Deal type Deal date
Live Response Solutions Buyout/LBO (Add-on) Jan-2016
BrandRapport Group Buyout/LBO (Add-on) Jan-2016
Horton Estates (Innovation Court) Buyout/LBO Jan-2016
Caxiabank (unpaid property developer loans)
Buyout/LBO Dec-2015
Precision Health Holdings PE Growth/Expansion Dec-2015
Most recent closed fund
Knight TAO Separate Account
Type: Debt
Size: $700M
All investments by industry
20.8%25.0%
4.9%13.3%
10.1%22.6%
3.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Turnspire Capital Partners Investor type: PE/Buyout | Year founded: 2013
Turnspire Capital Partners is a private equity firm based in New York, New York. The firm seeks to invest in the aerospace and defense, automotive, capital equipment, chemical, consumer, construction and building material, engineered product, food and beverage, industrial equipment, logistics (asset heavy), metals and metal fabrication, paper and packaging, plastics and synthetic material sectors.
Contact
575 Madison Avenue
Suite 1006
New York, NY 10022
United States
Primary contact
Neil Minihane Operating Partner [email protected]
General statistics
Target revenue Preferred Investment amount
$25M-$300M $30M
Recently closed investments
Name Deal type Deal date
Banker Steel Buyout/LBO Jul-2014
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Versa Capital Management Investor type: PE/Buyout | Year founded: 2004
Versa Capital Management is a private equity firm that seeks to invest middle market companies based in North America. The firm prefers to invest in companies with revenue of $50 million to $1 billion, enterprise value of $25 million to $500 million and ebidta of $10 million to $25 million.
Contact
Cira Centre, 2929 Arch Street
Suite 1800
Philadelphia, PA 19104
United States
+1 (215) 609 3400
Primary contact
Suzanne Yoon Managing Director of Transaction Development
+1 (312) 324-3609
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.4B 20 33 $50M-$1B $10M-$25M $5M-$100M
Recently closed investments
Name Deal type Deal date
United Knitting Buyout/LBO (Add-on) Sep-2015
Wet Seal Buyout/LBO Apr-2015
Niteo BLT Buyout/LBO (Add-on) Mar-2015
Sport Chalet Buyout/LBO (Add-on) Aug-2014
Bell and Howell PE Growth/Expansion Jun-2014
Most recent closed fund
Versa Capital Fund III
Type: Buyout
Size: $286M
Vintage: 2015
All investments by industry
23.8%52.4%
2.4%4.8%
9.5%7.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Victory Park Capital Investor type: Private Debt/Equity | Year founded: 2007
Victory Park Capital is a privately held registered investment advisory firm dedicated to alternative investing through the management of private investment funds. As specialists in non-traditional investments, the firm focuses on niche credit and private equity opportunities in both distressed and improving middle market companies across a diversified range of industries. The firm was founded in 2007 and is headquartered in Chicago, Illinois with additional resources in Boston, New York and San Francisco.
Contact
227 West Monroe Street
Suite 3900
Chicago, IL 60606
United States
+1 (312) 701-1777
Primary contact
Chad Peterson Principal [email protected]
+1 (312) 705-2785
General statistics
Active investments Total investments Target EBITDA Preferred Investment amount
45 77 $5M-$50M $5M-$100M
Recently closed investments
Name Deal date
Mi Pueblo & Cha-Cha Enterprises Feb 2014
Surefire Industries, LLC Feb 2014
Mediterranean Cuisine Holding Company, LLC Feb 2014
KBP Foods, Inc. Mar 2015
7710 Insurance Company Aug 2015
Most recent closed fund
VPC Special Opportunities Fund III
Type: Special Situations Credit
Size: $650M (Target)
Vintage: 2015
All investments by industry
20.8%18.8%
8.3%29.2%
2.1%18.8%
2.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
White Oak Global Advisors Investor type: Lender/Debt Provider | Year founded: 2007
White Oak is a registered investment advisor focused on direct lending and specialty finance that serves as an intermediary between companies that merit financing and investors that are seeking yield. White Oak specializes in financing solutions and advice to middle market businesses. The firm's debt capital supports a variety of growth, acquisition, and recapitalization needs. The firm has over 50 professionals and has underwritten over 80 loans with over $2 billion in loan volume. White Oak has financed businesses in all sectors with loan hold positions as small as $10 million and as large as $80 million. The firm is headquartered in San Francisco with additional offices in New York, Dallas and Denver.
Contact
3 Embarcadero Center
Suite 550
San Francisco, CA 94111
United States
+1 (415) 644-4100
Primary contact
Darius Mozaffarian Partner and Head of Originations [email protected]
+1 (415) 644-4140
General statistics
Assets under management Target EBITDA Preferred Investment amount
$360M $10M-$500M $10M-$80M
Recently closed investments
Name Deal type Deal date
KRD Trucking Debt Refinancing Nov-2014
VaultLogix Merger/Acquisition Oct-2014
Surf Airlines Early Stage VC (Series B1) Aug-2014
Northern Beef Packers Merger/Acquisition Dec-2013
All investments by industry
50.0%50.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Wingate Partners Investor type: PE/Buyout | Year founded: 1987
Wingate Partners is a private equity firm that holds controlling equity interests in manufacturing, distribution and service businesses, typically with revenues between $50 million and $250 million. The firm acquires businesses in three categories: under-performing companies, companies undergoing transition, or companies in out-of-favor or transitioning industries.
Contact
750 North Saint Paul Street
Suite 1200
Dallas, TX 75201
United States
+1 (214) 720-1313
Primary contact
Jason Reed Partner [email protected]
+1 (214) 720-1313
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$500M 13 39 $50M-$250M $-50M-$25M $10M-$40M
Recently closed investments
Name Deal type Deal date
Felts Oil Sales Buyout/LBO (Add-on) Jul-2015
The HC Companies Buyout/LBO (MBO) Feb-2015
Myers Industries (Lawn & Garden Group) Buyout/LBO Feb-2015
Clearwater Paper (specialty products business)
Buyout/LBO (Add-on) Dec-2014
Strata Worldwide Holdings Buyout/LBO (Secondary) Aug-2014
Most recent closed fund
Wingate Partners V
Type: Buyout
Size: $255M
Vintage: 2013
All investments by industry
46.7%24.4%
4.4%2.2%
4.4%17.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
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Wynnchurch Capital Investor type: PE/Buyout | Year founded: 1999
Wynnchurch Capital is a middle-market private equity investment firm focused on industrials. The firm invests in Aerospace & Defense, Automotive & Transportation, Building Products & Materials, Chemicals, Distribution & Logistics, Energy Services & Equipment, Industrial Products, Metals & Mining, and Paper & Packaging. The firm is headquartered in Rosemont, Illinois and was established in 1999.
Contact
6250 North River Road
Suite 10-100
Rosemont, IL 60018
United States
+1 (847) 604-6100
Primary contact
Duncan Bourne Managing Director [email protected]
+1 (847) 604-6104
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$2.3B 20 71 $75M-$1B $0M-$100M $5M-$200M
Recently closed investments
Name Deal type Deal date
Gypsum Technologies PE Growth/Expansion Oct-2015
Carson Air PE Growth/Expansion Oct-2015
U.S. Custom Fab Buyout/LBO (Add-on) Aug-2015
Latham Pool Products Buyout/LBO (Secondary) Aug-2015
Metalfit Buyout/LBO (Add-on) Jan-2015
Most recent closed fund
Wynnchurch Capital Partners IV
Type: Buyout
Size: $1.2B
All investments by industry
60.7%21.4%
2.4%7.1%
8.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
