Looking to acquire $3+ million EBITDA companies


I am looking to partner with people to acquire $3+ million EBITDA companies. We looked at 72 private deals by private companies 4q2020 in this report.

We are happy to share our research with possible co-investors and executives that have worked at prior company to develop a Management Buy-Out / Leverage Buy-Out strategy.
Babelfish Analytics
Nereid Therapeutics
TRUE – Property Insurance
Allonnia
DxLab
Sesh (Other Healthcare Technology Systems)
CoviCept Therapeutics
ZeroWall
Zluri
Queens Gaming Collective
PYM
Boost App
DiffZero
Soul Slice
Signal Cortex
Vigilant Response System
A2Z Business Consulting
Ablr.
Accel Club
Advanced Carbon Materials
AgroLink
AgTech Holdings (Cultivation Solutions)
Allied OMS
Ambient Photonics
ARM Resource Partners
Azoole
Remaining of 70+ deals
Continue reading “Looking to acquire $3+ million EBITDA companies”

MERGERS The Capitalization Report v21.01.19


KEYWORDS: Concho Resources, Massmutual Retirement Services, Husky Energy, Voya Financial, Novasep Belgium, AstraZeneca, Arbonia, Cimatron

This report is still in beta testing as we attempt to provide data and research with the goal of accredited investors networking with members of the RHC family of funds for sharing deal flow and co-investing. Contact JD Morris for introduction to RHC funds and their limited partners via LinkedIn. URL: https://www.linkedin.com/in/admin4jdm/

SUMMARY: SUMMARY: Our research from Pitchbook shows 203 companies did 203 deals with 210 investors resulting already in 2021 over 150 exits (162 as of today) with $26.55 capital invested. Again, we are happy to share our research and deal flow with accredited investors. #mergers #mergersandacquistions #exit

99 DEALS IN 2021 AS OF JANUARY 19, 2021

Concho ResourcesThe company was acquired by ConocoPhillips (NYS: COP) for $9.7 billion on January 15, 2021. The transaction combines two high-quality industry leaders to create a company with an approximately $60 billion enterprise value. The company is no longer actively tracked by PitchBook.
BP (Global Petrochemicals Business)The Global Petrochemical Business of BP (LON: BP) was acquired by INEOS Group for $5 billion on January 1, 2021. This transaction will further strengthen BP’s balance sheet and deliver its target for agreed divestments a year earlier than originally scheduled. The business unit is no longer actively tracked by PitchBook.
Massmutual Retirement ServicesThe company, a subsidiary of Massmutual Financial Group, was acquired by Empower Retirement, a subsidiary of Great-West Lifeco (TSE: GWO) for approximately $3.35 billion on January 4, 2021. The company is no longer actively tracked by PitchBook.
Husky EnergyThe company was acquired by Cenovus Energy (TSE: CVE) for CAD 3.8 billion on January 4, 2021. The acquisition creates Canada’s third-largest crude oil and natural gas producer, based on total company production, with about 750,000 barrels of oil equivalent per day of low-cost oil and natural gas production. The company is no longer actively tracked by PitchBook.
Voya Financial (Life In-force Business)The individual life in-force business of Voya Financial was acquired by Resolution Life, via its financial sponsors Temasek Holdings, JPMorgan Chase, Helix Equities, Kohlberg Kravis Roberts and Universities Superannuation Scheme, through a $1.5 billion LBO on January 4, 2021. The transaction provides Resolution Life with a strong platform to capitalize on future growth opportunities in the US market and diversify its risk profile against the Resolution Australasia and Resolution Re liabilities.
Novasep BelgiumThe company was acquired by Thermo Fisher Scientific (NYS: TMO) for $879.72 million on January 15, 2021. The acquisition will help strengthen the medical device maker’s position in the fast-growing field of gene therapy manufacturing. The company is no longer actively tracked by PitchBook.
Kuehne + Nagel (UK Contract Logistics Portfolio)The UK contract logistics portfolio business of Kuehne + Nagel was acquired by XPO Logistics for GBP 500 million on January 4, 2021. The business division is no longer actively tracked by PitchBook.
AstraZeneca (Commercial Rights of Atacand and Atacand Plus)The commercial rights for Atacand and Atacand Plus heart drugs of AstraZeneca PLC (LON: AZN) were acquired by Cheplapharm for $400 million on January 4, 2021. The asset is no longer actively tracked by PitchBook.
Arbonia (Windows Business)The Windows Business of Arbonia (SWX: ARBN) was acquired by Dovista Group for CHF 350 million on January 9, 2021. The acquisition supports Dovista Group in gaining access to the Central European markets of Switzerland, Germany, Poland, and Slovakia. The business unit is no longer actively tracked by PitchBook.
Integra LifeSciences (Extremity orthopedic business)The Extremity orthopedic business of Integra LifeSciences (NAS: IART) was acquired by Smith & Nephew (LON: SN.) for $240 million on January 4, 2021. This transaction will increase Integra LifeSciences’ focus on neurosurgery, surgical instrumentation and regenerative medicine. The business division is no longer actively tracked by PitchBook.
NAL ResourcesThe company, a subsidiary of Manulife (TSE : MFC), was acquired by Whitecap Resources (TSE: WCP) for CAD 155 million on January 4, 2020. The acquisition will position Whitecap to further advance its internal opportunities, as well as its ability to selectively consolidate high-quality assets in core areas of operation. The company is no longer actively tracked by PitchBook.
RUTGERS PolymersThe companies were acquired by Cyalume Technologies, via its financial sponsor Arsenal Capital Partners, through an Rs. 6374 million LBO on January 1, 2021. Cyalume Technologies acquired RUTGERS Polymers, Canada for Rs 5737 million and Handy Chemicals for Rs 637 million. The companies are no longer actively tracked by PitchBook.
CimatronThe company, a subsidiary of 3D Systems, was acquired by SigmaTEK Systems, via its financial sponsor Battery Ventures, through an estimated $64.2 million LBO on January 1, 2021. Using a portion of the proceeds from the sale, 3D Systems paid off approximately $21 million of outstanding balances under its senior secured term loan facility. The company is no longer actively tracked by PitchBook.
InterEnergy Holdings (Matafongo Project)The Matafongo Project of Inveravante was acquired by Grupo Popular and InterEnergy Holdings, via its financial sponsors Barings, IFC Asset Management Company and Portland Private Equity through a $52 million LBO on January 10, 2021. The project is no longer actively tracked by PitchBook.
Analytical TechnologyThe company, a subsidiary of Thermo Electron, was acquired by Badger Meter (NYS: BMI) for $44 million on January 8, 2021.
HC2 Station Group (Four Television Stations in Dallas, Houston and Phoenix)Four Television Stations of HC2 Station Group, a subsidiary of HC2 Broadcasting Holdings, were acquired by an undisclosed investor for $35 million on January 4, 2021. The proceeds from the transaction will help HC2 Broadcasting in reducing its debt. The assets are no longer actively tracked by PitchBook.
Mezon RetailThe retail broadband and internet protocol television (IPTV) business of Telecentras was acquired by Bite Lietuva, via its financial sponsor Providence Equity Partners, through an estimated EUR 20 million LBO on January 4, 2021. The business unit is no longer actively tracked by PitchBook.
Kleo PharmaceuticalsThe company was acquired by Biohaven Pharmaceutical (NYS: BHVN) for $20 million on January 7, 2021, putting the company’s pre-money valuation at $270 million. Previously, the company received $5 million of grant funding from Bill & Melinda Gates Foundation on July 8, 2020.
The QuadrantThe Quadrant was acquired by Kadans Science Partner, via its financial sponsor Oaktree Capital Management, through a GBP 13 million LBO on January 12, 2021. The asset is no longer actively tracked by PitchBook.
Mallee Bull ProjectThe Mallee Bull Project was acquired by Peel Mining (ASX:PEX) for an undisclosed amount on January 6, 2021. The asset is no longer actively tracked by PitchBook.
Osmotica Pharmaceuticals (OSMOLEX ER)The Osmolex ER brand of Osmotica Pharmaceutical was acquired by Adamas Pharmaceuticals for EUR 7.5 million on January 5, 2021. The acquisition will help Adamas Pharmaceuticals in broadening its presence in neurology and its ability to serve more patients. The asset is no longer actively tracked by PitchBook.
REMAINING 99 DEALS
Continue reading “MERGERS The Capitalization Report v21.01.19”

BETA: The Capitalization Report v21.01.18 VC Financial Software


KEY WORDS: Checkout.comSocial Finance, BlendCreditasMoov FinancialMonzo, Hanaco, PayPal Ventures, Whale Rock, SchonfeldNEA, Insight Venture Partners, Acrew,

NOTE: We are happy to share our research and deal flow with accredited invetors. Contact JD Morris via LinkedIn at https://www.linkedin.com/in/admin4jdm/

Financial Software Investment by VC (last 90 days)

Checkout.com, a London-based Connected Payments solutions provider, closed a $450m Series C funding round

Blend, a San Francisco, CA-based provider of digital lending solutions, secured $75m in Series F funding

Rapyd,  a London, UK- and Mountain View, CA-based Fintech as a Service company, raised $300m in Series D financing led by Coatue. Investors including Spark Capital, Avid Ventures, FJ Labs, and Latitude also joined the round. Some 30% to 40% of those proceeds, says CEO Arik Shtilman, will go toward mergers and acquisitions. 

Accredited investors only, please feel free to contact JD Morris via LinkedIn for more information. URL: https://www.linkedin.com/in/admin4jdm/

FULL LIST OF 300+ DEALS

Checkout.com450.00Actual
Blend (Financial Software)300.00Actual
Rapyd300.00Actual
Mynt175.00Actual
Divvy165.00Actual
Paxos142.00Actual
Mambu133.97Actual
Lydia Solutions131.00Actual
Addepar117.00Actual
Lendify115.00Actual
SimpleNexus108.00Actual
NOTE: We are happy to share our research and deal flow with accredited invetors. Contact JD Morris via LinkedIn at https://www.linkedin.com/in/admin4jdm/

Click more to see other 300+ deals
Continue reading “BETA: The Capitalization Report v21.01.18 VC Financial Software”

BETA The Capitalization Report v21.01.14 FinTech


KEYWORDS: Checkout.com, Social Finance, Blend, Creditas, Moov Financial, Monzo, Hanaco, PayPal Ventures, Whale Rock, SchonfeldNEA, Insight Venture Partners, Acrew,

FINTECH PITCHBOOK

Checkout.com, a London-based Connected Payments solutions provider, closed a $450m Series C funding round

Social Finance, Inc. (SoFi), a next-generation financial services platform, has entered into a definitive agreement with Social Capital Hedosophia Holdings Corp. V (“SCH”) (NYSE: IPOE), a publicly traded special purpose acquisition company founded by CEO Chamath Palihapitiya, to bring a major consumer-focused financial technology business to the public markets

Blend, a San Francisco, CA-based provider of digital lending solutions, secured $75m in Series F funding

Creditas, a São Paulo, Brazil-based digital secured lending platform, raised USD$231m in Series D funding

Accredited investors only, please feel free to contact JD Morris via LinkedIn for more information. URL: https://www.linkedin.com/in/admin4jdm/

OTHER RECENT FINTECH DEALS

Self Financial, an Austin, Texas-based fintech startup enabling consumers to build credit and savings, closed a $40m round of Series D financing

Moov Financial, a Cedar Falls, Iowa-based fintech company, raised $27M in Series A funding

EarlyBird, a Chicago, IL-based fintech gifting platform, raised $2.4M in financing

Monzo, the U.K.-based challenger bank, raised £60 million ($81 million). Investors included Novator, Kaiser, TED Global, and Goodwater.

Divvy, a Draper, Ut.-based corporate spend management company, raised $165 million at a valuation of $1.6 billion. Investors included Hanaco, PayPal Ventures, Whale Rock, SchonfeldNEA, Insight Venture Partners, Acrew, and Pelion.

Paxos, a New York-based financial technology company offering a blockchain-powered trust, raised $65 million in Series B funding. Investors include Liberty City Ventures, RRE Ventures, and Jay Jordan.

Oscar, a New York-based direct-to-consumer health insurance company, raised $225 million in funding round. Investors include Alphabet, General Catalyst, Khosla Ventures, LakestarThrive Capital, and new investors Baillie Gifford and Coatue.

SimpleNexus, a Lehi, Ut.-based home sale and mortgage platform, raised $108 million in Series B funding. Insight Partners led the round.

Accredited investors only, please feel free to contact JD Morris via LinkedIn for more information. URL: https://www.linkedin.com/in/admin4jdm/

LIST OF ALL DEALS LAST 30 DAYS (PITCHBOOK)

Again, Accredited investors only, please feel free to contact JD Morris via LinkedIn for more information. URL: https://www.linkedin.com/in/admin4jdm/

Checkout.com (Raised $450 million)
SoFi (company is profitabkle)
Blend (Financial Software raised date $3,668,840,000))
Creditas
Mynt
Monzo
Divvy
Paxos
Oscar
Mambu
Lydia Solutions
SimpleNexus
Momo (Financial Software)
Curve
GoCardless
Clark (Other Insurance)
Brighte
Yitaocar
Bolt Financial
Bestow
Public.com
CAIS Capital
Vise
Self Financial
Neo (Financial Software)
Modern Treasury
Blue Sage Solutions
Provide
Bibit
Ramp (Financial Software)
Zilch
Five Degrees
Ajaib Group
Hokan (Business Productivity Software)
Neat Capital
SEBA Bank
Zerone (Financial Software)
Taxdoo
Alami
Narmi
Pennylane
HQLAx
Oxygen
Rialtic
CoinSwitch Kuber
ZipLoan
GovInvest
Conio
Imprint Payments
CoinDCX
RecVue
Capitalize ( Other Financial Services)
Finja (Financial Software)
Math Wallet
BukuKas
Gig Wage
Meixin Global
Nayya
Rain (Financial Software)
PolySign
CloudZero
AcceleCom
Atomic FI
YieldX
Beforepay
Norwegian Block Exchange
B3i Services
CarPay
Zipmex
Investify
AlgoTrader
Nomad (Financial Software)
LedgerX
SMEO
Neufund
Bonfida
M1xchange
Starship (Financial Software)
Incapture Technologies
Squidpay
TradeUp
Envel
Phi Commerce
Vestrata
Qoins
InvestSuite
PredictAP
Loop (Automotive Insurance)
Topl
Jassby
PRIVI Protocol
Qoyod
Verify4
EverSource Wealth Advisors
SnapAP
Umba
APIBank
JustUs
Biconomy
MoCaFi
Holcomb Bank
Loopa
PrefLogic
Safello
b.fine
Gr4vy
Willow (Real Estate Services)
Cassbana
Finalytix
OnePipe
Zeepay
Income Lab
Freyda
Aura Cloud
BusyKid
Euler XYZ
Criptan
Coinrule
RealKey
Brickowner
Harvest Savings & Wealth Technologies
Stairwage
AirTM
Nearpay
Gappify
PayVeris
Micronotes
Pocketnest
Finsall
Predictive Trading Systems
Hakki Africa
Dreamr
Cwallet
Dintero
Run Pricing Tests
GloveBox
Canopy (Insurance)
MoneyAbility
VWR Capital
Guiide
Vestigia
OSYTE
ZSuite Technologies
PayHippo
WalletFlo
Altruist
Beta Data
Betterway (Financial Software)
Bizzi
BLUE
Brightflow AI
CIAS(China)
Elifinty
Ethic
FalconX
Fanvest Wagering Exchange
Funding Societies
Givelist
Groundspeed Analytics
Humn.ai
Indicina (Financial Software)
Kiddie Kredit
Leapstack
Linear Finance
Linqpal
Makila (IT Consulting and Outsourcing)
Memect
MHub
MioTech
Qapital
RAI FInance
Selma Finance
Stockbit
TaxBit
Taxy.io
Vesttoo

Accredited investors only, please feel free to contact JD Morris via LinkedIn for more information. URL: https://www.linkedin.com/in/admin4jdm/

BETA The Capitalization Report v21.01.08 FinTech


FinTech continues to show substantial financing at the end of 2020. We are happy to share our deal flow (2 excellent investment in 2020 in FinTech) as well as research with accredited investors (& other qualified investment entities).

Again happy to share our complete research and deal flow with accredited investors and here is a list of FinTech deals completed December of 2020.

Mambu ($2+ billion valuation)
Creditas ($1.75 billion valuation)
Divvy ($1.6 billion valuation)
Monzo ($1.6 billion valuation)
Bolt Financial
Brighte
GoCardless
Tink (Financial Software)
Squire Technologies
B3i Services
Upvest
Investify
Dintero
Coinrule
Crowd Data Systems
Guiide
AcceleCom
AirTM
AlgoTrader
Atomic FI
Aura Cloud
Banjo (Specialized Finance)
Bestow
Bibit
Bit4You
BITE Alternative Investments
Bitso
BLUE
Boast.AI
Bonfida
Brickowner
BusyKid
CAIS Capital
Canopy (Insurance)
Capitalize ( Other Financial Services)
CarPay
CHAI (Financial Software)
CIAS(China)
CloudZero
CoinDCX
Conio
Criptan
Elifinty
Envel
Euler XYZ
EverSource Wealth Advisors
FalconX
Fanvest Wagering Exchange
Finalytix
Finja (Financial Software)
Finsall
Five Degrees
Funding Societies
Givelist
GloveBox
Gr4vy
Groundspeed Analytics
Hakki Africa
Harvest Savings & Wealth Technologies
Hokan (Business Productivity Software)
Incapture Technologies
Income Lab
Indicina (Financial Software)
Instant Factoring
InvestSuite
iraLogix
Kiddie Kredit
LeafLink
Leapstack
LedgerX
Linear Finance
Loopa
Lydia Solutions
M1xchange
Makila (IT Consulting and Outsourcing)
Math Wallet
Medxoom
Meixin Global
Memect
Metechi
Micronotes
MoneyAbility
Narmi
Nearpay
Neo (Financial Software)
Neufund
Newchip
OpenFin
Oscar
OSYTE
Oxygen
Pampadu
Paxos
PayVeris
Pennylane
Phi Commerce
Provide
Public.com
Qoyod
RAI FInance
Rain (Financial Software)
Ramp (Financial Software)
RealKey
RecVue
Rialtic
Run Pricing Tests
SEBA Bank
Self Financial
Selma Finance
SimpleNexus
SMEO
SnapAP
Squidpay
Stairwage
Starship (Financial Software)
Taxdoo
Topl
TradeUp
Umba
Vestigia
Vestrata
Vesttoo
Vise
VWR Capital
WalletFlo
Willow (Real Estate Services)
YieldX
Yitaocar
Yrefy
Zeepay
Zerone (Financial Software)
Zilch
ZipLoan
ZSuite Technologies

BETA The Capitalization Report v21.01.07 Reblog – 10 standout Europen deals that shaped 2020 by Pitchbook


RHC family of funds is happy to share data and research with accredited invetors. Contact JD Morris via this on LinkedIn: https://www.linkedin.com/in/admin4jdm/

KEYWORDS: Worldline,  Ingenico, Nexi, Takeaway.com, eBay, Thyssenkrupp, Advent International, Cinven, Liberty Steel, KKR, Viridor, Pennon, SoftBank, Arm, Nvidia, WeWork, Borsa Italiana, Refinitiv,  Deutsche Boerse, Six, RSA Group, Intact Financial, Tryg, Bain Capital, Ellie Mae, Walmart,  Asda,  Sainsbury‘s,  Apollo Global Management, Lone Star, TDR Capital, G4S, GardaWorld,

REBLOG PITCHBOOK

Clearly, 2020 was never going to be a normal year for M&A activity in the face of a global pandemic. Nevertheless, there have been some standout transactions. When it comes to deals worth $5 billion or more, activity has been decidedly lumpy this year, with a notable fallow period between March and September. Many of the major deals in the year’s cohort speak to broader economic and industry trends—not all of them COVID-related. This list, while not comprehensive, looks at some of the key European themes at play over the past 12 months.

Last-minute deliveries

Takeaway.com secured its £6 billion (around $7.9 billion) acquisition of its rival Just Eat in January, following prolonged bidding with rival suitor Prosus that had begun the previous July with Takeaway’s initial bid. The deal, which created the continent’s largest food delivery company, got the final nod from regulators in April. It was a bitter loss for Prosus, which made three separate cash offers before it had to concede defeat. The Dutch-listed tech company was also beaten to the punch by Norway’s Adevinta in July when it had tried to buy eBay‘s classifieds unit in what was eventually a $9 billion deal.

Payments giants

French payments company Worldline agreed to buy its rival Ingenico without too much fanfare in February. The €7.8 billion (around $9.5 billion) deal, which created the fourth-largest payment services provider in the world, was one of the last major European deals to be announced before the pandemic forced widespread lockdowns. The deal closed in October, and just a month later, Italian digital payments company Nexi, itself the product of several mergers, agreed to buys its Danish rival Nets in another €7.8 billion deal.

Link to Article: https://pitchbook.com/news/articles/10-standout-european-deals-that-shaped-2020

BETA The Capitalization Report v21.01.05 FinTech & DeFi


KEYWORDS: Narmi, Finja, Atomic FI, Envel, Qoyod, Income Lab, Hakki Africa, MoneyAbility, OrthoBanc, Decentralized Finance, DeFi, FinTech

EDITORS NOTE: We continue to provide data and information in different formats. We welcome your feedback. For full information on these deals contact JD Morris via LinkedIn.

RECENT FINTECH DEALS

NarmiThe company raised $19.17 million of venture funding from undisclosed investors on December 31, 2020.
Finja (Financial Software)The company raised $12 million of Series A1 venture funding from Investment Capital Ukraine, VEF and Quona Capital on December 29, 2020. BEENEXT (Singapore) and Gray Mackenzie Engineering Services also participated in the round. Out of the total funding, $3 million was raised in the form of convertible debt and subsequently converted to equity. The funding raised will be used to rapidly scaleup and create an unprecedented impact in the industry.
Atomic FIThe company raised $7 million of convertible debt financing from undisclosed investors on December 29, 2020. Previously, the company raised $5.91 million of seed funding through a combination of Seed Plus-1 and Seed Plus-2 from Core Innovation Capital and other undisclosed investors on July 6, 2020, putting the company’s pre-money valuation at $15 million.
Starship (Financial Software)The company raised $4.3 million of venture funding from undisclosed investors on December 29, 2020.
EnvelThe company raised $4 million of seed funding in the form of convertible debt in a deal led by Paul Pagnato alongside 10 other investors on December 31, 2020.. And also the company is in the process of raising $50,000 of equity crowdfunding via Wefunder in the form of convertible debt as of November 20, 2020. It plans to close the round on March 18, 2021.
QoyodThe company raised $2.1 million of Series A venture funding in a deal led by Merak Capital on December 29, 2020. Other undisclosed investors also participated in the round.
Verify4The company is in the process of raising seed2 funding in 2021. Previously, the company raised $2.01 million of seed1 funding from undisclosed investors on December 31, 2020. The company is being actively tracked by PitchBook
Income LabThe company raised $919,995 of angel funding from undisclosed investors on December 29, 2020.
RealKeyThe company raised $675,000 of convertible debt financing from undisclosed investors on December 29, 2020.
Hakki AfricaThe company raised JPY 30 million of seed funding from Fals Co. Ltd on December 29, 2020. The company will use this fund to finance used car finance for taxi drivers, which is a rapidly growing business.
MoneyAbilityThe company raised $124,000 of angel funding from undisclosed investors on December 31, 2020.
Luxor TechnologyThe company received $100,000 of financing from Routemaster Capital (TSX: RM) on December 29, 2020. Routemaster has the right to invest an additional $200,000 into the company.
FICThe company is no longer in business as of January 1, 2021. The company is no longer actively tracked by PitchBook.
Neotic (Financial Software)The company is no longer actively in business as of January 1, 2021. The company is no longer tracked by PitchBook.
OrthoBancThe company was acquired by OrthoFi, via its financial sponsors Accel-KKR and Boathouse Capital, through an LBO on December 31, 2020 for an undisclosed sum.
PERACSThe company was acquired by MJ Hudson (LON: MJH) for an undisclosed amount on December 30, 2020.

SIX MONTH OVERVIEW DECENTRALIZED FINANCE

Growth Metrick places 74 deals (100% YoY) with $269.11 million capital invested (140.04% Yoy) with average age of company being 1.7 years (.6 years between deals).

Decentralized Finance (DeFi) encompasses conventional financial tools and services built on blockchain. DeFi is offered on open protocols and decentralized networks, enabling users to be custodians of their own assets. Companies in this space develop open lending protocols, issuance & investing platforms, decentralized prediction markets and other blockchain-based alternatives to traditional finance.