Pipeline – Private Equity 18-03-24

Growth capital and private equity

Advertisements

“The Future will not just happen, you make it happen!”

Again this is just a fun BETA blog website with a few goals.  Our main goal is networking for results!  Our motto is “Say Provocative statements that intelligent people argue about fast without dotting your I’s and crossing your T’s. As life is all about fun and results!” – JD Morris

Here are a few deals that closed of interest that our Senior Executive Advisors can help provide.

• The Riverside Company acquired Safety First Contracting, a Canada-based provider of traffic management solutions for utilities, utility contractors and telecommunication companies, as an add-on for its Area Wide Protective platform. Financial terms weren’t disclosed.

• Eckhart, a portfolio company of LFM Capital, acquired Logic Plus, a Reed City, Mich.-based electrical controls and automation company. Financial terms weren’t disclosed.

• Harvey Building Products, a portfolio company of Dunes Point Capital, acquired Thermo-Tech Windows & Doors, a Sauk Rapids, Minn.-based maker of new and replacement windows and doors. Financial terms weren’t disclosed.

• GrayMatter, a portfolio company of Hamilton Robinson Capital Partners, acquired Technical Marketing Manufacturing, Inca Denver, Colo.-based supplier of electrical control equipment and software.

• Entertainment Studios acquired the Weather Group, parent company of the Weather Channel television network and Local Now streaming service. The sellers were Blackstone, Bain Capital and Comcast/NBC Universal. Financial terms weren’t disclosed.

Talk with our senior executive advisors (SEA) that can help you explore options.

Happy Networking and Investing,

 

JD Morris

Investor Network by JD

Organizational Ineria & Pipeline 2017-11-09


All Organizations need a discipline that makes them face up to reality. Leaders fail to update and revise their understanding of a situation when that situation changes, a phenomenon that acts as a psychological barrier to organizational change.

ACTION: Talk to an independent advisor or better have an independent board of directors vs. yes men! – JD Morris

Our Senior Executive Advisers through riseSEA can make you face reality and help you plan your future.  Contact Victoria at INFO@RedHookCapital.co for your strategy session.

JPG. OF THE DAY

Organizational+Inertia

PIPELINE

  • Warburg Pincus acquired a stake in Cyrena McLean, Va.-based internet security-as-a-service provider, for about $19.6 million (IN know Warburg Pincus);
  •  Advent International and Bain Capital are among bidders looking to invest in BS Payone GmbH, a Germany-based payments company, according to The Wall Street Journal. (IN knows Advent and Bain);
  • Quidd, a New York City-based digital goods startup, raised $13 million in Series A funding. Sequoia Capital led the round. (IN know Sequoia);
  • NeuVector, a Milpitas, Calif.-based container firewall company, raised $7 million in Series A funding. Hummer Winblad Venture Partners led the round. (IN know Winbal);
  • Equalum, a Silicon Valley and Tel Aviv-based provider of an enterprise data beaming platform, raised $5 million in Series A funding. Investors include Innovation Endeavors and GE Ventures. (IN know GE);
  • MyMusicTaste, a South Korea-based fan-initiated concert making platform for music artists, raised $11 million in Series C funding, according to TechCrunch. KTB Network led the round, and was joined by investors. Including Stonebridge and Yellow Dog. Softbank Ventures Korea, Samsung Venture Investment Corporation, Formation 8, Bokwang Investment and Golden Gate Ventures also participated.  (IN know Softbank);

DISCLAIMER:  This information is provided by AP, Bloomberg, Forbes, Fortune,  preqin, Reuters, TechCrunch, VentureBeat, Wall Street Journal (WSJ), and other 3rd party sources.  Please check with the company website as this a beta blog and will not be updated.

Investor Network by JD

The Investor Network Team

 

 

Pipeline – Identifying the Future 2017-11-07


“The import thing is to identify the “future that already happen.”” – Peter

BOTTOMLINE:  Identify the major trends in your market that have already appeared.  What is the likely longevity and impact on your life and organization?

Our motto is “Say Provocative statements that intelligent people argue about fast without dotting your i’s and crossing your t’s. As life is all about fun and results!” – JD Morris

Futre past present

PIPELINE

Jitterbit, an Alameda, Calif.-based API transformation company,  raised $25 million in Series C funding. KKR led the round. (IN knows KKR)

CargoX, a Brazil-based technology company that offers trucking services for corporations, raised $20 million in Series C funding. Goldman Sachs led the round, and was joined by investors including George Soros, Qualcomm Ventures, Agility Logistics, Valor Capital Group and Oscar Salazar. (IN knows Qualcomm Ventures)

Optibus, an Israel-based provider of real-time operations and planning for city-wide mass transportation, raised $12 million in Series A funding. Pitango led the round, and was joined by investors including Verizon Ventures and Sir Ronald Cohen. (IN knows Verizon Ventures)

Madison Dearborn Partners agreed to acquire a majority stake in AmTrust Financial Services’ U.S-based fee businesses. The enterprise value of the deal is $1.15 billion. At the closing, AmTrust, a multinational insurance holding company, will receive gross cash proceeds of about $950 million and retain a 49% stake in the business. (IN knows Madison Dearboard Partners)

Investor Network is partnering with riseSEA has access to who is who leaders that know private equity, venture capital, and who-is-who in the world.  Contact Victoria at INFO@RedHookCapital.co for your strategy session.

DISCLAIMER:  This information is provided by AP, Bloomberg, Forbes, Fortune,  preqin, Reuters, TechCrunch, VentureBeat, Wall Street Journal (WSJ), and other 3rd party sources.  Please check with the company website as this a beta blog and will not be updated.

Happy Investing and Networking,

The Investor Network Team

Investor Network by JD

 

 

 

IN Deck – The Long Blog Post


I have moved to short posting on LinkedIn and when I have time post here.  The beta blog is more of what I call a “Brain Dump” and it is a “BETA” blog.

Here is where the short blog is posted:  https://www.linkedin.com/in/jdmorris

FROM LINKEDIN:

QUOTE #1: If you have EBITDA it will be an amazing adventure, and if your are positioned for amazing growth we will help find that amazing adventure! – JD

What is on Deck at Investor Network by JD (Brain Trust with 40+ advisors)

1) Getting a PPM on amazing new credit card technology (family that invented the strip on credit card has a lives amazing life here in San Diego and hope this is another game changer);

2) EBITDA compay that import woods (might be a fit for another consolidation play);

3) EBITDA mobile reseller (hard to sell, but their is debt and some investors for this space);

4) GoToWebinar like company with EBITDA

We have a brain trust of amazing advisers (working on cool buzz word) to help you with deals. I am re-using an old video today and also below is fun .JPG with another JD buzz word!

VIDEO:

URL: https://www.youtube.com/watch?v=5ML-JYXfZpE&t=50s

COOL .JPG

1-2-3-dr-who

MORE COME AS TIME ALLOWS!

PIPELINE – Unicorn Plays – case of AppLovin


Again this is a beta blog with goal of people taking action or reaction. It going to take time to find our sweet spot and hire professional staff (i.e. no crossing Ts today).

WHAT IS HOT

Short and to the point!  I have an amazing opportunity for accredited investors.  What I call a mini-Unicorn!  If you wish you had been in eBay, Waze, or tons of other amazing deals, let us talk or setup Join.me meeting!  This is for accredited investors or self direct IRAs only.

COOL PDF

Unicorn deals are down, but it is an election year!  2017 is going to be amazing! What Unicorn do you see in the near future?  San Francisco-based AppLovin is a new kind of Unicorn done the way all founders love!

CB Unicorn

PIPLEINE

• Abraaj Group has acquired a “significant minority stake” in Capa de Ozono, a Mexican fashion footwear company. No financial terms were disclosed.www.abraaj.com

• CVC Capital Partners has acquired Logen Group, a South Korean parcel delivery business, from Baring Private Equity Asia. No financial terms were disclosed, but local media reports suggest around a $300 million purchase price. Losing bidders included Affinity Equity Partners and The Carlyle Group. Read more.

• Equistone Partners Europe has acquired a majority stake in D3T Distribution, a French online retailer of motorcycle accessories and clothing, from Inspirational Stores. No financial terms were disclosed, except that D3T generated around €38 million in revenue during its most recent fiscal year.www.equistonepe.com

• Permira is among the five bidders for the share registry business of Hong Kong-based Bank of East Asia, which is under pressure from activist investor Elliott Management, according to Reuters. The deal could be valued at around $800 million. Read more.

• Vista Equity Partners has agreed to acquire GovDelivery, a St. Paul, Min.-based digital communication platform for government, for $153 million.www.govdelivery.com

LET US TALK

We have builder closeouts, new development deals, vacation homes, and other interesting strategies for real estate.  You are can signup for one of our Webinars, but Skype or Join.me strategy session will provide you amazing results.  Text JD Morris at +1 858-869-9483 anytime.

Happy Networking and Investing,

JD Morris

JD Morris

Join me on LinkedIn https://www.linkedin.com/in/jdmorris

Disclaimer: Investor Network by JD is a  “raw” blog with no time to cross Ts!  We provide ideas and data to provoke action or conversation.  This is not a polished blog posting, but posting to start conversation! Information is from the Associated Press, Bloomberg, CB Insights, Forbes, Reuters, Wall Street Journal, or other 3rd party sources.  Always double check facts from the source and not a 3rd party sources such as our blog or even AP.

 

 

EBITDA Pipeline – Surveying EBITDA Business Owners


Investor Network by JD (A raw blog with facts and no time to cross Ts!)

WHAT IS HOT

We are conducting a survey with business owners of EBITDA companies. Our goal is to produce a Webinar series and other educational resources to address their major concerns. From growth to exit as well as their personal life.  Contact JD via text at +1 858-869-9483 or JD@RedHookCapital.co anytime.

COOL IMAGES

Always cool to see exit image even if it is based on VC back exits!

exit

NETWORKING THIS WEEK

We are focusing on almost all EBITDA companies because we provide referrals to other investors.  Today we cove some of our focused areas in specialty manufacturing and industrial technology:

  • Test & measurement
  • Flow & process control
  • Instrumentation & sensors
  • Connectivity
  • Filtration (liquids)
  • Other high value-added niche manufacturing segments Consumer Products and Services

Again, the key is a company that needs growth capital or possible consolidation play based on few high margin products for the cornerstone of the consolidation company.  I call it the cake and frosting play (i.e. high margins = frosting).

Referrals are always welcome for growth capital, consolidation, or strategy session for few hours or few days!  Text JD Morris at +1 858-869-9483

DEAL PIPELINE

Here is a list of deals based on sales, closings, IPOs, and more!  Please always check with the website of the company or investor as this information is from the Associated Press, Bloomberg, CB Insights, Forbes, Reuters, Wall Street Journal, or other 3rd party sources.  These deals are picked because one of our advisors is an expert in the space.  Here is the Pipeline:

AC Immune SA, a Swiss biopharma company focused on developing treatments for neurodegenerative diseases associated with protein misfolding, raised $66 million in its IPO. The company priced 6 million shares at $11 per share (low end of $11-$13 range), for an initial market cap of around $609 million. It will trade on the Nasdaq under ticker symbol ACIU, while Credit Suisse, Jefferies and Leerink Partners served as underwriters. Shareholders include Dievini Hopp BioTech (37.7% pre-IPO stake). www.acimmune.com

Accruent, an Austin, Texas-based provider of real estate, facilities and asset management software, has acquired Verisae Inc., a Minneapolis-based provider of IoT cloud software that that connect facilities and assets to maintenance and service networks. No financial terms were disclosed. Accruent is a portfolio company of Genstar Capital, while Verisae had been backed by Marlin Equity Partners.www.accruent.com

Advent International is the leading bidder for Morpho, the biometric security unit of Safran SA (Paris: SAF), with an offer of around $2.7 billion, according to Bloomberg. Rival bidders include Gemalto NV and unidentified buyout firms (we are not acquiring them).

Apple (Nasdaq: AAPL) has acquired India-based machining learning startup Tuplejump for an undisclosed amount.  More via TechCrunch!

Hill-Rom (NYSE: HRC) has acquired Tridien Medical, a Coral Springs, Fla.-based maker of patient positioning and other medical devices, from Compass Diversified Holdings for an undisclosed amount. www.tridien.com

LET US TALK

I would enjoy speaking with anyone about commercial or residential plays!  We are making a commercial map, but for residential the below works!

Accruent, provider of real estate, facilities and asset management software, has acquired Verisae Inc. continues to show that real estate is a hot space.  Residential is booming with Unicorns.  Commercial is ripe!

Contact JD Morris via text at +1 858-869-9483 to talk strategy, growth capital, or exit anytime!

REAL ESTATE cbiNSIGHT

Happy Networking and Investing,

JD Morris

JD Morris

https://www.linkedin.com/in/jdmorris

Investor Network by JD

Pipeline PEG and little beer talk!


beer-market-share

Still looking for that dream investment in the next Fat Tire Amber Ale, Sierra Nevada, or Samuel Adams.  Samuel Adams had the coolest IPO with option to buy pre-IPO through offer found in their 12 packs!  Wish I would invested in Samel Adams pre-IPO offering to its buyers.  Referral to all owners of beer companies is welcome as it is a hot space and I have friends ready to write a $100,000 to $50 million check!  Just text JD at +1 858-869-9483.

Happy to talk on the phone or grab a beer at La Costa Resort anytime to talk growth strategies, growth capital, or M&A anytime should you have EBITDA referrals.

THE PIPELINE

Today’s Pipeline is activity in the private equity space and is follows:

A-1 Machine Manufacturing Inc., a Santa Clara, Calif.-based maker of machines components and systems for the flat-panel display and semiconductor equipment markets, has raised an undisclosed amount of funding from Graycliff Partners. www.graycliffpartners.com  (Would love this referral)

• Area Wide Protective, a Kent, Ohio-based portfolio company of The Riverside Company, has acquired All State Traffic Control, a Bristol, Conn.-based provider of flagging services to utilities, utility contractors and roadway maintenance and repair customers in the Northeast. No financial terms were disclosed.www.awptrafficsafety.com

• Charme Capital Partners has acquired a majority stake in JD Classics, a UK-based restorer and retailer of premium classic road and race cars. No financial termswere disclosed. www.jdclassics.co.uk

• China Everbright Ltd. and IDG Capital Partners have acquired a control stake in China-based arts college Shanghai Film Academy, according to Private Equity International. No financial terms were disclosed. www.sfaa.com.cn

• Golden Gate Capital has completed its previously-announced acquisition of bankrupt apparel retailer Pacific Sunwear of California Inc. (PacSun), including a debt restructuring. Read more WSJ!

• Harvest Partners has led a $250 million investment into OTG Management, a New York-based operator of airport food and beverage concessions with more than 230 locations across 11 airports. www.otgexp.com

• MBK Partners and TPG Capital have submitted a joint bid for Wharf T&T Ltd., a provider of fixed-line telecom services in Hong Kong, according toBloomberg. The deal could be valued at around $1 billion, with the private equity consortium bidding against SmarTone Telecommunications Holdings (HK: 315).Read more.

tpg capital

• Platinum Equity has acquired Fabcon, a Savage, Minn.-based manufacturer of precast, pre-stressed concrete wall panels for nonresidential construction applications, from the company’s founders. No financial terms were disclosed.www.fabcon-usa.com

Platinum Equity

• Nazca Capital has agreed to acquire around a 75% stake in CAIBA, a Spanish maker of PET preforms and containers for the food, household products and personal hygiene sectors. No financial terms were disclosed. www.nazca.es

• Newfit, a licensee of six Fitness Connection health clubs in Dallas, has raised an undisclosed amount of private equity funding from LNK Capital (which also is an investor in Fitness Connection). No financial terms were disclosed, except that Golub Capital provided senior debt. www.lnkpartners.com

• Societe Generale is in talks to sell its 49% stake in a mutual fund joint venture with Chinese state-owned Baosteel Group, to Warburg Pincus. Read more via Reuters.

Information provide by Associated Press, CB Insight, Crunchbase, Forbes, Market Watch, Reuters, and other sources.  Please check company website for best information.

IMPORTANT: I am testing new blog posting and your feedback is welcome!

Happy Networking and Investing,

JD Morris

JD Morris

Text an EBITDA deal anytime at +1 858-869-9483