BETA Capitalization Report v20.05.04

KEYWORDS: Apollo Global Management, Advent International, The Blackstone Group, HealthpointCapital, Spectrum Equity, Cinven, KPS Capital Partners, Warburg Pincus, General Atlantic

NEW FROM EDITOR: Look for good news on May 7th!  Our LinkedIn group “Sell Your Company” will be changing it name soon as it reaches 9,983 members.  Please join us with M&A news at the following URL:


  • Apollo Global Management is investing $300 million in Cimpressan Irish printing services provider. Financial terms weren’t disclosed.
  • Blackstone acquired a near 7% stake in Energy Transfer, a transporter of natural gases and crude oils, including shares held by Harvest Fund Advisors, per Bloomberg citing sources. Financial terms weren’t disclosed.
  • HealthpointCapital acquired IlluminOss Medicalan East Providence, RI-based provider of technologies for fracture repairs.
  • Cinven and Advent, the private equity firms behind planned Europe’s largest deal in a decade, are seeking other investors to help them pay for the €17.2 billion acquisition for Thyssenkrupp’s elevator business, per the Financial Times citing sources.
  • KPS Capital Partners agreed to acquire Lufkin, a Missouri City, Texas-based maker of rod lift products, from Baker Hughes (NYSE: BKR).  Financial terms weren’t disclosed.
  • Ocean Link, Warburg Pincus, and General Atlantic have offered to buy, a Chinese classified ads marketplace, for roughly $8.2 billion.
  • AE Industrial Partners acquired Adcole Maryland Aerospace, a Marlborough, Mass.-based provider of satellite components. Financial terms weren’t disclosed.
  • Spectrum Equity invested in OurFamilyWizard, a Minneapolis, Minn.-based co-parenting application. Financial terms weren’t disclosed.
  • Vander-Bend Manufacturing, a portfolio company of Aterian Investment Partners, acquired TMK Manufacturing, a Santa Clara, Calif.-based specialty prototyping and precision machining provider. Financial terms weren’t disclosed.
  • Macquarie Capital Principal Finance ​acquired a majority stake in Multifuels Midstream Group, a Houston-based operator of lateral natural gas pipelines and related infrastructure in the U.S. Financial terms weren’t disclosed.
  • MPK Equity Partners and Princeton Equity Group invested in Restoration 1, a Waco, Texas-based property restoration company and sister brand Bluefrog Plumbing + Drain, a plumbing franchise.
  • Warburg Pincus invested in Polyplus-transfection SA, a Illkirch, France-based, developer of gene and cell therapies, alongside the existing majority shareholder, ArchiMed. Financial terms weren’t disclosed.

Contact us about our search for funding EBITDA growth companies.  The Capitalization Report is still under beta and we hope to provide a more regular report in the near future.




REPOST: RHC Pipeline Report

We are happy to see one of our friends A round investment grow to an IPO and now M&A growth! JD Morris always says, “Roll or Get Rolled!”

Contact Victoria via LinkedIn or at to share our rock and roll strategy!

URL For Full Weekly RHC Pipeline Report:


Coupa Software (NASDAQ: COUP), a San Mateo, CA-based business spend management (BSM) company, is to acquire Exari, a provider of contract lifecycle management

Press Release:

(Coupa Software – SEA Link)


  • Apollo Global Management will acquire Smart & Final Stores Inc (NYSE:SFS) for approximately $1.1 billion, including debt.
  • Gen.Ga Playa Vista, Calif.-based esports organization, raised $46 million in funding. Investors include Will Smith, Los Angeles Clippers minority owner Dennis Wong, New Enterprise Associates, Conductive Ventures, Battery Ventures, Canaan Partners, SVB Capital, and Stanford University.

Read More via Red Hook Capital’s “RHC Pipeline Report” via this URL:

Happy Travels and Networking,

JD Morris

JD Morris

Vice Chairman & Host of Investor Network Destinations

Join him via LinkedIn at

Pipeline PEG 2018-07-16

Still a Beta Blog and working on a new strategy for 3q2018 format.  However here a few deals that closed!

Private Equity Pipeline

• General Atlantic invested $250 million in Greensilla London-based provider of working capital finance to businesses. The deal values the company at $1.64 billion.

• TA Associates made an investment in Prudent Corporate Advisory Services, an India-based distributor of mutual fund and other wealth products. Financial terms weren’t disclosed.

• SSP Innovations, which is backed by Warren Equity Partners, acquired TC Technology, a Carlsbad, Calif.-based IT services and software company. Financial terms weren’t disclosed.

• RSE Ventures made an investment in Bluestone Lane, an Australia-based lifestyle and hospitality brand. Financial terms weren’t disclosed.

• Arconic (NYSE:ARNC) is receiving takeover interest from private equity firms including Apollo Global Management, according to the Wall Street Journal.

• FTV Capital invested $54.5 million in A-LIGN, a Tampa, Fla.-based provider of security and compliance solutions.

• Arrowhead Engineered Products, which is backed by Riverside Co and Investcorp, acquired Ratioparts, a Germany-based distributor of aftermarket replacement parts for outdoor power equipment and forestry applications.

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,

Investor Network by JD

Investor Network by JD

Pipeline plus delta future

NOTE: Posting just for fun!

A lot of the future will already happened in the future, so focus on what you can change.  Your company will pay taxes, but the amount you pay depends on a lot on the money you make for your company!  Plus good accounting!

ACTION: Look at what you know will happen for sure in the future and list five things you can add to make it better = greater success (what percentage or how large a delta can you make)!


PIPELINE ( Private Equity)

• Quantum Energy Partners agreed to invest $489 million in FourPoint Energy, a Denver-based oil exploration and production company.

• Apollo Global Management agreed to acquire Sun Country Airlines, the largest privately-held fully independent airline in the United States. (IN knows Apollo)

• Goldman Sachs recapitalized Financeit Canada, a Toronto-based point-of-sale financing provider. Goldman is now a majority owner. Financial terms weren’t disclosed.

• Thomas H. Lee Partners agreed to invest in Guaranteed Rate, a Chicago-based retail mortgage company. Financial terms weren’t disclosed.

• St. George Logistics, a portfolio company of Wind Point Partners, acquired, Channel Distribution Corpa Benesville, Ill.-based provider of the ocean and air CFS solutions. Financial terms weren’t disclosed.

• L Catterton agreed to invest in Ganni, a Danish contemporary fashion brand. Financial terms weren’t disclosed.

• Feeney Brothers Utility Services, a portfolio company of CAI private equity, acquired DDS Companiesa Rochester, N.Y.-based provider of telecom services. Financial terms weren’t disclosed.

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,

Investor Network by JD


PEG Deals that Close 2016-06-30

Investor Network by JD

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

• Apollo Global Management has agreed to acquire Diamond Resorts International Inc. (NYSE: DRII), a Las Vegas-based operator of timeshare properties. The deal is valued at around $2.2 billion, or $30.25 per share (58% premium to closing price for Diamond Resorts stock on Feb. 24, when the company said publicly that it was exploring strategic options).

• Berkshire Partners has acquired Parts Town, an Addison, Ill.-based parts distributor in the foodservice equipment market, from Summit Partners (which will retain a minority equity stake). No financial terms were

• Blackboard, an education technology company backed by Providence Equity Partners, has agreed to acquire Higher One Holdings Inc. (NYSE: ONE), a -based provider of online payment software for tuition and fees. The all-cash deal is valued at around $260 million, or $5.15 per share.

• Bruin Sports Capital has acquired Deltatre, an Italy-based sports media services company. No financial terms were disclosed.

• Clayton Dubilier & Rice and WM Holding have made a binding takeover offer for French furniture retailer BUT Group. No financial terms were disclosed. Read more.

• Freeman Spogli & Co. has acquired City Barbeque, a Dublin, Ohio-based fast-casual barbeque restaurant chain with 26 locations. No financial terms were disclosed.

• TA Associates has acquired a majority stake in Kiwoko, a Madrid-based pet care retailer, from Prine Capital and Corpfin Capital. No financial terms were disclosed.

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

Happy Networking,

JD Morris

JD Morris

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Bimbo can not eat Twinkies! Plus other deals that closed!


Red Hook Capital continues to look at investing in EBITDA positive deals and provide several referrals to other firms.  Our portfolio company The Morris Team is looking for great 1031 exchange deals for clients ( contact: for real estate and for EBITDA deals ).


Thoma Bravo Logo NEW 10.21.08 reduced for website

  • Bridge ( )a social investment group focused on the rural Philippines, has launched with $24 million in equity funding from Accion, Bamboo Finance, DEG, FMO and chairman Paul Kocourek.  
  • Energy Capital Partners ( ) has agreed to acquire three merchant generation power stations fromDominion (NYSE: D). No financial terms were disclosed. The stations are in Illinois and 
  • Equistone Partners Europe ( ) has acquired a majority stake in Bretèche Industrie Group, a France-based provider of manufacturing and production equipment for the agro-food, pharmaceutical and cosmetics industries. The seller was Azulis Capital, while Céréa Capital co-invested alongside Equistone. No financial terms were disclosed.
  • Heart to Heart Hospice, ( )  a Plano, Texas-based provider of hospice care, has secured a minority equity investment from Summit Partners.
  • Hostess Brands ( ) formally announced that it would sell its snack cake business, including Twinkies, toApollo Global Management and C. Dean Metropoulos. The two firms had previously been named “stalking horse” bidders, and Hostess says it did not receive any subsequent offers. 
  • Source Refrigeration & HVAC ( ) a portfolio company of Arsenal Capital Partners, has acquired TP Electrical, a White, Ga.-based provider of electrical and EMS contracting to commercial clients in the Southeastern United States. 
  • Thomsons Online Benefits Ltd. ( ) a provider of SaaS-based benefit and pension administration, workflow and reporting solutions, has raised an undisclosed amount of private equity funding from Veronis Suhler Stevenson.
  • TPG Capital ( )has won the auction for Australian poultry producer Inghams Enterprises at an enterprise value reported to be between A$900 million and $1 billion. TPG beats out The Blackstone Group, in a process managed by Investec Bank.

tpg capital 

  • TripWire ( , a provider of IT security and compliance automation software, has acquired nCircle, a San Francisco-based provider of information risk and security performance management solutions. No financial terms were disclosed. TripWire is owned by Thoma Bravo, while nCircle raised VC funding from such firms as Alta Partners, JK&B Capital, Guide Ventures and Menlo Ventures. 
  • W.H. Smith Co. ( )a maker of hose assemblies and other products for the U.S. Department of Defense and commercial clients, has acquired the IP and select assets of LaBargeProducts Inc., a St. Louis-based maker of critical systems and components for expeditionary military operations. No financial terms were disclosed. W.H. Smith is a portfolio company of JWI Capital

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

Contact Red Hook Capital about board of advisor, board of director, consulting, valuations, 1031 exchanges, and other service at for more detail.

Happy Investing & Networking,

JD Morris

JD Morris


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Deals that pay out and angel/VC/PEG deals that closed


I spoke to the host of Sage Money Radio a few days ago and his listeners just had payout yesterday. 160 Investors earned over a 21.5% annual compounded ROI.  27 policies matured in past 32 weeks, that’s over $61 million in the last 32 weeks alone.  Over 2,670 policies have matured in the past 21 years, paying full benefits to over 19,000 investors.

We have asked the host of Sage Money Radio to provide to the viewers of Investor Network by JD a case study for our show / Webinar.  We will also be joined by former fund manager of life settlements fund to get his feedback on the industry plus our panel of accredited investors and advisors to accredited investors.

To learn about our educational Webinars visit us at or for the Webinar the 21st via GoToWebinar: or


  • AthroCAD Inc., an Ayer, Mass.-based developer of medical devices for improving surgical outcomes for patients undergoing joint replacement procedures, has raised an undisclosed amount of Series A funding from backers like Edgar Jannotta (formerly of GTCR).
  • Finanzchef24, a Munich-based financial services portal that uses a direct marketing model to target small businesses and self-employed individuals, has raised €2 million in VC funding from Target
  • Flatiron Health, a New York-based developer of an oncology data platform, has raised $8 million in Series A funding. Google Ventures led the round, and was joined by First Round Capital, Laboratory Corporation of America, Great Oaks Capital, The Social+Capital Partnership, SV Angel and IA
  • Leonard Green & Partners has acquired CCC Information Services, a Chicago–based provider of software and workflow tools to the insurance automotive claims and collision repair industries, fromInvestcorp. The deal was valued at more than $550 million.
  • LiquidSpace Inc., a Palo Alto, Calif.-based app that connects people seeking workspace with employers who have empty desks, has raised $6 million in Series B funding, according to VentureWire. GPT Group(Australia) led the round, and was joined by return backers Shasta Ventures, Floodgate and Greylock Partners.
  • MBK Partners has agreed to acquire an 80% stake in Japanese coffee chain Komeda Co. fromAdvantage Partners for approximately $450 million.
  • Montage Talent, a Delafield, Wis.-based provider of video interviewing solutions, has raised $4 million in new VC funding. The round was led by existing backers Baird Venture PartnersGCI and Calumet Venture Fund, while new investors included Foley Ventures and the State of Wisconsin Investment Board.
  • Moontoast, a Nashville, Tenn.-based social commerce network, has raised $5 million in second-round funding led by Martin
  • NewLeaf Symbiotics Inc., a St. Louis-based company that is developing pink pigmented facultative methylotrophs for use in the agriculture and horticulture industries, has raised $7 million in Series A funding. Backers included Open Prairie Ventures, Rockport Capital and Pangaea
  • NRI Management Group LLC has secured a $300 million equity commitment from Apollo Global Management, to invest in mining properties around the world. Richmond, Va.-based NRI will focus on coal mining and related assets.
  • Persimmon Technologies Corp., a Wakefield, Mass.-based provider of vacuum robotics and hybrid-field motor technologies, has raised $5.8 million in Series B funding from Intel Capital and The Bernard M. Gordon Charitable Remainder Trust. The company, which serves the semiconductor, LED, FPD and solar equipment markets, previously raised funding from Nidek Sankyo.
  • Tenex Capital Management had acquired Techniks, an Indianapolis-based maker of tooling for CNC machining centers and CNC routers. No financial terms were disclosed. Techniks will be merged with existing Tenex portfolio company NAP
  • ReDoc, a Brentwood, Tenn.-based provider of documentation software for the physical, occupational and speech rehabilitation industries, has raised $1.1 million in VC funding from an affiliate of Council
  • The Riverside Co. has acquired Operating Tax Systems LLC, a Stowe, Ohio-based provider of driver and vehicle compliance services. No financial terms were disclosed. Riverside will merge OTS into existing portfolio company
  • vArmour Networks, a Santa Clara, Calif.-based provider of software-defined security for virtualized data centers, has raised $6 million in Series A funding led by Highland Capital


Happy Networking,

JD Morris

JD Morris

To learn about our educational Webinars visit us at or for the Webinar the 21st via GoToWebinar: or