DATA: Analysis of Public PE Firm Earnings: Q3 2020

JD Morris is always looking for accredited investors to funds to co-invest with us in funds, companies, and moonshot deals. We are happy to meet with people and share our data and resarch such as from Pitchbook’s Analysis of Public PE Firm Earnings: Q3 2020

Overview of Analysis of Public PE Firm Earnings: Q3 2020is provided by Pitchbook

• The five largest publicly traded PE firms posted healthy performance
numbers for their PE strategies. Blackstone and KKR posted doubledigit gains in the quarter. Most of these managers’ funds have positive
performance on the year now, and this healthy recovery is likely a sign to
come for other managers that report later.
• Concentrated investments among a few key themes including technology
and life sciences drove performance figures for Blackstone and KKR. These
managers credited tech investments as the primary drivers of returns in the
quarter. All five firms discussed how they were approaching investments in
high-growth areas of the economy, although some have been more bullish
on these concentrated bets than others. Going forward, it seems as if these
managers will continue to allocate as much or more capital to high-growth
• Permanent capital was a principal talking point again this quarter. While
KKR, Carlyle, and Ares seem focused on trying to replicate a similar strategy
that has proven effective at Apollo with insurance assets, Blackstone is
deviating. The largest private capital manager is rolling over a $14.6 billion
real estate holding into a new perpetual life vehicle that could prove to be a
method of growing permanent capital that others may follow.

Again, we are happy to meet with accredited investors and fund to explore deal flow sharing and co-investing.

IN Pipeline 20181022 M&A

DEALS WE LIKE:  Blackstone Group has agreed a deal to acquire Ulterra Drilling Technologies, a manufacturer of drill bits and downhole tools for the oil and gas industry, for around $700 million, two sources familiar with the matter said.


** European Union antitrust regulators will rule by Nov. 27 whether to clear U.S. battery maker Energizer Holdings’ $2-billion bid for Spectrum Brands’ battery and portable lighting business.

** American Railcar Industries Inc, majority-owned by billionaire investor Carl Icahn, is selling itself to ITE Rail Fund in a $1.75 billion deal including debt, the company said.

** The head of Telefonica Deutschland called for EU regulators to block Vodafone’s planned acquisition of Liberty Global, saying it would lead to a “quasi-monopolisation” of the German cable TV market.

Continue reading “IN Pipeline 20181022 M&A”

IN Pipeline – Private Equity – 20180729

Beta Blog = showing you deals are closing!


• Trinity Hunt Partners acquired Improving, a Dallas-based provider of technology and custom software development services. Financial termsweren’t disclosed.

• Pamlico Capital agreed to invest in Personify, an Austin, Texas-based provider of tech solutions for nonprofit organizations. Financial terms weren’t disclosed.

• New Mountain Capital made an investment in Beeline, a Jacksonville, Fla.-based provider of cloud-based vendor management solutions. Financial terms weren’t disclosed.

• CID Capital made an investment in ProSource, a Greenville, S.C.-based plumbing, kitchen and lighting solution provider. Financial terms weren’t disclosed.

• Claritas Capital invested $4.3 million in TwelveStone Health Partners, a Murfreesboro, Tenn.-based provider of chronic care medication services.

• Outward Hound, a portfolio company of J.W. Childs Associates LP, acquired Wholesome Pride, a Chesterfield, Mo.-based maker of pet treats. Financial terms weren’t disclosed.

• DME Express, which is backed by WayPoint Capital Partners, acquired Advanced Therapeutics, a Maryland-based provider of medical equipment to hospice providers. Financial terms weren’t disclosed.

• Blackstone and Carlyle Group made a joint takeover approach for Arconic (NYSE: ARNC), according to The Wall Street JournalApollo Global Management, KKR, and Onex Corp have also expressed interest.

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 Networking and Investing,

Investor Network By JD

Investor Network by JD



Pipeline – Private Equity 18-03-24

Growth capital and private equity

“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

Pipeline & Little Fun

Remember that you are absolutely unique. Just like everyone else.

JPG of the Day

Debt funding

Remember our Senior Executive Advisers have worked with KKR, SoftBank, Blackstone, and many more!

Here are a few deals that closed!

• KKR has completed the acquisition of PharMerica Corp, a Louisville, Ky.-based pharmacy services provider, for $29.25 per share or $1.4 billion.

• SK Capital agreed to acquire the fire safety and oil additives businesses the Israel Chemicals Ltd for about $1 billion.

•  SoftBank Vision Fund invested $450 million in Compassa New York-based real estate tech company.

• Blackstone acquired a majority stake in TITUS, an Ottawa-based provider of data classification and categorization solutions. Financial terms weren’t disclosed.

• New Mountain Capital acquired majority ownership stakes in CenseoHealth, a   Dallas-based provider of prospective health assessments for health plans; and Advance Health, a Chantilly, Va.-based provider of prospective health assessment. Financial terms weren’t disclosed.

• Mill Point Capital invested in KKSP Precision Machininga Glendale Heights, Ill.-based machined metal components producer. Financial terms weren’t disclosed.

• Greystar Real Estate Partners acquired Resa, a Spain-based student accommodation provider. Financial terms weren’t disclosed.

• Tiger Infrastructure Partners invested in Crosslake Fibre, which was formed to develop fiber optic cable projects in North America. Financial terms weren’t disclosed.

• LOGOS Resources II, a portfolio company of ArcLight Capital Partners, agreed to acquire WPX Energy‘s legacy gas properties and undeveloped Mancos acreage of the San Juan Basin. Financial terms weren’t disclosed.

• DexKo Global, a portfolio company of KPS Capital Partners, acquired E&P Hydraulics, a German maker of professional leveling system solutions for caravans, motor homes and light commercial vehicles. Financial terms weren’t disclosed.

• Riskonnect, a portfolio company of Thoma Bravo, acquired Aruvio, a California-based provider of cloud-based governance, risk and compliance solutions. Financial terms weren’t disclosed.

• MFG Partners invested in Mail Communications Group, a Des Moines, Iowa-based MCG provider of omnichannel communication services. Financial terms weren’t disclosed.

• Wind Point Partners acquired Pacifica Foods and Stir Foods, two California-based businesses in custom foods manufacturing. Financial terms weren’t disclosed.

• EyeSouth Partners, a portfolio company of Shore Capital Partners, completed a  strategic partnership with Georgia Ophthalmology Associates. Financial terms weren’t disclosed.

• Southfield Capital acquired American Refrigeration Company, an Andover, Mass.-based industrial refrigeration services company. Financial terms weren’t disclosed.

• Togetherwork, a portfolio company of Aquiline Capital Partners, acquiredCapturepoint, a Ridgewood, N.J.-based recreation management software maker. Financial terms weren’t disclosed.

• A group of investors led by Bernhard Capital Partners has acquired three infrastructure management companies: Moreland Altobelli Associates, PAVETEX Engineering and Engineering Testing Services to form Atlas Technical Consultants. Financial terms weren’t disclosed.

• Mill Point Capital invested in KKSP Precision Machining, a Glendale Heights, Ill.-based manufacturers of machined metal components produced on automatic screw machines. Financial terms weren’t disclosed.

• Hamilton Robinson Capital Partners with management and co-investors recapitalized  GrayMatter, a Pittsburgh, Penn.-based, software maker for the industrial space. 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 Networking and Investing,



IN on Deck – Private Equity Deals that closed

We are selling and raising capital for few companies and have had to place this blog on the hold!  However, I did want to show you that deals are closing!

Private Equity firms are doing flips to find deals with great than $5 million EBITDA!  If you have strong EBITDA, now is the time to explore raising equity and debt!

Let our team of advisers help you!

Here are some deals we can speak about or find similar deals to you company!

W.W. Williams Company, a Columbus, Ohio-based distributor of industrial products backed by One Equity Partners, acquired Auto Safety House, a Phoenix-based vehicle maintenance service and parts provider. Financial terms weren’t disclosed.

Mapletree Investments acquired Oakwood Worldwide, a Los Angeles-based provider of temporary corporate housing. Financial terms weren’t disclosed.

Infogix, a Naperville, Ill.-based data and analytics software provider backed by Thoma Bravo, acquired Data3Sixty, a Westwood, Mass. cloud-based data governance provider. Terms weren’t disclosed.

• Blackstone (NYSE:BX) acquired a majority stake in Cloudreach, a London-based cloud computing company. Financial terms weren’t disclosed. Read more at Fortune.

• Veronis Suhler Stevenson has invested in VKidz Holdings, a Ft. Lauderdale, Fla.-based provider of curriculum and supplementary programs to homeschool families and elementary schools.

• H.I.G. Growth Partners has invested in AdTheorent, a New York City-based ad network for digital advertisers and publishers.

• Cimbria Capital has invested in AMI Global, a Las Vegas-based IoT company.

• Covey Park Energy, a Dallas-based oil and gas exploration and production company backed by Denham Capital Management, acquired assets from Chesapeake Exploration, a subsidiary of Chesapeake Energy Corporation (NYSE:CHK), for $465 million.

Happy Investing and Networking,

JD Morris

JD Morris

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