DOCSLIB.ORG

Missouri PE Deal Report 1H 2019

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text

Load more

Missouri PE Deal Report 2H 2019 This report provides an overview of private equity activity in the state of Missouri. Our report offers key market place trends and drivers as well as professional, high-level insights on the quantity, type, region, and industry of deals reported in the 2H of 2019 in Missouri. R.L. Hulett & Company uses data from Pitchbook for all accompanying charts. For more information please contact Trevor Hulett at [email protected]. 2020 Outlook Missouri PE Deal Report Coronavirus Impact S&P 500 Index vs. WTI Crude Oil As of this writing, the S&P 500 Index had dropped 19% from its all- S&P 500 WTI Crude Oil time high set in Feb 2020 amid fears over the coronavirus outbreak 3600 70.00 coupled with a correction in the oil and gas market. 65.00 3400 Volatility has been extremely high in the equity markets in recent 60.00 3200 55.00 weeks, which could present challenges in dealmaking and could put 3000 50.00 pressure on transaction volumes over the next 3-6 months. 45.00 2800 According to PitchBook, the global M&A market is already set for its 40.00 2600 slowest first two months since 2006. 35.00 2400 30.00 In the state of Missouri, we expect deal volume in the first half of 2020 to see a similar decline. Trade War & Tariffs Global Deal Count in Jan & Feb Under the so-called "phase one" trade deal signed in January, China 8400 pledged to boost US imports by $200bn above 2017 levels and 7400 strengthen intellectual property rules. 6400 The U.S. agreed to halve some of the new tariffs it had imposed on 5400 China. 4400 The pause on trade war is good news for PE investors but the 3400 uncertainty of next step (phase two) is still cause for considerable 2400 volatility in the market. 2006 2008 2010 2012 2014 2016 2018 2020 1 | Confidential 2H 2019 Highlights Missouri PE Deal Report Marketplace Trends Deal activity in the state of Missouri declined in the 2nd half of 2019, down 24% compared to the first half of the year. Despite the decreasing deal volume, deal value actually increased in 2019, led by Bain Capital’s $6 billion buyout of Redcard. 77% of the buyout deals in 2019 were add-ons as pricing on larger platform deals remained very competitive. B2B sectors such as BPO services, Logistics, and other commercial services remained active in the Missouri market in 2019. Of particular note was the IT sector, which almost doubled 2018’s deal volume, showing that new technologies are attracting attention from PE buyers. The EV/EBITDA valuation multiple increased slightly in 2019, while EV/Revenue dropped to the range of 1x – 2x from 3x – 4x in 2018. Key Drivers As always, good companies are getting plenty of attention as they go to market. Key drivers of interest include: Kansas Columbia • Diversified customer base • Low customer churn City St. Louis • A good handle on key performance • Minimal legal risks in play indicators • Strong and capable management team • Good sources of recurring revenue • Growth Opportunities • Cutting-edge Technology 2 | Confidential St. Louis – Growing Hub for Agriculture and Tech Missouri PE Deal Report St. Louis is a growing hub for startups, as well as Agriculture Technology (AgTech) companies. Investments for the future are made, and companies are moving to the city. Some of the highlights for 2019 include: The city has been named #2 in the Top 10 Rising Cities for Startups by Forbes Magazine There has been a +20% tech job growth since 2014 (2nd largest in the country) Venture capital investments are up 90% compared to the last three years National Geospatial Intelligence Agency will construct a $1.75bn campus in St. Louis Bayer backs BioSTL’s new Headquarters with a $1.5bn grant Bunge, an agriculture giant with more than 31,000 employees, is moving its HQ from NY to St. Louis Key Drivers • St. Louis provides an unique geographic location • Lower business and living cost • Local Talent (According to TDC, STL has highest concentration of plant science PhD’s in the world) 3 | Confidential PE Deals Closed by Quarter Missouri PE Deal Report Deal Activity Records PE deal activity in the state of Missouri slowed down a bit in the 2H of 2019 to 28 deals, down from 37 the 1H. Of these 28 deals in 2H, the St. Louis area accounts for the largest share at 11 deals, compared to 6 in Kansas City and 1 in Springfield. 30 26 24 25 23 21 21 21 21 20 20 20 18 18 18 17 16 16 15 15 15 15 14 14 14 14 15 13 12 12 12 12 11 11 11 10 10 10 10 10 10 9 9 9 9 10 8 8 7 7 6 5 5 4 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 4 | Confidential Private Equity Transactions Missouri PE Deal Report Deal Size Implied EV Date Company Investor Primary Industry Code Transaction Type Transaction Detail City Target Business Description ($mm) ($mm) 03-Dec-19 GME Supply Platte River Equity Distributors/Wholesale PE Growth/Expansion - - - Columbia Distributor of safety equipment. 22-Nov-19 EPR Properties Rosemawr Management Buildings and Property Buyout/LBO Asset Acquisition 454.0 454.0 Kansas City Portfolio of Charter Schools. 19-Nov-19 Thomas McGee Group HarbourVest Partners Insurance Brokers Buyout/LBO Add-on - - Kansas City Provider of brokerage services. Micro Medical Provider of medical device contract manufacturing 14-Nov-19 Audax Group BPO/Outsource Services Buyout/LBO Add-on - - Saint Louis Instruments services. Provider of electric heating and thermal management 08-Nov-19 ASPEQ Heating Group Industrial Growth Partners Electrical Equipment Buyout/LBO Secondary Buyout - - Saint Louis products. Solus Alternative Asset 04-Nov-19 Jack Cooper Ventures Logistics Buyout/LBO - 450.0 450.0 Kansas City Provider of transportation and logistics services. Management ABI Document Support Corporate 01-Nov-19 BV Investment Partners Medical Records Systems Buyout/LBO - - Saint Louis Provider of document retrieval services. Services Divestiture Converter of engineered plastics and polymer 18-Oct-19 Spartech Nautic Partners Industrial Supplies and Parts Buyout/LBO Secondary Buyout - - Maryland Heights products. 04-Oct-19 Redcard Bain Capital Medical Records Systems Buyout/LBO Add-on 6,000.0 6,000.0 Saint Louis Provider of claims services. 03-Oct-19 Banner Solutions Tailwind Capital Distributors/Wholesale Buyout/LBO Secondary Buyout - - Kansas City Distributor of building hardware. Macquarie Asset 03-Sep-19 Bluebird Network Telecommunication Buyout/LBO - - - Columbia Provider of telecommunication services. Management 30-Aug-19 Vast Broadband Oak Hill Capital Internet Service Providers PE Growth/Expansion Recapitalization - - Sikeston Provider of internet services. 09-Aug-19 Vanguard Packaging Dunes Point Capital Paper Containers & Packaging Buyout/LBO - - - Kansas City Designer and manufacturer of packaging products. 06-Aug-19 Azimuth Energy Oakland Capital Partners Construction and Engineering Buyout/LBO - - - Saint Louis Operator of an engineering and construction company. Largest Transaction Seller / Target Transaction Type Buyer / Investor Deal Size Buyout/LBO USD $6,000mm 5 | Confidential Private Equity Transactions Missouri PE Deal Report Deal Size Implied EV Date Company Investor Primary Industry Code Transaction Type Transaction Detail City Target Business Description ($mm) ($mm) Provider of insurance, risk and business support 06-Aug-19 Cretcher Heartland AlpInvest Partners Other Commercial Services Buyout/LBO Add-on - - Kansas City services. Provider of an online application for paperless board 05-Aug-19 BoardPaq Clearlake Capital Group Business/Productivity Software Buyout/LBO Add-on - - Saint Charles meetings. Summit Bank of Kansas 05-Aug-19 Castle Creek Capital Regional Banks Buyout/LBO Add-on - - Lee's Summit Provider of personal and commercial banking. City 01-Aug-19 Federal Steel Supply V&A Capital Distributors/Wholesale Buyout/LBO - - - Chesterfield Distributor of steel pipes, fittings and flanges. 01-Aug-19 InterCarrier Networks Grain Management Communications and Networking Buyout/LBO Add-on - - Clayton Provider of critical bandwidth infrastructure solutions. Provider of insurance products and consultancy 01-Aug-19 The Meyer Group LNC Partners Insurance Brokers Buyout/LBO Add-on - - Saint Louis services. Underground Records Access Information 26-Jul-19 Other Commercial Services Buyout/LBO Add-on - - Columbia Provider of access and information management. Management Protected 23-Jul-19 Grant Cooper Diversified Search Human Capital Services Buyout/LBO Add-on - - Saint Louis Provider of staffing and recruitment services. 19-Jul-19 2e Creative Fishawack Media and Information Services Buyout/LBO Add-on - - Saint Louis Provider of healthcare marketing strategy services. 18-Jul-19 Anchor Packaging The Jordan Company Plastic Containers & Packaging Buyout/LBO - - - Ballwin Manufacturer of rigid packaging products. 11-Jul-19 Thrive Autism Solutions Blue Sprig Pediatrics Clinics/Outpatient Services Buyout/LBO Add-on - - Saint Louis Provider of applied behavior analysis therapy. 09-Jul-19 Lew's Fishing BDT Capital Partners Recreational Goods Buyout/LBO Secondary Buyout - - Springfield Supplier of fishing equipment and tackle. 08-Jul-19 Meridian Loyalty InComm Media and Information Services Buyout/LBO Add-on - - Saint Louis Operator of a full-service incentives business. Developer of an application for access to ATM 03-Jul-19 Just Cash Canaccord Genuity Financial Software Buyout/LBO Add-on - - Saint Louis networks. 6 | Confidential Active PE Investors in Missouri Missouri PE Deal Report # of Investments Company Location Targets (2019) St. Louis 12 St. Louis 9 Kansas 6 City St.
Recommended publications
  • Annual Report

    Annual Report

    Building Long-term Wealth by Investing in Private Companies Annual Report and Accounts 12 Months to 31 January 2021 Our Purpose HarbourVest Global Private Equity (“HVPE” or the “Company”) exists to provide easy access to a diversified global portfolio of high-quality private companies by investing in HarbourVest-managed funds, through which we help support innovation and growth in a responsible manner, creating value for all our stakeholders. Investment Objective The Company’s investment objective is to generate superior shareholder returns through long-term capital appreciation by investing primarily in a diversified portfolio of private markets investments. Our Purpose in Detail Focus and Approach Investment Manager Investment into private companies requires Our Investment Manager, HarbourVest Partners,1 experience, skill, and expertise. Our focus is on is an experienced and trusted global private building a comprehensive global portfolio of the markets asset manager. HVPE, through its highest-quality investments, in a proactive yet investments in HarbourVest funds, helps to measured way, with the strength of our balance support innovation and growth in the global sheet underpinning everything we do. economy whilst seeking to promote improvement in environmental, social, Our multi-layered investment approach creates and governance (“ESG”) standards. diversification, helping to spread risk, and is fundamental to our aim of creating a portfolio that no individual investor can replicate. The Result Company Overview We connect the everyday investor with a broad HarbourVest Global Private Equity is a Guernsey base of private markets experts. The result is incorporated, London listed, FTSE 250 Investment a distinct single access point to HarbourVest Company with assets of $2.9 billion and a market Partners, and a prudently managed global private capitalisation of £1.5 billion as at 31 January 2021 companies portfolio designed to navigate (tickers: HVPE (£)/HVPD ($)).
  • Supplementary Data Supplementary Data 1

    Supplementary Data Supplementary Data 1

    Building Long-term Wealth by Investing in Private Companies Annual Report and Accounts 12 Months to 31 January 2021 Supplementary Data Supplementary Data 1 HVPE’s HarbourVest Fund Investments at 31 January 2021 HVPE’s HarbourVest Fund investments and secondary co-investments are profiled below. Financial information at 31 January 2021 for each fund is provided in the Financial Statements of the Company’s Annual Report and Accounts on pages 79 to 82. V = Venture, B = Buyout, O = Other, P = Primary, S = Secondary, D = Direct Co-investment HarbourVest Fund Phase Vintage Year Stage Geography Strategy Investment Phase HIPEP IX Partnership Fund Investment 2020 V, B EUR, AP, RoW P, S, D Secondary Overflow Fund IV Investment 2020 V, B Global S 2020 Global Fund Investment 2020 V, B, O Global P, S, D HarbourVest Real Assets IV Investment 2019 O Global S HarbourVest Credit Opportunities Fund II Investment 2019 O US D Dover Street X Investment 2019 V, B Global S HarbourVest 2019 Global Fund Investment 2019 V, B, O Global P, S, D HarbourVest Partners Co-Investment V Investment 2018 V, B, O Global D HarbourVest Adelaide Investment 2018 O US, EUR, RoW S, D HarbourVest 2018 Global Fund Investment 2018 V, B, O Global P, S, D HarbourVest Partners XI Venture Investment 2018 V US P, S, D HarbourVest Partners XI Micro Buyout Investment 2018 B US P, S, D HarbourVest Partners XI Buyout Investment 2018 B US P, S, D HIPEP VIII Asia Pacific Fund Investment 2017 V, B AP P, S, D HarbourVest 2017 Global Fund Investment 2017 V, B, O Global P, S, D HIPEP VIII Partnership
  • SEMI-ANNUAL REPORT and Unaudited Consolidated Financial Statements 31 JULY 2016 Contents

    SEMI-ANNUAL REPORT and Unaudited Consolidated Financial Statements 31 JULY 2016 Contents

    2 016 SEMI-ANNUAL REPORT AND Unaudited Consolidated Financial Statements 31 JULY 2016 contents 01 Key Highlights 05 Chairman’s Statement 08 Investment Manager’s Review The Financial Period Ended 31 July 2016 Commitments Investment Phase Growth Phase Mature Phase Managing a Listed Private Equity Company Global Private Markets: Overview & Outlook The Investment Manager Recent Events 34 Supplemental Data 43 Directors’ Report 46 Unaudited Consolidated Financial Statements Unaudited Consolidated Financial Statements Notes to Consolidated Financial Statements OVERVIEW 60 Disclosures HarbourVest Global Private Equity Limited (“HVPE” or the “Company”) is a Guernsey-incorporated company listed on the London Stock Exchange and Euronext Amsterdam by NYSE Euronext, the regulated market of Euronext Amsterdam, registered with the Netherlands Authority for the Financial Markets as a closed-end investment company pursuant to section 1:107 of the Dutch Financial Markets Supervision Act, and authorised as a closed- ended investment scheme in accordance with section 8 of the Protection of Investors (Bailiwick of Guernsey) Law, 1987, as amended, and rule 6.02 of the Authorised Closed-ended Investment Scheme Rules 2008. HVPE is managed by HarbourVest Advisers L.P. (the “Investment Manager”), an affiliate of HarbourVest Partners, LLC (“HarbourVest”), a global private markets investment specialist with more than 30 years of experience and $43 billion in assets under management. The Company issued 83,000,000 shares at $10.00 per share in December 2007 and has
  • Attendee Bios

    Attendee Bios

    ATTENDEE BIOS Ejim Peter Achi, Shareholder, Greenberg Traurig Ejim Achi represents private equity sponsors in connection with buyouts, mergers, acquisitions, divestitures, joint ventures, restructurings and other investments spanning a wide range of industries and sectors, with particular emphasis on technology, healthcare, industrials, consumer packaged goods, hospitality and infrastructure. Rukaiyah Adams, Chief Investment Officer, Meyer Memorial Trust Rukaiyah Adams is the chief investment officer at Meyer Memorial Trust, one of the largest charitable foundations in the Pacific Northwest. She is responsible for leading all investment activities to ensure the long-term financial strength of the organization. Throughout her tenure as chief investment officer, Adams has delivered top quartile performance; and beginning in 2017, her team hit its stride delivering an 18.6% annual return, which placed her in the top 5% of foundation and endowment CIOs. Under the leadership of Adams, Meyer increased assets managed by diverse managers by more than threefold, to 40% of all assets under management, and women managers by tenfold, to 25% of AUM, proving that hiring diverse managers is not a concessionary practice. Before joining Meyer, Adams ran the $6.5 billion capital markets fund at The Standard, a publicly traded company. At The Standard, she oversaw six trading desks that included several bond strategies, preferred equities, derivatives and other risk mitigation strategies. Adams is the chair of the prestigious Oregon Investment Council, the board that manages approximately $100 billion of public pension and other assets for the state of Oregon. During her tenure as chair, the Oregon state pension fund has been the top-performing public pension fund in the U.S.
  • Private Equity Performance Investment Horizon Performance Through March 31, 2006

    Private Equity Performance Investment Horizon Performance Through March 31, 2006

    LOS ANGELES CITY EMPLOYEES' RETIREMENT SYSTEM JUNE 30, 2006 ALTERNATIVE INVESTMENT REVIEW GSB BUILDING ONE BELMONT AVENUE, 9TH FLOOR BALA CYNWYD, PA 19004 TELEPHONE: (610) 934-2222 FAX: (610) 617-9855 WWW.HAMILTONLANE.COM TABLE OF CONTENTS SECTION 1: PORTFOLIO UPDATE SECTION 2: PORTFOLIO ASSESSMENT Performance Summary By Investment......................................................................................... 2-1-2-3 Performance Summary By Category............................................................................................ 2-4 Private Equity Benchmarks.......................................................................................................... 2-5-2-6 SECTION 3: PORTFOLIO ANALYTICS Commitments By Vintage Year.................................................................................................... 3-1 Portfolio Strategic Diversification as Measured by Reported Market Value................................. 3-2 Portfolio Strategic Diversification as Measured by Total Exposure.............................................. 3-3 Underlying Investment Diversification By Industry Classification................................................. 3-4 Cost and Fair Market Value (Exposed Market Value) of Portfolio Holdings................................. 3-5 Underlying Investment Diversification By Geographic Location................................................... 3-6 Public vs. Private Holdings..........................................................................................................
  • Environmental Services Insider Mergers & Acquisitions Overall M&A Activity

    Environmental Services Insider Mergers & Acquisitions Overall M&A Activity

    Environmental Services Services Insider Insider Volume II, No II July 2011 Highlights The BGL Environmental Services M&A Activity Insider is published by Inside: Brown Gibbons Lang & Company, a leading independent investment bank • Th e middle market is active, with M&A volume in the fi rst half BGL Spotlight: serving middle market companies and of 2011 up 33 percent over the same period a year ago. Q2 ’11 their owners throughout the U.S. and deal fl ow was up 34 percent over the prior quarter and 41 percent internationally. over the comparable period last year. Valuations remain strong in a Private Equity Roundtable Page 6 competitive deal market, with the median strategic buyer multiple Private equity fi rms discuss sector exceeding a healthy 8x EBITDA. Th e median fi nancial buyer opportunities, M&A, and the state of the Brown Gibbons multiple also remains healthy, equaling 7.4x EBITDA for middle fi nancing markets. market transaction values below $500 million (Page 2). Lang & Oil Collections & Re-Refi ning Page 18 • M&A activity in environmental services is following the same Company positive trend, with deal fl ow in the fi rst half up 31 percent from Market Update the year ago period. Sectors leading transaction activity are Solid The industry continues to undergo change as Cleveland Waste, up nearly two-fold and Metals Recycling & E-Waste, competition for the waste material heats up, 1111 Superior Avenue doubling over the same period. Q2 ’11 deal fl ow slowed from the and participants are encouraged by Valvoline’s Suite 900 prior quarter with Solid Waste and Metals Recycling & E-Waste entry into the market.
  • TM Capital Building Products Report Industry Spotlight

    TM Capital Building Products Report Industry Spotlight

    TM Capital Building Products Report Continued Sector Growth Attracting M&A Activity Industry Spotlight www.tmcapital.com Case Study: PE-Backed Strategic Investment Grey Mountain Partners-Backed Consolidated Glass Acquires J.E. Berkowitz In November 2016, Consolidated Glass Holdings, a fabricator and distributor of architectural glass, metals and specialty products and a portfolio company of Grey Mountain Partners (“Grey Mountain”) acquired J.E. Berkowitz L.P. (“J.E. has been acquired by Berkowitz”). Based in Pedricktown, NJ, J.E. Berkowitz is a market leader in the fabrication of a full suite of glass products, including insulating, engineered, tempered and laminated glass, for a range of commercial buildings. The Company is a critical value-added glass fabricator providing“As the U.S. premiumhousing market products, continues its recovery, we believe now is the ideal time to position Builders FirstSource for its next phase of a portfolio company of coupled with design and project management services.growth and value creation. Together we will establish a broader, more efficient platform of manufacturing and distribution capabilities, supported by high-quality service from the best talent in the industry.” J.E. Berkowitz’s attractive and highly defensible profile coupled with favorable – Floyd Sherman, Chief Executive Officer of Builders FirstSource industry tailwinds garnered significant interest. TM Capital served as exclusive financial advisor to J.E. Berkowitz. The undersigned served as financial advisor to J.E. Berkowitz, L.P. in connection with this transaction. The combination of J.E. Berkowitz and Consolidated Glass Holdings establishes an industry leading company that can produce a wide range of products to serve multiple market segments.
  • Buyer Brochure

    Buyer Brochure

    BB UU YY EE RR BB RR OO CC HH UU RR EE Valufinder Group, Inc. 95 Horatio Street Suite 301 New York, NY 10014 USA Telephone: 212-243-1133 Fax: 212-243-1838 Email: [email protected] http://www.valufindergroup.com Copyright © Valufinder Group, Inc. 2004. All Rights Reserved. ABOUT VALUFINDER 1 At A Glance 2 Our Team 3 - 4 Referrals 5 - 7 Careers 8 FOR BUYERS 9 Problems Buyers Face 10 - 11 The Valufinder Solution 12 Valufinders Methodology 13 - 14 Data Accumulation 15 - 16 Matching Buyers & Sellers 17 - 18 Completing Transactions 19 – 20 Retained Searches 21 The Valufinder Difference 22 Initial Stage 23 Candidate Identification 24 Candidate Contact 25 - 27 Additional Information 28 - 29 Partial Client List 30 NEWS & TRANSACTIONS 31 Select Transactions 32 - 36 Case Studies 37 Private Sellers 38 - 43 Corporate Divestitures 44 - 49 Add-on Acquisitions 50 - 55 Company News 56 - 59 CONTACT US 60 Copyright © Valufinder Group, Inc. 2004. All Rights Reserved. For over a quarter century, buyers and owners in the middle market have relied on Valufinder's experience and acumen to reach the goal of a fair and equitable transaction. At Valufinder, we take the time to understand the objectives of the owner and the acquisition criteria of the buyer, in order to provide realistic and appropriate opportunities, while striving to give honest, intelligent and objective advice. Valufinder is clearly the most talented and prolific deal initiator I've worked with in my career. Valufinder Group is distinctive because of their intelligence and creativity in developing proprietary ideas. They are tireess. I can't think of anyone better at origination than Valufinder.
  • Facility Services INDUSTRY UPDATE | WINTER 2021 Houlihan Lokey Facility Services Update

    Facility Services INDUSTRY UPDATE | WINTER 2021 Houlihan Lokey Facility Services Update

    Facility Services INDUSTRY UPDATE | WINTER 2021 Houlihan Lokey Facility Services Update Dear Clients and Friends, Houlihan Lokey is pleased to present its Facility Services Industry Update for winter 2021. We have included important news stories, transaction announcements, a public markets overview, and industry insights to help you stay ahead in our dynamic and constantly evolving industry. We hope that you will find this quarterly newsletter to be informative and that it serves as a valuable resource to you in staying up-to-date on the market. If there is additional content you would find useful for future updates, please don’t hesitate to call or email us with your suggestions. We look forward to staying in touch with you. Regards, Larry DeAngelo Jon Harrison Jeff Ackerman Head of Business Managing Director Director London New York Services Atlanta [email protected] [email protected] [email protected] +44 (0) 20 7747 7564 212.497.7866 404.495.7019 Additional Facility Services Group Contacts Jordan Mendel Brandon Bleakley Jason Weisbaum Ari Cohen [email protected] [email protected] [email protected] [email protected] 646.259.7465 646.259.7488 212.497.4265 212.497.4152 Industry Sectors Covered AVIATION SERVICES FOODSERVICE HVAC AND PLUMBING JANITORIAL LANDSCAPING LAUNDRY PEST CONTROL RESIDENTIAL SERVICES SECURITY 2 Recent Houlihan Lokey Transaction Activity Houlihan Lokey’s Facility Services team remained active in 2020 despite the disruption caused by COVID-19. Our team closed three transactions across multiple different subsectors in December 2020 alone. LAUNDRY Sale of Crothall Laundry Services, a Subsidiary of Compass Group (LSE:CPG), to H.I.G.
  • Resolute Fund IV, L.P. Form D/A Filed 2018-11-29

    Resolute Fund IV, L.P. Form D/A Filed 2018-11-29

    SECURITIES AND EXCHANGE COMMISSION FORM D/A Official notice of an offering of securities that is made without registration under the Securities Act in reliance on an exemption provided by Regulation D and Section 4(6) under the Act. [amend] Filing Date: 2018-11-29 SEC Accession No. 0001735138-18-000003 (HTML Version on secdatabase.com) FILER Resolute Fund IV, L.P. Mailing Address Business Address C/O THE JORDAN COMPANYC/O THE JORDAN COMPANY CIK:1735138| IRS No.: 824069676 | State of Incorp.:DE IV, L.P. IV, L.P. Type: D/A | Act: 33 | File No.: 021-308862 | Film No.: 181209208 399 PARK AVENUE, 30TH 399 PARK AVENUE, 30TH FLOOR FLOOR NEW YORK NY 10022 NEW YORK NY 10022 212-572-0800 Copyright © 2018 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION OMB APPROVAL OMB Number: 3235-0076 Washington, D.C. 20549 June 30, Expires: FORM D 2012 Estimated average burden hours per 4.00 Notice of Exempt Offering of Securities response: 1. Issuer's Identity CIK (Filer ID Number) Previous Name(s) ☒ None Entity Type 0001735138 ☐Corporation Name of Issuer ☒ Limited Partnership Resolute Fund IV, L.P. ☐ Limited Liability Company Jurisdiction of Incorporation/ Organization ☐ General Partnership DELAWARE ☐ Business Trust Year of Incorporation/Organization ☐Other ☐ Over Five Years Ago ☒ Within Last Five Years (Specify Year) 2017 ☐ Yet to Be Formed 2. Principal Place of Business and Contact Information Name of Issuer Resolute Fund IV, L.P. Street Address 1 Street Address 2 C/O THE JORDAN COMPANY IV, L.P.
  • Supplementary Data Supplementary Data 1

    Supplementary Data Supplementary Data 1

    Annual Report and Accounts 31 January 2019 Supplementary Data Supplementary Data 1 HVPE’s HarbourVest Fund Investments at 31 January 2019 HVPE’s HarbourVest Fund investments and secondary co-investments are profiled below. Financial information at 31 January 2019 for each fund is provided in the Financial Statements of the Company’s Annual Report and Accounts on pages 77 and 78. V = Venture, B = Buyout, O = Other, P = Primary, S = Secondary, D = Direct Co-investment HarbourVest Fund Phase Vintage Year Stage Geography Strategy Investment Phase HarbourVest Partners Co-Investment V Investment 2018 V, B, O Global D HarbourVest Adelaide Investment 2018 B, O US, EUR, RoW S, D HarbourVest 2018 Global Fund Investment 2018 V, B, O Global P, S, D HarbourVest Partners XI Venture Investment 2018 V US P, S, D HarbourVest Partners XI Micro Buyout Investment 2018 B US P, S, D HarbourVest Partners XI Buyout Investment 2018 B US P, S, D HIPEP VIII Asia Pacific Fund Investment 2017 V, B AP P, S, D HarbourVest 2017 Global Fund Investment 2017 V, B, O Global P, S, D HIPEP VIII Partnership Fund Investment 2017 V, B EUR, AP, RoW P, S, D Secondary Overflow Fund III Investment 2017 V, B, O Global S HarbourVest Partners Co-Investment IV Investment 2016 V, B Global D Dover Street IX Investment 2016 V, B Global S HarbourVest Real Assets III Investment 2016 O Global S HarbourVest 2016 Global Fund Investment 2016 V, B, O Global P, S, D HarbourVest 2015 Global Fund Investment 2015 V, B, O Global P, S, D HarbourVest Canada Growth Fund Investment 2015 V US, CAN P, D
  • RESI SF Program Guide 1-05-2016

    RESI SF Program Guide 1-05-2016

    JANUARY 12, 2016 RESI SAN FRANCISCO, CA Early stage investors, fundraising CEOs, scientist-entrepreneurs, strategic partners, and service providers now have an opportunity to Make a Compelling Connection ONSITE GUIDE LIFE SCIENCE NATION Connecting Products, Services & Capital #RESISF2016 | RESIConference.com | January 12, 2016 | Marine's Memorial Club & Hotel 10th floor: Panels, Exhibition elevators & resi innovation challenge Exhibiting resi companies innovators Track 1 - Commandant’s room - BIOTECH 1 2 3 4 5 INVESTOR 1 2 3 4 5 6 7 PANELS 8 17 - regimental room - 21 22 23 24 25 6 18 19 20 21 19 9 20 16 22 23 24 25 7 MEDTECH Track 2 Track 18 30 29 28 27 26 INVESTOR 15 PANELS 17 16 15 14 13 12 11 10 14 13 12 11 10 9 8 13 - Heritage room - 11th floor: partnering forum, Workshops breakfast buffet, LUNCH, Cocktail reception elevators PARTNERING Forum - Crystal Ballroom - Reception WORKSHOPS - Library Room - Food & Beverage - Crystal Lounge - elevators 12th floor: LUNCH 12:00 -1:00 pm - bar - - Service Area - - Leatherneck Steakhouse - Quick guide to each floor 12 PM - 1 PM Lunch (200 Seats) FLOOR 7 AM - 8 AM Breakfast Buffet 8 AM - 5 PM Partnering Forum 8 AM - 5 PM Workshops FLOOR 10 AM - 5 PM Registration 12 PM - 1 PM Lunch (350 Seats) 5 PM - 7 PM Cocktail Reception Sponsored by: Investor Panels 8 AM - 5 PM Exhibition Hall FLOOR RESI Innovation Challenge Registration 7 AM - 10 AM FLOOR (Please register on the 11th floor after 10 AM) content Welcome from Dennis Ford - - - - - - - 2 RESI Schedule - - - - - - - - - - - - - - - - - 3 RESI Innovation