225 South Sixth Street, Forty-Sixth Floor,
Minneapolis, Minnesota 55402
United States
(612) 339-0500
www.agio.com
Goldsmith Agio Helms was a middle-market investment bank focused on providing mergers and acquisitions, private placements, and financial restructuring services. In July 2007, Goldsmith Agio Helms was acquired by Lazard Middle Market. Sector coverage included business services, consumer, energy, natural resources, environment, food, agriculture, healthcare, manufacturing, media, communications, plastics, chemicals, and technology. Goldsmith Agio Helms was based in Minneapolis, Minnesota.
| Year | ≤ '18 | '19 | '20 | '21 | '22 | '23 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.2/yr) | - | - | - | - | - | 1 | 1 |
| Sellside (0.0/yr) | 2 | - | - | - | - | - | 2 |
| 3 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2023-05-16 | - | Insurance |
| Sign-up to View | 2007-07-03 | - | Retail |
| Sign-up to View | 2005-06-21 | 188M USD | Retail |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Retail | Sign-up to View | ||
| Insurance | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| Massachusetts | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Secondary Buyout | Sign-up to View | ||
| Buyout (LBO, MBO, MBI) | Sign-up to View | ||
| Growth Capital | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (1) | Deals |
|---|---|
|
Sign-up to View |
1 |
| Corporate (2) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| $100M to $1B | Sign-up to View | |
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Potpourri Group, Inc. $188M (2005-06-21) |
|
