M&A Deal Summary |
|
|---|---|
| Date | 2013-06-04 |
| Target | Financial Pacific Leasing |
| Sector | Financial Services |
| Buyer(s) | Umpqua Holdings |
| Sellers(s) |
Flexpoint Ford
Rotunda Capital Partners |
| Deal Type | Add-on Acquisition |
| Deal Value | 158M USD |
| Advisor(s) | Kirkland & Ellis (Legal) |
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| Category | Company |
|---|---|
| Founded | 1953 |
| Sector | Financial Services |
| Employees | 3,410 |
| Revenue | 1.3B USD (2022) |
Umpqua Holdings operates as the holding company for Umpqua Bank and Umpqua Investments, Inc. that provide commercial and retail banking, and brokerage services to corporate, institutional, and individual customers in the United States. Umpqua Holdings was founded in 1953 and is based in Portland, Oregon.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 10 |
| Sector (Financial Services) | 9 of 10 |
| Type (Add-on Acquisition) | 9 of 10 |
| State (Washington) | 1 of 1 |
| Country (United States) | 9 of 10 |
| Year (2013) | 1 of 1 |
| Size (of disclosed) | 5 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-11-14 |
Circle Bancorp
Novato, California, United States Circle Bancorp is a bank holding company for Circle Bank and provides personal and business banking solutions. Circle Bancorp offers online and telephone banking, deposits, withdrawals and lending service. |
Buy | $21M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-18 |
Sterling Financial
Lancaster, Pennsylvania, United States Sterling Financial Corp. a bank holding company for Sterling Savings Bank, a state-chartered and federally insured commercial bank. Sterling offers banking products and services, mortgage lending, construction financing and investment products to individuals, small businesses, commercial organizations and corporations. Sterling operates 178 deposit-taking branches in Washington, Oregon, Idaho, Montana and California. |
Buy | $2.0B |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 4.3B USD |
| Size | Large |
| Type | Sector Focused |
Flexpoint Ford is a private equity firm focused on investments in healthcare and financial services companies. Target areas within healthcare include healthcare providers, payers, and other benefits-related businesses, pharmaceutical distribution/outsourcing businesses, and mature product companies. Flexpoint prefers control based investments and looks to commit $50 to $500 million per transaction. Flexpoint Ford was formed in 2005 and is based in Chicago with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 18 |
| Sector (Financial Services) | 2 of 3 |
| Type (Add-on Acquisition) | 3 of 11 |
| State (Washington) | 1 of 1 |
| Country (United States) | 6 of 18 |
| Year (2013) | 2 of 2 |
| Size (of disclosed) | 4 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-05-01 |
Eagle Hospital Physicians
Dallas, Texas, United States Eagle Hospital Physicians LLC is an independent, physician-led company that focuses on developing and managing hospitalist practices for its hospital partners. Eagle Hospital Physicians is a leading practice management company providing hospitalist contract services, tele medicine and hospitalist temporary staffing. We organize and manage an outpatient clinic to support our physicians’ and hospital’s commitment to our community. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-08-28 |
Y-Prime
Malvern, Pennsylvania, United States Y-Prime is a premier eClinical software and professional services company that leverages groundbreaking platform technology and systems intelligence to provide novel, personalized decision making solutions to life sciences companies. Y-Prime was founded in 2006 and is based in Malvern, Pennsylvania. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| PE ASSETS | 195M USD |
| Size | Small |
| Type | Sector Focused |
Rotunda Capital Partners is a private equity firm which invests equity and debt capital in established and profitable lower middle market companies. The Company targets businesses valued between $30 and $150 million with defensible market positions and strong growth prospects. Sectors of interest include financial services, business services, manufacturing, government services, insurance services, logistics and distribution, retail, and consumer. Rotunda Capital Partners is based in Bethesda, Maryland with an additional office in Chicago.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 11 |
| Sector (Financial Services) | 1 of 1 |
| Type (Add-on Acquisition) | 1 of 4 |
| State (Washington) | 1 of 1 |
| Country (United States) | 1 of 11 |
| Year (2013) | 1 of 2 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-07-02 |
Primary Integration
Charlotte, North Carolina, United States Primary Integration LLC is a provider of data center building commissioning and operational risk management services in the United States. PI provides a full suite of services, spanning the entire data center lifecycle, from pre-commissioning through facility operation. Present in six locations in the U.S. as well as in Europe, PI serves e-commerce and high-tech world leaders. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-08-05 |
Worldwide Express
Dallas, Texas, United States Worldwide Express is a provider of third-party logistics services, including small parcel, LTL, FTL, and air freight shipping services to small and medium-sized businesses through a national presence of company-owned and franchise locations. Worldwide Express was established in 1995 and is based in Dallas, Texas. |
Sell | - |
