expertise with global reach - raymond james · 2019. 5. 9. · expertise with global reach raymond...
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Expertise with global reach
Raymond James’ Financial Sponsors group uses deep industry and product knowledge as well as long-standing relationships in the financial sponsor community to connect entrepreneurs and growing companies with potential buyers and investors. Backed by the firm’s strength and stability, our dedicated professionals actively cover a broad universe of private equity and venture capital firms, family offices and pension funds. We deliver the full benefits of the Raymond James platform – introductions to experienced industry bankers located in the U.S., Canada and Europe, advisory and capital markets services, award-winning equity research – and we deliver results. Our Investment Banking specialists had a strong year, completing 160+ M&A advisory assignments, including 96 M&A advisory assignments involving private equity firms. Our industry insight, execution expertise and dedication to the middle market enable us to consistently provide clients with compelling ideas, investment opportunities and creative solutions, along with a high level of attention from our committed senior bankers throughout each transaction.
20 investment banking offices globally
In CY 2018, our Investment Banking specialists completed
160+ M&A assignments
96 M&A advisory assignments involving private equity
78 sell-side transactions involving private equity
130+ equity offerings raising $26.5+ billion
Atlanta | Baltimore | Boston | Calgary | Chicago | Dallas | Denver | Frankfurt | Greater Washington, D.C. | Houston
London | Memphis | Munich | Nashville | New York | Raleigh | San Francisco | St. Petersburg | Toronto | Vancouver
DAVID CLARKManaging Director,
Group Head+1.617.624.7006
CHRISTIAN BULLITTManaging Director
+1.215.990.9006
IAN MACKAYManaging Director
+1.404.442.5808
BEN RODMANManaging Director
+1.312.655.2633
DENNIS ZHANG, CFAManaging Director,
Head of Asia Coverage+1.415.616.8917
DIRK-OLIVER LOEFFLERManaging Director+49.69.21.93.37.10
HARALD MAEHRLEManaging Director
+49.89.23.23.70.20
STUART SPARKESManaging Director+44.203.798.5703
PHILIP STEINManaging Director+49.89.23.23.70.50
FINANCIAL SPONSORS INVESTMENT BANKING
Representative Raymond James Financial Sponsors Transactions – CY19 Q1
COMPANY DESCRIPTIONSGreenshades Software is a leading provider of simple, cost-effective software solutions for tax compliance.
Combell Group started in 1999 and is the leading digital enabler for entrepreneurs and small businesses in Northwestern Europe.
DEX Imaging is a leading independent provider of office technology in the U.S.
Servelec Technologies is a market-leading provider of remote monitoring systems, secure SCADA systems and business analytics software, and it provides complete end-to-end automation and optimization solutions for utility companies globally.
Strategic Insight provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.
Conscia is a leading European provider of secure, reliable IT infrastructure solutions.
Invoice Cloud improves customer and client experiences through industry focused innovation in software, billing, collections and integrated e-payments at over 25,000 clients in all 50 of the United States of America.
Intelliteach specializes in “white glove” IT help desk support, IT Managed Services, Managed Financial Services and training and education through its e-learning platform.
ConnectWise is a software company that connects teams with the platform and solutions that deliver technology as a service to the world.
Cambio Healthcare Systems is one of Scandinavia’s leading suppliers of healthcare information systems and a growing player in the European market with just over 150,000 users across general and university hospitals, specialist units and outpatient units.
Gemini provides its partners an ever-expanding suite of services for their investment products.
Applied Plastics is a leading advanced coatings company, providing specialty PTFE coatings on wires and other metal-based components for the medical device industry.
Black Box is a leading digital solutions provider dedicated to helping customers design, build, manage and secure their IT infrastructure.
Copperfield Chimney Supply is a leading value-added distributor and fabricator of maintenance, repair and operations products serving the hearth and chimney industry.
TRUS TID ser ves organizations that need to authenticate callers to protect account access, prevent fraud or comply with regulations.
March 2019
Has received an equity investment from
January 2019
Has received a majority investment from
February 2019
March 2019
A division of
Has been acquired by
A portfolio company of
February 2019
Has entered into a definitive agreement to be acquired by
A portfolio company of
March 2019
January 2019
Has been acquired by
A portfolio company of
February 2019
February 2019
Has been acquired by
January 2019
Has been acquired by
March 2019
January 2019
A portfolio company of
A portfolio company ofA portfolio company of
Has been acquired by
Has been acquired by Has been acquired by
A portfolio company of
February 2019
Has been acquired by
Has been acquired by
A portfolio company of
March 2019
A portfolio company of A portfolio company of
Has been acquired byHas entered into a definitive agreement to be acquired by
January 2019
Has been acquired by
A division of
A division of
$107,000,000
FINANCIAL SPONSORS INVESTMENT BANKING
Representative Raymond James Financial Sponsors Transactions – CY18 Q4
COMPANY DESCRIPTIONSNassau Anesthesia & Pain Management is an anesthesia and pain management provider that provides anesthesia and pain treatment services to Winthrop University Hospital, other local surgery centers and office-based practices.
RegEd is a provider of regulatory compliance software and related services.
7Park Data is a provider of an insights platform designed to contextualize anonymous viewing, mobile, web and purchasing data that is collected in real-time from consumers in more than 100 different countries for data-driven companies.
Pure Water Technology (PHSI) is a leading provider of filtered water coolers and related services through two sales channels.
Arrow Building Center is a leading value-added distributor of residential and commercial building materials to home builders.
Raptor Technologies helps over 24,000 schools to protect their students and staff with innovative visitor, volunteer and emergency management systems.
Hyperwallet is an operator of an online mobile payment platform.
Infradata provides c ybersecurit y and secure networking solutions, from design and delivery to aftermarket support and managed services.
SHIFT is the pioneer of media-specific collaboration software tools tailored for media & entertainment enterprises, brands and agencies.
YETI is a designer, marketer and distributor of premium products for the outdoor and recreation market sold under the YETI brand.
PetIQ is a leading, rapidly growing pet health and wellness company.
GreatCall is a leading provider of connected health and personal emergency response services to the aging population, with more than 900,000 paying subscribers.
Crossfuze is a provider of software implementation, integration and consulting services.
Gearbox is a leading supplier to most automotive OEMs as well as the world’s leading aftermarket distributors, Tier 1 auto suppliers and heavy-duty truck manufacturers.
Yusen Logistics is a leading intermodal marketing and non-asset based logistics provider that offers seamless door-to-door and ramp-to-ramp Financial Institution Loyalty Business services.
December 2018
A portfolio company of
October 2018
Has been acquired by
November 2018
December 2018
A portfolio company of
Has been acquired by
Has been acquired by
October 2018
A portfolio company of
October 2018
November 2018
Has received a strategic investment from
November 2018
Has been acquired by
December 2018
Has been acquired by
Has been acquired by
October 2018
A portfolio company of
A portfolio company of
Has been acquired by
October 2018
Has been acquired by
A portfolio company of
November 2018
Has been acquired by
Has been acquired by
November 2018
A portfolio company of
A portfolio company of
Has been acquired by
October 2018 / September 2018
A portfolio company of
December 2018
Has been acquired by
$400,000,000
A portfolio company ofA portfolio company of
$195,000,000Follow-On Offerings
Co-Manager
$65,000,000Senior Secured Credit Facility
$288,000,000Initial Public Offering
Co-Manager $800,000,000
FINANCIAL SPONSORS INVESTMENT BANKING
Representative Raymond James Financial Sponsors Transactions – CY18 Q3
COMPANY DESCRIPTIONSOlidex is a software platform that transforms the way the oil and gas industry connects, collaborates and automates.
EZ Shipper Racks is the leading provider of recoverable shipping racks to the nursery industry.
Augeo is a market-leading, outsourced provider of customized loyalty program solutions for middle-market banks and credit unions.
Omega Performance offers a wide range of online credit training courses to clients worldwide and serves more than 300 customers, ranging from large global banks to local lending institutions.
Kanetix Ltd. is Canada’s largest digital customer acquisition platform and marketplace that provides quote comparison search tools for insurance and financial products.
KPA is a market leader in cloud-based EHS risk management solutions for the automotive, collision repair, manufacturing, insurance and distribution & logistics industries.
Kerridge Commercial Systems provides specialist software, services and support to deliver integrated trading and business management solutions to companies in the distributive trade worldwide.
Black Box Federal Government IT Solutions Business is a leading, full-service systems integrator and managed services provider offering a broad array of services and solutions to the U.S. Department of Defense, civilian agencies and state correctional facilities.
SimpliSafe has pioneered the concept of do-it-yourself home security, disrupting the traditional professionally monitored model and, in turn, emerging as one of the most recognized and respected brands in the security industry.
Careforce is a home health care agency, serving clients and their families.
Globe is a business-to-business content and connections company, specializing in the legal and intellectual property markets worldwide.
Getronics is a global ICT integrator with an extensive history that extends over 130 years and is owned by Bottega InvestCo S.à r.l.
TekLinks is a leading service provider of integrated business IT solutions to businesses throughout Alabama, Mississippi, Tennessee and the Gulf South.
MDLIVE is a pioneer in the digital delivery of high-quality, convenient, cost-efficient virtual care for medical, dermatological and behavioral health conditions.
ProAct provides air and water treatment solutions including on-site water treatment, industrial degassing and vapor control, environmental remediation, suspended solids removal, metal treatment, pilot studies and carbon servicing.
September 2018
July 2018
August 2018
August 2018
July 2018
Has been acquired by
July 2018
Has received a minority investment from
August 2018
Has been acquired byHas been acquired by
August 2018
A portfolio company of
July 2018
Has acquired
Has been acquired by Has been acquired byHas been acquired by
July 2018
Has been acquired byHas been acquired by
Has received a strategic investment led by
A portfolio company of A portfolio company of
A portfolio company of
A portfolio company of
August 2018
Has been acquired byPublic takeover of
The Federal Government IT Solutions Business of
A portfolio company of
August 2018
A division of
Has been acquired by
July 2018
Has been acquired by
September 2018 September 2018
$140,000,000
$132,000,000
A portfolio company of
Financial Institution Loyalty Business
FINANCIAL SPONSORS INVESTMENT BANKING
Representative Raymond James Financial Sponsors Transactions – CY18 Q2
COMPANY DESCRIPTIONSCorky’s is an iconic, nationally-known barbecue brand that provides Memphis-style barbecue and other food products and services across restaurants, retail and direct-to-consumer channels.
EMS Software removes the barriers to inspired work by connecting people, tools and technology within a single platform.
Belmont Instrument develops fluid management and medical devices for global use in medical facilities and military combat fields.
MeridianLink provides the world’s first SaaS-based solutions to financial institutions.
Agreement Express is a leading client onboarding platform for financial services.
GTG Technology Group is a leading provider of software-as-a-service to the intermodal and freight management industries.
MST is the leader and pioneer in allowance software solutions, advisory services and education.
Lightspeed Trading, a FINRA and NFA member, provides brokerage services to professional traders, proprietary trading firms and hedge funds.
AdThrive is a leading business services platform serving a large market of high quality independent content creators, bloggers and mid-size digital publishers.
PeopleFluent is a leading independent provider of cloud based integrated recruiting, talent management and compensation management solutions.
AMC is a leading nationwide residential and consumer loan due diligence, quality control, securitization review, MSR review, advance assessment, servicing oversight, technology and consulting services provider.
RedBrick Health is a health technology and services company based in Minneapolis, Minnesota.
Tax Guard is the first company in the U.S. to give lenders insight into their clients’ hidden real-time tax risks well before federal tax liens are filed.
TMP Worldwide is a global leader in talent acquisition technologies, committed to finding new ways to leverage software, strategy and creative to build talent and enhance its clients’ employer brands – across every connection point.
RVC Software provides enterprise PACS and VNA solutions in hospitals and pathological laboratories.
June 2018
April 2018
Has received an investment from
May 2018
June 2018
April 2018
Has entered into an agreement to be acquired by
Has acquired
A portfolio company of
A portfolio company of
June 2018
April 2018
Has entered into a definitive agreement to acquire
May 2018
Has been acquired byHas been acquired by
May 2018
Has been acquired by
April 2018
Has been acquired by
June 2018
April 2018
May 2018
Has been acquired by Has been acquired byA portfolio company of
A portfolio company of A portfolio company ofHas been acquired by
May 2018
April 2018
Has received a majority investment from
Has been acquired by
Has received a significant majority investment from
A portfolio company ofA portfolio company of
Has received a majority investment from
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