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Recent Activities

Activities between Nov. 15, 2024, 7:56 p.m. and Nov. 22, 2024, 7:56 p.m. from: Private Investment Firm.

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Granite Creek Broadens Agribusiness Portfolio with Investment in Global Animal Products

Document Date: Nov. 21, 2024, 4:30 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Amarillo
Investor: Target: Document Extract: Granite Creek Broadens Agribusiness Portfolio with Investment in Global Animal Products.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985458/0/en/Granite-Creek-Broadens-Agribusiness-Portfolio-with-Investment-in-Global-Animal-Products.html (archive.org page / archive.org listing)


Odoo S.A. announces a €500 million transaction, increasing the Belgian Unicorn's valuation to €5 billion

Document Date: Nov. 20, 2024, 2 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Kingdom of Belgium
Investor: Target: Document Extract: Odoo S.A. announces a €500 million transaction, increasing the Belgian Unicorn's valuation to €5 billion.
Document Source: https://www.prnewswire.com/news-releases/odoo-sa-announces-a-500-million-transaction-increasing-the-belgian-unicorns-valuation-to-5-billion-302311288.html (archive.org page / archive.org listing)


Ancor Capital Partners Announce Strategic Partnership with Predictive Fitness, Inc., Expanding Reach in Health and Wellness Technology

Document Date: Nov. 20, 2024, 5:05 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: Dallas
Partnership: Document Extract: Today's consumers are more health conscious than ever, increasingly seeking innovative solutions that support long term well-being over reactive treatments. Predictive Fitness' efficacy in optimizing training to maximize results is a breakthrough in supporting the health of today's active society. " Ancor looks forward to partnering with Predictive Fitness at this key inflection point in their growth journey ," said J. Randall Keene, Founding Partner of Ancor Capital Partners. " This technology has the potential to fundamentally change how athletes train by supporting healthier, more sustainable, time-efficient fitness practices which will enhance the performance and results for its users ." Predictive Fitness' flagship application, TriDot, is a SaaS platform under the company's performance science division.
Document Source: https://www.businesswire.com/news/home/20241120237353/en/Ancor-Capital-Partners-Announce-Strategic-Partnership-with-Predictive-Fitness-Inc.-Expanding-Reach-in-Health-and-Wellness-Technology (archive.org page / archive.org listing)


VSS Capital Partners Announces Strategic Investment from Pinnacle Group

Document Date: Nov. 20, 2024, 1:30 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Commonwealth of Australia
Investor: Target: Document Extract: VSS Capital Partners ("VSS") , a private investment firm investing in the healthcare, education, and business services industries, is pleased to announce that Pinnacle Investment Management Group Limited (ASX: PNI) ("Pinnacle") has made a strategic minority investment in the firm.
Document Source: https://www.businesswire.com/news/home/20241120819296/en/VSS-Capital-Partners-Announces-Strategic-Investment-from-Pinnacle-Group (archive.org page / archive.org listing)


QuidelOrtho Corporation Announces Pricing of Secondary Offering of Common Stock by the Carlyle Group

Document Date: Nov. 20, 2024, 2:05 a.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Ipo / Region: United States
Vendor: Buyer: Document Extract: QuidelOrtho Corporation Announces Pricing of Secondary Offering of Common Stock by the Carlyle Group.
Document Source: https://www.businesswire.com/news/home/20241119268143/en/QuidelOrtho-Corporation-Announces-Pricing-of-Secondary-Offering-of-Common-Stock-by-the-Carlyle-Group (archive.org page / archive.org listing)


QuidelOrtho Corporation Announces Pricing of Secondary Offering of Common Stock by the Carlyle Group

Document Date: Nov. 20, 2024, 2:05 a.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Ipo / Region: United States
Vendor: Buyer: Document Extract: QuidelOrtho Corporation (Nasdaq: QDEL) (the "Company" or "QuidelOrtho") , a global provider of innovative in vitro diagnostics technologies designed for point-of-care settings, clinical labs and transfusion medicine, announced today the pricing of the previously announced underwritten secondary offering (the "Offering") by Carlyle Partners VI Cayman Holdings, L.P. (the "Selling Stockholder") of 8,260,183 shares of the Company's common stock ("Common Stock") .
Document Source: https://www.businesswire.com/news/home/20241119268143/en/QuidelOrtho-Corporation-Announces-Pricing-of-Secondary-Offering-of-Common-Stock-by-the-Carlyle-Group (archive.org page / archive.org listing)


QuidelOrtho Corporation Announces Secondary Offering of Common Stock by the Carlyle Group

Document Date: Nov. 19, 2024, 9:54 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Ipo / Region: United States
Vendor: Buyer: Document Extract: QuidelOrtho Corporation (Nasdaq: QDEL) (the "Company" or "QuidelOrtho") , a global provider of innovative in vitro diagnostics technologies designed for point-of-care settings, clinical labs and transfusion medicine, announced today the launch of an underwritten secondary offering (the "Offering") by Carlyle Partners VI Cayman Holdings, L.P. (the "Selling Stockholder") of 8,260,183 shares of the Company's common stock ("Common Stock") .
Document Source: https://www.businesswire.com/news/home/20241112164377/en/QuidelOrtho-Corporation-Announces-Secondary-Offering-of-Common-Stock-by-the-Carlyle-Group (archive.org page / archive.org listing)


QuidelOrtho Corporation Announces Secondary Offering of Common Stock by the Carlyle Group

Document Date: Nov. 19, 2024, 9:54 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Ipo / Region: United States
Vendor: Buyer: Document Extract: QuidelOrtho Corporation Announces Secondary Offering of Common Stock by the Carlyle Group.
Document Source: https://www.businesswire.com/news/home/20241112164377/en/QuidelOrtho-Corporation-Announces-Secondary-Offering-of-Common-Stock-by-the-Carlyle-Group (archive.org page / archive.org listing)


Partners Group Introduces New Infrastructure Evergreen Fund in Canada

Document Date: Nov. 19, 2024, 5 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: Canada
Partnership: Document Extract: Partners Group1, one of the largest firms in the global private markets industry, announced today that it is introducing access to Partners Group Next Generation Infrastructure to eligible Canadian accredited investors through a partnership with iCapital, the global fintech platform driving access to alternative investments for the wealth management industry. This offering will allow eligible Canadian accredited investors to gain access to Partners Group Next Generation Infrastructure through the Partners Group NXGN Infrastructure Canada (Access Fund) ("Fund") 2 on iCapital's alternative platform. The Fund will be managed by iCapital Network Canada Ltd., a Canadian investment fund manager. The Fund is the latest in a series of evergreen funds that Partners Group has introduced this year, building on the firm's status as one of the pioneers in developing innovative solutions to help a growing number of individual investors access private markets. Partners Group has run private markets focused evergreens since 2001 and is now expanding to additional asset classes for its evergreen solutions.
Document Source: https://www.businesswire.com/news/home/20241119736445/en/Partners-Group-Introduces-New-Infrastructure-Evergreen-Fund-in-Canada (archive.org page / archive.org listing)


Franchise Equity Partners Forms Strategic Partnership with Valvoline to Accelerate Growth in Texas

Document Date: Nov. 19, 2024, 3:30 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Texas
Buyer: Document Extract: FEP to Acquire 38 Valvoline Company - Owned Stores in Austin, San Antonio, El Paso and West Texas Markets.
Document Source: https://www.prnewswire.com/news-releases/franchise-equity-partners-forms-strategic-partnership-with-valvoline-to-accelerate-growth-in-texas-302310195.html (archive.org page / archive.org listing)


Franchise Equity Partners Forms Strategic Partnership with Valvoline to Accelerate Growth in Texas

Document Date: Nov. 19, 2024, 3:30 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Texas
Buyer: Protagonist: Document Extract: NEW YORK, Nov. 19, 2024 /PRNewswire/ - Franchise Equity Partners (FEP) , a private investment firm on a mission to create long-term partnerships with quality franchisees and franchisors, today announced a strategic partnership with Valvoline Inc., the trusted leader in preventive automotive maintenance.
Document Source: https://www.prnewswire.com/news-releases/franchise-equity-partners-forms-strategic-partnership-with-valvoline-to-accelerate-growth-in-texas-302310195.html (archive.org page / archive.org listing)


Franchise Equity Partners Forms Strategic Partnership with Valvoline to Accelerate Growth in Texas

Document Date: Nov. 19, 2024, 3:30 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Joint Venture / Region: Texas
Protagonist: Document Extract: NEW YORK, Nov. 19, 2024 /PRNewswire/ - Franchise Equity Partners (FEP) , a private investment firm on a mission to create long-term partnerships with quality franchisees and franchisors, today announced a strategic partnership with Valvoline Inc., the trusted leader in preventive automotive maintenance.
Document Source: https://www.prnewswire.com/news-releases/franchise-equity-partners-forms-strategic-partnership-with-valvoline-to-accelerate-growth-in-texas-302310195.html (archive.org page / archive.org listing)


Highlander Partners Announces the Sale of McIntosh Group to Bose Corporation

Document Date: Nov. 19, 2024, 4:14 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Dallas
Vendor: Buyer: Target: Document Extract: Highlander Partners Announces the Sale of McIntosh Group to Bose Corporation.
Document Source: https://www.prnewswire.com/news-releases/highlander-partners-announces-the-sale-of-mcintosh-group-to-bose-corporation-302310261.html (archive.org page / archive.org listing)


White Oak Global Advisors Announces Partnership with the United Submarine Alliance Qualified Opportunity Fund LP to Bolster Domestic Submarine Development

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: The USA Fund is an investment vehicle sponsored and managed by CapZone Group to increase the capacity of the Submarine Industrial Base (SIB) and support the Navy's submarine production requirements using private and institutional capital. " We are excited to work with White Oak to address the infrastructure needs of the defense sector ," said Al Puchala, CEO at CapZone Impact Investments LLC. " This announcement underscores our commitment to leveraging private capital to support national security priorities, while putting Americans to work ." White Oak has an extensive track record of investing in the manufacturing and industrial space. White Oak has closed in excess of $ 5.5 billion in deals for 80 industrial borrowers, showcasing the firm's deep expertise and dedication to fostering growth in this sector.
Document Source: https://www.businesswire.com/news/home/20241118482144/en/White-Oak-Global-Advisors-Announces-Partnership-with-the-United-Submarine-Alliance-Qualified-Opportunity-Fund-LP-to-Bolster-Domestic-Submarine-Development (archive.org page / archive.org listing)


White Oak Global Advisors Announces Partnership with the United Submarine Alliance Qualified Opportunity Fund LP to Bolster Domestic Submarine Development

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: United States
Partnership: Document Extract: White Oak Global Advisors Announces Partnership with the United Submarine Alliance Qualified Opportunity Fund LP to Bolster Domestic Submarine Development. White Oak Global Advisors ("White Oak") , a private investment firm specializing in providing financing solutions to support the growth and business needs of small and medium enterprises, today announced a new partnership with the United Submarine Alliance (USA) Qualified Opportunity Fund LP. As part of the relationship, White Oak will bring unique capital solutions to domestic manufacturers supplying Columbia and Virginia class submarines to the U.S. Navy. Additionally, the USA Fund will provide financing for workforce training and additive manufacturing to support submarine production. " Our partnership with the United Submarine Alliance Qualified Opportunity Fund LP is a testament to the unique value that strategic public-private partnerships can provide in restoring American industrial capacity ," said Andre Hakkak, Founder and CEO of White Oak Global Advisors.
Document Source: https://www.businesswire.com/news/home/20241118482144/en/White-Oak-Global-Advisors-Announces-Partnership-with-the-United-Submarine-Alliance-Qualified-Opportunity-Fund-LP-to-Bolster-Domestic-Submarine-Development (archive.org page / archive.org listing)


H.I.G. Growth Completes Significant Growth Investment in Carebox

Document Date: Nov. 18, 2024, 2:30 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: United States
Investor: Participant: Target: Document Extract: SAN FRANCISCO, Nov. 18, 2024 /PRNewswire/ - H.I.G.
Document Source: https://www.prnewswire.com/news-releases/hig-growth-completes-significant-growth-investment-in-carebox-302307834.html (archive.org page / archive.org listing)


CCMC Announces Strategic Investment from Charlesbank Capital Partners, Formation of Community Management Holdings

Document Date: Nov. 18, 2024, 2:59 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: We could n't be more excited to enter into this partnership with Charlesbank, which will enable us to invest for the future and bring new services, capabilities, and technologies to our communities and team members ," said David Atrostic, Chief Executive Officer at CCMC. " With Charlesbank, we have found a like-minded partner that shares our core values, and we strongly believe that the firm's track record as a relationship-driven partner in the business services sector will enable us to responsibly grow the business while staying true to CCMC's special culture and honoring its legacy ." Concurrent with the investment, a new parent company, Community Management Holdings, has been formed to pursue adjacent growth avenues, including serving smaller-scale communities that CCMC does not focus on today. Deb Dulsky, a seasoned executive with over 25 years of experience in the residential services space, has joined as Chief Executive Officer of Community Management Holdings. She brings an extensive track record of sustainable growth and deep experience in relevant people - based businesses, including most recently as CEO of SafeBasements and prior to that as President of HomeServe North America's HVAC business.
Document Source: https://www.globenewswire.com/news-release/2024/11/18/2982912/0/en/CCMC-Announces-Strategic-Investment-from-Charlesbank-Capital-Partners-Formation-of-Community-Management-Holdings.html (archive.org page / archive.org listing)


Dealpath Announces Connect for Deal Acceleration with Launch Partners JLL and LaSalle

Document Date: Nov. 20, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Our purpose-built technology, including the JLL Buyer List, which combines our proprietary data with AI to intelligently target buyers, and the JLL Investor Center, the only truly global sales listing platform, positions us to deliver superior outcomes for our clients. We 're thrilled to roll out this new, innovative distribution channel for our producers to inject relevant Investor Center listings into qualified institutional buyer pipelines. This direct connection of targeted listings accelerates the speed at which deals are done and surfaces more interested bidders for our clients ." " We are pleased to work with our colleagues at JLL and Dealpath on this exciting initiative that is working to reduce the friction from deal data process inefficiencies ," said Sach Diwan, Global Head of LaSalle Technology. With Dealpath Connect, sell side partners are realizing more than an 80 percent increase in visibility of their opportunities with top institutional clients and more than a 30 percent increase in Confidentiality Agreements signed.
Document Source: https://www.businesswire.com/news/home/20241115288716/en/Dealpath-Announces-Connect-for-Deal-Acceleration-with-Launch-Partners-JLL-and-LaSalle (archive.org page / archive.org listing)


Financial Advisor Jason L. Zachter joins UBS in New York City

Document Date: Nov. 21, 2024, 3 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: Manhattan
Role: Person: Organization: Document Extract: UBS Wealth Management today announced that Jason L. Zachter has joined the firm as a Managing Director and Financial Advisor in Manhattan.
Document Source: https://www.businesswire.com/news/home/20241121427552/en/Financial-Advisor-Jason-L.-Zachter-joins-UBS-in-New-York-City (archive.org page / archive.org listing)

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