Lincoln International

O2 Investment Partners Announces Appointment of Thomas Girdler

Retrieved on: 
Tuesday, March 19, 2024
Consulting, Asset Management, Professional Services, Finance, Business, Business administration, Lincoln International, Accounting, Concentric objects, Investment, Ross School of Business, University

O2 Investment Partners ( www.o2investment.com ) announced today that it has appointed Thomas Girdler as the firm’s newest Senior Associate.

Key Points: 
  • O2 Investment Partners ( www.o2investment.com ) announced today that it has appointed Thomas Girdler as the firm’s newest Senior Associate.
  • Luke Plumpton, Managing Partner of O2, announced the addition saying, “We are thrilled to welcome Thomas to the team.
  • Thomas joins O2 from Concentric Equity Partners in Chicago, where he was a Senior Associate.
  • Before working at Concentric, Thomas was an Investment Banking Analyst at Lincoln International where he supported M&A processes in the Global Industrials group.

LatentView Analytics Announces Acquisition of Decision Point Analytics

Retrieved on: 
Thursday, March 28, 2024
Microsoft, GTM, Partner, Organization, Growth, Data science, CFO, RGM, EBIDTA, Lincoln International, Acquisition, CPG, Business transformation, POI, Data, Investment, Microsoft Teams, Point, H&B, Marketing, Retail

CHENNAI, India, March 28, 2024 /PRNewswire-PRWeb/ -- LatentView Analytics Limited (BSE: 543398, NSE: LATENTVIEW), a global digital analytics consulting and solutions firm, today announced the Board approval on the acquisition of Decision Point, for acquisition of 70% of outstanding equity capital for a total consideration of $39.1m. The remaining 30% equity is to be acquired over the next 2 years with a payout based on agreed valuation principles.

Key Points: 
  • CHENNAI, India, March 28, 2024 /PRNewswire-PRWeb/ -- LatentView Analytics Limited (BSE: 543398, NSE: LATENTVIEW), a global digital analytics consulting and solutions firm, today announced the Board approval on the acquisition of Decision Point, for acquisition of 70% of outstanding equity capital for a total consideration of $39.1m.
  • LatentView Analytics provides business transformation consulting and works with companies to develop and implement flexible and agile analytics roadmaps.
  • Speaking on the acquisition, Rajan Venkatesan , CFO, LatentView Analytics said, "With the acquisition of Decision Point, we are honoring our commitment of staying focused on our core verticals.
  • "We are excited about Decision Point becoming a part of the LatentView Group," said Ravi Shankar , CEO, Decision Point.

Lincoln Private Market Index Closes 2023 at a Record High Despite a Prolonged Misalignment on Valuation Expectations Among Buyers and Sellers

Retrieved on: 
Monday, February 12, 2024
Finance, Consulting, Banking, Professional Services, Other Professional Services, Acquisition, David G. Booth, Investment, Lincoln International, Growth, Grain, Index, LBO, LTV, Risk, University, BSL, LPMI, Movement, PIK, Pressure

The Lincoln Private Market Index (LPMI), the only index that tracks changes in the enterprise value of U.S. privately held companies, increased by 0.6% during the fourth quarter of 2023, resulting in the index ending 2023 at another record high.

Key Points: 
  • The Lincoln Private Market Index (LPMI), the only index that tracks changes in the enterprise value of U.S. privately held companies, increased by 0.6% during the fourth quarter of 2023, resulting in the index ending 2023 at another record high.
  • During 2023, the S&P 500 soared by 22.7%, while the LPMI climbed only 5.5% but demonstrated greater stability over the year.
  • Leveraged buyout (LBO) volumes in 2023 were depressed as sellers and buyers remained locked in a tug-of-war.
  • While lenders, sponsors and businesses will need to grapple with more adversity, many left 2023 with newfound optimism.

New Heritage Capital Exits Investment in Portfolio Company, Revela Foods

Retrieved on: 
Wednesday, January 24, 2024
Retail, Professional Services, Food, Beverage, Finance, LLP, Lincoln International, History, Growth, Acquisition, Snack, Heritage, ADM

New Heritage Capital (“Heritage”) is pleased to announce the successful exit of its investment in Revela Foods (“Revela” or the “Company”).

Key Points: 
  • New Heritage Capital (“Heritage”) is pleased to announce the successful exit of its investment in Revela Foods (“Revela” or the “Company”).
  • Created via the 2016 merger of Welcome Dairy and Gamay Food Ingredients and headquartered in New Berlin, WI, Revela develops and manufactures innovative dairy flavor ingredients and solutions.
  • Heritage worked closely with the Revela management team to execute a comprehensive strategic and operational growth plan that resulted in strong growth and prepares the Company well for continued expansion.
  • Heritage was by our side throughout that entire journey, helping us to transform the company while preserving our history.

Lincoln International Announces Promotions to Drive Ongoing Organizational & Client Success

Retrieved on: 
Tuesday, January 9, 2024
Banking, Professional Services, Finance, Partnership, International, Lincoln International, Executive officer, Orientation

Lincoln International, a global investment banking advisory firm, today announced the appointment of several firm leaders into executive management and client advisory roles.

Key Points: 
  • Lincoln International, a global investment banking advisory firm, today announced the appointment of several firm leaders into executive management and client advisory roles.
  • The firm has promoted Mary Weber to the newly created role of Chief Operating Officer, as well as Nick Baldwin and Charles de Fels to Managing Directors.
  • “We are so pleased to recognize our colleagues who are elevating into broader leadership roles within the firm and on behalf of clients,” stated Rob Brown, Chief Executive Officer.
  • “Throughout their respective tenures, these individuals have demonstrated the excellence, strategic thinking, solutions orientation and tenacity that have been hallmarks of the firm’s ongoing success.

Liberty Hall Capital Partners Announces Merger of Comply365 and Vistair

Retrieved on: 
Monday, January 8, 2024
Insight Partners, Partnership, Lincoln International, Software as a service, Heart, Willkie Farr & Gallagher, Insight, Investment, Safety, Growth, Aviation, Partner (business rank)

CHARLESTON, S.C., BELOIT, Wis. and BRISTOL, England, Jan. 8, 2024 /PRNewswire/ -- Liberty Hall Capital Partners ("Liberty Hall"), a private equity firm focused exclusively on investments in businesses serving the global aerospace and defense industry, announced today the merger of Comply365, LLC ("Comply365"), an existing Liberty Hall portfolio company, and Vistair Limited ("Vistair") to create a leading global provider of compliance, safety and data intelligence technologies serving the aviation, defense and rail industries with over 120 customers located in over thirty countries on six continents. Terms of the transaction were not disclosed.

Key Points: 
  • In connection with the merger, Insight Partners, a global software investor, has joined Liberty Hall as an equal investor in the combined business.
  • "Liberty Hall is pleased to have played a supportive role in Comply365's journey, and we look forward to continued success as Comply365 and Vistair come together to better serve their global customers."
  • Lincoln Intern ational served as financial advisor to Comply365 and Harris Williams and Lincoln International served as financial advisors to Insight Partners and Liberty Hall.
  • Legal advice to Comply365 and Liberty Hall was provided by Gibson Dunn & Crutcher and legal advice to Insight Partners was provided by Willkie Farr & Gallagher.

Comply365 and Vistair Announce Merger and Strategic Growth Investment from Insight Partners and Liberty Hall Capital Partners

Retrieved on: 
Monday, January 8, 2024
Insight Partners, Partnership, Lincoln International, Heart, Willkie Farr & Gallagher, Insight, Investment, Growth, Safety, Aviation

BELOIT, Wis. and BRISTOL, England, Jan. 8, 2024 /PRNewswire/ -- Comply365, LLC ("Comply365") and Vistair Limited ("Vistair") today announced completion of a merger to create a leading global provider of compliance, safety and data intelligence technologies serving the aviation, defense and rail industries with over 120 customers located in over thirty countries on six continents. Rob Morgan, current Chief Executive Officer of Vistair, has been appointed Chief Executive Officer of the combined company and Tom Samuel, current Chief Executive Officer of Comply365, has been appointed Vice Chairman of the combined company's board of directors and will lead the integration of the two businesses. Terms of the transaction were not announced.

Key Points: 
  • "We are confident in the immense potential created from the merger of Comply365 and Vistair," said Henry Frankievich, Managing Director at Insight Partners.
  • We are excited to join forces with our partners at Liberty Hall to bolster and support ongoing product investment and growth."
  • Lincoln International served as financial advisor to Comply365 and Harris Williams and Lincoln International served as financial advisors to Insight Partners and Liberty Hall.
  • Legal advice to Comply365 and Liberty Hall was provided by Gibson Dunn & Crutcher and legal advice to Insight Partners was provided by Willkie Farr & Gallagher.

Ventra Health and ADVOCATE RCM Combine Forces

Retrieved on: 
Monday, January 8, 2024
Radiology, Partner, Physician, Emergency medicine, Lincoln International, Hospital, Anesthesia, Hospital medicine, History, Knowledge, RCM, Face, Investment, Patient

DALLAS, Jan. 8, 2024 /PRNewswire/ -- Ventra Health ("Ventra") announced today that it has combined forces with ADVOCATE RCM, a provider of premium technology-enabled revenue cycle management (RCM) services for radiology and other facility-based physician specialties. Ventra is a leading provider of high-performance business solutions for physician practices, hospitals, health systems, and ambulatory surgery centers with deep expertise in anesthesia, emergency medicine, and hospital medicine. ADVOCATE RCM will operate as a division of Ventra, and the combined organization creates one of the nation's largest, most sophisticated technology-enabled providers of end-to-end RCM services, offering clients access to industry-leading technology, data & analytics, patient engagement, payer contracting, and automation tools.

Key Points: 
  • Strategic combination adds a dedicated radiology offering to Ventra Health, creating an industry leader in technology-enabled RCM services for facility-based physicians
    DALLAS, Jan. 8, 2024 /PRNewswire/ -- Ventra Health ("Ventra") announced today that it has combined forces with ADVOCATE RCM , a provider of premium technology-enabled revenue cycle management (RCM) services for radiology and other facility-based physician specialties.
  • "Expanding our offering to include comprehensive radiology RCM services has been a strategic priority for Ventra," said Steven Huddleston, Ventra CEO.
  • "We are excited to join forces with Ventra, an organization that shares our strong commitment to white-glove client service and technology-driven innovations that change the face of revenue cycle management," said Todd Walker, CEO, ADVOCATE RCM.
  • "Today marks a defining moment for ADVOCATE RCM," said Kirk Reinitz, President and Founder, ADVOCATE RCM.

Zoomcar, the World’s Largest Emerging Market Focused Car Sharing Platform, Announces Completion of its Business Combination with Innovative International Acquisition Corporation (IOAC) and Anticipated Nasdaq Listing

Retrieved on: 
Thursday, December 28, 2023
Entrepreneurship, Business analyst, Acquisition, Lincoln International, Committee, Combined, Tunnell, DLA Piper, McDermott Will & Emery

IOAC’s shareholders approved the Business Combination, among other related matters, at an extraordinary general meeting held on December 19, 2023.

Key Points: 
  • IOAC’s shareholders approved the Business Combination, among other related matters, at an extraordinary general meeting held on December 19, 2023.
  • Greg Moran, CEO and Co-Founder of Zoomcar commented, “We’re thrilled to announce this exciting milestone in Zoomcar’s nearly decade long company journey.
  • This marks the beginning of an important new phase in our company’s growth as we embark on reaching new heights for our emerging market focused peer2peer car sharing platform.
  • Lincoln International acted as financial advisor to the special committee of the board of directors of Innovative (the “Special Committee”).

Pritzker Private Capital Promotes Anthony Cardona and Thomas Chadwick to Partner

Retrieved on: 
Wednesday, December 6, 2023
Professional Services, Other Manufacturing, Manufacturing, Finance, Lincoln International, Harvard Business School, Food, Omicron Delta Kappa, Lee University, Mentorship, Partner, PPC, Virtus Investment Partners, University, Management, Frontier Services Group, Deutsche Bank, LBP, Family, Philosophy

Pritzker Private Capital (“PPC”), a leader in family direct investing, is pleased to announce the promotions of Anthony Cardona and Thomas Chadwick to Investment Partner, effective January 1, 2024.

Key Points: 
  • Pritzker Private Capital (“PPC”), a leader in family direct investing, is pleased to announce the promotions of Anthony Cardona and Thomas Chadwick to Investment Partner, effective January 1, 2024.
  • The promotions of these tenured individuals recognize their significant contributions to PPC’s investing efforts, family of companies and internal culture.
  • Anthony Cardona, Investment Partner – Services, has been a significant contributor to PPC’s Services team, which specializes in identifying and forming long-term partnerships with family and founder-owned businesses in the supply chain services, specialty distribution and commercial and industrial services subsectors.
  • Prior to joining PPC, Thomas was an Associate at Madison Dearborn Capital Partners and an Investment Banking Analyst at Deutsche Bank.