SELECT TRANSACTION HISTORY

Evolve Capital Partners has deep transaction experience in the Finance and Technology sectors. The Company is led by professionals with deep expertise across our core verticals.

Our principals’ M&A and financing transaction expertise spans across three decades, involving over $6 billion.  Please contact us to learn more about the transactions we have successfully executed.

*Certain transactions completed by Evolve Capital Partners professionals at prior firms. Past performance does not guarantee future success.

Deep Expertise Across Our Core Verticals        
# Transaction Type Year Vertical Client Buyer / Investor(s) Value ($ millions)
1) M&A 2021 Capital Markets Simpler Trading ZMC Undisclosed
2) M&A 2021 Insurance eAssist Henry Schein Undisclosed
3) M&A 2020 Insurance Aegis Corporation Charles Taylor, a portfolio company of Lovell Minnick Partners Undisclosed
4) M&A – Buy Side 2020 Insurance Wakely Actuarial Davies Group Undisclosed
5) M&A 2020 SaaS DocuPhase AnglePoint Capital Undisclosed
6) M&A 2020 Capital Markets Advisor Software Refinitiv Undisclosed
7) Financing 2020 Lending Undisclosed Home Improvement Specialty Finance Undisclosed Undisclosed
8) Financing 2019 Capital Markets FinMason Private investors Undisclosed
9) M&A 2019 Capital Markets Undisclosed Bank Infrastructure Services Private equity fund Undisclosed
10) Financing 2018 Payments MatchMove Undisclosed Family Office Undisclosed
11) M&A 2017 Capital Markets LeaseDimensions Genpact Undisclosed
12) Financing 2017 Lending CleanFund Vulcan Capital related entities $115
13) M&A – Buy Side 2016 Other Suncore, a subsidiary of San’an Optoelectronics Undisclosed Undisclosed
14) M&A 2015 Payments Calpian Excel Corporation $12.0
15) Financing 2015 Lending SunCrest, a portfolio of Sorenson Capital Tenaska $20.0
16) Financing 2015 Lending United Wind Forum Equity Partners $200.0+
17) M&A 2014 Capital Markets Wave Systems subsidiary DocMagic Undisclosed
18) M&A 2014 Other VeruTEK Shepard Group Undisclosed
19) M&A 2014 Other Acumen, a portfolio company of Palo Verde Brightergy Undisclosed
20) M&A 2013 Lending Niagara, a portfolio company of U.S. Renewables Sterling Energy Undisclosed
21) M&A 2013 Lending Undisclosed Development Firm Rockland Capital Undisclosed
22) Financing / Restructuring 2012 Other Publicly Traded Technology Company Undisclosed $7.0

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