[vc_row][vc_column][vc_column_text css=”.vc_custom_1609695312132{margin-bottom: 10px !important;}”]

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

[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row][vc_column][templatera id=”1253″][/vc_column][/vc_row]