Preservation Capital Partners Invests in Saltus

Morgan Stanley Capital Partners Agrees to Acquire Prescott's

December 10, 2024

Healthcare Services

Investment funds managed by Morgan Stanley Capital Partners (MSCP) have agreed to acquire Prescott's, a healthcare-focused specialty outsourced clinical engineering services provider, from Atlantic Street Capital. Prescott's provides medical equipment repair and maintenance, refurbished equipment/parts, and rentals for critical surgical suite modalities, and is headquartered in Monument, Colorado.

Estancia Capital Partners and LLR Partners Invest in Soltis Investment Advisors

September 17, 2024

Financial Services

Estancia Capital Partners and LLR Partners have entered into a capital partnership with Soltis Investment Advisors, a registered investment adviser with over $9 billion in client assets, providing growth capital and strategic resources. The investment will support Soltis's expansion of advisor hiring, potential acquisitions, enhanced service offerings and will see Emigrant Partners exit its minority stake.

Ridgemont Equity Partners Acquires Sparus Holdings

August 3, 2021

Infrastructure

Ridgemont Equity Partners completed an acquisition of Sparus Holdings, a provider of outsourced field and professional services for utility and industrial customers, in March 2021. Ridgemont's investment will support the build-out of a scaled, end-to-end utility services platform and Sparus has since acquired OneVision Utility Services to expand its utility locate and damage prevention capabilities.

Equisoft Acquires U.K. Pension and Investment Solutions Provider Altus

July 5, 2021

Financial Services

Equisoft, a Montreal-based digital solutions provider to the financial industry, has acquired U.K.-based Altus, a Bath-headquartered provider of investment and pension management products and services. The acquisition adds a first European location to Equisoft's operations, expands its pension and investment product portfolio and brings Altus' client base and expertise into Equisoft's global digital solutions offering.

Preservation Capital Partners Invests in Parmenion

March 9, 2021

Financial Services

Preservation Capital Partners has made a growth investment in Parmenion, a UK-based provider of adviser platform technology, custody and discretionary fund management services. The deal supports Parmenion’s management team to scale the business into a national champion; the company manages roughly £8.0bn of assets and serves thousands of advisers and tens of thousands of savers. Standard Life Aberdeen is referenced as the party being advised in the transaction.

BCI and Preservation Capital Partners Invest in BMS Group at £500M Valuation

June 5, 2019

Insurance

British Columbia Investment Management Corporation (BCI) and Preservation Capital Partners (PCP) agreed to invest in UK-headquartered insurance broker BMS Group at a valuation of £500 million (USD 636 million). The transaction, expected to close in Q3 2019 subject to regulatory approvals, is a minority/growth investment that leaves BMS management and staff as significant shareholders and supports the firm's continued independent growth.