July 2020

Access to some materials included in this newsletter may be limited to Red Forest Capital funds.

INDUSTRY UPDATES

• PPP application deadline extended to 8 August 2020

• What Customers Need to Hear from You During the COVID Crisis from HBR

• How insurance can prepare for the next distribution model from McKinsey

• Farm Tech Market Map: Why it’s time to distinguish farm tech from the messy supply chain from AgFunder

• COVID-19 Behavior Before & After Impact Report from InMarket InSights

• Tech Video Game Streaming Trends from Stream Hatchet. North American-owned streaming grew 97.9% YoY

M&A, PRIVATE EQUITY AND SEARCH FUNDS

• AM&AA M&A Access COVID-19 Market Report

• RJD Partners acquired Improve International, a provider of education to the veterinary sector

• Three Connecticut colleges plan to acquire parts of the University of Bridgeport and to turn the existing campus into one “University Park”

• Buckle acquires Gateway Insurance Company

• Relation Insurance Services acquires Summers Thompson Lowry insurance brokerage 

• Pennant Group acquires Two Home Health Agencies from Signature Healthcare at Home

• Apax Partners acquires 49% stake in InnovAge, in-home senior care provider

• LaMaitre Vascular acquires vascular graft seller Artegraft for $90M

• Medical video game maker Level Ex acquired by surgical technology firm Brainlab

• Power Test buys Milwaukee's Taylor Dynamometer

• TN Marketing acquires Bluprint, formerly known as Craftsy, from NBCUniversal

• Platinum Equity acquires Deluxe Entertainment Services, a provider of subtitling, sound mastering, encryption and other services

• PE-backed Heartland Home Services acquired First Call Plumbing, its second acquisition in the West Michigan area in the last nine months

• Five V to acquires Totara, a talent experience platform

• Trinity Consultants acquires Vision Environment, a provider of water quality monitoring services 

• Full Spectrum Group acquired Pion TPFS provider of repair, maintenance, validation, and qualification services for lab instrumentation

• Arthur J. Gallagher acquires Barrett, Liner & Buss employee benefit solutions provider

• BDO USA acquires MorganFranklin Consulting's public sector practice

• Solutions provider, VC3 acquires Sophicity

• Databricks acquires Redash, a visualizations service for data scientists

• ServiceNow to acquire Sweagle, provider of configuration data management

• Cincinnati Co-Packing & Warehousing acquired by Keller Logistics Group

• Foam Fabricators acquired Polyfoam Corporation, a manufacturer of protective and cold chain packaging solutions

• Paceline Equity Partners acquired R.E.L.A.M., Inc., a lessor of railroad maintenance equipment

• Accelya acquires Farelogix that provides pricing solutions to travel companies

• Ethema Health aquires majority stake of Biohazard Health Services, an environmental-services for $5M

• California American Water acquires Hillview Water Company

• Tampa Bay (Pasco) commission approves $29.3 million purchase of Aqua Utility System

INTERESTING AND FUN

• A Rare Interview with a Reclusive Polymath (Jim Collins)

• Running Virtual Meetings with Lessons Learned from Teaching Online

• Introducing telehealth for kids

• How to road trip safely during a pandemic: Tips for navigating rest stops, gas stations and hotels

• Applied Game Theory – the future of procurement? From DLA Piper

• Egg Vending Machines May Be the Future of Farm-Fresh EggsThe Depository Trust & Clearing Corporation’s exploring Ethereum for Digital Asset Management

• Segway’s iconic (and oft-ridiculed) self-balancing scooter is ending production

Jason Kania | Operating Partner | o. 978.776.6148 | linkedin | my online calendar