Q CORPORATE & PROFESSIONAL TRAINING BOSTON CHICAGO LONDON LOS ANGELES NEW YORK ORANGE COUNTY PHILADELPHIA SAN DIEGO SILICON VALLEY TAMPA
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1 CORPORATE & PROFESSIONAL TRAINING Q4 CONTACTS Jacob Voorhees Managing Director (617) Sophea Chau Director (617) MERGER AND ACQUISITION ACTIVITY The Corporate & Professional Training industry has shown strong growth due to heightened demand, a strengthening economy and the availability of personalized, online solutions. According to IBIS World, industry revenue is expected to reach an impressive $11.1 billion in, while buyers have accelerated organic growth by making acquisitions. During conversations with buyers, Capstone has identified several major deal drivers including a desire to augment existing training offerings, acquire new modes of delivery such as mobile and other online solutions and gain access to new clients for cross selling and upselling opportunities. As a result, this industry has shown healthy M&A volume year-to-date, with 41 transactions being announced or completed thus far. Both strategic and financial buyers have maintained strong interest in this sector, accounting for 60.0% and 40.0% of deal volume, respectively, over each of the past two years. As predicted in our Q2 report, technology driven platforms became a main focus for the industry in. Year-to-date, 28 transactions 68.3% of total transaction volume have been announced or completed that involve targets with substantial e-learning offerings. For example, Microsoft announced its acquisition of LinkedIn, which will include Lynda.com, and cited that LinkedIn Learning will tightly integrate into Office, enabling users to have a more seamless experience and access to on-demand courses. As technology develops, coding bootcamps have also become increasingly popular, while most now provide training services directly to corporations as part of their core offerings. There has been substantial consolidation among bootcamps with General Assembly s acquisition of Bitmaker being the latest example. Corporate & Professional Training: M&A Transactions BOSTON CHICAGO LONDON LOS ANGELES NEW YORK ORANGE COUNTY PHILADELPHIA SAN DIEGO SILICON VALLEY TAMPA YTD YTD YTD ended October 15, Sources: Capital IQ and Capstone Partners LLC research
2 Corporate & Professional Training Q4 NOTABLE CORPORATE & PROFESSIONAL TRAINING TRANSACTIONS Several notable transactions were completed or announced in the Corporate & Professional Training industry through Q4. Select transactions are outlined below, followed by a more comprehensive list on the following table. OnCourse Learning acquires IPCed (September ) The Institute for Professional Care Education (IPCed), a provider of training for nonmedical home and assisted living caregivers, was recently acquired by OnCourse Learning. Terms of the deal were not disclosed. OnCourse Learning is a portfolio company of private equity group CIP Capital and has made a total of two acquisitions in. Patrick Sheahan, President and CEO of OnCourse Learning, commented, This acquisition allows us to build on our strong foundation in healthcare education by expanding our content catalog to meet the training needs of professionals across the provider landscape, in both acute and post-acute care settings. L Squared Capital and Avante acquire Learners Edge (September ) Learners Edge, a provider of online professional development, continuing education and master s degree programs for K-12 teachers, was recently acquired by private equity firm L Squared Capital Partners (L Squared) and co-investment firm Avante Mezzanine Partners (Avante). Terms of the deal were not disclosed. The two buyers acquired Learners Edge from Stone-Goff Partners, which made the first outside investment in the company in Learners Edge was founded in 2002 as a provider of distance-learning courses and has since emerged as a leading provider of online direct-to-teacher continuing education in the US. This is L Square s fifth investment in the Education sector, with other portfolio companies including Teaching Strategies, Edlio, einstruction and US Education. In respose to the exit, Hannah Craven, Co-Founder of Stone-Goff Partners, commented, The Learners Edge team led by CEO Joe Cotter developed a clear, mission-driven approach for the development and dissemination of continuing education for teachers. Our successful exit is a testament to the value created by the management team since our investment and demonstrates the company s strength in helping onthe-ground teachers improve classroom instruction and student learning. General Assembly acquires Bitmaker (August ) General Assembly, a leading provider of coding, data, design and marketing bootcamps, recently acquired the Canadian-based Bitmaker. Bitmaker offers full- and part-time courses in web development, user experience and digital marketing. The acquisition will be General Assembly s first expansion into Canada. Anna Lindow, General Assembly s General Manager of Campus Education and Operations, commented, Bitmaker s sustained growth over time versus the overall size of the Toronto and larger market made us confident that there s still a huge opportunity for this trajectory to continue. Toronto has many demographic similarities to other cities where we ve seen success, like New York and London, and at this moment on Bitmaker s growth journey, we felt we could really help them accelerate growth through the lens of the scalability lessons we ve learned at our other 15 campuses. Capstone Partners LLC 2
3 CORPORATE & PROFESSIONAL TRAINING: SELECT M&A TRANSACTIONS Corporate & Professional Training Q4 Enterprise EV / LTM Ann. Date Target Acquirer Target Business Description Value (mm) Revenue EBITDA 09/14/16 IPCed 09/14/16 Learners Edge 09/12/16 Proformative 08/10/16 Bitmaker 08/10/16 Bert Rodgers Schools OnCourse Learning L Squared Capital and Avante Argyle Executive Forum General Assembly Gold Coast Schools Provides training and certification solutions for caregiving professionals. Provides professional development and continuing education graduate courses for teachers. Operates an online learning platform for corporate finance professionals worldwide. Provides full-time and part-time courses in software programming, web design and digital marketing. Offers distance education programs for real estate professionals. 08/10/16 Swacha epayresources Provides electronic payments training services. 07/29/16 07/05/16 06/16/16 Business Vision Network Nichols Patrick CPE KinetaCore Ashburn Agents of Efficiency Loscalzo Associates Evidence In Motion 06/13/16 LinkedIn Microsoft 06/01/16 Bayfinity 05/26/16 Mind Streams Education 04/08/16 ViewCentral Wolters Kluwer 04/04/16 Evanta CEB 04/04/16 03/29/16 03/22/16 03/01/16 01/27/16 Larry Jordan & Associates Latinos Unidos Event The Game Agency Unmanned Safety Institute Innovative Learning 01/15/16 Distance CME Peterson's Nelnet Callidus Software Thalo and Mobile Imagination NNA Services Blue Scorpion Investments Provides small business and personalized corporate coaching services. Offers continued professional education and training services to CPAs and accountants. Provides continuing education courses for manual therapists. Operates an online professional network and provides corporate training services through Lynda.com. Provides continuing professional education for accounting and finance professionals. Provides professional development services to educators at various grade levels. Provides learning management solutions for technology, financial services and bioscience industries. Provides leadership development and collaborative exchange programs for top executives. Offers training services covering video production and post-production for practicing professionals. Provides training and support for immigration consultants in the US. Offers game-based solutions for individual employee, corporate and classroom needs. $26, x 98.4x $ ARGUS Provides safety education and training services. La Clinica del Valle OnCourse Learning 01/07/16 ExitCertified Avnet 01/06/16 Code3 Career Step 01/06/16 Solutions In Mind 12/01/15 AKLearning 11/10/15 Price Mine Frontline Technologies Business Training Library Compliance Staffing Agency Offers leadership and personal development training to individuals, corporations and governmental agencies. Provides long distance learning courses for emergency medical services professionals. Provides information technology training to corporate and government clients. Provides online virtual education for emergency medical services. Provides online training and professional development to the K-12 industry. Offers online training services for employees. Offers MSHA and OSHA training for working in mines. Capstone Partners LLC 3
4 Corporate & Professional Training Q4 CAPSTONE PARTNERS: A SAMPLING OF TRAINING & EDUCATION TRANSACTIONS Online Computer Bootcamp Campus-Based Computer Bootcamp SaaS Sales Training Corporate Training Virtual Classroom has recapitalized with Professional Teacher Development Military Certification Training has received growth capital from a portfolio company of THE CARLYLE GROUP An Company has recapitalized with has secured financing from has recapitalized with Capstone Partners LLC 4
5 Corporate & Professional Training Q4 CORPORATE & PROFESSIONAL TRAINING TEAM Jacob Voorhees, Managing Director (617) Jacob is a founding member of Capstone Partners and oversees the Northeast Region. Jacob has a vast amount of experience in the education and training, consumer products and business services sectors. Over the last five years, Jacob s transactional work has resulted in over 40 individual nominations for deal of the year within his sectors, culminating eight wins, including 2014 Consumer Services Deal of the Year and 2014 Consumer Goods Deal of the Year. Formerly, Jacob was with Andersen Corporate Finance LLC, where he focused his efforts on the software and direct marketing industries. He started his career in New York City with Rabobank International, a multi national Dutch investment bank in Utrecht, the Netherlands. While at Rabobank International, Jacob worked in the mergers and acquisitions group focusing on cross border transactions in South and Latin America in the consumer products, food & beverage industries. The M&A Advisor named Jacob to its prestigious 40 UNDER 40 deal makers list in Jacob received an MBA from the Sloan School of Management at Massachusetts Institute of Technology (MIT) and a BS from Cornell University. Additionally, Jacob founded Sophie s Fund which provides college scholarships and financial support to homeless youth. Jacob is qualified as a General Securities Representative. Sophea Chau, Director schau@capstonellc.com (617) Sophea specializes in mergers & acquisitions, private placements and financial advisory services. Her responsibilities include providing financial and valuation analysis, performing due diligence, asset positioning and strategy articulation. Prior to joining Capstone, Sophea was an analyst at FTN Midwest Securities, a full-service investment banking firm based in Cleveland. While working in their New York office, she focused on M&A advisory for middle-market companies in a variety of industries, including healthcare, pharmaceutical services and marketing & advertising. Sophea is Vice President of the Columbia Alumni Association of Boston and holds a Bachelor of Arts in Economics from Columbia University. PROFESSIONAL SERVICES DEAL OF THE YEAR US MIDDLE MARKET INVESTMENT BANK OF THE YEAR USA MID-MARKET INVESTMENT BANKING FIRM OF THE YEAR LEADING M&A DEAL MAKER OF THE YEAR INTERNATIONAL AWARDS Capstone Partners LLC 5
6 CAPSTONE S OFFICE LOCATIONS BOSTON 176 Federal Street 3rd Floor Boston, MA (617) CHICAGO 200 South Wacker Drive Suite 3100 Chicago, IL (312) LONDON 42 Brook Street London W1K 5DB United Kingdom +44 (0) LOS ANGELES 401 Wilshire Suite 1200 Santa Monica, CA (858) NEW YORK 41 Madison Avenue 31 st Floor New York, NY (212) ORANGE COUNTY Avenida de la Carlota Suite 600 Laguna Hills, CA (949) PHILADELPHIA 1515 Market Street 12th Floor Philadelphia, PA (215) SAN DIEGO High Bluff Drive Suite 200 San Diego, CA (858) SILICON VALLEY 228 Hamilton Avenue 3rd Floor Palo Alto, CA (650) TAMPA 1550 W Cleveland Street Suite 10 Tampa, FL (813) ABOUT CAPSTONE PARTNERS Capstone Partners LLC is a premier investment banking firm dedicated to serving the corporate finance needs of middle market business owners, investors and creditors. The firm provides M&A, corporate restructuring, private placement and financial advisory services. Headquartered in Boston, Capstone has offices in Chicago, London, Los Angeles, New York, Orange County, Philadelphia, San Diego, Silicon Valley and Tampa with an international presence that spans 450+ professionals in 70 offices across 31 countries. For more information about our expertise, please visit World Class Wall Street Expertise. Built for the Middle Market. Capstone Partners LLC. All rights reserved.
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