The Presidio Group Advises KPA on Sale to CIVC
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The Presidio Group Advises KPA on Sale to CIVC

presidio nf1The Presidio Group acted as the exclusive financial advisor to KPA Services, a services and software provider to automotive and truck dealerships, on its recent sale to CIVC Partners.

KPA Services provides environmental, health, & safety compliance and human resource management services to over 5,100 automotive, truck and equipment dealerships, and service companies. Customers include eight of the ten largest dealer groups. KPA is headquartered north of Denver in Lafayette, CO (www.kpaonline.com).

The Presidio Group is an independent financial services firm focused on wealth advisory, investment banking and private equity. Areas of specialization within investment banking include auto and truck dealerships, cloud technology, and technology-enabled business services.  The firm was founded in 1997 and today has approximately $4.3 billion under advisement, 60 employees, and offices in San Francisco and Dallas (www.thepresidiogroup.com).

vane clayton nf1“When selecting our financial advisor it was paramount that the firm was well versed in the automotive technology market but exhibited impeccable integrity and exceptional communication to help drive our refinancing effort with our seasoned board of directors,” said KPA CEO Vane Clayton.  “The Presidio Group and specifically Bill Lamm and Katie Benson created instant credibility for KPA with prospective investors due to their past auto industry transactions and a proven track record of representing high performance companies.”

The Presidio Group worked closely with KPA’s management team on all facets of the transaction including preparation, marketing, negotiation and due diligence.

bill lamm nf1“We are pleased to have been able to put our deep sector knowledge and advisory expertise to work to assist KPA CEO Vane Clayton and his talented team and help this dynamic and rapidly growing company realize the significant value that they created,” said Bill Lamm, Managing Director and head of technology-enabled business services investment banking at Presidio.

“From the development of the initial offering materials to the final negotiation and closing of the deal, Bill Lamm was not just an advisor, but our partner. It was apparent that his goal was more than just obtaining the most attractive financial outcome for KPA’s shareholders, but to also ensure a win‐win deal for the new investors. His guidance in highlighting KPA’s key metrics to drive premium value, the completeness of the financial package to build confidence with prospective investors, and his willingness to be involved at the detail level from start to finish ensured a successful transaction for KPA shareholders and management,” added Mr. Clayton.

This year, The Presidio Group has completed three other transactions in the software as a service vertical.  Presidio acted as an exclusive financial advisor to AutoAlert on its recapitalization which was led by HGGC, a Palo Alto based mid-market private equity firm; CAR-Research XRM (www.car-research.com) on its sale to Autoloop (www.autoloop.net); and to DigiGo (www.digigo.com) on its sale to Search Optics (www.searchoptics.com).

2014 PEPD • Private Equity’s Leading News Magazine • 10-3-14

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