[October 01, 2014]

The Presidio Group Acts as Exclusive Financial Advisor to KPA in Its Sale to CIVC Partners

The Presidio Group LLC ("Presidio") announced today that its technology-enabled business services investment banking group acted as the exclusive financial advisor to KPA, a services and software provider to over 5,000 automotive, truck, and equipment dealerships, and service companies, on its sale to CIVC Partners, a Chicago-based private equity firm. Terms of the transaction were not disclosed.

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

"KPA provides best-in-class environment, health, safety and human resources software solutions to thousands of businesses," said Bill Lamm, Managing Director and head of technology-enabled business services investment banking at Presidio. "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."

"When selecting our financial advsor 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," Clayton stated. "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.

"From the development of the initial offering materials to the final negotiation and closing of the deal, Bill 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," Clayton concluded.

In 2014 The Presidio Group has completed three additional transactions in the software as a service (SaaS (News - Alert)) vertical. Presidio acted as an exclusive financial advisor to AutoAlert, Inc on its recapitalization which was led by HGGC Inc, to CAR-Research XRM in its sale to Autoloop, and to DigiGo in its sale to Search Optics.

About The Presidio Group LLC

The Presidio Group LLC is an independent financial services firm focused on wealth advisory, investment banking and private equity. The firm was founded in 1997 with the simple mission to relentlessly put the interests of its clients first. By steadfastly adhering to this philosophy, the firm has earned the trust of clients throughout the United States. The firm's seasoned professionals create client relationships based on mutual respect and a commitment to long-term results. Today, The Presidio Group has approximately $4.3 billion under advisement, 60 employees, and offices in San Francisco and Dallas.

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