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Private Equity
FINANCE | Investment Firms & Funds
aeainvestors.com

Investments

67

Portfolio Exits

45

Funds

27

Partners & Customers

2

Service Providers

3

About AEA Investors

AEA Investors is a private investment vehicle for a select group of industrial family offices with substantial assets. Its individual investors include a network of industrial families, business executives, and former government leaders. The company manages funds that have invested and committed capital including the leveraged buyouts of middle-market companies and small business companies and mezzanine and senior debt investments. AEA Investors was founded in 1968 and is based in New York, New York.

Headquarters Location

520 Madison Avenue 40th FL

New York, New York, 10022,

United States

212-644-5900

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Latest AEA Investors News

American Oncology Network and Digital Transformation Opportunities Corp. Announce Completion of Business Combination

Sep 20, 2023

AON to Ring Nasdaq’s Closing Bell on September 21, 2023, to Commemorate First Day of Trading September 20, 2023 14:42 ET Fort Myers, Florida, UNITED STATES FORT MYERS, Fla. and LOS ANGELES, Sept. 20, 2023 (GLOBE NEWSWIRE) -- American Oncology Network, LLC (“AON” or the “Company”), a rapidly growing network of community-based oncology practices, and Digital Transformation Opportunities Corp. (Nasdaq: DTOC) (“DTOC”), a special purpose acquisition company focused on the healthcare industry, announced today the completion of their previously announced business combination (the “Business Combination”). The combined company has been renamed American Oncology Network, Inc., and its common stock is expected to commence trading on the Nasdaq Stock Market LLC ("Nasdaq") under the new ticker symbol “AONC” on September 21, 2023. The Business Combination was approved at a special meeting of DTOC’s stockholders on September 19, 2023. In just five years since its inception in 2018, AON has grown to include over 1,500 employees and over 200 providers in more than 75 clinics serving over 450,000 patients nationwide. AON practices have access to fully integrated ancillary services such as a specialty pharmacy, lab and pathology, radiation therapy, and imaging. These services promote clinical coordination and seamless communication throughout all stages of the care process. AON practices deliver high-quality patient care by sharing resources and expertise across the network, providing access to leading clinical trials, staying at the forefront of clinical innovation, and advocating for their patients and the profession of community oncology. The DTOC partnership and recent strategic investment from AEA Growth, a leading global investment firm, will help further AON’s goals of supporting community oncology practices and improving the patient experience by unlocking further growth through continuing to add new providers to the AON network, scaling ancillary services, introducing new service offerings, and expanding AON’s existing services to address the broader oncology market. “Today is an important milestone for AON and celebrates our team’s hard work and dedication, which have been the keys to our growth and success,” said Todd Schonherz, Chief Executive Officer of AON. “AON is committed more than ever to expanding our reach and advancing cancer care in communities across the nation where too often patients experience accessibility barriers.” “We are proud of our successful partnership with AON and look forward to seeing the company’s profound impact enable advanced treatment options, clinical research, and comprehensive care options nationwide,” said Kevin Nazemi, Chief Executive Officer of DTOC. The combined company will continue to be led by AON’s Chief Executive Officer, Todd Schonherz; Chief Financial Officer, David Gould; and Chief Medical Officer, Dr. Stephen “Fred” Divers. Paul Hastings LLP served as legal advisor to DTOC. Woolery & Co. PLLC and Dentons US LLP served as legal advisors to AON. About American Oncology Network The American Oncology Network (AON) (Nasdaq: AONC) is an alliance of physicians and seasoned healthcare leaders partnering to ensure the long-term success of community oncology and other specialties. Launched in 2018, the rapidly expanding AON network represents 109 physicians and 86 nurse practitioners and physician assistants practicing across 19 states. The executive management team of AON encompasses more than four decades of oncology practice management experience, enabling physicians to focus on what matters most — providing the highest quality care for patients. Learn more at www.aoncology.com . About DTOC Digital Transformation Opportunities Corp. is a blank check company, led by Kevin Nazemi, Co-Founder and former Co-CEO of Oscar Health, formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. DTOC’s Board of Directors includes Kevin Nazemi, Brad Fluegel (former Chief Strategy Officer of Walgreens and Anthem), Jim Moffatt (former Vice Chairman and Global CEO of Deloitte Consulting), and Heather Zynczak (former Chief Marketing Officer of Pluralsight and Domo). DTOC is focused on businesses operating in the healthcare industry. To learn more about Digital Transformation Opportunities Corp., visit www.dtocorp.com . About AEA Growth AEA Growth provides technology-enabled, healthcare and software companies with flexible capital and operational resources to accelerate growth. AEA Growth targets investments in category-leading, capital-efficient businesses with strong customer advocacy. AEA Growth is part of AEA Investors LP. AEA Investors was founded in 1968 by the Rockefeller, Mellon and Harriman family interests and S.G. Warburg & Co. as a private investment vehicle for a select group of industrial family offices with substantial assets. AEA has an extraordinary global network built over many years which includes leading industrial families, business executives and leaders; many of whom invest with AEA as active individual investors and/or join its portfolio company boards or act in other advisory roles. Today, AEA’s approximately 120 investment professionals operate globally with offices in New York, Stamford, San Francisco, London, Munich and Shanghai. The firm manages funds that have approximately $19 billion of invested and committed capital including the leveraged buyouts of middle market companies and small business companies, growth capital and private investments. For more information, please contact: For AON:

AEA Investors Investments

67 Investments

AEA Investors has made 67 investments. Their latest investment was in Montway as part of their Private Equity - II on January 1, 2023.

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AEA Investors Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/12/2023

Private Equity - II

Montway

$7.89M

No

1

3/7/2022

Recap

AmeriVet Veterinary Partners

$1,600M

Yes

5

9/10/2021

Private Equity

Chemical Guys

$823.15M

Yes

1

7/6/2021

Private Equity

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$99M

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10

6/8/2021

Unattributed - V

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10

Date

1/12/2023

3/7/2022

9/10/2021

7/6/2021

6/8/2021

Round

Private Equity - II

Recap

Private Equity

Private Equity

Unattributed - V

Company

Montway

AmeriVet Veterinary Partners

Chemical Guys

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Amount

$7.89M

$1,600M

$823.15M

$99M

New?

No

Yes

Yes

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Co-Investors

Sources

1

5

1

10

10

AEA Investors Portfolio Exits

45 Portfolio Exits

AEA Investors has 45 portfolio exits. Their latest portfolio exit was Spectrum Plastics Group on May 02, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

5/2/2023

Acquired - III

$99M

11

3/9/2023

Acq - Fin - II

$99M

3

2/15/2023

Acquired

$99M

8

2/6/2023

Acq - Fin - III

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$99M

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10

5/23/2022

Acq - Fin - II

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$99M

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10

Date

5/2/2023

3/9/2023

2/15/2023

2/6/2023

5/23/2022

Exit

Acquired - III

Acq - Fin - II

Acquired

Acq - Fin - III

Acq - Fin - II

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

11

3

8

10

10

AEA Investors Acquisitions

68 Acquisitions

AEA Investors acquired 68 companies. Their latest acquisition was SCIO Automation on July 06, 2023.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/6/2023

$99M

Acq - Fin - II

2

4/17/2023

$99M

Acq - Fin

1

3/22/2023

$99M

Acq - Fin

3

10/18/2022

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$99M

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10

10/4/2022

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$99M

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10

Date

7/6/2023

4/17/2023

3/22/2023

10/18/2022

10/4/2022

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acq - Fin - II

Acq - Fin

Acq - Fin

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Sources

2

1

3

10

10

AEA Investors Fund History

27 Fund Histories

AEA Investors has 27 funds, including AEA Investors Small Business Fund II.

Closing Date

Fund

Fund Type

Status

Amount

Sources

4/17/2023

AEA Investors Small Business Fund II

$384M

3

11/23/2020

ICM Holdco I

$93.38M

1

7/16/2020

AEA Investors Executive Fund VII

$39.06M

2

12/12/2019

AEA Investors Fund VII

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$99M

10

12/12/2019

AEA Investors SBF IV

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$99M

10

Closing Date

4/17/2023

11/23/2020

7/16/2020

12/12/2019

12/12/2019

Fund

AEA Investors Small Business Fund II

ICM Holdco I

AEA Investors Executive Fund VII

AEA Investors Fund VII

AEA Investors SBF IV

Fund Type

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Status

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Amount

$384M

$93.38M

$39.06M

$99M

$99M

Sources

3

1

2

10

10

AEA Investors Partners & Customers

2 Partners and customers

AEA Investors has 2 strategic partners and customers. AEA Investors recently partnered with Brand Networks on August 8, 2013.

Date

Type

Business Partner

Country

News Snippet

Sources

8/13/2013

Partner

United States

1

10/1/2012

Partner

United States

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10

Date

8/13/2013

10/1/2012

Type

Partner

Partner

Business Partner

Country

United States

United States

News Snippet

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Sources

1

10

AEA Investors Service Providers

5 Service Providers

AEA Investors has 5 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acq - Fin

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

AEA Investors Team

15 Team Members

AEA Investors has 15 team members, including current Chief Executive Officer, President, Brian Hoesterey.

Name

Work History

Title

Status

Brian Hoesterey

Chief Executive Officer, President

Current

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Name

Brian Hoesterey

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Work History

Title

Chief Executive Officer, President

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Status

Current

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