GreatAmerica Financial Services Corporation

Cedar Rapids, IA

About GreatAmerica Financial Services Corporation

Company overview

GreatAmerica Financial Services is a leading, independent, family-owned national commercial equipment finance company in the United States. Founded in 1992 in Cedar Rapids, Iowa, the company is dedicated to helping manufacturers, vendors, and dealers grow their businesses and retain their customers for a lifetime. GreatAmerica offers a full suite of financing solutions including equipment leasing, loans, and power purchase agreements, designed to provide flexible payment options and improve cash flow for its channel partners. Beyond traditional financing, GreatAmerica distinguishes itself by providing innovative non-financial services such as portfolio management, human resources consulting, and technology integrations. These value-added services (delivered through dedicated divisions like PathShare HR Services and GreatAmerica Portfolio Services) help clients streamline operations and boost efficiency. With specialized programs tailored for industries including office imaging, technology, construction, automotive, healthcare, and EV supply equipment, GreatAmerica's comprehensive approach supports the entire lifecycle of equipment financing from origination and funding to ongoing asset management.

Keywords

Revenue

Revenue

EBITDA

EBITDA

Valuation

Valuation
Income Statement
Line Item20242023202220212020
Revenues$380 MM$250 MM$90 MM$120 MM$65 MM
Gross Profit$190 MM$125 MM$45 MM$60 MM$32.50 MM
Net Income (Loss)$43 MM$25 MM$9 MM$12 MM$6.50 MM
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Balance Sheet
Line Item20242023202220212020
Total Assets$850 MM$720 MM$680 MM$650 MM$600 MM
Total Liabilities$450 MM$400 MM$380 MM$350 MM$320 MM
Total Equity$400 MM$320 MM$300 MM$300 MM$280 MM
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Ratios

Revenue / EBITDA
123 MM
Valuation / Revenue
123 MM
Valuation / Employees
$123 MM
EBITDA / Revenue
$123 MM
1-Year CAGR (Revenue)
03
3-Year CAGR (Revenue)
11
1-Year CAGR (Employees)
19
3-Year CAGR (Employees)
96

Employee Figures

Employees

Key Executives

NameTitleSocialsEmailPhone

401K

Total Active Participants
1234
No. Participants with Account Balances
56789
Total Liabilities Start of Year
1234
Total Assets Start of Year
56789

M&A2024-03-15Completed

Seller

Founders Group

Investor Sponsors

NorthBridge PE

Deal Amount

$120M

Target Company Valuation

$1.20 MM

Techniques

Acquisition of Assets, Taken Private

Stake Tags

100%

Is PE deal

Yes

Is deal PE backed

Yes

Total Acquired

100%

Secondary Transaction2023-09-01Canceled

Target

BrightHealth Technologies

Seller

Early Investors Consortium

Investor Sponsors

--

Deal Amount

Undisclosed

Target Company Valuation

NaN

Techniques

Secondary Sale, Management Buy-out (MBO)

Stake Tags

Majority

Is PE deal

No

Is deal PE backed

Yes

Total Acquired

65%

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