Jun 24, 2024

Capstone Partners Advised Safe T Professionals on its Investment from Gallagher Bassett Services

Capstone Partners advised Safe T Professionals—a construction-related safety management consulting firm—on its investment from Gallagher Bassett Services.

Founded in 2011 and based in Chandler, AZ, Safe T Professionals is a leader in safety consulting and manager outsourcing. The company provides safety training, oversight, reporting, and management of all third-party contractors to assist in large-scale construction projects, ongoing maintenance, and repairs at industrial facilities. Safe T Professionals has developed a specialty in the semiconductor and EV industries and represents some of these industries’ largest global companies. For more information, click here.

Thanks to Capstone Partners we have successfully found a partner in Gallagher Bassett to help us achieve our goal of growing and expanding our services in the construction industry. It was critical that we partner with a company that aligns with our values and vision. Josh and I feel optimistic about the success of this partnership. It’s a blessing to feel at ease with our collaboration with Gallagher Basset and we are looking forward to our journey in succeeding and achieving our business objectives.

Anna MartinezCEO, Safe T Professionals

Anna Martinez, Chief Executive Officer of Safe T Professionals, said, “In addition to their focus on mitigating and managing risk, Gallagher Bassett is well-positioned to help us accelerate our plans for broadening our service offerings and expanding geographically to meet the growing needs of the construction industry.”

Joshua Martinez, Chief Operations Officer of Safe T Professionals, commented, “Prior to engaging Capstone Partners, we had two unsolicited offers that did not end up working out. Capstone Partners came highly recommended by a trusted advisor and they more than delivered. Their EHS team quickly understood the needs of the company and shareholders and introduced us to a variety of potential partners and guided us through all the details of the exciting partnership with Gallagher Bassett. Capstone’s EHS expertise and relationships were a tremendous advantage, and we are thrilled with the outcome and service provided by Capstone Partners.”

David Bench, Managing Director and Co-Head of Capstone Partners’ Industrials Investment Banking Team stated, “This is the second client providing outsourced safety management that Capstone Partners has advised in the past year. We are witnessing intense interest in safety consulting/management companies from ancillary sectors including risk management, safety equipment rental/turnaround services, safety products distribution, and janitorial/sanitation products and services. This interest reflects the mission-critical nature these services represent as a jumping off point for related products and services.”

Headquartered in Rolling Meadows, IL, Gallagher Bassett was founded in 1962 and specializes in risk control and claims management services to insurance providers and end users. The company, a subsidiary of Arthur J. Gallagher & Co., with regional operations in North America, Australia, the United Kingdom, and New Zealand, has vast experience providing risk management solutions for brokers, commercial employers, governmental entities, and insurance carriers. For more information, click here.

The expert investment banking professionals on Capstone Partners’ Industrials Team work with leading middle market companies operating in the Environmental, Health & Safety (EHS) market to advise with their strategic decision-making in order to maximize financial outcomes at every stage of the business lifecycle. Our firm has developed a full suite of corporate finance solutions, including M&A advisory, debt advisory, financial advisory, and equity capital financing to help privately owned businesses and private equity firms address any need, ranging from growth and financial or operational advisement to an ultimate exit transaction. To learn more about this transaction, or about the benefits of starting a relationship with our EHS Banking Team, contact us here.