M&A Deal Summary

Berwind Acquires Maxcess

On July 3, 2018, family office Berwind acquired machinery company Maxcess from Bertram Capital

Acquisition Highlights
  • This is Berwind’s 1st transaction in the Machinery sector.
  • This is Berwind’s 11th transaction in the United States.
  • This is Berwind’s 1st transaction in Oklahoma.

M&A Deal Summary
Date 2018-07-03
Target Maxcess
Sector Machinery
Buyer(s) Berwind
Sellers(s) Bertram Capital
Deal Type Secondary Buyout

Target

Maxcess

Oklahoma City, Oklahoma, United States
website
Maxcess is a provider of highly engineered, mission critical components used in web process manufacturing applications. Maxcess's line of web accessory products and includes web-guiding systems, winding products, slitting products and systems tension controls, and inspection products. The Maxcess umbrella covers the strongest brand names in the industry. Fife pioneered automated web guiding, Tidland invented the very first expanding air shaft and MAGPOWR has the largest installed base of tension products in the industry.

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Buyer(S) 1

Buyer

Berwind

Philadelphia, Pennsylvania, United States

website

Category Family Office
Founded 1886
Size Large
Type Sector Agnostic
DESCRIPTION

Berwind Corporation is a family-owned private investment firm focused on building a diversified portfolio of highly successful manufacturing and service companies. Target companies should be leaders in their respective markets, with strong organic growth prospects, and consistently high margins. Specific areas of interest include pharmaceutical, specialty chemical, office and craft, automotive, and natural resources. Acquisitions of any size are considered if they are assimilated into an existing Berwind company. Potential new platform companies range in value between $200 and $900 million. Berwind Corporation dates back to 1886 and is based in Philadelphia, Pennsylvania.

DEAL STATS #
Overall 12 of 12
Sector (Machinery) 1 of 1
Type (Secondary Buyout) 6 of 6
State (Oklahoma) 1 of 1
Country (United States) 11 of 11
Year (2018) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-12-29 Specialty Coating Systems

Indianapolis, Indiana, United States

Specialty Coating Systems provides Parylene conformal coatings for the many industries including medical, electronics, automotive and other industrial applications. SCS primary business is providing customized coating application services. SCS also designs and manufactures Parylene and non-Parylene coating equipment and sells Parylene dimer to customers with in-house coating applications.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-12-10 BWA Water Additives

Manchester, United Kingdom

BWA Water Additives Ltd. is a provider of sustainable water & process treatment additives for oil & gas, industrial water treatment, and desalination industries. BWA Water Additives was founded in 1973 and is based in Manchester, United Kingdom.

Sell -

Seller(S) 1

SELLER

Bertram Capital

Foster City, California, United States

Investor Investor Investor Investor Investor

website

Category Private Equity Firm
Founded 2006
PE ASSETS 1.4B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Bertram Capital is a private equity firm that targets buyout and growth equity investments in lower middle-market companies. Bertram looks for companies with revenues of $25 to $250 million and EBITDA of $5 to $35 million. Sectors of interest include healthcare services and infrastructure, industrial manufacturing, business and financial services, technology, and internet. Bertram will consider both control and non-control investments. Prospective transaction structures include management buyouts, shareholder liquidity events, acquisitions financing's, growth financing's, and PIPE. Bertram Capital was formed in 2006 and is based in Foster City, California.

DEAL STATS #
Overall 10 of 21
Sector (Machinery) 3 of 3
Type (Secondary Buyout) 3 of 10
State (Oklahoma) 1 of 1
Country (United States) 9 of 19
Year (2018) 3 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-06-28 Rowmark

Findlay, Ohio, United States

Rowmark is a manufacturer of extruded plastic sheets for engraving applications. The Company supplies of engravable plastic sheets for signage, engraving and awards markets and is the most recognized brand in the industry. Rowmark was formed in 1987 and is based in Findlay, Ohio.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-07-10 BearCom

Garland, Texas, United States

BearCom is a provider of wireless communications equipment and solutions for two-way radios and other voice and data technologies over 20,000 commercial, industrial and government customers across North America. BearCom was formed in 1981 and is based in Garland, Texas.

Buy -
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