Sole Source Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Sole Source Capital has acquired 5 companies.

Sole Source Capital’s most common sectors for investment aredistribution (30%) and business services (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (90%) and secondary buyout (10%). In total, Sole Source Capital has invested in 6 US states.

In the last 3 years, Sole Source Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

Join Mergr to view Sole Source Capital’s full profile and discover more small private equity firm investors just like it.

M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity10
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 1

Sole Source Capital LLC

4143 Maple Avenue, Suite 240,
Dallas, Texas 75219
United States
(214) 617-4745
www.solesourcecapital.com
info@solesourcecapital.com

Sole Source Capital is a private investment group focused on taking control positions in established companies with sustainable competitive advantages. The Firm looks to commit up to $75 million per transaction and will consider a variety of investment situations including management buyouts, divestitures, and special situations. Sectors of interest include manufacturing, distribution, automation, environmental services, motion control equipment, oil/gas exploration, energy services, refining/midstream, agriculture, mining services, logistics, metal services, manufacturing, and specialty chemicals. Sole Source Capital was formed in 2016 and is headquartered in Santa Monica, California.


Investment Criteria

Sectors of Interest: Agriculture, Business Services, Chemicals, Distribution, Energy Services and Equipment, Environmental, Information Technology, Machinery, Manufacturing, Metals/Mining, Oil/Gas Exploration, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Special Situations/Distressed

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 20
Investment Size - 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 3 2 3 1 1 - 10
Sell (0.2/yr) # 1 - - - 1 - 2
  12

Most Recent M&A

Company Date Value Type
Lee Fish USA 2023-03-06 - Buyout (LBO, MBO, MBI)
El Segundo, California · www.leefishusa.com
Worldwide Produce 2023-02-09 - Secondary Sale
Los Angeles, California · www.wwproduce.com
Westwood Laboratories, Inc. 2022-10-17 - Buyout (LBO, MBO, MBI)
Azusa, California · www.westwoodlabs.com
I.D. Images LLC 2021-08-03 - Buyout (LBO, MBO, MBI)
Brunswick, Ohio · www.idimages.com
Peak Technologies, Inc. 2021-04-09 - Secondary Buyout
Linthicum Heights, Maryland · www.peaktech.com
Optical Phusion, Inc. 2021-04-09 - Buyout (LBO, MBO, MBI)
Littleton, Massachusetts · www.opticalphusion.com
Dallas Plastics 2020-10-07 - Buyout (LBO, MBO, MBI)
Mesquite, Texas · www.dallasplastics.com
Supply Chain Services LLC 2020-05-06 - Buyout (LBO, MBO, MBI)
Oakdale, Minnesota · www.supplychainservices.com
Worldwide Produce 2019-10-25 - Buyout (LBO, MBO, MBI)
Los Angeles, California · www.wwproduce.com
Individual FoodService 2019-10-17 - Secondary Sale
Bell, California · www.individualfoodservice.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Peak Technologies, Inc. 2021-04-09 Graphic Label LLC 2022-04-07 9
Linthicum Heights, Maryland · www.peaktech.com Yakima, Washington · www.graphiclabel.com

M&A by Sector

Sector Current # Value All-time # Value
Distribution 1 (14%) - 3 (30%) -
Business Services 1 (14%) - 2 (20%) -
Information Technology 2 (29%) - 2 (20%) -
Consumer Products 1 (14%) - 1 (10%) -
Packaging 1 (14%) - 1 (10%) -
Plastics 1 (14%) - 1 (10%) -
Total 7 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 10 (100%) -
  California 2 (29%) - 4 (40%) -
  Texas 1 (14%) - 2 (20%) -
  Ohio 1 (14%) - 1 (10%) -
  Minnesota 1 (14%) - 1 (10%) -
  Massachusetts 1 (14%) - 1 (10%) -
  Maryland 1 (14%) - 1 (10%) -
Total 7 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (86%) - 9 (90%) -
Secondary Buyout 1 (14%) - 1 (10%) -
Total 7 - 10 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (100%) -
Total 2 -

Top M&A Advisors

Financial Deals
KeyBanc Capital Markets
1

M&A Connections

Deals
Acquired from
Investor(s)
10%
1 (10%)
Exited to
Investor(s)
100%
2 (100%)

FAQ

When was Sole Source Capital LLC founded?

Sole Source Capital LLC was founded in 2016.

What type of investor is Sole Source Capital LLC?

Sole Source Capital LLC is a private equity firm.

Where is Sole Source Capital LLC headquartered?

Sole Source Capital LLC is headquartered in Dallas, Texas.

How much capital does Sole Source Capital LLC have under management?

Sole Source Capital LLC has 160M USD under management.

 Subscribe to unlock this and 200,407
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 191K M&A Transactions
  • 196K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.