M&A Deal Summary |
|
|---|---|
| Date | 2022-10-04 |
| Target | FreshEdge |
| Sector | Distribution |
| Buyer(s) | Wind Point Partners |
| Sellers(s) |
Rotunda Capital Partners
Centerfield Capital Partners Patriot Capital Kaulig Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | Harris Williams & Co. (Financial) GreenbergTraurig (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Wind Point Partners is a private equity firm focused on acquisitions of mid-sized companies operating in the business services, consumer products, healthcare services, and industrial products sectors. Wind Point looks to invest $60 to $130 million in companies valued up to $500 million. Prospective transaction types include leveraged buyouts, recapitalizations, industry consolidations, and growth capital financings. Wind Point Partners began investing in 1984 and is based in Chicago.
| DEAL STATS | # |
|---|---|
| Overall | 77 of 81 |
| Sector (Distribution) | 2 of 2 |
| Type (Secondary Buyout) | 23 of 26 |
| State (Indiana) | 2 of 2 |
| Country (United States) | 71 of 75 |
| Year (2022) | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-22 |
D&H United Fueling Solutions
Humble, Texas, United States D&H United Fueling Solutions is a provider of retail and commercial vehicle fueling facilities. D&H United Fueling Solutions provides service, equipment, installation, and environmental services. D&H United Fueling Solutions was founded in 2015 and is based in Humble, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-18 |
Envera Systems
Coconut Creek, Florida, United States Envera Systems provides remotely monitored electronic security services to gated communities, including live monitored access control at gated entry points and active video monitoring of common areas such as pools and club houses. Envera Systems was formed in 2007 and is based in Coconut Creek, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| PE ASSETS | 195M USD |
| Size | Small |
| Type | Sector Focused |
Rotunda Capital Partners is a private equity firm which invests equity and debt capital in established and profitable lower middle market companies. The Company targets businesses valued between $30 and $150 million with defensible market positions and strong growth prospects. Sectors of interest include financial services, business services, manufacturing, government services, insurance services, logistics and distribution, retail, and consumer. Rotunda Capital Partners is based in Bethesda, Maryland with an additional office in Chicago.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 11 |
| Sector (Distribution) | 2 of 2 |
| Type (Secondary Buyout) | 5 of 5 |
| State (Indiana) | 1 of 1 |
| Country (United States) | 10 of 11 |
| Year (2022) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-05-24 |
Motis Brands
Germantown, Wisconsin, United States Motis Brands manufactures and distributes active brands in the loading, hauling, mobility, and automotive segments. The company's three divisions, Discount Ramps, Race Ramps, and Heavy Duty Ramps, combine to offer patented product designs and proprietary manufacturing processes with broad distribution and eCommerce expertise. Motis Brands is based in Germantown, Wisconsin. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-10 |
U.S. Waterproofing
Schaumburg, Illinois, United States U.S. Waterproofing is A+ rated by the Better Business Bureau and is a provider of basement waterproofing and foundation repair services, improving the value, health, and longevity of homes throughout Chicagoland. U.S. Waterproofing was formed in 1957 and is based in Schaumburg, Illinois. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 800M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Centerfield Capital Partners is a private investment firm that provides subordinated debt and equity capital to mid-market companies. Prospective transactions include acquisition financings, management buyouts, shareholder liquidity needs, recapitalizations, corporate divestitures, ESOP financings, and sponsored/unsponsored transactions. Centerfield generally invests in companies with sales of $15 to $100 million and EBITDA of $3 to $15 million. Target sectors include manufacturing, business services, healthcare services, and transportation/distribution. Centerfield will not invest in early stage businesses, turnaround situations, retail, real estate, and finance companies. Centerfield Capital Partners was founded in 2001 and is based in Indianapolis, Indiana.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 39 |
| Sector (Distribution) | 2 of 3 |
| Type (Secondary Buyout) | 11 of 11 |
| State (Indiana) | 9 of 9 |
| Country (United States) | 37 of 39 |
| Year (2022) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-07 |
Keystone Foam
Derry, Pennsylvania, United States Keystone Foam is a fabricator of various foam products and applications that serve the medical, packaging, furniture, and other industries. Keystone Foam was founded in 1983 and is based in Derry, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-18 |
STC Floors
Houston, Texas, United States STC Floors is a supplier and distributor of floor covering products. The Company offers a broad range of hardwood, vinyl, carpet, ceramic, and laminate flooring products, as well as related flooring accessories. STC Floors was established in 1937 and is based in Houston, Texas. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Size | Large |
| Type | Sector Agnostic |
Patriot Capital is a private investment firm that provides equity and junior capital to support acquisitions, growth capital financings, management buyouts, and recapitalizations of middle-market companies. The Firm looks to invest $3 to $20 million in businesses generating revenues of $10 to $200 million. Areas of interest include business and consumer services, consumer products, niche manufacturing and distribution, education, e-commerce, application software, transportation, and telecom services. Patriot focuses its investment activity with the Mid-Atlantic, Midwest, and Southern areas of the US. Patriot Capital is based in Baltimore, Maryland.
| DEAL STATS | # |
|---|---|
| Overall | 46 of 46 |
| Sector (Distribution) | 2 of 2 |
| Type (Secondary Buyout) | 6 of 6 |
| State (Indiana) | 1 of 1 |
| Country (United States) | 46 of 46 |
| Year (2022) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-22 |
Global Behavior Education Alliance
Littleton, Colorado, United States Global Behavior Education Alliance is a provider of Applied Behavior Analysis (“ABA”) therapy services for children and adolescents diagnosed with Autism Spectrum Disorder (“ASD”) in the state of Tennessee. GBE currently operates five clinics across the state and serves clients across west and middle Tennessee. Global Behavior Education Alliance is based in Littleton, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-08 |
Magnum Systems
Lenexa, Kansas, United States Magnum Systems is a designer and manufacturer of pneumatic conveying systems and packaging systems for powder and bulk solids. Magnum Systems was founded in 1960 and is based in Lenexa, Kansas. |
Buy | - |
Kaulig Capital is a family office focused on opportunities in private equity and real estate. Within private equity Kaulig looks to partner with owners looking for full/partial liquidity, fundless sponsors look for a capital partner, growth capital financings, and operators seeking a partner to acquire a business. The Firm is sector agnostic and will consider opportunities throughout the US with at least $10 million of revenue and $2 million of EBITDA. Kaulig Capital was formed in 2016 and is headquartered in Hudson, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector (Distribution) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 1 |
| State (Indiana) | 1 of 1 |
| Country (United States) | 2 of 2 |
| Year (2022) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-10 |
Torsion Group
Evansville, Indiana, United States Torsion Group is a distributor and manufacturer of commercial and residential garage door parts and accessories serving OEMs, installers, contractors, and dealers. The company's national footprint, expansive product line, manufacturing capabilities, and dedication to same-day fulfillment offer a compelling value proposition to its customers. Torsion Group was founded in 2016 and is based in Evansville, Indiana. |
Buy | - |
