Altamont Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Altamont Capital Partners has acquired 4 companies. It has also invested in 4 others.

Altamont Capital Partners’ most common sectors for investment are insurance (15%) and business services (12%). The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (35%). In total, Altamont Capital Partners has invested in 17 US states and 4 different countries.

In the last 3 years, Altamont Capital Partners has exited 6 companies. The Firm’s most common exit type is trade sale (63%). Altamont Capital Partners’ largest (disclosed) exit occurred in 2017 when it sold Wunderlich Securities for $67M.

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M&A Summary

M&A Total Activity43
- M&A Buy Activity35
- M&A Sell Activity8
Total Sectors Invested 17
Total Countries Invested 4
M&A Buy/Sell Connections 13
M&A Advisors 4

Altamont Capital Partners

400 Hamilton Avenue, Suite 230,
Palo Alto, California 94301
United States,
(650)264-7750
www.altamontcapital.com
info@altamontcapital.com

Transaction Criteria	Min	Max
Target Revenue	-	-
Target EBITDA	-	50
Investment Size	15	100
Enterprise Value	-	-
values in millions of USD

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

100

Enterprise Value

values in millions of USD

Year	≤ '15	'16	'17	'18	'19	'20	T
Buy (2.4/yr)	#	23	4	2	3	3	-	35
Sell (1.6/yr)	#	-	2	3	3	-	-	8
vol			$67M				$67M
	43

Year

≤ '15

'16

'17

'18

'19

'20

Buy (2.4/yr)

Sell (1.6/yr)

vol

$67M

Company	Date	Value	Type
Topa Insurance Co.	2019-08-07	-	Buyout (LBO, MBO, MBI)
Calabasas, California · www.topains.com
Accelerant Holdings	2019-02-01	-	Growth Capital
, United Kingdom · www.accelins.com
Amplity Health	2019-01-31	-	Divestiture
Yardley, Pennsylvania · www.amplity.com
Dakine, Inc.	2018-12-05	-	Add-on Acquisition
Hood River, Oregon · www.dakine.com
McLarens Global Claims Services	2018-10-31	-	Secondary Buyout
Norcross, Georgia · www.mclarensyoung.com
The Juice Plus+ Co.	2018-10-09	-	Buyout (LBO, MBO, MBI)
Collierville, Tennessee · www.juiceplus.com
The Bayou Companies LLC	2018-09-04	-	Divestiture
New Iberia, Louisiana · www.bayoucompanies.com
Alamo Drafthouse Cinemas	2018-06-01	-	Growth Capital
Austin, Texas · www.drafthouse.com
Billabong International Ltd.	2018-01-05	-	Add-on Acquisition
Burleigh Heads, Australia · www.billabongbiz.com
HUF WORLDWIDE, Inc.	2017-12-01	-	Add-on Acquisition
Los Angeles, California · www.hufworldwide.com
View All >>

Company

Date

Value

Type

Topa Insurance Co.

2019-08-07

Buyout (LBO, MBO, MBI)

Calabasas, California · www.topains.com

Accelerant Holdings

2019-02-01

Growth Capital

, United Kingdom · www.accelins.com

Amplity Health

2019-01-31

Divestiture

Yardley, Pennsylvania · www.amplity.com

Dakine, Inc.

2018-12-05

Add-on Acquisition

Hood River, Oregon · www.dakine.com

McLarens Global Claims Services

2018-10-31

Secondary Buyout

Norcross, Georgia · www.mclarensyoung.com

The Juice Plus+ Co.

2018-10-09

Buyout (LBO, MBO, MBI)

Collierville, Tennessee · www.juiceplus.com

The Bayou Companies LLC

2018-09-04

Divestiture

New Iberia, Louisiana · www.bayoucompanies.com

Alamo Drafthouse Cinemas

2018-06-01

Growth Capital

Austin, Texas · www.drafthouse.com

Billabong International Ltd.

2018-01-05

Add-on Acquisition

Burleigh Heads, Australia · www.billabongbiz.com

HUF WORLDWIDE, Inc.

2017-12-01

Add-on Acquisition

Los Angeles, California · www.hufworldwide.com

View All >>

Company	Acquired	Add-On/Sale	Date	#
Tall Tree Foods Holdings, Inc.	2013-07-01	The January Co.	2016-08-15	2
Church Point, Louisiana	Kent, Washington
Douglas Products LLC	2015-07-06	Vikane and ProFume businesses	2015-07-06	1
Liberty, Missouri · www.douglasproducts.com	Indianapolis, Indiana
Tall Tree Foods Holdings, Inc.	2013-07-01	Klement Sausage Co., Inc.	2014-05-05	1
Church Point, Louisiana	Milwaukee, Wisconsin · www.klements.com

Company

Acquired

Add-On/Sale

Date

Tall Tree Foods Holdings, Inc.

2013-07-01

The January Co.

2016-08-15

Church Point, Louisiana

Kent, Washington

Douglas Products LLC

2015-07-06

Vikane and ProFume businesses

2015-07-06

Liberty, Missouri · www.douglasproducts.com

Indianapolis, Indiana

Tall Tree Foods Holdings, Inc.

2013-07-01

Klement Sausage Co., Inc.

2014-05-05

Church Point, Louisiana

Milwaukee, Wisconsin · www.klements.com

Sector	Current #	Value	All-time #	Value
Insurance	4 (17%)	-	5 (14%)	-
Business Services	2 (9%)	-	4 (11%)	-
Consumer Products	3 (13%)	-	4 (11%)	-
Apparel/Textiles	2 (9%)	-	3 (9%)	-
Food	3 (13%)	-	3 (9%)	-
Franchising	1 (4%)	-	3 (9%)	-
Consumer Services	2 (9%)	-	2 (6%)	-
Healthcare Services	2 (9%)	-	2 (6%)	-
Building Materials	-	-	1 (3%)	-
Chemicals	1 (4%)	-	1 (3%)	-
Education	1 (4%)	-	1 (3%)	-
Energy Services and Equipment	1 (4%)	-	1 (3%)	-
Financial Services	-	-	1 (3%)	-
Life Science	-	-	1 (3%)	-
Restaurants	1 (4%)	-	1 (3%)	-
Retail	-	-	1 (3%)	-
Safety/Security	-	-	1 (3%)	-
Total	23	-	35	-

Sector

Current #

Value

All-time #

Value

Insurance

4 (17%)

5 (14%)

Business Services

2 (9%)

4 (11%)

Consumer Products

3 (13%)

4 (11%)

Apparel/Textiles

2 (9%)

3 (9%)

Food

3 (13%)

3 (9%)

Franchising

1 (4%)

3 (9%)

Consumer Services

2 (9%)

2 (6%)

Healthcare Services

2 (9%)

2 (6%)

Building Materials

1 (3%)

Chemicals

1 (4%)

1 (3%)

Education

1 (4%)

1 (3%)

Energy Services and Equipment

1 (4%)

1 (3%)

Financial Services

1 (3%)

Life Science

1 (3%)

Restaurants

1 (4%)

1 (3%)

Retail

1 (3%)

Safety/Security

1 (3%)

Total

State/Country	Current #	Value	All-time #	Value
United States	21 (91%)	-	32 (91%)	-
	California	4 (17%)	-	6 (17%)	-
	Texas	4 (17%)	-	5 (14%)	-
	Georgia	1 (4%)	-	3 (9%)	-
	Louisiana	2 (9%)	-	2 (6%)	-
	Tennessee	1 (4%)	-	2 (6%)	-
	Florida	1 (4%)	-	2 (6%)	-
	Alabama	1 (4%)	-	2 (6%)	-
	Washington	1 (4%)	-	1 (3%)	-
	Pennsylvania	1 (4%)	-	1 (3%)	-
	Ohio	1 (4%)	-	1 (3%)	-
	New York	1 (4%)	-	1 (3%)	-
	Missouri	1 (4%)	-	1 (3%)	-
	Massachusetts	1 (4%)	-	1 (3%)	-
	Illinois	1 (4%)	-	1 (3%)	-
	Virginia	-	-	1 (3%)	-
	Oregon	-	-	1 (3%)	-
	North Carolina	-	-	1 (3%)	-
United Kingdom	1 (4%)	-	1 (3%)	-
Canada	1 (4%)	-	1 (3%)	-
	Quebec	1 (4%)	-	1 (3%)	-
Australia	-	-	1 (3%)	-
Domestic	21 (91%)	-	32 (91%)	-
Cross-border	2 (9%)	-	3 (9%)	-
Total	23	-	35	-

State/Country

Current #

Value

All-time #

Value

United States

21 (91%)

32 (91%)

California

4 (17%)

6 (17%)

Texas

4 (17%)

5 (14%)

Georgia

1 (4%)

3 (9%)

Louisiana

2 (9%)

2 (6%)

Tennessee

1 (4%)

2 (6%)

Florida

1 (4%)

2 (6%)

Alabama

1 (4%)

2 (6%)

Washington

1 (4%)

1 (3%)

Pennsylvania

1 (4%)

1 (3%)

Ohio

1 (4%)

1 (3%)

New York

1 (4%)

1 (3%)

Missouri

1 (4%)

1 (3%)

Massachusetts

1 (4%)

1 (3%)

Illinois

1 (4%)

1 (3%)

Virginia

1 (3%)

Oregon

1 (3%)

North Carolina

1 (3%)

United Kingdom

1 (4%)

1 (3%)

Canada

1 (4%)

1 (3%)

Quebec

1 (4%)

1 (3%)

Australia

1 (3%)

Domestic

21 (91%)

32 (91%)

Cross-border

2 (9%)

3 (9%)

Total

Type	Current #	Value	All-time #	Value
Growth Capital	10 (43%)	-	13 (37%)	-
Buyout (LBO, MBO, MBI)	7 (30%)	-	12 (34%)	-
Divestiture	2 (9%)	-	3 (9%)	-
Recapitalization	1 (4%)	-	3 (9%)	-
Acquisition Financing	1 (4%)	-	1 (3%)	-
Consolidation	-	-	1 (3%)	-
Secondary Buyout	1 (4%)	-	1 (3%)	-
Stake Purchase	1 (4%)	-	1 (3%)	-
Total	23	-	35	-

Type

Current #

Value

All-time #

Value

Growth Capital

10 (43%)

13 (37%)

Buyout (LBO, MBO, MBI)

7 (30%)

12 (34%)

Divestiture

2 (9%)

3 (9%)

Recapitalization

1 (4%)

3 (9%)

Acquisition Financing

1 (4%)

1 (3%)

Consolidation

1 (3%)

Secondary Buyout

1 (4%)

1 (3%)

Stake Purchase

1 (4%)

1 (3%)

Total

Type	Total #	Value
Trade Sale - Public Company	3 (38%)	67M (100%)
Secondary Sale	2 (25%)	-
Trade Sale	2 (25%)	-
Divestiture	1 (13%)	-
Total	8	$67M

Type

Total #

Value

Trade Sale - Public Company

3 (38%)

67M (100%)

Secondary Sale

2 (25%)

Trade Sale

2 (25%)

Divestiture

1 (13%)

Total

$67M

Financial	Deals
Jefferies LLC	1
KeyBanc Capital Markets	1

Financial

Deals

Jefferies LLC

KeyBanc Capital Markets

Legal	Deals
Ropes & Gray LLP	10
Sidley Austin LLP	1

Legal

Deals

Ropes & Gray LLP

Sidley Austin LLP

sell	#	Total
< $100M	1	$67M
TOTAL	$67M
Largest	Wunderlich Securities, Inc. $67M (2017-05-18)

sell

Total

< $100M

$67M

TOTAL

$67M

Largest

Wunderlich Securities, Inc.
$67M (2017-05-18)

	Deals	%
Acquired from
PE Firm(s) 25%	1	25%
Strategic(s) 75%	3	75%
Exited to
PE Firm(s) 29%	2	29%
Strategic(s) 71%	5	71%

Deals

Acquired from

PE Firm(s)

25%

Strategic(s)

75%

Exited to

PE Firm(s)

29%

Strategic(s)

71%

Altamont Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

M&A Summary