Altamont Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Altamont Capital Partners has acquired 7 companies. It has also invested in 4 others.

Altamont Capital Partners’ most common sectors for investment areinsurance (17%) and business services (10%) . The Firm’s most common investment types include growth capital (35%) and buyout (lbo, mbo, mbi) (33%). In total, Altamont Capital Partners has invested in 19 US states and 5 different countries.

In the last 3 years, Altamont Capital Partners has exited 3 companies. The Firm’s most common exit type is trade sale (55%). 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 Activity54
    • M&A Buy Activity43
    • M&A Sell Activity11
  • Total Sectors Invested 21
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 20
  • M&A Advisors 10

Altamont Capital Partners

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

Altamont Capital is a private equity group focused on acquiring US-based middle-market companies. The Firm has a particular interest in companies undergoing a transition, either operational or strategic, in which Altamont believes it can help navigate. Altamont can invest up to $150 million of equity per transaction and looks for businesses with EBITDA up to $100 million. The Firm prefers control transactions and targets a range of transaction types, including corporate carve-outs, build-ups, take-privates, and founder transitions. Sectors of interest include business services, financial services, industrials, healthcare, consumer, retail, restaurants, franchising, and technology. Altamont Partners was formed in 2010 and is based in Palo Alto, California.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Financial Services, Franchising, Healthcare Services, Information Technology, Machinery, Restaurants, Retail, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Recapitalization

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - 100
Investment Size 15 150
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.8/yr) # 29 3 3 1 3 4 43
Sell (1.2/yr) # 5 3 - 1 - 2 11
vol $67M $67M
  54

Most Recent M&A

Company Date Value Type
Nutrition 101, Inc. 2022-09-07 - Growth Capital
Quincy, Illinois
FOX Factory, Inc. 2022-07-06 - Add-on Acquisition
Braselton, California · www.ridefox.com
Service Minds, Inc. 2022-05-31 - Buyout (LBO, MBO, MBI)
Sarasota, Florida
Fleming Holdings 2022-05-16 - Growth Capital
Hamilton, Bermuda · www.flemingreinsurance.com
Excel Fitness Holdings LLC 2022-04-29 - Secondary Buyout
Austin, Texas · www.planetfitness.com
Bishop Lifting Products, Inc. 2022-02-02 - Divestiture
Houston, Texas · www.lifting.com
Intermix Holdco, Inc. 2021-05-04 - Divestiture
New York, New York · www.intermixonline.com
WAVE Electronics, Inc. 2021-03-18 - Divestiture
Houston, Texas · www.wave-electronics.com
Specialized Packaging Group, Inc. 2021-01-06 - Buyout (LBO, MBO, MBI)
Hamden, Connecticut · www.spgroupinc.com
CBBC Holdings, Inc. 2020-10-28 - Merger
Lakeland, Florida · www.coloradoboxedbeef.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Specialized Packaging Group, Inc. 2021-01-06 Packaging Concepts & Design, Inc. 2021-12-06 2
Hamden, Connecticut · www.spgroupinc.com Troy, Michigan · www.pcdpackaging.com
Sequel Youth & Family Services LLC 2017-09-05 The Camelot Schools LLC 2021-01-13 1
Huntsville, Alabama · www.sequelyouthservices.com East Dripping Springs, Texas · www.thecamelotschools.com
Sequel Youth & Family Services LLC 2017-09-05 Rebecca School 2018-01-25 3
Huntsville, Alabama · www.sequelyouthservices.com New York, New York · www.rebeccaschool.org
Sequel Youth & Family Services LLC 2017-09-05 Aaron School 2018-01-25 2
Huntsville, Alabama · www.sequelyouthservices.com New York, New York · www.aaronschool.org
Douglas Products LLC 2015-07-06 Vikane and ProFume businesses 2015-07-06 1
Liberty, Missouri · www.douglasproducts.com Indianapolis, Indiana

M&A by Sector

Sector Current # Value All-time # Value
Insurance 5 (18%) - 7 (16%) -
Business Services 3 (11%) - 4 (9%) -
Consumer Products 3 (11%) - 4 (9%) -
Apparel/Textiles 2 (7%) - 3 (7%) -
Food 2 (7%) - 3 (7%) -
Healthcare Services 3 (11%) - 3 (7%) -
Consumer Services 1 (4%) - 2 (5%) -
Franchising 1 (4%) - 2 (5%) -
Restaurants 1 (4%) - 2 (5%) -
Retail 1 (4%) - 2 (5%) -
Automotive - - 1 (2%) -
Building Materials - - 1 (2%) -
Chemicals 1 (4%) - 1 (2%) -
Distribution 1 (4%) - 1 (2%) -
Energy Services and Equipment 1 (4%) - 1 (2%) -
Environmental 1 (4%) - 1 (2%) -
Financial Services - - 1 (2%) -
Life Science - - 1 (2%) -
Machinery 1 (4%) - 1 (2%) -
Packaging 1 (4%) - 1 (2%) -
Safety/Security - - 1 (2%) -
Total 28 - 43 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 24 (86%) - 38 (88%) -
  Texas 5 (18%) - 7 (16%) -
  California 3 (11%) - 5 (12%) -
  Georgia 1 (4%) - 3 (7%) -
  Florida 1 (4%) - 3 (7%) -
  New York 2 (7%) - 2 (5%) -
  Louisiana 2 (7%) - 2 (5%) -
  Illinois 2 (7%) - 2 (5%) -
  Alabama 1 (4%) - 2 (5%) -
  Washington 1 (4%) - 2 (5%) -
  Pennsylvania 1 (4%) - 1 (2%) -
  Ohio 1 (4%) - 1 (2%) -
  Missouri 1 (4%) - 1 (2%) -
  Massachusetts 1 (4%) - 1 (2%) -
  Connecticut 1 (4%) - 1 (2%) -
  Arizona 1 (4%) - 1 (2%) -
  Virginia - - 1 (2%) -
  Tennessee - - 1 (2%) -
  Oregon - - 1 (2%) -
  North Carolina - - 1 (2%) -
United Kingdom 2 (7%) - 2 (5%) -
Canada 1 (4%) - 1 (2%) -
  Quebec 1 (4%) - 1 (2%) -
Bermuda 1 (4%) - 1 (2%) -
Australia - - 1 (2%) -
Domestic 24 (86%) - 38 (88%) -
Cross-border 4 (14%) - 5 (12%) -
Total 28 - 43 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 11 (39%) - 15 (35%) -
Buyout (LBO, MBO, MBI) 8 (29%) - 14 (33%) -
Divestiture 5 (18%) - 6 (14%) -
Recapitalization - - 2 (5%) -
Secondary Buyout 2 (7%) - 2 (5%) -
Acquisition Financing 1 (4%) - 1 (2%) -
Consolidation - - 1 (2%) -
Going Private - - 1 (2%) -
Stake Purchase 1 (4%) - 1 (2%) -
Total 28 - 43 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 4 (36%) 67M (100%)
Secondary Sale 3 (27%) -
Trade Sale 2 (18%) -
Divestiture 1 (9%) -
Merger 1 (9%) -
Total 11 $67M

Top M&A Advisors

Financial Deals
Jefferies LLC
2
Brown Gibbons Lang & Co.
1
Robert W. Baird & Co., Inc.
1
Legal Deals
Ropes & Gray LLP
15
Morrison & Foerster LLP
3
Sidley Austin LLP
2

Deal Values

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

M&A Connections

Deals
Acquired from
Investor(s)
5%
2 (5%)
Strategic(s)
14%
6 (14%)
Exited to
Investor(s)
27%
3 (27%)
Strategic(s)
64%
7 (64%)

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