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 (18%) and consumer products (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

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 $100 million of equity per transaction and looks for businesses with EBITDA up to $50 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 - 50
Investment Size 15 100
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

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

Most Recent M&A

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 Limited 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 >>

Portfolio M&A

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

M&A by Sector

Sector Current # Value All-time # Value
Insurance 4 (17%) - 6 (17%) -
Consumer Products 3 (13%) - 4 (11%) -
Apparel/Textiles 2 (9%) - 3 (9%) -
Business Services 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 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 21 (91%) - 32 (91%) -
  Texas 4 (17%) - 5 (14%) -
  California 4 (17%) - 5 (14%) -
  Georgia 1 (4%) - 3 (9%) -
  Louisiana 2 (9%) - 2 (6%) -
  Washington 1 (4%) - 2 (6%) -
  Tennessee 1 (4%) - 2 (6%) -
  Florida 1 (4%) - 2 (6%) -
  Alabama 1 (4%) - 2 (6%) -
  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 -

Acquisitions by Deal Type

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 -

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
Jefferies LLC
 1
KeyBanc Capital Markets
 1
Legal Deals
Ropes & Gray LLP
 10
Sidley Austin LLP
 1

Deal Values

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

M&A Connections

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%

Investor Summary

Size

Large

PE Assets

2.5B USD

Established

2010

Specialist/Generalist

Generalist

Leadership

Jesse Rogers

Co-Founder & Managing Director

Keoni Schwartz

Co-Founder & Managing Director

Randall Eason

Co-Founder & Managing Director

Alex Rolfe

Managing Director

Casey Lynch

Managing Director

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