Arbor Investments Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Arbor Investments has acquired 1 company. It has also invested in 1 other.

Arbor Investments’ most common sectors for investment are food (50%) and consumer products (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (60%) and secondary buyout (17%). In total, Arbor Investments has invested in 15 US states and 3 different countries.

In the last 3 years, Arbor Investments has exited 3 companies. The Firm’s most common exit type is trade sale (48%). Arbor Investments’ largest (disclosed) exit occurred in 2005 when it sold Arriba Foods for $47M.

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M&A Summary

  • M&A Total Activity55
    • M&A Buy Activity30
    • M&A Sell Activity25
  • Total Sectors Invested 8
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 15
  • M&A Advisors 6

Arbor Investments

676 North Michigan Avenue Suite 3410,
Chicago, Illinois 60611
United States
(312) 981-3770
www.arborpic.com

Arbor Investments is a private equity group focused on acquiring profitable, middle-market companies in the food and beverage sector. Arbor considers all areas surrounding the food/beverage and related industries. Specific areas of interest include regional niche branded food products; vegetable, fruit, meat and dairy processors; ethnic food manufacturers and marketers; flavors and ingredients; baked goods; restaurant chains; co-packers for major retailers, foodservice companies; food packaging; grocery and specialty food retailers; and logistics providers to the food and beverage industries. Prospective companies generally lead their markets and are 'low-cost operators' with predictable cash-flows. Arbor Investments was formed in 1999 and has offices in Chicago, New York, and Atlanta.


Investment Criteria

Sectors of Interest: Beverages, Distribution, Food, Franchising, Packaging, Restaurants

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Secondary Buyout, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 15 75
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 25 2 - 1 2 - 30
Sell (0.6/yr) # 22 - 1 1 1 - 25
vol $47M $47M
  55

Most Recent M&A

Company Date Value Type
Steelite International Plc 2019-12-20 - Secondary Buyout
London, United Kingdom · www.steelite.com
The Bakery Cos. 2019-10-01 - Growth Capital
Dickson, Tennessee · www.bakerycos.com
Fieldbrook Foods Corp. 2019-04-15 - Add-on Acquisition
Dunkirk, New York · www.fieldbrookfoods.com
Red Collar Pet Foods 2018-09-13 - Divestiture
Franklin, Tennessee · www.redcollarpet.com
Rise Baking Co. 2018-08-09 - Secondary Buyout
Minneapolis, Minnesota · www.risebakingcompany.com
Columbus Manufacturing, Inc. 2017-10-31 - Add-on Acquisition
Hayward, California · www.columbussalame.com
Dunn Paper Co. Inc. 2016-08-26 - Secondary Buyout
Port Huron, Michigan · www.dunnpaper.com
South Coast Baking, LLC 2016-03-02 - Buyout (LBO, MBO, MBI)
Irvine, California · www.southcoastbaking.com
DPI Specialty Foods, Inc. 2015-12-14 - Divestiture
Ontario, California · www.dpispecialtyfoods.com
Hudson Henry Baking Co. 2015-08-19 - Buyout (LBO, MBO, MBI)
Palmyra, Virginia · www.hudsonhenrybakingco.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Steelite International Plc 2019-12-20 The Fiesta Tableware Co. 2020-03-26 2
London, United Kingdom · www.steelite.com Newell, West Virginia
Steelite International Plc 2019-12-20 William Edwards Ltd. 2020-03-13 1
London, United Kingdom · www.steelite.com Stoke-on-Trent, United Kingdom · www.williamedwards.co.uk
Red Collar Pet Foods 2018-09-13 Hampshire Pet Products LLC 2019-02-21 1
Franklin, Tennessee · www.redcollarpet.com Joplin, Missouri · www.hampshirepetproducts.com
Dunn Paper Co. Inc. 2016-08-26 Clearwater Paper Corp. - Ladysmith Wisconsin Facility 2018-08-21 1
Port Huron, Michigan · www.dunnpaper.com Spokane, Washington

M&A by Sector

Sector Current # Value All-time # Value
Food 8 (47%) - 15 (50%) -
Consumer Products 1 (6%) - 3 (10%) -
Distribution 1 (6%) - 3 (10%) -
Packaging 2 (12%) - 3 (10%) -
Franchising 2 (12%) - 2 (7%) -
Restaurants 2 (12%) - 2 (7%) -
Forest Products 1 (6%) - 1 (3%) -
Retail - - 1 (3%) -
Total 17 - 30 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (88%) - 28 (93%) -
  California 3 (18%) - 5 (17%) -
  Washington 3 (18%) - 3 (10%) -
  Texas - - 3 (10%) -
  Virginia 2 (12%) - 2 (7%) -
  Tennessee 2 (12%) - 2 (7%) -
  Wisconsin 1 (6%) - 2 (7%) -
  Minnesota 1 (6%) - 2 (7%) -
  Illinois - - 2 (7%) -
  North Carolina 1 (6%) - 1 (3%) -
  Michigan 1 (6%) - 1 (3%) -
  Massachusetts 1 (6%) - 1 (3%) -
  Pennsylvania - - 1 (3%) -
  New York - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Florida - - 1 (3%) -
United Kingdom 1 (6%) - 1 (3%) -
Canada 1 (6%) - 1 (3%) -
  British Columbia 1 (6%) - 1 (3%) -
Domestic 15 (88%) - 28 (93%) -
Cross-border 2 (12%) - 2 (7%) -
Total 17 - 30 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 8 (47%) - 18 (60%) -
Secondary Buyout 3 (18%) - 5 (17%) -
Recapitalization 2 (12%) - 3 (10%) -
Divestiture 2 (12%) - 2 (7%) -
Add-on Acquisition 1 (6%) - 1 (3%) -
Growth Capital 1 (6%) - 1 (3%) -
Total 17 - 30 -

Exits by Deal Type

Type Total # Value
Trade Sale 8 (32%) -
Unknown 7 (28%) -
Secondary Sale 6 (24%) -
Trade Sale - Public Company 4 (16%) 47M (100%)
Total 25 $47M

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1
Duff & Phelps Corp.
 1
William Blair & Co. LLC
 1
Legal Deals
DLA Piper
 5
Winston & Strawn LLP
 5
Kirkland & Ellis LLP
 2

Deal Values

sell # Total
< $100M 1 $47M
TOTAL $47M
Largest Arriba Foods Inc. (dba Arriba Foods, Mexican Accent and Rio Real)
$47M (2005-01-31)

M&A Connections

Deals %
Acquired from
PE Firm(s)
75%
6 75%
Strategic(s)
25%
2 25%
Exited to
PE Firm(s)
45%
10 45%
Strategic(s)
55%
12 55%

Investor Summary

Size

Large

PE Assets

1.5B USD

Established

1999

Specialist/Generalist

Specialist

Leadership

Gregory Purcell

CEO

Joseph Campolo

President

Alan A. Weed

Partner

Brody D. Lynn

Partner

Dennis M. Malchow

Senior Operating Partner

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