Arbor Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Arbor Investments has acquired 7 companies.

Arbor Investments’ most common sectors for investment arefood (53%) and consumer products (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (59%) and recapitalization (18%). In total, Arbor Investments has invested in 14 US states and 3 different countries.

In the last 3 years, Arbor Investments has exited 6 companies. The Firm’s most common exit type is trade sale (52%). 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 Activity63
    • M&A Buy Activity34
    • M&A Sell Activity29
  • Total Sectors Invested 8
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 18
  • M&A Advisors 8

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.6/yr) # 26 1 1 3 - 3 34
Sell (1.4/yr) # 22 1 2 1 1 2 29
vol $47M $47M
  63

Most Recent M&A

Company Date Value Type
Dr. G's Creations LLC 2021-11-15 - Recapitalization
Athens, Georgia · www.godoctorg.com
Fontaine Santé, Inc. 2021-11-04 - Buyout (LBO, MBO, MBI)
Saint-Laurent, Quebec · www.fontainesante.com
Bradshaw Home, Inc. 2021-10-25 - Secondary Buyout
Rancho Cucamonga, California · www.bradshawhome.com
Keyes Packaging Group, Inc. 2021-09-23 - Add-on Acquisition
Wenatchee, Washington · www.keyespackaging.com
Greco and Sons, Inc. 2021-05-20 - Add-on Acquisition
Bartlett, Illinois · www.grecoandsons.com
Trojan Lithograph Corp. 2020-08-25 - Secondary Buyout
Renton, Washington · www.trojanlitho.com
Steelite International Ltd. 2019-12-20 - Secondary Buyout
London, United Kingdom · www.steelite.com
Crown Bakeries 2019-10-01 - Recapitalization
Nashville, Tennessee · www.crownbakeries.com
Rubix Foods 2019-05-01 - Recapitalization
Jacksonville, Florida · www.rubixfoods.com
Fieldbrook Foods Corp. 2019-04-15 - Add-on Acquisition
Dunkirk, New York · www.fieldbrookfoods.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Crown Bakeries 2019-10-01 Specialty Bakers LLC - Baking Plant 2020-05-18 4
Nashville, Tennessee · www.crownbakeries.com Smyrna, Georgia
Dunn Paper, Inc. 2016-08-26 Clearwater Paper Corp. - Ladysmith Wisconsin Facility 2018-08-21 1
Alpharetta, Georgia · www.dunnpaper.com Spokane, Washington

M&A by Sector

Sector Current # Value All-time # Value
Food 10 (67%) - 18 (53%) -
Consumer Products 2 (13%) - 4 (12%) -
Distribution 1 (7%) - 4 (12%) -
Packaging - - 3 (9%) -
Restaurants 1 (7%) - 2 (6%) -
Forest Products 1 (7%) - 1 (3%) -
Franchising - - 1 (3%) -
Retail - - 1 (3%) -
Total 15 - 34 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (87%) - 31 (91%) -
  California 4 (27%) - 6 (18%) -
  Washington 1 (7%) - 3 (9%) -
  Illinois - - 3 (9%) -
  Texas - - 3 (9%) -
  Georgia 2 (13%) - 2 (6%) -
  Tennessee 2 (13%) - 2 (6%) -
  Florida 1 (7%) - 2 (6%) -
  Wisconsin 1 (7%) - 2 (6%) -
  Virginia 1 (7%) - 2 (6%) -
  Minnesota - - 2 (6%) -
  Massachusetts 1 (7%) - 1 (3%) -
  Pennsylvania - - 1 (3%) -
  New York - - 1 (3%) -
  New Jersey - - 1 (3%) -
Canada 1 (7%) - 2 (6%) -
  Quebec 1 (7%) - 1 (3%) -
  British Columbia - - 1 (3%) -
United Kingdom 1 (7%) - 1 (3%) -
Domestic 13 (87%) - 31 (91%) -
Cross-border 2 (13%) - 3 (9%) -
Total 15 - 34 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (40%) - 20 (59%) -
Recapitalization 4 (27%) - 6 (18%) -
Secondary Buyout 3 (20%) - 6 (18%) -
Divestiture 2 (13%) - 2 (6%) -
Total 15 - 34 -

Exits by Deal Type

Type Total # Value
Trade Sale 10 (34%) -
Secondary Sale 7 (24%) -
Unknown 7 (24%) -
Trade Sale - Public Company 5 (17%) 47M (100%)
Total 29 $47M

Top M&A Advisors

Financial Deals
William Blair & Co. LLC
1
Duff & Phelps Corp.
1
Jefferies LLC
1
Legal Deals
Kirkland & Ellis LLP
7
Winston & Strawn LLP
6
DLA Piper
5

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
Investor(s)
18%
6 (18%)
Strategic(s)
6%
2 (6%)
Exited to
Investor(s)
24%
7 (24%)
Strategic(s)
52%
15 (52%)

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