Arbor Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Arbor Investments has acquired 7 companies. It has also invested in 1 other.

Arbor Investments’ most common sectors for investment arefood (49%) and distribution (16%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (49%) and secondary buyout (22%). In total, Arbor Investments has invested in 16 US states and 3 different countries.

In the last 3 years, Arbor Investments has exited 4 companies. The Firm’s most common exit type is trade sale (56%). 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 Activity62
    • M&A Buy Activity33
    • M&A Sell Activity29
  • Total Sectors Invested 9
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 20
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.8/yr) # 24 1 3 - 5 - 33
Sell (1.2/yr) # 23 2 1 1 2 - 29
vol $47M $47M
  62

Most Recent M&A

Company Date Value Type
OFD LLC 2021-12-15 - Secondary Buyout
Albany, Oregon · www.ofd.com
Carnivore Meat Co. LLC 2021-12-09 - Growth Capital
Green Bay, Wisconsin · www.carnivoremeat.com
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 - Add-on Acquisition
Renton, Washington · www.trojanlitho.com
Steelite International Ltd. 2019-12-20 - Secondary Buyout
Staffordshire, United Kingdom · www.steelite.com
Crown Bakeries 2019-10-01 - Recapitalization
Brentwood, Tennessee · www.crownbakeries.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Steelite International Ltd. 2019-12-20 Walco Stainless 2022-10-03 4
Staffordshire, United Kingdom · www.steelite.com Utica, New York · www.walcostainless.com
Red Collar Pet Foods 2018-09-13 Red Collar Pet Foods - Kibble Pet Food Manufacturing Business 2022-09-30 1
Franklin, Tennessee · www.redcollarpet.com Orangeburg, South Carolina
Crown Bakeries 2019-10-01 Specialty Bakers LLC - Baking Plant 2020-05-18 4
Brentwood, 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 8 (62%) - 16 (48%) -
Distribution 1 (8%) - 5 (15%) -
Consumer Products 2 (15%) - 3 (9%) -
Packaging - - 3 (9%) -
Restaurants - - 2 (6%) -
Beverages 1 (8%) - 1 (3%) -
Forest Products 1 (8%) - 1 (3%) -
Franchising - - 1 (3%) -
Retail - - 1 (3%) -
Total 13 - 33 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (85%) - 30 (91%) -
  California 2 (15%) - 5 (15%) -
  Illinois - - 3 (9%) -
  Texas - - 3 (9%) -
  Georgia 2 (15%) - 2 (6%) -
  Tennessee 2 (15%) - 2 (6%) -
  Florida 1 (8%) - 2 (6%) -
  Wisconsin 1 (8%) - 2 (6%) -
  Minnesota - - 2 (6%) -
  Washington - - 2 (6%) -
  Massachusetts 1 (8%) - 1 (3%) -
  Oregon 1 (8%) - 1 (3%) -
  North Carolina 1 (8%) - 1 (3%) -
  Virginia - - 1 (3%) -
  Pennsylvania - - 1 (3%) -
  New York - - 1 (3%) -
  New Jersey - - 1 (3%) -
Canada 1 (8%) - 2 (6%) -
  Quebec 1 (8%) - 1 (3%) -
  British Columbia - - 1 (3%) -
United Kingdom 1 (8%) - 1 (3%) -
Domestic 11 (85%) - 30 (91%) -
Cross-border 2 (15%) - 3 (9%) -
Total 13 - 33 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (8%) - 16 (48%) -
Secondary Buyout 4 (31%) - 7 (21%) -
Recapitalization 4 (31%) - 6 (18%) -
Divestiture 2 (15%) - 2 (6%) -
Growth Capital 2 (15%) - 2 (6%) -
Total 13 - 33 -

Exits by Deal Type

Type Total # Value
Trade Sale 11 (38%) -
Unknown 7 (24%) -
Secondary Sale 6 (21%) -
Trade Sale - Public Company 5 (17%) 47M (100%)
Total 29 $47M

Top M&A Advisors

Financial Deals
Duff & Phelps Corp.
 1
Jefferies LLC
 1
Houlihan Lokey
 1
Legal Deals
Kirkland & Ellis LLP
 7
DLA Piper
 5
Winston & Strawn LLP
 4

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)
21%
7 (21%)
Strategic(s)
6%
2 (6%)
Exited to
Investor(s)
21%
6 (21%)
Strategic(s)
55%
16 (55%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

3.2B USD

Established

1999

Specialist/Generalist

Specialist

Leadership

Gregory Purcell

CEO

John Camp

Managing Director

Alan Weed

Partner

Brody Lynn

Partner

Christopher Harned

Partner

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