Arrowhead Investment Management Mergers and Acquisitions Summary

Private Equity Profile

Arrowhead Investment Management’s most common sectors for investment are consumer products (20%) and apparel/textiles (8%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (52%) and secondary buyout (28%). In total, Arrowhead Investment Management has invested in 15 US states. Its largest (disclosed) acquisition occurred in 2002 when it acquired Tempur Sealy International for $350M.

In the last 3 years, Arrowhead Investment Management has exited 1 company. The Firm’s most common exit type is secondary buyout (59%). Arrowhead Investment Management’s largest (disclosed) exit occurred in 2007 when it sold PQ for $1.5B.

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M&A Summary

  • M&A Total Activity49
    • M&A Buy Activity25
    • M&A Sell Activity24
  • Total Sectors Invested 15
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 32

Arrowhead Investment Management

75 Holly Hill Lane 3rd Floor,
Greenwich, Connecticut 06830
United States,
(203)485-0700
www.arrowheadmgt.com

Arrowhead Investment Management is a provider of subordinated debt, preferred stock and non-control common equity to mid-sized businesses. Arrowhead invests alongside private equity sponsors in acquisitions, buyouts, recapitalizations and growth capital transactions. Arrowhead is a generalist investor, however the Firm tends to focus on healthcare, packaging, chemicals, consumer products, industrial manufacturing, value-added distribution and business services. Arrowhead looks to commit $10 to $100 million in transactions valued up to $500 million. Arrowhead Investment Management was formed in 1996 and is based in Greenwich, Connecticut.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Consumer Products, Distribution, Healthcare Services, Manufacturing, Packaging

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 100
Enterprise Value 50 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 25 - - - - - 25
vol $880M $880M
Sell (0.6/yr) # 21 2 1 - - - 24
vol $2.8B $2.8B
  49

Most Recent M&A

Company Date Value Type
Express Oil Change & Service Center LLC 2017-06-15 - Secondary Buyout
Birmingham, Alabama · www.expressoil.com
Crisis Prevention Institute, Inc. 2016-11-16 - Secondary Buyout
Milwaukee, Wisconsin · www.crisisprevention.com
Hoffmaster Group, Inc. 2016-10-19 - Secondary Buyout
Oshkosh, Wisconsin · www.Hoffmaster.com
Quest Specialty Chemicals, Inc. 2015-08-25 - Stake Sale
Charleston, South Carolina · www.questsc.com
C.H.I. Overhead Doors, Inc. 2015-06-23 - Secondary Buyout
Arthur, Illinois · www.chiohd.com
Multi Packaging Solutions, Inc. 2013-07-08 - Secondary Buyout
New York, New York · www.multipkg.com
Express Oil Change & Service Center LLC 2013-01-09 - Secondary Buyout
Birmingham, Alabama · www.expressoil.com
TIDI Products LLC 2012-07-17 - Secondary Buyout
Neenah, Wisconsin · www.tidiproducts.com
Driven Brands, Inc. 2011-12-16 - Secondary Buyout
Charlotte, North Carolina · www.drivenbrands.com
Hoffmaster Group, Inc. 2011-12-01 - Secondary Buyout
Oshkosh, Wisconsin · www.Hoffmaster.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 5 (20%) 590M (67%)
Apparel/Textiles - - 2 (8%) -
Chemicals - - 2 (8%) -
Consumer Services - - 2 (8%) -
Electrical Equipment - - 2 (8%) -
Food - - 2 (8%) -
Packaging - - 2 (8%) -
Furniture - - 1 (4%) 290M (33%)
Business Services - - 1 (4%) -
Education - - 1 (4%) -
Franchising - - 1 (4%) -
Manufacturing - - 1 (4%) -
Medical Products - - 1 (4%) -
Restaurants 1 (100%) - 1 (4%) -
Retail - - 1 (4%) -
Total 1 - 25 $880M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 25 (100%) 880M (100%)
  California - - 4 (16%) 240M (27%)
  Illinois - - 3 (12%) 290M (33%)
  Wisconsin - - 3 (12%) -
  North Carolina - - 3 (12%) -
  Ohio - - 2 (8%) -
  Texas 1 (100%) - 1 (4%) -
  Kentucky - - 1 (4%) 350M (40%)
  South Carolina - - 1 (4%) -
  Pennsylvania - - 1 (4%) -
  New York - - 1 (4%) -
  New Jersey - - 1 (4%) -
  Maryland - - 1 (4%) -
  Florida - - 1 (4%) -
  Delaware - - 1 (4%) -
  Alabama - - 1 (4%) -
Total 1 - 25 $880M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 13 (52%) -
Secondary Buyout 1 (100%) - 7 (28%) 290M (33%)
Recapitalization - - 3 (12%) 240M (27%)
Stake Purchase - - 2 (8%) 350M (40%)
Total 1 - 25 $880M

Exits by Deal Type

Type Total # Value
Secondary Sale 14 (58%) 1.9B (70%)
Trade Sale 3 (13%) 250M (9%)
Trade Sale - Public Company 3 (13%) 100M (4%)
IPO 2 (8%) -
Recapitalization 1 (4%) 480M (17%)
Stake Sale 1 (4%) -
Total 24 $2.8B

Deal Values

buy # Total
$100M to $1B 3 $880M
TOTAL $880M
Largest Tempur Sealy International, Inc.
$350M (2002-10-11)
sell # Total
> $1B 1 $1.5B
$100M to $1B 5 $1.3B
TOTAL $2.8B
Largest PQ Corp.
$1.5B (2007-07-01)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
12 100%
Exited to
PE Firm(s)
81%
21 81%
Strategic(s)
19%
5 19%