Arrowhead Investment Management Mergers and Acquisitions Summary

Private Equity Profile

Arrowhead Investment Management’s most common sectors for investment are consumer products (21%) and apparel/textiles (9%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (55%) and secondary buyout (25%). In total, Arrowhead Investment Management has invested in 14 US states. Its largest (disclosed) acquisition occurred in 2002 when it acquired Tempur Sealy International for $350M.

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.

Join Mergr to view Arrowhead Investment Management’s full profile and discover more middle-market private equity firms just like it.

M&A Summary

  • M&A Total Activity48
    • M&A Buy Activity24
    • M&A Sell Activity24
  • Total Sectors Invested 14
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 32

Arrowhead Investment Management

33 Benedict Place 1st Floor,
Greenwich, Connecticut 06830
United States
(203) 485-0700
www.arrowheadmgt.com
ejones@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) # 24 - - - - - 24
vol $880M $880M
Sell (0.6/yr) # 21 2 1 - - - 24
vol $2.8B $2.8B
  48

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 (21%) 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%) -
Retail - - 1 (4%) -
Total - - 24 $880M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 24 (100%) 880M (100%)
  California - - 4 (17%) 240M (27%)
  Illinois - - 3 (13%) 290M (33%)
  Wisconsin - - 3 (13%) -
  North Carolina - - 3 (13%) -
  Ohio - - 2 (8%) -
  Kentucky - - 1 (4%) 350M (40%)
  Maryland - - 1 (4%) -
  Florida - - 1 (4%) -
  Delaware - - 1 (4%) -
  Alabama - - 1 (4%) -
  South Carolina - - 1 (4%) -
  Pennsylvania - - 1 (4%) -
  New York - - 1 (4%) -
  New Jersey - - 1 (4%) -
Total - - 24 $880M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 13 (54%) -
Secondary Buyout - - 6 (25%) 290M (33%)
Recapitalization - - 3 (13%) 240M (27%)
Stake Purchase - - 2 (8%) 350M (40%)
Total - - 24 $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%
10 100%
Exited to
PE Firm(s)
81%
21 81%
Strategic(s)
19%
5 19%

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