Azalea Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Azalea Capital’s most common sectors for investment arebusiness services (16%) and engineering (16%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (32%) and growth capital (27%). In total, Azalea Capital has invested in 8 US states.

In the last 3 years, Azalea Capital has exited 3 companies. The Firm’s most common exit type is secondary buyout (39%).

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity19
    • M&A Sell Activity13
  • Total Sectors Invested 12
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 13
  • M&A Advisors 1

Azalea Capital

55 Beattie Place, Suite 1500,
Greenville, South Carolina 29601
United States
(864) 235-0201
www.azaleacapital.com

Azalea Capital is a private investment firm focused on providing equity capital to privately owned middle-market companies located in the Southeast US. Prospective transaction situations include management buyouts, divestitures, recapitalizations, and growth financings. Target companies typically have at least $10 million in revenue and are profitable with up to $8 million of EBITDA. Sectors of interest include niche manufacturing, value-added distribution, business services, consumer products, and healthcare. Azalea was formed in 1995 and is based in Greenville, South Carolina.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Chemicals, Consumer Products, Distribution, Energy Services and Equipment, Engineering, Food, Healthcare Services, Information Technology, Manufacturing, Packaging, Plastics, Real Estate

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

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

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA - 8
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.2/yr) # 18 1 - - - - 19
Sell (0.6/yr) # 10 - - - 1 2 13
  32

Most Recent M&A

Company Date Value Type
Ark Naturals Co. 2022-09-07 - Add-on Acquisition
Tampa, Florida · www.arknaturals.com
Power Services Group, Inc. 2022-07-11 - Secondary Buyout
Cape Coral, Florida · www.powerservicesgroup.com
ACL AirShop LLC 2021-04-22 - Secondary Buyout
Greenville, South Carolina · www.aclairshop.com
The Muffin Mam, Inc. 2018-07-31 - Growth Capital
Simpsonville, South Carolina · www.muffinmam.com
Ark Naturals Co. 2017-11-09 - Growth Capital
Tampa, Florida · www.arknaturals.com
Jones Naturals LLC 2016-05-24 - Growth Capital
Rockford, Illinois · www.jonesnaturalchews.com
ACL AirShop LLC 2016-03-30 - Buyout (LBO, MBO, MBI)
Greenville, South Carolina · www.aclairshop.com
Sunbelt Chemicals Corp. 2015-05-01 - Unknown
Palm Coast, Florida · www.sunbeltchemicals.com
InTech Aerospace LLC 2015-04-16 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.intechaero.com
ETAK Systems LLC 2015-02-04 - Secondary Buyout
Charlotte, North Carolina · www.etaksystems.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Modus LLC 2012-03-07 Ivize Services, Inc. 2012-03-07 1
Washington, District of Columbia · www.discovermodus.com Atlanta, Georgia · www.ivize.net

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 3 (16%) -
Engineering - - 3 (16%) -
Food 2 (50%) - 3 (16%) -
Aerospace 1 (25%) - 2 (11%) -
Automotive - - 1 (5%) -
Chemicals - - 1 (5%) -
Consumer Products - - 1 (5%) -
Distribution - - 1 (5%) -
Information Technology 1 (25%) - 1 (5%) -
Packaging - - 1 (5%) -
Plastics - - 1 (5%) -
Real Estate - - 1 (5%) -
Total 4 - 19 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 19 (100%) -
  South Carolina 1 (25%) - 7 (37%) -
  Georgia - - 4 (21%) -
  Florida - - 3 (16%) -
  Texas 1 (25%) - 1 (5%) -
  Illinois 1 (25%) - 1 (5%) -
  District of Columbia 1 (25%) - 1 (5%) -
  Virginia - - 1 (5%) -
  North Carolina - - 1 (5%) -
Total 4 - 19 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (50%) - 6 (32%) -
Growth Capital 2 (50%) - 5 (26%) -
Consolidation - - 2 (11%) -
Divestiture - - 2 (11%) -
Recapitalization - - 2 (11%) -
Stake Purchase - - 2 (11%) -
Total 4 - 19 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (46%) -
Trade Sale 4 (31%) -
Recapitalization 1 (8%) -
Trade Sale - Public Company 1 (8%) -
Unknown 1 (8%) -
Total 13 -

Top M&A Advisors

Financial Deals
Harris Williams & Co.
 1

M&A Connections

Deals
Exited to
Investor(s)
46%
6 (46%)
Strategic(s)
31%
4 (31%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1995

Specialist/Generalist

Generalist

Leadership

Patrick Duncan

Co-Founder & Managing Partner

Marshall Cole, III

CFO & Partner

Ben Wallace

Partner

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