Beverly Capital Mergers and Acquisitions Summary

Private Equity Profile

Beverly Capital’s most common sectors for investment are business services (25%) and healthcare services (25%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (75%) and growth capital (13%). In total, Beverly Capital has invested in 5 US states and 3 different countries.

In the last 3 years, Beverly Capital has exited 1 company. The Firm’s most common exit type is trade sale (40%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity8
    • M&A Sell Activity5
  • Total Sectors Invested 6
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 8

Beverly Capital

630 Davis Street, Suite 201,
Evanston, Illinois 60201
United States
(847) 961-9210
www.beverly-capital.com
info@beverlycap.com

Beverly Capital LLC is a private investment firm that provides equity and mezzanine financing to lower middle market companies. Beverly targets profitable companies with $2 to $8 million of EBITDA. Areas of interest includes healthcare and outsourced business services. Prospective transaction situations include recapitalizations, minority growth investments, and strategic acquisitions. Beverly Capital LLC is based in Highland Park, Illinois.


Investment Criteria

Sectors of Interest: Business Services, Healthcare Services, Machinery, Manufacturing, Medical Products

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 2 8
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 8 - - - - - 8
Sell (0.2/yr) # 4 - - - 1 - 5
  13

Most Recent M&A

Company Date Value Type
DecisionOne Dental Partners 2019-01-09 - Add-on Acquisition
Schaumburg, Illinois · www.decisiononedental.com
Sirona Infusion LLC 2013-11-05 - Add-on Acquisition
Chandler, Arizona · www.sironainfusion.com
Life Line Billing Systems LLC 2012-04-02 - Buyout (LBO, MBO, MBI)
Wautoma, Wisconsin · www.lifequest-services.com
DecisionOne Dental Partners 2012-01-01 - Growth Capital
Schaumburg, Illinois · www.decisiononedental.com
Robertson College 2011-02-01 - Buyout (LBO, MBO, MBI)
Winnipeg, Manitoba · www.robertsoncollege.com
ABP Induction Systems GmbH 2011-01-01 - Trade Sale - Public Company
Dortmund, Germany · www.abpinduction.com
American Prosthetic Components, Inc. 2011-01-01 - Buyout (LBO, MBO, MBI)
Green Bay, Wisconsin · www.apcomponents.com
Sirona Infusion LLC 2010-07-07 - Buyout (LBO, MBO, MBI)
Chandler, Arizona · www.sironainfusion.com
Delta Rigging & Tools, Inc. 2008-08-04 - Recapitalization
Pearland, Texas · www.deltarigging.com
Marina Medical Billing Service, Inc. 2006-09-15 - Recapitalization
Cerritos, California · www.marinabilling.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 2 (25%) -
Healthcare Services - - 2 (25%) -
Education 1 (33%) - 1 (13%) -
Information Technology 1 (33%) - 1 (13%) -
Machinery - - 1 (13%) -
Manufacturing 1 (33%) - 1 (13%) -
Total 3 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (67%) - 6 (75%) -
  Wisconsin 2 (67%) - 2 (25%) -
  Texas - - 1 (13%) -
  Illinois - - 1 (13%) -
  California - - 1 (13%) -
  Arizona - - 1 (13%) -
Canada 1 (33%) - 1 (13%) -
  Manitoba 1 (33%) - 1 (13%) -
Germany - - 1 (13%) -
Domestic 2 (67%) - 6 (75%) -
Cross-border 1 (33%) - 2 (25%) -
Total 3 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (100%) - 6 (75%) -
Growth Capital - - 1 (13%) -
Secondary Buyout - - 1 (13%) -
Total 3 - 8 -

Exits by Deal Type

Type Total # Value
Recapitalization 2 (40%) -
Trade Sale 2 (40%) -
Trade Sale - Public Company 1 (20%) -
Total 5 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
33%
1 33%
Strategic(s)
67%
2 67%

Investor Summary

Size

Small

Established

2010

Specialist/Generalist

Specialist

Leadership

Joseph Nolan

Founder & Managing Director

Jeffrey Braun

Operating Partner

Michael Finn

Operating Partner

Barrett Willich

Vice President

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