Beverly Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Beverly Capital has acquired 1 company. It has also invested in 1 other.

Beverly Capital’s most common sectors for investment arehealthcare services (27%) and machinery (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and growth capital (20%). In total, Beverly Capital has invested in 11 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2022 when it acquired Alpaca Audiology for $310M.

In the last 3 years, Beverly Capital has exited 2 companies. The Firm’s most common exit type is recapitalization (38%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity15
    • M&A Sell Activity8
  • Total Sectors Invested 9
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 16

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.4/yr) # 13 - - - 1 1 15
vol $310M $310M
Sell (0.8/yr) # 4 2 1 - 1 - 8
  23

Most Recent M&A

Company Date Value Type
Alpaca Audiology LLC 2022-01-13 310M USD Add-on Acquisition
Springfield, Missouri · www.alpacaaudiology.com
ITS Logistics LLC 2021-06-15 - Secondary Buyout
Sparks, Nevada · www.its4logistics.com
The Eye Health Group 2021-03-03 - Growth Capital
East Brunswick, New Jersey · www.eyehealthgroupllc.com
DecisionOne Dental Partners 2019-01-09 - Add-on Acquisition
Schaumburg, Illinois · www.decisiononedental.com
Hunt Valve Co., Inc. 2018-12-01 - Recapitalization
Salem, Ohio · www.huntvalve.com
The Stepping Stones Group 2018-01-04 - Secondary Buyout
Lafayette, Colorado · www.thesteppingstonesgroup.com
Supplemental Health Care Services, Inc. 2016-02-11 - Buyout (LBO, MBO, MBI)
Park City, Utah · www.supplementalhealthcare.com
Hunt Valve Co., Inc. 2015-12-01 - Buyout (LBO, MBO, MBI)
Salem, Ohio · www.huntvalve.com
ITS Logistics LLC 2015-02-26 - Buyout (LBO, MBO, MBI)
Sparks, Nevada · www.its4logistics.com
The Stepping Stones Group 2014-01-01 - Buyout (LBO, MBO, MBI)
Lafayette, Colorado · www.thesteppingstonesgroup.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 1 (14%) - 4 (27%) -
Machinery 1 (14%) - 3 (20%) -
Business Services - - 2 (13%) -
Medical Products 1 (14%) 310M (100%) 1 (7%) 310M (100%)
Information Technology 1 (14%) - 1 (7%) -
Manufacturing 1 (14%) - 1 (7%) -
Oil/Gas Exploration 1 (14%) - 1 (7%) -
Staffing 1 (14%) - 1 (7%) -
Transportation - - 1 (7%) -
Total 7 $310M 15 $310M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) 310M (100%) 14 (93%) 310M (100%)
  Wisconsin 2 (29%) - 2 (13%) -
  Illinois 1 (14%) - 2 (13%) -
  California 1 (14%) - 2 (13%) -
  Missouri 1 (14%) 310M (100%) 1 (7%) 310M (100%)
  Utah 1 (14%) - 1 (7%) -
  New Jersey 1 (14%) - 1 (7%) -
  Texas - - 1 (7%) -
  Ohio - - 1 (7%) -
  Nevada - - 1 (7%) -
  Colorado - - 1 (7%) -
  Arizona - - 1 (7%) -
Germany - - 1 (7%) -
Domestic 7 (100%) 310M (100%) 14 (93%) 310M (100%)
Cross-border - - 1 (7%) -
Total 7 $310M 15 $310M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (57%) - 10 (67%) -
Growth Capital 2 (29%) - 3 (20%) -
Add-on Acquisition 1 (14%) 310M (100%) 1 (7%) 310M (100%)
Secondary Buyout - - 1 (7%) -
Total 7 $310M 15 $310M

Exits by Deal Type

Type Total # Value
Recapitalization 3 (38%) -
Secondary Sale 2 (25%) -
Trade Sale 2 (25%) -
Trade Sale - Public Company 1 (13%) -
Total 8 -

Deal Values

buy # Total
$100M to $1B 1 $310M
TOTAL $310M
Largest Alpaca Audiology LLC
$310M (2022-01-13)

M&A Connections

Deals
Acquired from
Investor(s)
13%
2 (13%)
Exited to
Investor(s)
50%
4 (50%)
Strategic(s)
25%
2 (25%)

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