Borgman Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Borgman Capital has acquired 6 companies.

Borgman Capital’s most common sectors for investment arebusiness services (37%) and manufacturing (28%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (91%) and growth capital (10%). In total, Borgman Capital has invested in 5 US states.

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity11
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Borgman Capital LLC

111 East Kilbourn Avenue, Suite 2500,
Milwaukee, Wisconsin 53202
United States
(414) 975-4629
www.borgmancapital.com
sequoya.borgman@borgmancapital.com

Borgman Capital LLC is a private investment firm focused on acquiring majority interests in established, lower middle-market companies valued less then $50 million. The Firm does not have any stated sector preferences but prefers profitable companies with management that wishes to remain in place. Borgman Capital was formed in 2017 and is headquartered in Milwaukee, Wisconsin.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Machinery, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue 5 25
Target EBITDA 1 5
Investment Size - -
Enterprise Value - 50
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (1.4/yr) # 4 1 3 2 1 - 11
Sell (0.0/yr) # - - - - - - 0
  11

Most Recent M&A

Company Date Value Type
KG Stevens, Inc. 2022-10-12 - Buyout (LBO, MBO, MBI)
Milwaukee, Wisconsin · www.kgstevens.com
Sru Electric, Inc. 2021-04-27 - Buyout (LBO, MBO, MBI)
Cary, Illinois · www.sruelectric.com
SatTel Broadband, Inc. 2021-04-27 - Buyout (LBO, MBO, MBI)
Tucson, Arizona · www.sattelservices.com
Aerial Work Platforms, Inc. 2020-12-18 - Buyout (LBO, MBO, MBI)
Sussex, Wisconsin · www.awpdelivers.com
Sky Telecom, Inc. 2020-06-01 - Buyout (LBO, MBO, MBI)
Woodstock, Georgia
Communication Builders, Inc. 2020-06-01 - Buyout (LBO, MBO, MBI)
Carol Stream, Illinois · www.communicationbuilders.com
Gilman Cheese Corp. 2019-03-07 - Growth Capital
Gilman, Wisconsin · www.gilmancheese.com
Solution Dynamics, Inc. 2018-06-14 - Buyout (LBO, MBO, MBI)
Brookfield, Wisconsin · www.sodyinc.com
Lift Products, Inc. 2018-06-14 - Buyout (LBO, MBO, MBI)
Waukesha, Wisconsin · www.liftproducts.com
DERCO USA 2018-06-14 - Buyout (LBO, MBO, MBI)
Newark, Delaware · www.dercousa.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (36%) - 4 (36%) -
Manufacturing 3 (27%) - 3 (27%) -
Infrastructure 2 (18%) - 2 (18%) -
Distribution 1 (9%) - 1 (9%) -
Food 1 (9%) - 1 (9%) -
Total 11 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 11 (100%) -
  Wisconsin 6 (55%) - 6 (55%) -
  Illinois 2 (18%) - 2 (18%) -
  Georgia 1 (9%) - 1 (9%) -
  Delaware 1 (9%) - 1 (9%) -
  Arizona 1 (9%) - 1 (9%) -
Total 11 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (91%) - 10 (91%) -
Growth Capital 1 (9%) - 1 (9%) -
Total 11 - 11 -

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2017

Specialist/Generalist

Generalist

Leadership

Sequoya Borgman

Founder & Managing Director

David Bartelme

Managing Director

Michael Pepke

Managing Director

Brent Adam

CFO

Matt Kiefer

Director - Real Estate Investments

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