Breakwater Investment Management Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Breakwater Investment Management has acquired 1 company. It has also invested in 1 other.

Breakwater Investment Management’s most common sectors for investment are apparel/textiles (10%) and construction (10%). The Firm’s most common investment types include growth capital (80%) and recapitalization (10%). In total, Breakwater Investment Management has invested in 5 US states and 2 different countries.

In the last 3 years, Breakwater Investment Management has exited 1 company. The Firm’s most common exit type is trade sale (60%).

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity10
    • M&A Sell Activity5
  • Total Sectors Invested 10
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 7
  • M&A Advisors 1

Breakwater Investment Management

1999 Avenue of the Stars, Suite 3430,
Los Angeles, California 90067
United States
(424) 777-4000
www.breakwaterfunds.com
info@breakwaterfunds.com

Breakwater Investment Management is a private investment firm focused on providing loans and growth capital financing to owner-entrepreneurs and sponsor-backed businesses in the lower middle-market. The Firm looks to commit $10 to $75 million in profitable companies ($5 to $25 million of EBITDA) throughout the US and Canada. Breakwater Investment Management was formed in 2008 and is headquartered in Los Angeles, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Business Services, Consumer Products, Consumer Services, Distribution, Electronics, Food, Gaming, Healthcare Services, Information Services, Leisure, Manufacturing, Media, Restaurants, Retail, Software, Staffing

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

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

Transaction Criteria Min Max
Target Revenue 20 200
Target EBITDA 5 25
Investment Size 10 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 8 - 1 - 1 - 10
Sell (0.2/yr) # 4 - 1 - - - 5
  15

Most Recent M&A

Company Date Value Type
B&S Site Development, Inc. (Brown & Settle) 2019-03-04 - Recapitalization
Bristow, Virginia · www.bandssite.com
Bear Down Brands 2017-10-19 - Growth Capital
Santa Ana, California · www.bentgo.com
Exhale Spa 2017-10-01 - Add-on Acquisition
New York, New York · www.exhalespa.com
Optimus EMR, Inc. 2015-09-02 - Add-on Acquisition
Irvine, California · www.optimusemr.com
Argo Tea, Inc. 2014-12-01 - Growth Capital
Chicago, Illinois · www.argotea.com
Consensus Orthopedics, Inc. 2014-10-01 - Growth Capital
El Dorado Hills, California · www.consensusortho.com
Planet Blue LLC 2014-10-01 - Growth Capital
Santa Monica, California · www.shopplanetblue.com
Yurbuds LLC 2014-06-17 - Add-on Acquisition
St Louis, Missouri · www.yurbuds.com
Open Road Entertainment LLC 2013-09-30 - Trade Sale
Los Angeles, California · www.openroadent.com
BMM Compliance 2013-08-01 - Growth Capital
Las Vegas, Nevada · www.bmm.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Apparel/Textiles 1 (11%) - 1 (10%) -
Construction 1 (11%) - 1 (10%) -
Consumer Products 1 (11%) - 1 (10%) -
Food 1 (11%) - 1 (10%) -
Gaming 1 (11%) - 1 (10%) -
Healthcare Services 1 (11%) - 1 (10%) -
Restaurants 1 (11%) - 1 (10%) -
Retail 1 (11%) - 1 (10%) -
Software - - 1 (10%) -
Staffing 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (89%) - 9 (90%) -
  California 4 (44%) - 5 (50%) -
  Virginia 1 (11%) - 1 (10%) -
  Texas 1 (11%) - 1 (10%) -
  Nevada 1 (11%) - 1 (10%) -
  Illinois 1 (11%) - 1 (10%) -
Australia 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (78%) - 8 (80%) -
Recapitalization 1 (11%) - 1 (10%) -
Venture 1 (11%) - 1 (10%) -
Total 9 - 10 -

Exits by Deal Type

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

Top M&A Advisors

Legal Deals
Day Pitney LLP
1

M&A Connections

Deals %
Exited to
Strategic(s)
100%
3 100%

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