Brookside Capital Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Brookside Capital Partners has acquired 4 companies. It has also invested in 1 other.

Brookside Capital Partners’ most common sectors for investment arebusiness services (14%) and marketing (11%) . The Firm’s most common investment types include secondary buyout (35%) and recapitalization (27%). In total, Brookside Capital Partners has invested in 18 US states.

In the last 3 years, Brookside Capital Partners has exited 11 companies. The Firm’s most common exit type is secondary buyout (45%). Brookside Capital Partners’ largest (disclosed) exit occurred in 2018 when it sold Skandia for $84M.

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M&A Summary

  • M&A Total Activity56
    • M&A Buy Activity38
    • M&A Sell Activity18
  • Total Sectors Invested 20
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 34

Brookside Capital Partners

Brookside Capital Partners

One Stamford Forum 201 Tresser Boulevard Suite 330,
Stamford, Connecticut 06901
United States
(203) 595-4530
www.brooksidecp.com
info@brooksidecp.com

Brookside Capital Partners is an investment management firm focused on stable lower-middle market companies in the US. The Firm typically commits $5 to $30 million per transaction to support buyouts, leveraged recapitalizations, strategic acquisitions and growth. Potential businesses generally have revenue greater than $15 million, and EBITDA of at least $4 million. Industries of interest include business services, consumer, distribution, healthcare, manufacturing, and transportation and logistics. Brookside Capital Partners was established in 2001 and is based in Stamford, Connecticut.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Building Materials, Business Services, Consumer Products, Consumer Services, Distribution, Food, Healthcare Services, Life Science, Manufacturing, Marketing, 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 15 -
Target EBITDA 4 -
Investment Size - -
Enterprise Value - 20
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (1.2/yr) # 32 1 1 1 2 1 38
Sell (2.8/yr) # 4 3 3 4 3 1 18
vol $84M $84M
  56

Most Recent M&A

Company Date Value Type
Architectural Polymers LLC 2023-10-04 - Recapitalization
Palmerton, Pennsylvania · www.apformliner.com
The Infosoft Group LLC 2023-04-11 - Trade Sale
Milwaukee, Wisconsin · www.circaworks.com
Enhanced Recovery Co. LLC 2022-10-04 - Trade Sale
Jacksonville, Florida · www.ercbpo.com
FCA LLC 2022-07-21 - Secondary Sale
Moline, Illinois · www.fcapackaging.com
Adams Flavors, Foods & Ingredients LLC 2022-03-24 - Growth Capital
Gonzales, Texas · www.adamsextract.com
TopDown, Inc. 2022-03-07 - Recapitalization
, United States · www.topdownauto.com
Dutchland Plastics LLC 2022-01-21 - Trade Sale
Oostburg, Wisconsin · www.dutchland.com
Controlled Products LLC 2021-10-25 - Secondary Sale
Dalton, Georgia · www.cpturf.com
Corporate Visions, Inc. 2021-08-19 - Secondary Sale
Reno, Nevada · www.corporatevisions.com
AAA Distributor LLC 2021-06-17 - Buyout (LBO, MBO, MBI)
Philadelphia, Pennsylvania · www.aaadistributor.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Smile Brands Group, Inc. 2016-08-18 Midwest Dental, Inc. 2020-12-02 10
Irvine, California · www.smilebrands.com Mondovi, Wisconsin · www.midwest-dental.com
Smile Brands Group, Inc. 2016-08-18 DecisionOne Dental Partners 2019-01-09 9
Irvine, California · www.smilebrands.com Schaumburg, Illinois · www.decisiononedental.com
Medical Depot, Inc. 2011-10-11 AMG Medical, Inc. - DME Brand Business 2016-10-17 16
Port Washington, New York · www.drivemedical.com , Quebec
Medical Depot, Inc. 2011-10-11 DeVilbiss Healthcare LLC 2015-07-02 15
Port Washington, New York · www.drivemedical.com Somerset, Pennsylvania · www.devilbisshealthcare.com
Medical Depot, Inc. 2011-10-11 Columbia Medical 2015-04-10 14
Port Washington, New York · www.drivemedical.com Santa Fe Springs, California · www.columbiamedical.com
Medical Depot, Inc. 2011-10-11 Patterson Medical - Days Products 2014-05-19 13
Port Washington, New York · www.drivemedical.com Warrenville, Illinois

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (11%) - 5 (13%) -
Marketing 2 (11%) - 4 (11%) -
Distribution 3 (17%) - 3 (8%) -
Healthcare Services 1 (6%) - 3 (8%) -
Automotive 1 (6%) - 2 (5%) -
Building Materials 2 (11%) - 2 (5%) -
Consumer Products 1 (6%) - 2 (5%) -
Food 2 (11%) - 2 (5%) -
Information Technology 1 (6%) - 2 (5%) -
Medical Products 1 (6%) - 2 (5%) -
Plastics - - 2 (5%) -
Aerospace - - 1 (3%) -
Chemicals 1 (6%) - 1 (3%) -
Construction - - 1 (3%) -
Consumer Services 1 (6%) - 1 (3%) -
Furniture - - 1 (3%) -
Machinery - - 1 (3%) -
Packaging - - 1 (3%) -
Publishing - - 1 (3%) -
Transportation - - 1 (3%) -
Total 18 - 38 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 18 (100%) - 38 (100%) -
  Pennsylvania 2 (11%) - 6 (16%) -
  Florida 2 (11%) - 5 (13%) -
  Arizona 3 (17%) - 3 (8%) -
  California 1 (6%) - 3 (8%) -
  Texas 1 (6%) - 3 (8%) -
  Georgia 1 (6%) - 2 (5%) -
  New Jersey 1 (6%) - 2 (5%) -
  Wisconsin - - 2 (5%) -
  Ohio - - 2 (5%) -
  Illinois - - 2 (5%) -
  Idaho 1 (6%) - 1 (3%) -
  Connecticut 1 (6%) - 1 (3%) -
  Virginia 1 (6%) - 1 (3%) -
  Vermont 1 (6%) - 1 (3%) -
  New York 1 (6%) - 1 (3%) -
  Massachusetts 1 (6%) - 1 (3%) -
  Nevada - - 1 (3%) -
Total 18 - 38 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 4 (22%) - 13 (34%) -
Recapitalization 4 (22%) - 10 (26%) -
Buyout (LBO, MBO, MBI) 6 (33%) - 8 (21%) -
Growth Capital 3 (17%) - 6 (16%) -
Consolidation 1 (6%) - 1 (3%) -
Total 18 - 38 -

Exits by Deal Type

Type Total # Value
Secondary Sale 8 (44%) -
Trade Sale 4 (22%) -
Trade Sale - Public Company 2 (11%) 84M (100%)
Unknown 2 (11%) -
Bankruptcy 1 (6%) -
Merger 1 (6%) -
Total 18 $84M

Deal Values

sell # Total
< $100M 1 $84M
TOTAL $84M
Largest Skandia, Inc.
$84M (2018-07-13)

M&A Connections

Deals
Acquired from
Investor(s)
39%
15 (39%)
Exited to
Investor(s)
44%
8 (44%)
Strategic(s)
39%
7 (39%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

600M USD

Established

2001

Specialist/Generalist

Generalist

Leadership

David Buttolph

Co-Founder & Managing Partner

John Irwin III

Co-Founder & Senior Advisor

Corey Sclar

Managing Partner

Conor Hickey

CFO

Gregory Foy

Partner

FAQ

When was Brookside Capital Partners founded?

Brookside Capital Partners was founded in 2001.

What type of investor is Brookside Capital Partners?

Brookside Capital Partners is a mezzanine finance firm.

Where is Brookside Capital Partners headquartered?

Brookside Capital Partners is headquartered in Stamford, Connecticut.

How much capital does Brookside Capital Partners have under management?

Brookside Capital Partners has 600M USD under management.

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