Brookside Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

Brookside Equity Partners’ most common sectors for investment are business services (18%) and manufacturing (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and recapitalization (28%). In total, Brookside Equity Partners has invested in 14 US states. Its largest (disclosed) acquisition occurred in 2013 when it acquired SummitReheis for $66M.

In the last 3 years, Brookside Equity Partners has exited 4 companies. The Firm’s most common exit type is secondary buyout (45%). Brookside Equity Partners’ largest (disclosed) exit occurred in 2017 when it sold SummitReheis for $360M.

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M&A Summary

  • M&A Total Activity66
    • M&A Buy Activity39
    • M&A Sell Activity27
  • Total Sectors Invested 21
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 44

Brookside Equity Partners

201 Tresser Boulevard, Suite 320,
Stamford, Connecticut 06901
United States,
(203) 595-4500
www.brooksideequity.com
info@brooksideequity.com

Brookside Equity Partners (BEP) focuses on private equity investments, including direct control investments, majority or minority co-investments alongside of other investment firms, and, on a selective basis, investments in private funds or special situations. BEP targets middle-market companies with revenues greater than $15 million and at least $5 million of EBITDA. Sectors of interest include plastics, food, building products, publishing, specialty chemicals, and specialty manufacturing. Brookside Equity Partners was formed in 1977 and is based in Stamford, Connecticut.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Energy Services and Equipment, Engineering, Food, Franchising, Furniture, Healthcare Services, Machinery, Manufacturing, Marketing, Media, Medical Products, Plastics, Publishing, Real Estate, Restaurants, Retail, Staffing, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue 15 150
Target EBITDA 5 25
Investment Size 3 -
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) # 39 - - - - - 39
vol $130M $130M
Sell (1.4/yr) # 20 2 3 1 1 - 27
vol $332M $360M $692M
  66

Most Recent M&A

Company Date Value Type
EN Engineering LLC 2019-07-18 - Secondary Buyout
Warrenville, Illinois · www.enengineering.com
Engage2Excel, Inc. 2018-03-08 - Secondary Buyout
Statesville, North Carolina · www.engage2excel.com
Aerospace Holdings, Inc. 2017-03-28 - Bankruptcy
New York, New York · www.groupaero.com
SummitReheis, Inc. 2017-02-10 360M USD Add-on Acquisition
Huguenot, New York · www.summitreheis.com
Seal Industries, Inc. 2017-01-04 - Add-on Acquisition
Spring, Texas · www.seal-tech.com
MarketCast, Inc. 2016-10-25 - Secondary Buyout
Los Angeles, California · www.mcast.com
National Truck Protection Co. Inc. 2016-07-26 - Secondary Buyout
Cranford, New Jersey · www.ntpwarranty.com
John’s Incredible Pizza Co. 2015-09-08 - Unknown
Rancho Santa Margarita, California · www.johnspizza.com
New Energy, Inc. (dba NE Kids Furniture) 2015-04-08 - Growth Capital
Louisville, Kentucky · www.ne-kids.com
U.S. Century Bank 2015-03-26 - Recapitalization
Doral, Florida · www.uscentury.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 Sidhil Ltd. 2017-01-09 16
Port Washington, New York · www.drivemedical.com Halifax, United Kingdom · www.sidhil.com
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 AMG Medical, Inc. - DME Brand Business 2016-10-17 15
Port Washington, New York · www.drivemedical.com , Quebec
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 HurryWorks LLC 2015-08-25 14
Port Washington, New York · www.drivemedical.com Port Washington, New York · www.hurrycane.com
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 DeVilbiss Healthcare LLC 2015-07-02 13
Port Washington, New York · www.drivemedical.com Somerset, Pennsylvania · www.devilbisshealthcare.com
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 Columbia Medical 2015-04-10 12
Port Washington, New York · www.drivemedical.com Santa Fe Springs, California · www.columbiamedical.com
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 Park House Healthcare Ltd. 2015-04-01 11
Port Washington, New York · www.drivemedical.com Birkenshaw, United Kingdom · www.parkhouse-hc.com
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 Specialised Orthotic Services Ltd. 2015-01-26 10
Port Washington, New York · www.drivemedical.com Tutbury, United Kingdom · www.specialisedorthoticservices.co.uk
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 Primus Medical LLC 2014-12-15 9
Port Washington, New York · www.drivemedical.com Boardman, Ohio · www.primusmedical.com
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 Dupont Médical S.A. 2014-07-08 8
Port Washington, New York · www.drivemedical.com Frouard, France · www.dupont-medical.com
Medical Depot, Inc. (dba Drive Medical) 2011-10-11 Medquip, Inc. 2014-07-08 7
Port Washington, New York · www.drivemedical.com Bluffton, South Carolina · www.medquip.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (20%) - 7 (18%) -
Manufacturing 3 (30%) - 4 (10%) -
Furniture 1 (10%) - 3 (8%) 64M (49%)
Aerospace - - 3 (8%) -
Engineering - - 3 (8%) -
Insurance - - 2 (5%) -
Medical Products 1 (10%) - 2 (5%) -
Plastics - - 2 (5%) -
Retail - - 2 (5%) -
Chemicals - - 1 (3%) 66M (51%)
Beverages - - 1 (3%) -
Distribution - - 1 (3%) -
Electronics 1 (10%) - 1 (3%) -
Financial Services 1 (10%) - 1 (3%) -
Franchising - - 1 (3%) -
Healthcare Services 1 (10%) - 1 (3%) -
Life Science - - 1 (3%) -
Media - - 1 (3%) -
Restaurants - - 1 (3%) -
Staffing - - 1 (3%) -
Utilities - - 1 (3%) -
Total 10 - 40 $130M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 40 (100%) 130M (100%)
  California 2 (20%) - 8 (20%) -
  Texas 2 (20%) - 6 (15%) -
  New York 1 (10%) - 6 (15%) 66M (51%)
  Florida 1 (10%) - 3 (8%) -
  Pennsylvania - - 3 (8%) -
  North Carolina - - 3 (8%) -
  Kentucky 2 (20%) - 2 (5%) -
  New Jersey - - 2 (5%) -
  Illinois - - 2 (5%) -
  Rhode Island 1 (10%) - 1 (3%) -
  Georgia 1 (10%) - 1 (3%) -
  Mississippi - - 1 (3%) 36M (28%)
  Nevada - - 1 (3%) 28M (21%)
  Connecticut - - 1 (3%) -
Total 10 - 40 $130M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (20%) - 15 (38%) 36M (28%)
Recapitalization 4 (40%) - 11 (28%) 28M (21%)
Secondary Buyout 2 (20%) - 7 (18%) 66M (51%)
Growth Capital 2 (20%) - 5 (13%) -
Acquisition Financing - - 1 (3%) -
Venture - - 1 (3%) -
Total 10 - 40 $130M

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (44%) -
Trade Sale - Public Company 5 (19%) 692M (100%)
Trade Sale 4 (15%) -
IPO 3 (11%) -
Bankruptcy 2 (7%) -
Unknown 1 (4%) -
Total 27 $692M

Deal Values

buy # Total
< $100M 3 $130M
TOTAL $130M
Largest SummitReheis, Inc.
$66M (2013-06-12)
sell # Total
$100M to $1B 2 $521M
< $100M 2 $171M
TOTAL $692M
Largest SummitReheis, Inc.
$360M (2017-02-10)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
11 100%
Exited to
PE Firm(s)
72%
21 72%
Strategic(s)
28%
8 28%

Investor Summary

Size

Middle-Market

Established

1977

Specialist/Generalist

Generalist

Leadership

Raymond F. Weldon

Co-Founder & Managing Director

Philip L. Fitting

Senior Executive Advisor

Donald L. Hawks III

Managing Director & President

Richard T. Dell'Aquila

Managing Director

Brian Piacentino

Principal

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