Brookside Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Brookside Equity Partners’ most common sectors for investment arebusiness services (20%) and engineering (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (39%) and recapitalization (28%). In total, Brookside Equity Partners has invested in 14 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired SummitReheis for $66M.

In the last 3 years, Brookside Equity Partners has exited 2 companies. The Firm’s most common exit type is secondary buyout (43%). 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 Activity63
    • M&A Buy Activity35
    • M&A Sell Activity28
  • Total Sectors Invested 21
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 44

Brookside Equity Partners

One Stamford Forum 201 Tresser Boulevard Suite 320,
Stamford, Connecticut 06901
United States
(203) 595-4520
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 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 manufacturing, business services, financial services, and consumer businesses. Brookside Equity Partners was formed in 1977 and is based in Stamford, Connecticut.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Financial Services, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Special Situations/Distressed

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.0/yr) # 35 - - - - - 35
vol $130M $130M
Sell (0.6/yr) # 25 1 1 1 - - 28
vol $692M $692M
  63

Most Recent M&A

Company Date Value Type
SelectQuote Inc. 2020-05-21 - IPO
Overland Park, Kansas · www.selectquote.com
ENTRUST Solutions Group 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
Winston-Salem, North Carolina · www.ntpwarranty.com
John’s Incredible Pizza Co. 2015-09-08 - Unknown
Rancho Santa Margarita, California · www.johnspizza.com
Yellowstone Landscape Group 2015-01-13 - Secondary Buyout
Plano, Texas · www.yellowstonelandscape.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 7 (19%) -
Furniture 1 (50%) - 3 (8%) 64M (49%)
Aerospace - - 3 (8%) -
Engineering - - 3 (8%) -
Manufacturing - - 3 (8%) -
Insurance - - 2 (6%) -
Chemicals - - 1 (3%) 66M (51%)
Beverages - - 1 (3%) -
Building Materials - - 1 (3%) -
Consumer Products - - 1 (3%) -
Distribution - - 1 (3%) -
Electrical Equipment - - 1 (3%) -
Franchising - - 1 (3%) -
Information Services - - 1 (3%) -
Life Science - - 1 (3%) -
Medical Products - - 1 (3%) -
Plastics - - 1 (3%) -
Restaurants - - 1 (3%) -
Retail - - 1 (3%) -
Staffing - - 1 (3%) -
Technology Hardware 1 (50%) - 1 (3%) -
Total 2 - 36 $130M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 35 (97%) 130M (100%)
  California - - 7 (19%) -
  New York - - 5 (14%) 66M (51%)
  Texas - - 5 (14%) -
  North Carolina - - 4 (11%) -
  Illinois - - 3 (8%) -
  Florida - - 2 (6%) -
  Pennsylvania - - 2 (6%) -
  Kentucky 1 (50%) - 1 (3%) -
  Mississippi - - 1 (3%) 36M (28%)
  Nevada - - 1 (3%) 28M (21%)
  Connecticut - - 1 (3%) -
  Rhode Island - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Kansas - - 1 (3%) -
United Kingdom 1 (50%) - 1 (3%) -
Domestic 1 (50%) - 35 (97%) 130M (100%)
Cross-border 1 (50%) - 1 (3%) -
Total 2 - 36 $130M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 14 (39%) 36M (28%)
Recapitalization - - 10 (28%) 28M (21%)
Secondary Buyout 1 (50%) - 6 (17%) 66M (51%)
Growth Capital 1 (50%) - 3 (8%) -
Venture - - 2 (6%) -
Acquisition Financing - - 1 (3%) -
Total 2 - 36 $130M

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (43%) -
Trade Sale - Public Company 5 (18%) 692M (100%)
IPO 4 (14%) -
Trade Sale 4 (14%) -
Bankruptcy 2 (7%) -
Unknown 1 (4%) -
Total 28 $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
Investor(s)
17%
6 (17%)
Exited to
Investor(s)
43%
12 (43%)
Strategic(s)
29%
8 (29%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Established

1977

Specialist/Generalist

Generalist

Leadership

Raymond Weldon

Co-Founder & Managing Director

Richard Dell'Aquila

Managing Director

Donald Hawks III

Managing Director & President

Clinton Montague

Vice President

Brian Piacentino

Principal

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