Calico Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Calico Group has acquired 2 companies.

Calico Group’s most common sectors for investment arebusiness services (67%) and transportation (34%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and consolidation (34%). In total, Calico Group has invested in 2 US states.

In the last 3 years, Calico Group has exited 1 company. The Firm’s most common exit type is merger (100%).

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Calico Group

Calico Group

312 West 2nd Street PMB 5219,
Casper, Wyoming 82601
United States
www.calicogroup.us
contact@calicogroup.us

Calico Group is a private investment firm focused on investing in a variety of businesses at various stages of development, including pre-revenue startups, mature operating businesses, and real estate. Broad areas of interest include logistics, business services, consumer services, and technology. Calico was formed in 2020 and is based in Casper, Wyoming.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Diversified, Real Estate, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - 1 - 1 1 - 3
Sell (0.2/yr) # - - - - 1 - 1
  4

Most Recent M&A

Company Date Value Type
Tradewinds Mechanical LLC 2023-06-13 - Merger
Las Vegas, Nevada · www.tradewindshvac.com
The Mechanical Group 2023-02-01 - Consolidation
Las Vegas, Nevada · www.mechanicalgroup.us
Tradewinds Mechanical LLC 2022-10-01 - Buyout (LBO, MBO, MBI)
Las Vegas, Nevada · www.tradewindshvac.com
TransConcept 2020-09-01 - Buyout (LBO, MBO, MBI)
Santa Monica, California · www.transconcept.us
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
The Mechanical Group 2023-02-01 Tradewinds Mechanical LLC 2023-06-13 3
Las Vegas, Nevada · www.mechanicalgroup.us Las Vegas, Nevada · www.tradewindshvac.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (50%) - 2 (67%) -
Transportation 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 3 (100%) -
  Nevada 1 (50%) - 2 (67%) -
  California 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 2 (67%) -
Consolidation 1 (50%) - 1 (33%) -
Total 2 - 3 -

Exits by Deal Type

Type Total # Value
Merger 1 (100%) -
Total 1 -

M&A Connections

Deals
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2020

Specialist/Generalist

Generalist

Leadership

Morgan Strain

Co-founder & CEO

Steven Brayet

Co-founder & COO

FAQ

When was Calico Group founded?

Calico Group was founded in 2020.

What type of investor is Calico Group?

Calico Group is a private equity firm.

Where is Calico Group headquartered?

Calico Group is headquartered in Casper, Wyoming.

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