Capitala Group Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Capitala Group has acquired 9 companies. It has also invested in 6 others.

Capitala Group’s most common sectors for investment arebusiness services (13%) and information technology (6%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (27%). In total, Capitala Group has invested in 26 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2011 when it acquired California Pizza Kitchen for $470M.

In the last 3 years, Capitala Group has exited 14 companies. The Firm’s most common exit type is trade sale (35%). Capitala Group’s largest (disclosed) exit occurred in 2021 when it sold Xirgo Technologies for $400M.

Join Mergr to view Capitala Group’s full profile and discover more large private equity firms just like it.

M&A Summary

  • M&A Total Activity132
    • M&A Buy Activity86
    • M&A Sell Activity46
  • Total Sectors Invested 43
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 81
  • M&A Advisors 1

Capitala Group

4201 Congress Street, Suite 360,
Charlotte, North Carolina 28209
United States
(704) 376-5502
www.capitalagroup.com
info@capitalagroup.com

Capitala Group is an asset manager that provides equity and mezzanine capital to mid-sized companies valued up to $250 million. Funds are generally used to support growth needs, add-on acquisitions, management/leveraged buyouts, and recapitalizations. Capitatala will invest across the US, but generally targets opportunities located in the Southeast. Industry preferences include building products, business services, consumer/reteail, general industrial, healthcare, and technology. Prospective companies typically have revenues greater than $10 million and EBITDA of at least $3 million. Capitala was formed in 1998 and is headquartered in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Agriculture, Beverages, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Diversified, Education, Electrical Equipment, Energy Services and Equipment, Financial Services, Food, Healthcare Services, Information Technology, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Marketing, Medical Products, Oil/Gas Exploration, Plastics, Restaurants, Retail, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Acquisition Financing, PIPE, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 3 -
Investment Size 2 50
Enterprise Value - 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (4.0/yr) # 66 5 7 2 4 2 86
vol $479M $479M
Sell (3.2/yr) # 30 2 5 1 7 1 46
vol $140M $88M $400M $628M
  132

Most Recent M&A

Company Date Value Type
Vology, Inc. 2022-08-10 - Add-on Acquisition
Clearwater, Florida · www.vology.com
All Claims Repairs, Inc. 2022-03-09 - Buyout (LBO, MBO, MBI)
Deerfield Beach, Florida · www.allclaimsrepairs.com
Overdrive Interactive 2022-01-27 - Buyout (LBO, MBO, MBI)
Allston, Massachusetts · www.ovrdrv.com
Corporate Visions, Inc. 2021-08-19 - Secondary Buyout
Reno, Nevada · www.corporatevisions.com
Sparus Holdings, Inc. 2021-08-03 - Secondary Buyout
Peachtree Corners, Georgia · www.sparusholdings.com
Rapid Fire Protection, Inc. 2021-07-20 - Add-on Acquisition
Rapid City, South Dakota · www.rapidfireinc.com
PEOPLEASE 2021-05-19 - Unknown
Mount Pleasant, South Carolina · www.peoplease.com
CIS Secure Computing, Inc. 2021-04-20 - Secondary Buyout
Ashburn, Virginia · www.cissecure.com
Point Broadband LLC 2021-04-16 - Secondary Buyout
West Point, Georgia · www.point-broadband.com
Fremont-Wright LLC 2021-02-25 - Growth Capital
Memphis, Tennessee · www.fremontwright.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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
AmeriMark Direct LLC 2005-03-18 Dr. Leonard's Healthcare Corp. 2007-12-14 4
Cleveland, Ohio · www.amerimark.com Edison, New Jersey · www.drleonards.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 6 (21%) - 11 (13%) -
Information Technology 2 (7%) - 5 (6%) -
Manufacturing 1 (3%) - 5 (6%) -
Restaurants 2 (7%) 470M (100%) 3 (3%) 470M (98%)
Apparel/Textiles - - 3 (3%) -
Building Materials - - 3 (3%) -
Consumer Products 1 (3%) - 3 (3%) -
Food - - 3 (3%) -
Machinery 1 (3%) - 3 (3%) -
Marketing 1 (3%) - 3 (3%) -
Medical Products 3 (10%) - 3 (3%) -
Retail - - 3 (3%) -
Agriculture - - 2 (2%) -
Chemicals - - 2 (2%) -
Electrical Equipment - - 2 (2%) -
Electronics 1 (3%) - 2 (2%) -
Healthcare Services 1 (3%) - 2 (2%) -
Information Services 1 (3%) - 2 (2%) -
Internet Software and Services - - 2 (2%) -
Technology Hardware - - 2 (2%) -
Leisure - - 1 (1%) 9M (2%)
Aerospace - - 1 (1%) -
Automotive 1 (3%) - 1 (1%) -
Communications - - 1 (1%) -
Construction 1 (3%) - 1 (1%) -
Consumer Services - - 1 (1%) -
Digital Media 1 (3%) - 1 (1%) -
Distribution - - 1 (1%) -
E-Commerce 1 (3%) - 1 (1%) -
Energy Services and Equipment - - 1 (1%) -
Engineering 1 (3%) - 1 (1%) -
Environmental - - 1 (1%) -
Financial Services - - 1 (1%) -
Franchising - - 1 (1%) -
Infrastructure 1 (3%) - 1 (1%) -
Life Science 1 (3%) - 1 (1%) -
Media 1 (3%) - 1 (1%) -
Plastics - - 1 (1%) -
Safety/Security - - 1 (1%) -
Software - - 1 (1%) -
Staffing - - 1 (1%) -
Test/Measurement Equipment 1 (3%) - 1 (1%) -
Transportation - - 1 (1%) -
Total 29 $470M 87 $479M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 29 (100%) 470M (100%) 86 (99%) 479M (100%)
  Florida 3 (10%) - 11 (13%) -
  California 2 (7%) 470M (100%) 9 (10%) 479M (100%)
  North Carolina 3 (10%) - 8 (9%) -
  Tennessee 4 (14%) - 7 (8%) -
  Georgia 3 (10%) - 7 (8%) -
  Texas 3 (10%) - 6 (7%) -
  South Carolina - - 4 (5%) -
  New York 3 (10%) - 3 (3%) -
  Connecticut 2 (7%) - 3 (3%) -
  Indiana - - 3 (3%) -
  Massachusetts 2 (7%) - 2 (2%) -
  Washington 1 (3%) - 2 (2%) -
  Virginia 1 (3%) - 2 (2%) -
  Ohio 1 (3%) - 2 (2%) -
  Colorado - - 2 (2%) -
  Nevada - - 2 (2%) -
  Missouri - - 2 (2%) -
  Louisiana - - 2 (2%) -
  Illinois - - 2 (2%) -
  Minnesota 1 (3%) - 1 (1%) -
  Wisconsin - - 1 (1%) -
  South Dakota - - 1 (1%) -
  New Jersey - - 1 (1%) -
  Mississippi - - 1 (1%) -
  Michigan - - 1 (1%) -
  Kansas - - 1 (1%) -
United Kingdom - - 1 (1%) -
Domestic 29 (100%) 470M (100%) 86 (99%) 479M (100%)
Cross-border - - 1 (1%) -
Total 29 $470M 87 $479M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 8 (28%) - 37 (43%) 9M (2%)
Growth Capital 12 (41%) - 23 (26%) -
Recapitalization 7 (24%) - 11 (13%) -
Secondary Buyout 1 (3%) - 8 (9%) -
Stake Purchase - - 3 (3%) -
Venture - - 3 (3%) -
Going Private 1 (3%) 470M (100%) 1 (1%) 470M (98%)
Divestiture - - 1 (1%) -
Total 29 $470M 87 $479M

Exits by Deal Type

Type Total # Value
Secondary Sale 20 (43%) -
Trade Sale 13 (28%) 140M (22%)
Unknown 5 (11%) -
Trade Sale - Public Company 3 (7%) 488M (78%)
IPO 2 (4%) -
Recapitalization 2 (4%) -
Bankruptcy 1 (2%) -
Total 46 $628M

Top M&A Advisors

Legal Deals
K&L Gates LLP
1

Deal Values

buy # Total
$100M to $1B 1 $470M
< $100M 1 $9M
TOTAL $479M
Largest California Pizza Kitchen, Inc.
$470M (2011-05-25)
sell # Total
$100M to $1B 2 $540M
< $100M 1 $88M
TOTAL $628M
Largest Xirgo Technologies LLC
$400M (2021-02-12)

M&A Connections

Deals
Acquired from
Investor(s)
9%
8 (9%)
Strategic(s)
1%
1 (1%)
Exited to
Investor(s)
43%
20 (43%)
Strategic(s)
37%
17 (37%)

 Subscribe to unlock this and 185,414
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.4K Private Equity Firms
  • 176K M&A Transactions
  • 181K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 66K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.