Castanea Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Castanea Partners has invested in 5 companies.

Castanea Partners’ most common sectors for investment are consumer products (33%) and apparel/textiles (18%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (40%). In total, Castanea Partners has invested in 15 US states. Its largest (disclosed) acquisition occurred in 2004 when it acquired Decision Resources for $58M.

In the last 3 years, Castanea Partners has exited 2 companies. The Firm’s most common exit type is trade sale (54%). Castanea Partners’ largest (disclosed) exit occurred in 2010 when it sold Medley Global Advisors for $563M.

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M&A Summary

  • M&A Total Activity40
    • M&A Buy Activity27
    • M&A Sell Activity13
  • Total Sectors Invested 12
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11
  • M&A Advisors 3

Castanea Partners

3 Executive Park Dr #304,
Newton Lower Falls, Massachusetts 02462
United States,
(617)630-2400
www.castaneapartners.com
info@castaneapartners.com

Castanea Partners is a private equity firm that targets investments in established, small to mid-sized companies valued up to $250 million. The Firm looks for businesses with strong management and significant competitive advantages. Sectors of interest include publishing, information services, education/training, consumer brands, specialty retail, and marketing services. Castanea prefers control investment situations and looks to commit between $15 and $150 million per transaction. Castanea Partners was formed in 2001 and is based in Newton, Massachusetts.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Business Services, Communications, Consumer Products, Consumer Services, Education, Financial Services, Healthcare Services, Life Science, Marketing, Publishing, Restaurants, Retail

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 25 150
Target EBITDA - -
Investment Size 15 150
Enterprise Value - 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.2/yr) # 21 1 2 3 - - 27
vol $58M $58M
Sell (0.8/yr) # 9 2 - - 2 - 13
vol $738M $738M
  40

Most Recent M&A

Company Date Value Type
Tatcha LLC 2019-06-10 - Add-on Acquisition
San Francisco, California · www.tatcha.com
Fitness Anywhere LLC 2019-01-16 - Secondary Buyout
San Francisco, California · www.trxtraining.com
West Coast Fitness LLC 2018-09-10 - Growth Capital
Elk Grove, California · www.westcoastfitness.im
The Townshend Group 2018-02-06 - Growth Capital
New York, New York · www.townshendgroup.com
Yasso 2018-01-16 - Growth Capital
Quincy, Massachusetts · www.yasso.com
Tatcha LLC 2017-10-16 - Growth Capital
San Francisco, California · www.tatcha.com
Simms Fishing Products 2017-07-05 - Growth Capital
Bozeman, Montana · www.simmsfishing.com
Thymes LLC 2016-08-17 - Merger
Minneapolis, Minnesota · www.thymes.com
Drybar Holdings LLC 2016-06-27 - Secondary Buyout
Irvine, California · www.thedrybar.com
Jeni's Splendid Ice Creams LLC 2016-03-29 - Growth Capital
Columbus, Ohio · www.jenis.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 5 (36%) - 9 (33%) -
Apparel/Textiles 3 (21%) - 5 (19%) -
Business Services - - 2 (7%) -
Food 2 (14%) - 2 (7%) -
Retail 1 (7%) - 2 (7%) -
Healthcare Services - - 1 (4%) 58M (100%)
Beverages - - 1 (4%) -
Consumer Services 1 (7%) - 1 (4%) -
Financial Services - - 1 (4%) -
Life Science 1 (7%) - 1 (4%) -
Restaurants - - 1 (4%) -
Staffing 1 (7%) - 1 (4%) -
Total 14 - 27 $58M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) - 28 (100%) 58M (100%)
  California 1 (7%) - 6 (21%) -
  Massachusetts 2 (13%) - 5 (18%) 58M (100%)
  New York 3 (20%) - 4 (14%) -
  Ohio 2 (13%) - 2 (7%) -
  Washington 1 (7%) - 1 (4%) -
  Pennsylvania 1 (7%) - 1 (4%) -
  Nevada 1 (7%) - 1 (4%) -
  Montana 1 (7%) - 1 (4%) -
  Florida 1 (7%) - 1 (4%) -
  Alabama 1 (7%) - 1 (4%) -
  Texas - - 1 (4%) -
  Oregon - - 1 (4%) -
  New Jersey - - 1 (4%) -
  Minnesota - - 1 (4%) -
Total 15 - 28 $58M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (40%) - 14 (50%) 58M (100%)
Growth Capital 9 (60%) - 11 (39%) -
Secondary Buyout - - 2 (7%) -
Recapitalization - - 1 (4%) -
Total 15 - 28 $58M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 7 (54%) 738M (100%)
Secondary Sale 3 (23%) -
Trade Sale 2 (15%) -
Merger 1 (8%) -
Total 13 $738M

Top M&A Advisors

Financial Deals
Financo LLC
1
Legal Deals
Ropes & Gray LLP
2
Latham & Watkins
1

Deal Values

buy # Total
< $100M 1 $58M
TOTAL $58M
Largest Decision Resources LLC
$58M (2004-01-05)
sell # Total
$100M to $1B 2 $738M
TOTAL $738M
Largest Medley Global Advisors LLC
$563M (2010-02-03)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
2 100%
Exited to
PE Firm(s)
27%
3 27%
Strategic(s)
73%
8 73%

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