Castanea Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Castanea Partners’ most common sectors for investment areconsumer products (37%) and apparel/textiles (17%) . The Firm’s most common investment types include growth capital (54%) and buyout (lbo, mbo, mbi) (34%). In total, Castanea Partners has invested in 13 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired Decision Resources for $58M.

In the last 3 years, Castanea Partners has exited 6 companies. The Firm’s most common exit type is trade sale (55%). Castanea Partners’ largest (disclosed) exit occurred in 2010 when it sold Medley Global Advisors for $563M.

Join Mergr to view Castanea Partners’ full profile and discover more middle-market private equity firms just like it.

M&A Summary

  • M&A Total Activity52
    • M&A Buy Activity30
    • M&A Sell Activity22
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 19
  • M&A Advisors 3

Castanea Partners

3 Executive Park Drive, Suite 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, Food, Healthcare Services, Life Science, Marketing, Publishing, Restaurants, Retail, Utilities

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 10 150
Target EBITDA - -
Investment Size 15 150
Enterprise Value - 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.6/yr) # 27 3 - - - - 30
vol $58M $58M
Sell (1.8/yr) # 13 3 3 - 1 2 22
vol $738M $250M $192M $193M $1.4B
  52

Most Recent M&A

Company Date Value Type
MacKenzie-Childs LLC 2022-09-06 - Secondary Buyout
Aurora, New York · www.mackenzie-childs.com
Simms Fishing Products 2022-07-27 193M USD Add-on Acquisition
Bozeman, Montana · www.simmsfishing.com
Essentia Water LLC 2021-03-05 192M USD Add-on Acquisition
Bothell, Washington · www.essentiawater.com
Tatcha LLC 2019-06-10 - Add-on Acquisition
San Francisco, California · www.tatcha.com
Donald J Pliner of Florida, Inc. 2019-04-24 - Add-on Acquisition
New York, New York · www.donaldjpliner.com
Fitness Anywhere LLC 2019-01-16 - Secondary Buyout
San Francisco, California · www.trxtraining.com
Proenza Schouler LLC 2018-11-12 - Sold to Management
New York, New York · www.proenzaschouler.com
West Coast Fitness LLC 2018-09-10 - Growth Capital
Peel, United Kingdom · www.westcoastfitness.im
Ale Viola LLC 2018-07-25 - Sold to Management
New York, New York · www.ippolita.com
First Aid Beauty Ltd. 2018-07-17 250M USD Add-on Acquisition
Newton, Massachusetts · www.firstaidbeauty.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 3 (38%) - 11 (37%) -
Apparel/Textiles - - 5 (17%) -
Beverages 2 (25%) - 4 (13%) -
Business Services - - 2 (7%) -
Food 2 (25%) - 2 (7%) -
Healthcare Services - - 1 (3%) 58M (100%)
Financial Services - - 1 (3%) -
Franchising 1 (13%) - 1 (3%) -
Life Science - - 1 (3%) -
Restaurants - - 1 (3%) -
Retail - - 1 (3%) -
Total 8 - 30 $58M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (88%) - 29 (97%) 58M (100%)
  California 1 (13%) - 6 (20%) -
  Massachusetts 1 (13%) - 5 (17%) 58M (100%)
  New York - - 5 (17%) -
  Minnesota 1 (13%) - 2 (7%) -
  Oregon 1 (13%) - 2 (7%) -
  Ohio 1 (13%) - 2 (7%) -
  Pennsylvania 1 (13%) - 1 (3%) -
  Nevada - - 1 (3%) -
  Montana - - 1 (3%) -
  Washington - - 1 (3%) -
  Texas - - 1 (3%) -
  New Jersey - - 1 (3%) -
United Kingdom 1 (13%) - 1 (3%) -
Domestic 7 (88%) - 29 (97%) 58M (100%)
Cross-border 1 (13%) - 1 (3%) -
Total 8 - 30 $58M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (88%) - 16 (53%) -
Buyout (LBO, MBO, MBI) 1 (13%) - 10 (33%) 58M (100%)
Secondary Buyout - - 3 (10%) -
Recapitalization - - 1 (3%) -
Total 8 - 30 $58M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 9 (41%) 1.2B (86%)
Trade Sale 5 (23%) 192M (14%)
Secondary Sale 4 (18%) -
Sold to Management 2 (9%) -
Bankruptcy 1 (5%) -
Merger 1 (5%) -
Total 22 $1.4B

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 5 $1.4B
TOTAL $1.4B
Largest Medley Global Advisors LLC
$563M (2010-02-03)

M&A Connections

Deals
Acquired from
Investor(s)
10%
3 (10%)
Exited to
Investor(s)
18%
4 (18%)
Strategic(s)
59%
13 (59%)

 Subscribe to unlock this and 185,509
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.