Castanea Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Castanea Partners’ most common sectors for investment areconsumer products (33%) and apparel/textiles (18%) . The Firm’s most common investment types include growth capital (54%) and buyout (lbo, mbo, mbi) (36%). 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 7 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.

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M&A Summary

  • M&A Total Activity48
    • M&A Buy Activity28
    • M&A Sell Activity20
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 16
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.2/yr) # 22 3 3 - - - 28
vol $58M $58M
Sell (1.4/yr) # 13 - 3 3 - 1 20
vol $738M $250M $192M $1.2B
  48

Most Recent M&A

Company Date Value Type
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
The Townshend Group 2018-02-06 - Growth Capital
Portland, Oregon · www.brewdrkombucha.com
Yasso, Inc. 2018-01-16 - Growth Capital
Quincy, Massachusetts · www.yasso.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 3 (38%) - 9 (32%) -
Apparel/Textiles - - 5 (18%) -
Beverages 2 (25%) - 4 (14%) -
Business Services - - 2 (7%) -
Food 2 (25%) - 2 (7%) -
Healthcare Services - - 1 (4%) 58M (100%)
Consumer Services 1 (13%) - 1 (4%) -
Financial Services - - 1 (4%) -
Life Science - - 1 (4%) -
Restaurants - - 1 (4%) -
Retail - - 1 (4%) -
Total 8 - 28 $58M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (88%) - 27 (96%) 58M (100%)
  California 1 (13%) - 6 (21%) -
  Massachusetts 1 (13%) - 5 (18%) 58M (100%)
  New York - - 4 (14%) -
  Oregon 1 (13%) - 2 (7%) -
  Ohio 1 (13%) - 2 (7%) -
  Pennsylvania 1 (13%) - 1 (4%) -
  Montana 1 (13%) - 1 (4%) -
  Washington - - 1 (4%) -
  Texas - - 1 (4%) -
  New Jersey - - 1 (4%) -
  Nevada - - 1 (4%) -
  Minnesota - - 1 (4%) -
United Kingdom 1 (13%) - 1 (4%) -
Domestic 7 (88%) - 27 (96%) 58M (100%)
Cross-border 1 (13%) - 1 (4%) -
Total 8 - 28 $58M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (88%) - 15 (54%) -
Buyout (LBO, MBO, MBI) 1 (13%) - 10 (36%) 58M (100%)
Secondary Buyout - - 2 (7%) -
Recapitalization - - 1 (4%) -
Total 8 - 28 $58M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 8 (40%) 988M (84%)
Trade Sale 5 (25%) 192M (16%)
Secondary Sale 3 (15%) -
Sold to Management 2 (10%) -
Bankruptcy 1 (5%) -
Merger 1 (5%) -
Total 20 $1.2B

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 4 $1.2B
TOTAL $1.2B
Largest Medley Global Advisors LLC
$563M (2010-02-03)

M&A Connections

Deals
Acquired from
Investor(s)
7%
2 (7%)
Exited to
Investor(s)
15%
3 (15%)
Strategic(s)
60%
12 (60%)

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