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 15 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 4 companies. The Firm’s most common exit type is trade sale (53%). 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 firm investors just like it.

M&A Summary

  • M&A Total Activity53
    • M&A Buy Activity30
    • M&A Sell Activity23
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 19
  • M&A Advisors 3

Castanea Partners

Castanea Partners, Inc.

Three Executive Park Drive, Suite 304,
Newton, 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 30 - - - - - 30
vol $58M $58M
Sell (0.8/yr) # 19 - 2 2 - - 23
vol $988M $192M $193M $1.4B
  53

Most Recent M&A

Company Date Value Type
MacKenzie-Childs LLC 2022-09-06 - Secondary Sale
Aurora, New York · www.mackenzie-childs.com
Simms Fishing Products 2022-07-27 193M USD Trade Sale
Bozeman, Montana · www.simmsfishing.com
CURiO 2021-12-01 - Unknown
Minneapolis, Minnesota · www.curiobrands.com
Essentia Water LLC 2021-03-05 192M USD Trade Sale
Bothell, Washington · www.essentiawater.com
Tatcha LLC 2019-06-10 - Trade Sale
San Francisco, California · www.tatcha.com
Donald J Pliner of Florida, Inc. 2019-04-24 - Trade Sale
New York, New York · www.donaldjpliner.com
Fitness Anywhere LLC 2019-01-16 - Secondary Sale
Delray Beach, Florida · 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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 2 (29%) - 11 (37%) -
Apparel/Textiles - - 5 (17%) -
Beverages 2 (29%) - 4 (13%) -
Business Services - - 2 (7%) -
Food 2 (29%) - 2 (7%) -
Healthcare Services - - 1 (3%) 58M (100%)
Financial Services - - 1 (3%) -
Franchising 1 (14%) - 1 (3%) -
Life Science - - 1 (3%) -
Restaurants - - 1 (3%) -
Retail - - 1 (3%) -
Total 7 - 30 $58M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (86%) - 29 (97%) 58M (100%)
  California 1 (14%) - 5 (17%) -
  New York - - 5 (17%) -
  Massachusetts - - 4 (13%) 58M (100%)
  Oregon 1 (14%) - 2 (7%) -
  Ohio 1 (14%) - 2 (7%) -
  Minnesota - - 2 (7%) -
  Pennsylvania 1 (14%) - 1 (3%) -
  Colorado 1 (14%) - 1 (3%) -
  Washington - - 1 (3%) -
  Texas - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Nevada - - 1 (3%) -
  Montana - - 1 (3%) -
  Florida - - 1 (3%) -
United Kingdom 1 (14%) - 1 (3%) -
Domestic 6 (86%) - 29 (97%) 58M (100%)
Cross-border 1 (14%) - 1 (3%) -
Total 7 - 30 $58M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (86%) - 16 (53%) -
Buyout (LBO, MBO, MBI) 1 (14%) - 10 (33%) 58M (100%)
Secondary Buyout - - 3 (10%) -
Recapitalization - - 1 (3%) -
Total 7 - 30 $58M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 9 (39%) 1.2B (86%)
Trade Sale 5 (22%) 192M (14%)
Secondary Sale 4 (17%) -
Sold to Management 2 (9%) -
Bankruptcy 1 (4%) -
Merger 1 (4%) -
Unknown 1 (4%) -
Total 23 $1.4B

Top M&A Advisors

Financial Deals
Financo
1
Legal Deals
Ropes & Gray
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)
17%
4 (17%)
Strategic(s)
57%
13 (57%)

FAQ

When was Castanea Partners founded?

Castanea Partners was founded in 2001.

What type of investor is Castanea Partners?

Castanea Partners is a private equity firm.

Where is Castanea Partners headquartered?

Castanea Partners is headquartered in Newton, Massachusetts.

How much capital does Castanea Partners have under management?

Castanea Partners has 775M USD under management.

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