Castle Harlan Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Castle Harlan has acquired 2 companies.

Castle Harlan’s most common sectors for investment are restaurants (18%) and energy services and equipment (7%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and secondary buyout (35%). In total, Castle Harlan has invested in 21 US states and 9 different countries. Its largest (disclosed) acquisition occurred in 2012 when it acquired Shelf Drilling for $1.1B.

In the last 3 years, Castle Harlan has exited 3 companies. The Firm’s most common exit type is trade sale (44%). Castle Harlan’s largest (disclosed) exit occurred in 2010 when it sold The Ames Companies for $542M.

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M&A Summary

  • M&A Total Activity83
    • M&A Buy Activity46
    • M&A Sell Activity37
  • Total Sectors Invested 27
  • Total Countries Invested 9
  • M&A Buy/Sell Connections 32
  • M&A Advisors 7

Castle Harlan

150 East 58th Street,
New York, New York 10155
United States
(212) 644-8600
www.castleharlan.com
info@castleharlan.com

Castle Harlan is a large private equity firm that targets private company investments in the US and Australia. Castle Harlan targets businesses in a wide range of industries that include, packaging, industrial services, manufacturing, restaurants, business services, distribution, publishing, and transportation. Castle Harlan can provide both equity and mezzanine capital. The Firm is affiliated with Australian private equity firm CHAMP Private Equity, and together formed CHAMP - Castle Harlan Australian Mezzanine Partners. Castle Harlan was formed in 1987 and is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Distribution, Electrical Equipment, Energy Services and Equipment, Engineering, Financial Services, Food, Furniture, Infrastructure, Machinery, Manufacturing, Media, Metals/Mining, Packaging, Plastics, Publishing, Restaurants, Retail, Safety/Security, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Australia/New Zealand

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.4/yr) # 44 - 1 1 - - 46
vol $6.0B $6.0B
Sell (0.6/yr) # 34 - 1 1 1 - 37
vol $4.8B $4.8B
  83

Most Recent M&A

Company Date Value Type
Colyar Technology Solutions 2020-09-29 - Secondary Buyout
Phoenix, Arizona · www.ccglink.com
Gold Star Foods, Inc. 2019-10-03 - Merger
Ontario, California · www.goldstarfoods.com
Sunless, Inc. 2019-08-13 - Secondary Buyout
Macedonia, Ohio · www.sunlessinc.com
Shelf Drilling Ltd. 2018-06-25 - IPO
Dubai, United Arab Emirates · www.shelfdrilling.com
Titan Production Equipment 2018-04-17 - Divestiture
Houston, Texas · www.titanpeq.com
Baker & Taylor Corp. 2016-04-18 - Add-on Acquisition
Charlotte, North Carolina · www.baker-taylor.com
Colyar Technology Solutions 2016-04-01 - Buyout (LBO, MBO, MBI)
Phoenix, Arizona · www.ccglink.com
Horizon Lines, Inc. 2014-11-11 469M USD Add-on Acquisition
Charlotte, North Carolina · www.horizonlines.com
Tensar International Corp., Inc. 2014-07-10 400M USD Secondary Buyout
Alpharetta, Georgia · www.tensarcorp.com
Pretium Packaging, Inc. 2014-05-01 - Secondary Buyout
Chesterfield, Missouri · www.pretiumpkg.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Restaurants 1 (25%) 340M (46%) 8 (17%) 663M (11%)
Transportation - - 3 (7%) 960M (16%)
Energy Services and Equipment 1 (25%) - 3 (7%) 250M (4%)
Manufacturing 1 (25%) - 3 (7%) 170M (3%)
Plastics - - 2 (4%) 451M (7%)
Automotive - - 2 (4%) 420M (7%)
Metals/Mining - - 2 (4%) 370M (6%)
Business Services - - 2 (4%) 130M (2%)
Chemicals - - 2 (4%) -
Communications - - 2 (4%) -
Oil/Gas Exploration - - 1 (2%) 1.1B (17%)
Retail - - 1 (2%) 455M (8%)
Engineering 1 (25%) 400M (54%) 1 (2%) 400M (7%)
Building Materials - - 1 (2%) 380M (6%)
Packaging - - 1 (2%) 200M (3%)
Distribution - - 1 (2%) 68M (1%)
Beverages - - 1 (2%) 64M (1%)
Aerospace - - 1 (2%) -
Consumer Services - - 1 (2%) -
Electrical Equipment - - 1 (2%) -
Financial Services - - 1 (2%) -
Food - - 1 (2%) -
Furniture - - 1 (2%) -
Machinery - - 1 (2%) -
Publishing - - 1 (2%) -
Safety/Security - - 1 (2%) -
Software - - 1 (2%) -
Total 4 $740M 46 $6.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (75%) 400M (54%) 37 (80%) 3.9B (65%)
  Texas 1 (25%) - 7 (15%) 290M (5%)
  Illinois - - 3 (7%) 430M (7%)
  California - - 3 (7%) 150M (2%)
  Georgia 1 (25%) 400M (54%) 2 (4%) 400M (7%)
  Ohio 1 (25%) - 2 (4%) -
  North Carolina - - 2 (4%) 1.1B (18%)
  Pennsylvania - - 2 (4%) 380M (6%)
  Florida - - 2 (4%) 143M (2%)
  Arizona - - 2 (4%) -
  Michigan - - 1 (2%) 260M (4%)
  Oklahoma - - 1 (2%) 250M (4%)
  Missouri - - 1 (2%) 200M (3%)
  Oregon - - 1 (2%) 123M (2%)
  Kansas - - 1 (2%) 110M (2%)
  New Jersey - - 1 (2%) 50M (1%)
  Utah - - 1 (2%) -
  Tennessee - - 1 (2%) -
  New York - - 1 (2%) -
  Minnesota - - 1 (2%) -
  Massachusetts - - 1 (2%) -
  Connecticut - - 1 (2%) -
Australia - - 2 (4%) 64M (1%)
Puerto Rico 1 (25%) 340M (46%) 1 (2%) 340M (6%)
United Arab Emirates - - 1 (2%) 1.1B (17%)
United Kingdom - - 1 (2%) 451M (7%)
Netherlands Antilles - - 1 (2%) 235M (4%)
Canada - - 1 (2%) -
France - - 1 (2%) -
Netherlands - - 1 (2%) -
  Missouri - - 1 (2%) -
Domestic 3 (75%) 400M (54%) 37 (80%) 3.9B (65%)
Cross-border 1 (25%) 340M (46%) 9 (20%) 2.1B (35%)
Total 4 $740M 46 $6.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 18 (39%) 414M (7%)
Secondary Buyout 3 (75%) 740M (100%) 16 (35%) 3.2B (56%)
Divestiture 1 (25%) - 6 (13%) 1.9B (34%)
Stake Purchase - - 4 (9%) -
Recapitalization - - 1 (2%) 200M (3%)
PIPE - - 1 (2%) -
Total 4 $740M 46 $5.8B

Exits by Deal Type

Type Total # Value
Trade Sale 12 (32%) 1.6B (33%)
Secondary Sale 11 (30%) 1.2B (24%)
Trade Sale - Public Company 6 (16%) 2.1B (43%)
IPO 5 (14%) -
Merger 2 (5%) -
Bankruptcy 1 (3%) -
Total 37 $4.8B

Top M&A Advisors

Financial Deals
Stifel, Nicolaus & Co., Inc.
 1
Robert W. Baird & Co., Inc.
 1
The Valence Group
 1
Legal Deals
Skadden, Arps, Slate, Meagher & Flom LLP
 1
Ashurst LLP
 1
Schulte Roth & Zabel LLP
 1

Deal Values

buy # Total
> $1B 1 $1.1B
$100M to $1B 17 $4.7B
< $100M 4 $257M
TOTAL $6.0B
Largest Shelf Drilling Ltd.
$1.1B (2012-11-30)
sell # Total
$100M to $1B 17 $4.8B
< $100M 1 $52M
TOTAL $4.8B
Largest The Ames Companies, Inc.
$542M (2010-07-19)

M&A Connections

Deals
Acquired from
Investor(s)
30%
14 (30%)
Strategic(s)
13%
6 (13%)
Exited to
Investor(s)
27%
10 (27%)
Strategic(s)
46%
17 (46%)

Investor Summary

Size

Mega

PE Assets

6.0B USD

Established

1987

Specialist/Generalist

Generalist

Leadership

John Castle

Chairman & CEO

Marcel Fournier

Senior Managing Director

David Pittaway

Vice Chairman, Senior Managing Director & CCO

James Reddington

CFO

Eric Schwartz

Managing Director

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