Castle Harlan Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Castle Harlan has acquired 1 company.

Castle Harlan’s most common sectors for investment are restaurants (18%) and manufacturing (7%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and secondary buyout (36%). 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 Holdings for $1.1B.

In the last 3 years, Castle Harlan has exited 1 company. The Firm’s most common exit type is trade sale (46%). Castle Harlan’s largest (disclosed) exit occurred in 2010 when it sold The Ames Companies for $542M.

Join Mergr to view Castle Harlan’s full profile and discover more mega-sized private equity firms just like it.

M&A Summary

  • M&A Total Activity80
    • M&A Buy Activity45
    • M&A Sell Activity35
  • Total Sectors Invested 26
  • 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 43 - - 1 1 - 45
vol $6.0B $6.0B
Sell (0.4/yr) # 33 1 - - 1 - 35
vol $4.8B $4.8B
  80

Most Recent M&A

Company Date Value Type
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
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
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
Gold Star Foods, Inc. 2014-04-25 - Secondary Buyout
Ontario, California · www.goldstarfoods.com
Securus Technologies LLC 2013-03-28 - Secondary Buyout
Dallas, Texas · www.securustech.net
IDQ Operating, Inc. 2013-01-07 305M USD Secondary Buyout
Garland, Texas · www.id-usa.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Shelf Drilling Holdings Ltd. 2012-11-30 Transocean /Assets/ 2013-01-08 1
, United Arab Emirates · www.shelfdrilling.com Vernier, Switzerland

M&A by Sector

Sector Current # Value All-time # Value
Restaurants 1 (20%) 340M (19%) 8 (18%) 663M (11%)
Transportation - - 3 (7%) 960M (16%)
Energy Services and Equipment 1 (20%) - 3 (7%) 250M (4%)
Manufacturing 1 (20%) - 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 (20%) 1.1B (59%) 1 (2%) 1.1B (17%)
Retail - - 1 (2%) 455M (8%)
Engineering 1 (20%) 400M (22%) 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%) -
Total 5 $1.8B 45 $6.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (60%) 400M (22%) 36 (80%) 3.9B (65%)
  Texas 1 (20%) - 7 (16%) 290M (5%)
  Illinois - - 3 (7%) 430M (7%)
  California - - 3 (7%) 150M (2%)
  Georgia 1 (20%) 400M (22%) 2 (4%) 400M (7%)
  Ohio 1 (20%) - 2 (4%) -
  North Carolina - - 2 (4%) 1.1B (18%)
  Pennsylvania - - 2 (4%) 380M (6%)
  Florida - - 2 (4%) 143M (2%)
  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%) -
  Arizona - - 1 (2%) -
Australia - - 2 (4%) 64M (1%)
United Arab Emirates 1 (20%) 1.1B (59%) 1 (2%) 1.1B (17%)
Puerto Rico 1 (20%) 340M (19%) 1 (2%) 340M (6%)
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 (60%) 400M (22%) 36 (80%) 3.9B (65%)
Cross-border 2 (40%) 1.4B (78%) 9 (20%) 2.1B (35%)
Total 5 $1.8B 45 $6.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 17 (38%) 414M (7%)
Secondary Buyout 3 (60%) 740M (41%) 16 (36%) 3.2B (56%)
Divestiture 2 (40%) 1.1B (59%) 6 (13%) 1.9B (34%)
Stake Purchase - - 4 (9%) -
Recapitalization - - 1 (2%) 200M (3%)
PIPE - - 1 (2%) -
Total 5 $1.8B 45 $5.8B

Exits by Deal Type

Type Total # Value
Trade Sale 12 (34%) 1.6B (33%)
Secondary Sale 10 (29%) 1.2B (24%)
Trade Sale - Public Company 6 (17%) 2.1B (43%)
IPO 4 (11%) -
Merger 2 (6%) -
Bankruptcy 1 (3%) -
Total 35 $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
White & Case LLP
1
Skadden, Arps, Slate, Meagher & Flom LLP
1
Ashurst 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 Holdings 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
PE Firm(s)
76%
19 76%
Strategic(s)
24%
6 24%
Exited to
PE Firm(s)
41%
12 41%
Strategic(s)
59%
17 59%

 Subscribe to unlock this and 151,999
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
  • 3.9K Private Equity Firms
  • 140K M&A Transactions
  • 148K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.1K M&A Advisors
    (Investment Banks and Law Firms)
  • 41K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.