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 (9%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) 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 (48%). 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 Activity81
    • M&A Buy Activity45
    • M&A Sell Activity36
  • Total Sectors Invested 25
  • Total Countries Invested 9
  • M&A Buy/Sell Connections 33
  • 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 $6.1B $6.1B
Sell (0.4/yr) # 34 1 - - 1 - 36
vol $5.0B $5.0B
  81

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, Inc. 2013-04-02 - 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%) 726M (12%)
Manufacturing 1 (20%) - 4 (9%) 170M (3%)
Transportation - - 3 (7%) 960M (16%)
Energy Services and Equipment 1 (20%) - 3 (7%) 250M (4%)
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 (7%)
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%) -
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 $6.1B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (60%) 400M (22%) 36 (80%) 4.0B (65%)
  Texas 1 (20%) - 7 (16%) 290M (5%)
  Illinois - - 3 (7%) 493M (8%)
  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%) 4.0B (65%)
Cross-border 2 (40%) 1.4B (78%) 9 (20%) 2.1B (35%)
Total 5 $1.8B 45 $6.1B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 3 (60%) 740M (41%) 16 (36%) 3.2B (55%)
Buyout (LBO, MBO, MBI) - - 16 (36%) 414M (7%)
Divestiture 2 (40%) 1.1B (59%) 6 (13%) 1.9B (33%)
Stake Purchase - - 4 (9%) -
Recapitalization - - 1 (2%) 200M (3%)
PIPE - - 1 (2%) 63M (1%)
Consolidation - - 1 (2%) -
Total 5 $1.8B 45 $5.8B

Exits by Deal Type

Type Total # Value
Trade Sale 12 (33%) 1.6B (32%)
Secondary Sale 10 (28%) 1.2B (24%)
Trade Sale - Public Company 7 (19%) 2.2B (45%)
IPO 4 (11%) -
Merger 2 (6%) -
Bankruptcy 1 (3%) -
Total 36 $5.0B

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 5 $320M
TOTAL $6.1B
Largest Shelf Drilling Holdings Ltd.
$1.1B (2012-11-30)
sell # Total
$100M to $1B 18 $4.9B
< $100M 1 $52M
TOTAL $5.0B
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)
42%
13 42%
Strategic(s)
58%
18 58%

Investor Summary

Size

Mega

PE Assets

6.0B USD

Established

1987

Specialist/Generalist

Generalist

Leadership

John K. Castle

Chairman and CEO

Marcel Fournier

Senior Managing Director

Sylvia F. Rosen

Vice president and Controller

Gary D. Bialik

Senior Vice President and Chief Financial Officer

Eric Schwartz

Managing Director

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