Cave Creek Capital Management Mergers and Acquisitions Summary

Private Equity Profile

Cave Creek Capital Management’s most common sectors for investment are restaurants (28%) and distribution (19%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (37%) and recapitalization (37%). In total, Cave Creek Capital Management has invested in 7 US states.

The Firm’s most common exit type is trade sale (25%). Cave Creek Capital Management’s largest (disclosed) exit occurred in 2001 when it sold Mail Boxes Etc. for $191M.

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity11
    • M&A Sell Activity12
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 17

Cave Creek Capital Management

2355 E Camelback Road, Suite 510,
Phoenix, Arizona 85016
United States
(480) 478-6960
www.cavecreekcapital.com
jmarkegard@cavecreekcapital.com

Cave Creek Capital Management is a private investment firm that targets control investments in lower middle market businesses. Cave Creek typically looks for businesses in transition, either with ownership or changing business conditions. Cave Creek looks to commit $2 to $20 million per transaction. Areas of interest include business services, financial services, branded consumer products, retail, telecom, and media. Cave Creek Capital Management was formed in 2004 and is based in Scottsdale, Arizona.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Products, Consumer Services, Distribution, Energy Services and Equipment, Financial Services, Manufacturing, Media, Oil/Gas Exploration, Retail, Software

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

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA 3 -
Investment Size 2 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 10 1 - - - - 11
Sell (0.0/yr) # 12 - - - - - 12
vol $191M $191M
  23

Most Recent M&A

Company Date Value Type
Air Waves LLC 2016-10-24 - Growth Capital
Columbus, Ohio · www.airwavesinc.com
Transnational Foods, Inc. 2015-09-10 - Recapitalization
Miami, Florida · www.transnationalfoods.com
Integro Insurance Brokers 2015-08-05 - Secondary Buyout
New York, New York · www.integrogroup.com
QK Holdings LLC 2013-09-04 - Recapitalization
Holbrook, Arizona · www.myqkinc.com
Denny's Corp. 2013-09-04 - PIPE
Spartanburg, South Carolina · www.dennys.com
Liberty Distribution Co. LLC 2010-09-01 - Recapitalization
Chandler, Arizona · www.libertydistribution.com
VMC Group, Inc. 2009-08-31 - Recapitalization
Bloomingdale, New Jersey · www.thevmcgroup.com
Liberty Distribution Co. LLC 2008-03-01 - Recapitalization
Chandler, Arizona · www.libertydistribution.com
Bastech LLC 2007-12-12 - Buyout (LBO, MBO, MBI)
Jacksonville, Florida · www.bastechllc.com
Hickory Farms, Inc. 2007-07-11 - Secondary Buyout
Toledo, Ohio · www.hickoryfarms.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
VMC Group, Inc. 2009-08-31 Advanced Antivibration Components 2015-05-20 2
Bloomingdale, New Jersey · www.thevmcgroup.com New Hyde Park, New York
VMC Group, Inc. 2009-08-31 Dynamic Certification Laboratories LLC 2015-05-19 1
Bloomingdale, New Jersey · www.thevmcgroup.com Sparks, Nevada

M&A by Sector

Sector Current # Value All-time # Value
Restaurants 2 (33%) - 3 (27%) -
Distribution 1 (17%) - 2 (18%) -
Chemicals 1 (17%) - 1 (9%) -
Consumer Products 1 (17%) - 1 (9%) -
Food - - 1 (9%) -
Insurance - - 1 (9%) -
Manufacturing 1 (17%) - 1 (9%) -
Media - - 1 (9%) -
Total 6 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 11 (100%) -
  Arizona 1 (17%) - 3 (27%) -
  Florida 2 (33%) - 2 (18%) -
  Ohio 1 (17%) - 2 (18%) -
  South Carolina 1 (17%) - 1 (9%) -
  New Jersey 1 (17%) - 1 (9%) -
  Pennsylvania - - 1 (9%) -
  New York - - 1 (9%) -
Total 6 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (17%) - 4 (36%) -
Recapitalization 3 (50%) - 4 (36%) -
Growth Capital 1 (17%) - 2 (18%) -
PIPE 1 (17%) - 1 (9%) -
Total 6 - 11 -

Exits by Deal Type

Type Total # Value
IPO 3 (25%) -
Secondary Sale 3 (25%) -
Trade Sale 3 (25%) -
Trade Sale - Public Company 2 (17%) 191M (100%)
Recapitalization 1 (8%) -
Total 12 $191M

Deal Values

sell # Total
$100M to $1B 1 $191M
TOTAL $191M
Largest Mail Boxes Etc.
$191M (2001-03-05)

M&A Connections

Deals %
Exited to
PE Firm(s)
67%
6 67%
Strategic(s)
33%
3 33%

Investor Summary

Size

Small

Established

2004

Specialist/Generalist

Generalist

Leadership

G. Kevin Fechtmeyer

Managing Partner

Janelle Markegard

Executive Assistant

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