Cave Creek Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Cave Creek Capital Management has acquired 1 company.

Cave Creek Capital Management’s most common sectors for investment arerestaurants (25%) and distribution (17%) . The Firm’s most common investment types include recapitalization (50%) and buyout (lbo, mbo, mbi) (34%). In total, Cave Creek Capital Management has invested in 6 US states and 2 different countries.

In the last 3 years, Cave Creek Capital Management has exited 1 company. The Firm’s most common exit type is trade sale (31%). 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 Activity25
    • M&A Buy Activity12
    • M&A Sell Activity13
  • Total Sectors Invested 9
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 19

Cave Creek Capital Management LLC

2375 E. Camelback Road, Suite 600,
Phoenix, Arizona 85016
United States
(480) 478-6960
www.cavecreekcapital.com
info@cavecreekcapital.com

Cave Creek Capital LLC is a growth investor with the flexibility of a family office, the talent of a major firm, and a much wider range of capital solutions than traditional Private Equity funds. Cave Creek looks to commit equity and mezzanine Investments of $5M to $25M and Companies with $20M to $150M of Revenues. Areas of interest include Business Services, Consumer Products & Services, Specialty Retail & Distribution, Healthcare Services, and Specialty Manufacturing. Cave Creek Capital Management was formed in 2004 and is based in Scottsdale, Arizona.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Distribution, Healthcare Services, Manufacturing, Retail

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

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

Transaction Criteria Min Max
Target Revenue 20 150
Target EBITDA 4 -
Investment Size 5 25
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.2/yr) # 11 - - - 1 - 12
Sell (0.2/yr) # 12 - - - 1 - 13
vol $191M $191M
  25

Most Recent M&A

Company Date Value Type
Air Waves LLC 2021-06-30 - Add-on Acquisition
Lewis Center, Ohio · www.airwavesinc.com
Growers House Holdings LLC 2021-05-24 - Recapitalization
Phoenix, Arizona · www.growershouse.com
Air Waves LLC 2016-10-24 - Recapitalization
Lewis Center, Ohio · www.airwavesinc.com
Transnational Foods, Inc. 2015-09-10 - Recapitalization
Miami, Florida · www.transnationalfoods.com
Tysers Insurance Brokers Limited 2015-08-05 - Secondary Buyout
London, United Kingdom · www.tysers.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
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

M&A by Sector

Sector Current # Value All-time # Value
Restaurants - - 3 (25%) -
Distribution 1 (25%) - 2 (17%) -
Chemicals 1 (25%) - 1 (8%) -
Consumer Products - - 1 (8%) -
Food - - 1 (8%) -
Insurance - - 1 (8%) -
Machinery 1 (25%) - 1 (8%) -
Manufacturing 1 (25%) - 1 (8%) -
Media - - 1 (8%) -
Total 4 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 11 (92%) -
  Arizona 1 (25%) - 4 (33%) -
  Florida 2 (50%) - 2 (17%) -
  Ohio - - 2 (17%) -
  New Jersey 1 (25%) - 1 (8%) -
  South Carolina - - 1 (8%) -
  Pennsylvania - - 1 (8%) -
United Kingdom - - 1 (8%) -
Domestic 4 (100%) - 11 (92%) -
Cross-border - - 1 (8%) -
Total 4 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 3 (75%) - 6 (50%) -
Buyout (LBO, MBO, MBI) 1 (25%) - 4 (33%) -
Growth Capital - - 1 (8%) -
PIPE - - 1 (8%) -
Total 4 - 12 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (31%) -
IPO 3 (23%) -
Secondary Sale 3 (23%) -
Trade Sale - Public Company 2 (15%) 191M (100%)
Recapitalization 1 (8%) -
Total 13 $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
Investor(s)
31%
4 (31%)
Strategic(s)
31%
4 (31%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2004

Specialist/Generalist

Generalist

Leadership

Kevin Fechtmeyer

Founder & Managing Partner

Robert Lipton

Managing Director & Business Development

Nicholas Rossy

Principal

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