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 7 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.

Join Mergr to view Cave Creek Capital Management’s full profile and discover more small private equity firm investors just like it.

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 16

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 ≤ '18 '19 '20 '21 '22 '23 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 - Trade Sale
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 Sale
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%) -
Insurance - - 1 (8%) -
Machinery 1 (25%) - 1 (8%) -
Manufacturing 1 (25%) - 1 (8%) -
Media - - 1 (8%) -
Retail - - 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%) -
  New Jersey 1 (25%) - 1 (8%) -
  South Carolina - - 1 (8%) -
  Pennsylvania - - 1 (8%) -
  Ohio - - 1 (8%) -
  Illinois - - 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

FAQ

When was Cave Creek Capital Management LLC founded?

Cave Creek Capital Management LLC was founded in 2004.

What type of investor is Cave Creek Capital Management LLC?

Cave Creek Capital Management LLC is a private equity firm.

Where is Cave Creek Capital Management LLC headquartered?

Cave Creek Capital Management LLC is headquartered in Phoenix, Arizona.

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