M&A Deal Summary |
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Date | 2023-01-17 |
Target | CMI |
Sector | Manufacturing |
Buyer(s) | Charger Investment Partners |
Sellers(s) | Heartwood Partners |
Deal Type | Secondary Buyout |
Advisor(s) | Stifel, Nicolaus & Co., Inc. (Financial) |
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Charger Investment Partners is a private investment firm focused on middle-market private and public transactions across North America. The Firm will consider a variety of transaction situations including corporate divestitures, recapitalizations, management buyouts and private sales. Prospective companies are generally profitable with sales up to $350 million and EBITDA up to $35 million. Charger Investment Partners is based in Hermosa Beach, California.
DEAL STATS | # |
---|---|
Overall | 4 of 7 |
Sector (Manufacturing) | 2 of 2 |
Type (Secondary Buyout) | 1 of 4 |
State (Georgia) | 1 of 1 |
Country (United States) | 4 of 7 |
Year (2023) | 1 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2021-12-03 |
PerTronix
San Dimas, California, United States Pertronix is a designer and manufacturer of performance aftermarket automotive products with market-leading brands in Ignition, Exhaust, and Fuel Systems categories including PerTronix Ignition, Aeromotive Fuel Systems, Waterman, Taylor Cable Products, Doug’s Original Headers, JBA Performance Exhaust, Patriot Exhaust, Compu-Fire, and Spyke. PerTronix was founded in 1962 and is based in San Dimas, California. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2023-11-07 |
Unitech Composites
Hayden, Idaho, United States Unitech Composites designs develop and manufacture high-performance parts and assemblies for the aerospace and defense industries. Unitech Composites specializes in composite and metal parts for all segments of the aircraft industry, including new production and aftermarket service for both commercial and defense aircraft. Unitech Composites was founded in 1980 and is based in Hayden, Idaho. |
Buy | - |
Category | Private Equity Firm |
---|---|
Founded | 1982 |
PE ASSETS | 1.6B USD |
Size | Large |
Type | Sector Agnostic |
Heartwood Partners is a private equity firm focused on partnerships with middle-market companies across the US. The Firm prefers to invest in family owned and managed companies where it can leverage strategic resources for long-term growth. Target companies are typically profitable with $5 to $30 million of EBITDA with up to $400 million in revenue. Sectors of interest include agriculture, automotive, consumer products, distribution, food, industrial services, niche manufacturing, packaging, and chemicals. Heartwood Partners was formed in 1982 and is headquartered in Norwalk, Connecticut.
DEAL STATS | # |
---|---|
Overall | 18 of 20 |
Sector (Manufacturing) | 5 of 5 |
Type (Secondary Buyout) | 8 of 9 |
State (Georgia) | 1 of 1 |
Country (United States) | 18 of 20 |
Year (2023) | 1 of 3 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2022-07-22 |
Amlon Group
Plano, Texas, United States Amlon Group is a provider of recycling, processing, treatment, and management of metal and non-metal bearing industrial and hazardous waste streams. Amlon Group is comprised of two closely integrated operating segments that play to this macro trend Amlon Resources Group LLC ("ARG") and Alpha Omega Recycling Inc. (AORI). Amlon Group is based in Plano, Texas. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2023-03-27 |
NativeSeed
Carpinteria, California, United States NativeSeed is a provider of native seeds and erosion control products used in land reclamation and conservation, as well as various construction, commercial, and consumer applications. The Company goes to market under various brands, including Granite Seed, S&S Seeds, and Pacific Coast Seed, among others, each of which provides native seeds to a diverse group of landowners, energy companies, state & federal agencies, environmental engineers, and contractors, with a particularly strong presence throughout the Western U.S. Additional brands such as Kamprath Seed and Bruce Seed serve the agriculture market with cover crop seed blends to assist in pollination and soil health. Its Nature’s Seed brand sells flower, turf, hunting, and grazing seed blends to homeowners, hobby farmers, and smaller rural landowners throughout the United States. NativeSeed is based in Carpinteria, California. |
Buy | - |