Chartwell Investments Entrepreneur & Founder Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Chartwell Investments Entrepreneur & Founder Capital has invested in 2 companies.

Chartwell Investments Entrepreneur & Founder Capital’s most common sectors for investment are business services (20%) and consumer products (20%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and recapitalization (27%). In total, Chartwell Investments Entrepreneur & Founder Capital has invested in 10 US states. Its largest (disclosed) acquisition occurred in 1997 when it acquired Petro Stopping Centers for $310M.

The Firm’s most common exit type is trade sale (67%). Chartwell Investments Entrepreneur & Founder Capital’s largest (disclosed) exit occurred in 2006 when it sold Easton Bell Sports for $400M.

Join Mergr to view Chartwell Investments Entrepreneur & Founder Capital’s full profile and discover more middle-market private equity firms just like it.

M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity14
    • M&A Sell Activity6
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 12

Chartwell Investments Entrepreneur & Founder Capital

570 Lexington Avenue, 44th Floor,
New York, New York 10022
United States
(212) 521-5500
www.chartwellinvestments.com
hello@chiefcap.com

Chartwell Investments is a private equity firm that invests in US-based, mid-sized companies with 'strong market positions, sound business models, and meaningful growth prospects'. Areas of interest include consumer products, light manufacturing, distribution, infrastructure, natural resources, energy, building products, and business services. Chartwell seeks to invest $10 to $200 million of equity in transactions that include buyouts, recapitalization, and growth equity financings. The Firm has a special interest in solving family succession issues, intricate tax and public securities problems, as well as creating strategic partnerships. Chartwell will also consider turnaround situations or companies requiring operational improvement. Chartwell Investments was formed in 1992 and is based in New York City.


Investment Criteria

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

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

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

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA 2 15
Investment Size 10 200
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 12 - - 1 1 - 14
vol $444M $444M
Sell (0.0/yr) # 6 - - - - - 6
vol $460M $460M
  20

Most Recent M&A

Company Date Value Type
Regulatory and Quality Solutions LLC (R&Q) 2019-10-11 - Growth Capital
Monroeville, Pennsylvania · www.rqteam.com
TTG Imaging Solutions 2018-12-01 - Growth Capital
Pittsburgh, Pennsylvania · www.ttgimagingsolutions.com
PlayCore, Inc. 2014-05-30 - Secondary Buyout
Chattanooga, Tennessee · www.playcore.com
Mader Dampers 2013-06-06 - Recapitalization
LaGrange, Ohio · www.maderdampers.com
Keen Energy Services LLC 2012-10-17 - Add-on Acquisition
Stillwater, Oklahoma · www.keenenergyservices.com
DATASCAN 2011-02-01 - Recapitalization
Carrollton, Texas · www.datascan.com
Carey International, Inc. 2007-10-23 60M USD Add-on Acquisition
Washington, District of Columbia · www.carey.com
Petro Stopping Centers LP 2007-05-03 - Add-on Acquisition
El Paso, Texas · www.petrotruckstops.com
PlayCore, Inc. 2007-02-22 - Secondary Buyout
Chattanooga, Tennessee · www.playcore.com
Easton Bell Sports, Inc. 2006-02-07 400M USD Add-on Acquisition
Van Nuys, California · www.eastonbellsports.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Transportation - - 3 (20%) 310M (70%)
Business Services 2 (29%) - 3 (20%) -
Consumer Products - - 3 (20%) -
Manufacturing 2 (29%) - 2 (13%) -
Forest Products 1 (14%) 134M (100%) 1 (7%) 134M (30%)
Energy Services and Equipment - - 1 (7%) -
Media 1 (14%) - 1 (7%) -
Medical Products 1 (14%) - 1 (7%) -
Total 7 $134M 15 $444M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) 134M (100%) 15 (100%) 444M (100%)
  Texas 2 (29%) - 3 (20%) 310M (70%)
  Pennsylvania 2 (29%) - 2 (13%) -
  Ohio 1 (14%) - 2 (13%) -
  Tennessee - - 2 (13%) -
  Idaho 1 (14%) 134M (100%) 1 (7%) 134M (30%)
  North Carolina 1 (14%) - 1 (7%) -
  Oklahoma - - 1 (7%) -
  New York - - 1 (7%) -
  District of Columbia - - 1 (7%) -
  California - - 1 (7%) -
Total 7 $134M 15 $444M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (29%) 134M (100%) 5 (33%) 444M (100%)
Recapitalization 3 (43%) - 4 (27%) -
Going Private - - 2 (13%) -
Growth Capital 2 (29%) - 2 (13%) -
Secondary Buyout - - 2 (13%) -
Total 7 $134M 15 $444M

Exits by Deal Type

Type Total # Value
Trade Sale 2 (33%) 400M (87%)
Trade Sale - Public Company 2 (33%) 60M (13%)
Secondary Sale 2 (33%) -
Total 6 $460M

Deal Values

buy # Total
$100M to $1B 2 $444M
TOTAL $444M
Largest Petro Stopping Centers LP
$310M (1997-07-01)
sell # Total
$100M to $1B 1 $400M
< $100M 1 $60M
TOTAL $460M
Largest Easton Bell Sports, Inc.
$400M (2006-02-07)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
33%
2 33%
Strategic(s)
67%
4 67%

Investor Summary

Size

Middle-Market

PE Assets

700M USD

Established

1992

Specialist/Generalist

Generalist

Leadership

Michael Shein

Managing Partner & Co-Founder

Deepak Sethi

Vice President

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