Circle Peak Capital Mergers and Acquisitions Summary

Private Equity Profile

Circle Peak Capital’s most common sectors for investment are apparel/textiles (17%) and financial services (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and secondary buyout (34%). In total, Circle Peak Capital has invested in 6 US states. Its largest (disclosed) acquisition occurred in 2006 when it acquired Shari’s Management for $80M.

The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity6
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9
  • M&A Advisors 3

Circle Peak Capital

New York, New York 10019
United States,
(646) 230-8812
www.circlepeakcapital.com
info@circlepeakcapital.com

Circle Peak Capital is a private investment firm that makes control investments in mid-sized private companies. Circle Peak looks for opportunities in the consumer, industrial, and financial service sectors with low technology risk and high potential for internal growth. The Firm looks to invest alongside others to support management buyouts, acquisition platforms, and recapitalizations involving junior capital commitments. Circle Peak looks to commit $10 to $100 million in transactions valued up to $500 million. Circle Peak does not invest in biotech, utilities, oil/gas, high technology, drugs, or transportation companies. Circle Peak Capital was formed in 2002 and is based in New York City.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Consumer Products, Financial Services, Food, Machinery, Marketing, Restaurants, Retail

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Recapitalization, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 50 500
Target EBITDA - -
Investment Size 10 100
Enterprise Value 50 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 6 - - - - - 6
vol $110M $110M
Sell (0.2/yr) # 1 - 1 - - - 2
  8

Most Recent M&A

Company Date Value Type
Hill & Valley, Inc. 2017-01-03 - Add-on Acquisition
Rock Island, Illinois · www.hillandvalley.net
Fischbein LLC 2011-05-01 - Secondary Sale
Statesville, North Carolina · www.fischbein.com
Fischbein LLC 2007-05-02 - Secondary Buyout
Statesville, North Carolina · www.fischbein.com
Rocket Dog Brands LLC 2007-03-05 - Divestiture
Haywards, California · www.rocketdog.com
WealthTrust LLC 2006-11-14 - Buyout (LBO, MBO, MBI)
Scottsdale, Arizona · www.wealthtrust.com
Luxury Optical Holdings, Inc. 2006-05-03 - Buyout (LBO, MBO, MBI)
Las Vegas, Nevada · www.loholdings.com
Shari’s Management Corp. (aka Shari’s Restaurants) 2006-01-03 80M USD Secondary Buyout
Beaverton, Oregon · www.sharis.com
Hill & Valley, Inc. 2005-08-15 30M USD Buyout (LBO, MBO, MBI)
Rock Island, Illinois · www.hillandvalley.net
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Luxury Optical Holdings, Inc. 2006-05-03 Robert Marc Opticians, Ltd. 2014-09-12 1
Las Vegas, Nevada · www.loholdings.com New York, New York · www.robertmarc.com
WealthTrust LLC 2006-11-14 Fairport Asset Management LLC 2007-11-02 1
Scottsdale, Arizona · www.wealthtrust.com Cleveland, Ohio · www.fairportasset.com

M&A by Sector

Sector Current # Value All-time # Value
Restaurants 1 (25%) 80M (100%) 1 (17%) 80M (73%)
Food - - 1 (17%) 30M (27%)
Apparel/Textiles 1 (25%) - 1 (17%) -
Financial Services 1 (25%) - 1 (17%) -
Machinery - - 1 (17%) -
Retail 1 (25%) - 1 (17%) -
Total 4 $80M 6 $110M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) 80M (100%) 6 (100%) 110M (100%)
  Oregon 1 (25%) 80M (100%) 1 (17%) 80M (73%)
  Nevada 1 (25%) - 1 (17%) -
  California 1 (25%) - 1 (17%) -
  Arizona 1 (25%) - 1 (17%) -
  Illinois - - 1 (17%) 30M (27%)
  North Carolina - - 1 (17%) -
Total 4 $80M 6 $110M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (50%) - 3 (50%) 30M (27%)
Secondary Buyout 1 (25%) 80M (100%) 2 (33%) 80M (73%)
Divestiture 1 (25%) - 1 (17%) -
Total 4 $80M 6 $110M

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

Top M&A Advisors

Financial Deals
Houlihan Lokey
1
Legal Deals
Proskauer Rose LLP
1
Akin Gump Strauss Hauer & Feld LLP
1

Deal Values

buy # Total
< $100M 2 $110M
TOTAL $110M
Largest Shari’s Management Corp. (aka Shari’s Restaurants)
$80M (2006-01-03)

M&A Connections

Deals %
Acquired from
PE Firm(s)
80%
4 80%
Strategic(s)
20%
1 20%
Exited to
Strategic(s)
100%
1 100%