CM Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

CM Equity Partners’ most common sectors for investment are business services (40%) and distribution (20%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (20%) and consolidation (20%). In total, CM Equity Partners has invested in 3 US states.

In the last 3 years, CM Equity Partners has exited 1 company. The Firm’s most common exit type is trade sale (72%). CM Equity Partners’ largest (disclosed) exit occurred in 2017 when it sold Preferred Systems Solutions for $119M.

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity5
    • M&A Sell Activity7
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

CM Equity Partners

900 Third Avenue, 33rd Floor,
New York, New York 10022
United States,
(212)909-8400
www.cmequity.com
dcolon@cmequity.com

CM Equity Partners is a private equity investment firm that primarily makes controlling investments in middle-market companies operating in the United States and Canada. CM will also selectively consider minority investments. Areas of interest include business services, consumer products and services, distribution, and manufacturing. CM Equity was formed in 1993 and is affiliated with the private family office and merchant bank Carl Marks & Co. CM Equity Partners has offices in New York City and Washington, DC.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Communications, Consumer Products, Consumer Services, Defense, Distribution, Food, Furniture, Information Technology, Manufacturing, Media, Publishing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Recapitalization, Special Situations/Distressed

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

Transaction Criteria Min Max
Target Revenue 20 200
Target EBITDA 3 20
Investment Size 5 40
Enterprise Value 25 100
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.2/yr) # 6 - 1 - - - 7
vol $119M $119M
  12

Most Recent M&A

Company Date Value Type
Preferred Systems Solutions, Inc. 2017-02-21 119M USD Add-on Acquisition
Vienna, Virginia · www.pssfed.com
Graco Supply & Integrated Services, Inc. 2015-09-24 - Secondary Buyout
Fort Worth, Texas · www.gracosupply.com
ATS Corp. 2012-03-30 - Add-on Acquisition
McLean, Virginia · www.atsc.com
3001 International, Inc. 2008-09-10 - Add-on Acquisition
Fairfax, Virginia · www.3001.com
Martin Designs, Inc. 2008-02-21 - Bankruptcy
Ashland, Ohio
Preferred Systems Solutions, Inc. 2007-09-05 - Recapitalization
Vienna, Virginia · www.pssfed.com
RGS Associates, Inc. 2006-11-29 - Buyout (LBO, MBO, MBI)
Arlington, Virginia · www.rgsinc.com
ICF International, Inc. 2006-01-01 - PIPE
Fairfax, Virginia · www.icfi.com
Echo Bridge Entertainment LLC 2005-02-07 - Consolidation
Needham, Massachusetts · www.echobridgeentertainment.com
Kronos Foods, Inc. 2004-12-06 - Secondary Buyout
Glendale Heights, Illinois · www.kronosproducts.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Graco Supply & Integrated Services, Inc. 2015-09-24 E.V. Roberts 2019-04-09 1
Fort Worth, Texas · www.gracosupply.com Carson, California · www.evroberts.com
Graco Supply & Integrated Services, Inc. 2015-09-24 Graco Supply & Integrated Services, Inc. - Aircraft Sealant Repackaging Business 2017-06-02 1
Fort Worth, Texas · www.gracosupply.com Ball Ground, Georgia

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (33%) - 2 (40%) -
Distribution 1 (33%) - 1 (20%) -
Information Technology - - 1 (20%) -
Media 1 (33%) - 1 (20%) -
Total 3 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 5 (100%) -
  Virginia 1 (33%) - 3 (60%) -
  Texas 1 (33%) - 1 (20%) -
  Massachusetts 1 (33%) - 1 (20%) -
Total 3 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (33%) - 1 (20%) -
Consolidation 1 (33%) - 1 (20%) -
PIPE - - 1 (20%) -
Recapitalization - - 1 (20%) -
Secondary Buyout 1 (33%) - 1 (20%) -
Total 3 - 5 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (43%) -
Trade Sale 2 (29%) 119M (100%)
Bankruptcy 1 (14%) -
Secondary Sale 1 (14%) -
Total 7 $119M

Deal Values

sell # Total
$100M to $1B 1 $119M
TOTAL $119M
Largest Preferred Systems Solutions, Inc.
$119M (2017-02-21)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
2 100%
Exited to
PE Firm(s)
17%
1 17%
Strategic(s)
83%
5 83%

Investor Summary

Size

Middle-Market

Established

1992

Specialist/Generalist

Generalist

Leadership

Joel R. Jacks

Co-founder & Managing Partner

Peter M. Schulte

Co-Founder & Managing Partner

Wesley H.R. Gaus

Managing Partner

Daniel Colon

Partner

Robert A. Speer

CFO

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