CM Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, CM Equity Partners has acquired 1 company.

CM Equity Partners’ most common sectors for investment are business services (43%) and defense (15%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (29%) and recapitalization (29%). In total, CM Equity Partners has invested in 4 US states.

The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity7
    • M&A Sell Activity6
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • M&A Advisors 1

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 Federal Services, Aerospace, and Defense. CM Equity was formed in 1994 and is affiliated with the private family office and merchant bank Carl Marks & Co.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Defense, Information Technology

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Recapitalization

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

Transaction Criteria Min Max
Target Revenue 40 250
Target EBITDA 5 25
Investment Size 10 50
Enterprise Value 35 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # 6 - - 1 - - 7
Sell (0.0/yr) # 6 - - - - - 6
  13

Most Recent M&A

Company Date Value Type
JANUS Research Group, Inc. 2019-06-12 - Recapitalization
Evans, Georgia · www.janusresearch.com
Systems Planning and Analysis, Inc. 2016-07-18 - Buyout (LBO, MBO, MBI)
Alexandria, Virginia · www.spa.com
GracoRoberts 2015-09-24 - Secondary Buyout
Arlington, Texas · www.gracoroberts.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
McLean, 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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
GracoRoberts 2015-09-24 Graco Supply & Integrated Services, Inc. - Aircraft Sealant Repackaging Business 2017-06-02 1
Arlington, Texas · www.gracoroberts.com Ball Ground, Georgia

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (25%) - 3 (43%) -
Defense 1 (25%) - 1 (14%) -
Distribution 1 (25%) - 1 (14%) -
Information Technology 1 (25%) - 1 (14%) -
Media - - 1 (14%) -
Total 4 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 7 (100%) -
  Virginia 2 (50%) - 4 (57%) -
  Texas 1 (25%) - 1 (14%) -
  Georgia 1 (25%) - 1 (14%) -
  Massachusetts - - 1 (14%) -
Total 4 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (25%) - 2 (29%) -
Recapitalization 2 (50%) - 2 (29%) -
Consolidation - - 1 (14%) -
PIPE - - 1 (14%) -
Secondary Buyout 1 (25%) - 1 (14%) -
Total 4 - 7 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (50%) -
Bankruptcy 1 (17%) -
Secondary Sale 1 (17%) -
Trade Sale 1 (17%) -
Total 6 -

Top M&A Advisors

Financial Deals
Carl Marks Advisory Group LLC
 1

M&A Connections

Deals
Acquired from
Investor(s)
14%
1 (14%)
Exited to
Investor(s)
17%
1 (17%)
Strategic(s)
67%
4 (67%)

Investor Summary

Size

Middle-Market

Established

1994

Specialist/Generalist

Generalist

Leadership

Joel Jacks

Co-Founder & Managing Partner

Peter Schulte

Co-Founder & Managing Partner

Robert Speer

CFO

Wesley Gaus

Managing Partner

Daniel Colón, Jr.

Partner

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