CMS Mezzanine Mergers and Acquisitions Summary

Private Equity Profile

CMS Mezzanine’s most common sectors for investment are business services (34%) and healthcare services (17%). The Firm’s most common investment types include recapitalization (50%) and growth capital (34%). In total, CMS Mezzanine has invested in 5 US states.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity6
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

CMS Mezzanine is a private investment firm focused on providing mezzanine capital to support private equity sponsored buyouts and companies requiring growth capital, acquisition funding, liquidity for existing shareholders, or that are undergoing an ownership transition. CMS Mezzanine looks to invest $2 to $6 million per transaction in support of companies with at least $10 million of revenue. Areas of interest include manufacturing, business services, consumer products, valued-added distribution, IT services, and specialty retail. The Firm prefers companies headquartered in the Eastern US, but will consider opportunities across the US. CMS Mezzanine is based in Wynnewood, Pennsylvania.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Distribution, Healthcare Services, Information Technology, Manufacturing, Marketing, Plastics, Retail, Software

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA - -
Investment Size 2 6
Enterprise Value - -
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
Sell (0.2/yr) # - 1 - - - - 1
  7

Most Recent M&A

Company Date Value Type
BioPharm Communications LLC 2016-05-05 - Add-on Acquisition
New Hope, Pennsylvania · www.biopharmcommunications.com
BioPharm Communications LLC 2012-04-18 - Recapitalization
New Hope, Pennsylvania · www.biopharmcommunications.com
Seitz LLC 2011-11-17 - Divestiture
Torrington, Connecticut · www.seitzllc.com
Fortessa, Inc. 2011-04-06 - Growth Capital
Sterling, Virginia · www.fortessa.com
Skip Barber Racing School LLC 2011-02-01 - Growth Capital
Braselton, Georgia · www.skipbarber.com
National Asset Recovery Services, Inc. 2009-12-02 - Recapitalization
St. Charles, Missouri · www.narsnet.com
Sport&Health Clubs LLC 2009-07-14 - Recapitalization
Mclean, Virginia · www.sportandhealth.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
National Asset Recovery Services, Inc. 2009-12-02 Integrity Financial Partners, Inc. 2011-11-11 2
St. Charles, Missouri · www.narsnet.com Overland Park, Kansas · www.integrityifp.com
National Asset Recovery Services, Inc. 2009-12-02 Integrity Solution Services, Inc. 2011-04-06 1
St. Charles, Missouri · www.narsnet.com St. Charles, Missouri · www.integritysolutionservices.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (40%) - 2 (33%) -
Healthcare Services 1 (20%) - 1 (17%) -
Leisure 1 (20%) - 1 (17%) -
Marketing - - 1 (17%) -
Plastics 1 (20%) - 1 (17%) -
Total 5 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 6 (100%) -
  Virginia 2 (40%) - 2 (33%) -
  Missouri 1 (20%) - 1 (17%) -
  Georgia 1 (20%) - 1 (17%) -
  Connecticut 1 (20%) - 1 (17%) -
  Pennsylvania - - 1 (17%) -
Total 5 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 2 (40%) - 3 (50%) -
Growth Capital 2 (40%) - 2 (33%) -
Divestiture 1 (20%) - 1 (17%) -
Total 5 - 6 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
Strategic(s)
100%
1 100%

Investor Summary

Size

Small

Established

1969

Specialist/Generalist

Generalist

Leadership

William A. Landman

Senior Managing Director

Robert Palmer

Managing Director

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