M&A Deal Summary |
|
|---|---|
| Date | 2021-09-07 |
| Target | Lugano Diamonds & Jewelry |
| Sector | Consumer Products |
| Buyer(s) | Compass Diversified |
| Sellers(s) |
Alcentra Capital
Boathouse Capital RF Investment Partners |
| Deal Type | Secondary Buyout |
| Deal Value | 256M USD |
| Advisor(s) | Holland & Knight LLP (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Compass Diversified is a holding company focused on acquiring controlling interests in profitable small to middle-market businesses in attractive niche industries. Compass generally looks for US-based companies with proven management in place, low technological and/or product obsolescence risk, diverse customers, and EBITDA of at least $20 million. Compass Diversified was founded in 1998 and is headquartered in Westport, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 23 of 25 |
| Sector (Consumer Products) | 7 of 8 |
| Type (Secondary Buyout) | 12 of 13 |
| State (California) | 7 of 7 |
| Country (United States) | 22 of 24 |
| Year (2021) | 1 of 1 |
| Size (of disclosed) | 5 of 17 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-25 |
Liberty Safe
Payson, Utah, United States Liberty Safe is a provider of full-size residential safes in the U.S. The company offers the broadest line of home, gun, office, and commercial safes available from any one company. The company's products are offered under three popular brands–Liberty, National Security, and Centurion. Liberty Safe & Security Products was established in 1988 and is based in Payson, Utah. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-14 |
Advanced Circuits
Aurora, California, United States Advanced Circuits is a manufacturer of quick-turn, prototype, and production rigid printed circuit boards (“PCBs”). Customers include research and development professionals at OEMs and academic institutions in the United States and Canada. Advanced Circuits was established in 1989 and is based in Aurora, Colorado. |
Sell | $310M |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 540M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Alcentra Capital Corporation is the direct investment arm of asset management firm Alcentra. Alcentra capital looks to provide equity and subordinated debt to middle-market companies throughout North America. The Firm looks to invest $5 to $15 million per transaction in profitable companies with $5 to $15 million of EBITDA. Sectors of interest include healthcare, government services, business services, and defense. Alcentra Capital Corporation was formerly known as BNY Mellon-Alcentra Mezzanine Partners. The Group was originally established in 1998 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 38 of 39 |
| Sector (Consumer Products) | 4 of 4 |
| Type (Secondary Buyout) | 8 of 8 |
| State (California) | 5 of 5 |
| Country (United States) | 37 of 38 |
| Year (2021) | 1 of 1 |
| Size (of disclosed) | 7 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-17 |
Wholesome Sweeteners
Sugar Land, Texas, United States Wholesome Sweeteners is a provider of organic and Fair Trade certified sweeteners both as ingredients to organic food and beverage brands and as branded products in the retail channel. |
Sell | $180M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-09 |
Battery Solutions
Howell, Michigan, United States Battery Solutions is a provider of battery recycling services to corporations, governments, municipalities, and households. Battery Solutions was founded in 1971 and is based in Howell, Michigan. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 350M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Boathouse Capital is a provider of mezzanine and equity capital to lower middle-market companies in a variety of industries. The Firm works in partnership with management teams and private equity firms in funding private equity sponsored buyouts, management buyouts, recapitalizations, refinancings, and growth capital financings. Boathouse can commit up to $20 million per transaction and generally pursues companies with 'exceptional' management, sustainable competitive advantages, growing end markets, 'sticky' business models, and diversified customers. Boathouse seeks companies with at least $10 million in revenues and at least $5 million of EBITDA. Boathouse is based in Wayne, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 22 |
| Sector (Consumer Products) | 1 of 1 |
| Type (Secondary Buyout) | 3 of 6 |
| State (California) | 2 of 2 |
| Country (United States) | 16 of 22 |
| Year (2021) | 1 of 2 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-29 |
Hoonuit
Minneapolis, Minnesota, United States Hoonuit LLC provides educators with the tools needed to make informed, impactful action. Through solutions that provide intuitive analytics and personalized professional development, Hoonuit fuels teacher, staff and student success. Hoonuit LLC was founded in 2000 and is based in Minneapolis, Minnesota. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-14 |
Choozle
Denver, Colorado, United States Choozle provides a digital advertising software platform that leverages detailed consumer data to power programmatic advertising campaigns across display, video, mobile, audio, connected tv, digital out-of-home, and other mediums – all from a single, intuitive interface. Choozle was founded in 2012 and is based in Denver, Colorado. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2016 |
| PE ASSETS | 683M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
RF Investment Partners is a private investment firm focused on providing flexible capital solutions to small and mid-sized companies. The Firm looks to invest $10 to $40 million of equity/debt capital capital to support businesses with at least $10 million of revenue. Funds are generally used to support buyouts, recapitalizations, acquisitions, shareholder liquidity needs, and family successions. RF Investment Partners was formed in 2016 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 6 |
| Sector (Consumer Products) | 1 of 1 |
| Type (Secondary Buyout) | 2 of 3 |
| State (California) | 1 of 1 |
| Country (United States) | 3 of 6 |
| Year (2021) | 2 of 3 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-17 |
SPATCO
Charlotte, North Carolina, United States SPATCO is a distributor and service of liquid handling equipment to the petroleum and industrial market. SPATCO was founded in 1953 and is based in Charlotte, North Carolina. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-09 |
U.S. Endo Partners
Irving, Texas, United States U.S. Endo Partners is a doctor-led, doctor-driven specialty services partnership for endodontists a collaboration of endodontic specialists and business experts working together to pursue excellence and growth in patient care and business. U.S. Endodontics Partners was established in 2018 and is based in Irving, Texas. |
Sell | - |
