Concentric Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Concentric Equity Partners has acquired 4 companies. It has also invested in 2 others.

Concentric Equity Partners’ most common sectors for investment are business services (20%) and healthcare services (12%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (58%) and growth capital (16%). In total, Concentric Equity Partners has invested in 14 US states.

In the last 3 years, Concentric Equity Partners has exited 4 companies. The Firm’s most common exit type is secondary buyout (37%). Concentric Equity Partners’ largest (disclosed) exit occurred in 2014 when it sold Cole Taylor Bank for $640M.

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M&A Summary

  • M&A Total Activity37
    • M&A Buy Activity26
    • M&A Sell Activity11
  • Total Sectors Invested 15
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 16

Concentric Equity Partners

50 East Washington Street, Suite 400,
Chicago, Illinois 60602
United States
(312) 494-4513
www.fic-cep.com

Concentric Equity Partners is a private equity firm that invests in profitable, growth-oriented middle-market companies. Concentric typically invests $10 to $30 million of capital per transaction, however, the Firm's historical investment range is $5 to $100 million. Areas of interest include business services, consumer services, financial services, and healthcare. Prospective transaction situations include management led buyouts, leveraged buyouts, and growth equity investments. Concentric will consider both majority and minority situations. Concentric is the direct investment arm of asset management firm, Financial Investments Corporation. Concentric Equity Partners was established in 2002 and is based in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Distribution, Education, Energy Services and Equipment, Environmental, Financial Services, Food, Healthcare Services, Information Technology, Infrastructure, Internet Software and Services, Oil/Gas Exploration, Safety/Security, Software, Staffing, Transportation, Utilities

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.8/yr) # 17 3 3 3 - - 26
Sell (1.4/yr) # 4 3 - 3 1 - 11
vol $640M $640M
  37

Most Recent M&A

Company Date Value Type
Ellison Bakery, Inc. 2020-08-14 - Secondary Buyout
Fort Wayne, Indiana · www.ebakery.com
Centerline Solutions LLC 2019-07-12 - Bankruptcy
Golden, Colorado · www.centerlinesolutions.com
Mountain Waste & Recycling Inc. 2019-04-26 - Add-on Acquisition
Carbondale, Colorado · www.mountainwaste.com
ProVest LLC 2019-01-02 - Secondary Buyout
Tampa, Florida · www.provest.us
Colonial Claims Corp. 2019-01-01 - Divestiture
Dunedin, Florida · www.colonialclaims.com
Market Express LLC 2019-01-01 - Buyout (LBO, MBO, MBI)
Portland, Oregon · www.shipwithmx.com
Southpaw Live 2019-01-01 - Buyout (LBO, MBO, MBI)
Irving, Texas · www.southpawlive.com
Coastal Waste & Recycling, Inc. 2018-10-24 - Growth Capital
Pompano Beach, Florida · www.coastalwasteinc.com
Online Tech Stores LLC 2018-02-12 - Growth Capital
Reno, Nevada · www.supplieswholesalers.com
Stay Alfred, Inc. 2018-01-01 - Buyout (LBO, MBO, MBI)
Spokane Valley, Washington · www.stayalfred.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (25%) - 5 (19%) -
Healthcare Services 2 (13%) - 3 (12%) -
Energy Services and Equipment 1 (6%) - 2 (8%) -
Environmental 1 (6%) - 2 (8%) -
Financial Services - - 2 (8%) -
Infrastructure - - 2 (8%) -
Oil/Gas Exploration 2 (13%) - 2 (8%) -
Distribution 1 (6%) - 1 (4%) -
Food - - 1 (4%) -
Information Technology 1 (6%) - 1 (4%) -
Internet Software and Services 1 (6%) - 1 (4%) -
Software - - 1 (4%) -
Staffing 1 (6%) - 1 (4%) -
Transportation 1 (6%) - 1 (4%) -
Utilities 1 (6%) - 1 (4%) -
Total 16 - 26 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (100%) - 26 (100%) -
  Florida 4 (25%) - 7 (27%) -
  Colorado 1 (6%) - 4 (15%) -
  Illinois 1 (6%) - 3 (12%) -
  Oregon 2 (13%) - 2 (8%) -
  Washington 1 (6%) - 1 (4%) -
  Virginia 1 (6%) - 1 (4%) -
  Texas 1 (6%) - 1 (4%) -
  Nevada 1 (6%) - 1 (4%) -
  Missouri 1 (6%) - 1 (4%) -
  Michigan 1 (6%) - 1 (4%) -
  Kentucky 1 (6%) - 1 (4%) -
  Kansas 1 (6%) - 1 (4%) -
  Louisiana - - 1 (4%) -
  Indiana - - 1 (4%) -
Total 16 - 26 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 9 (56%) - 15 (58%) -
Growth Capital 2 (13%) - 4 (15%) -
Recapitalization 2 (13%) - 4 (15%) -
Divestiture 3 (19%) - 3 (12%) -
Total 16 - 26 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (36%) -
Merger 2 (18%) 640M (100%)
Bankruptcy 2 (18%) -
IPO 1 (9%) -
Trade Sale 1 (9%) -
Trade Sale - Public Company 1 (9%) -
Total 11 $640M

Deal Values

sell # Total
$100M to $1B 1 $640M
TOTAL $640M
Largest Cole Taylor Bank, Inc.
$640M (2014-10-30)

M&A Connections

Deals
Acquired from
Strategic(s)
12%
3 (12%)
Exited to
Investor(s)
36%
4 (36%)
Strategic(s)
36%
4 (36%)

Investor Summary

Size

Small

Established

2002

Specialist/Generalist

Generalist

Leadership

Kenneth Hooten

Founder & Partner

Frank Reppenhagen

Partner

Ian Ross

Partner

Jennifer Steans

Partner

David Gervase

CFO

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