Concentric Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Concentric Equity Partners has acquired 6 companies. It has also invested in 5 others.

Concentric Equity Partners’ most common sectors for investment arebusiness services (24%) and financial services (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and growth capital (21%). In total, Concentric Equity Partners has invested in 18 US states and 3 different countries.

In the last 3 years, Concentric Equity Partners has exited 4 companies. The Firm’s most common exit type is trade sale (34%). Concentric Equity Partners’ largest (disclosed) exit occurred in 2014 when it sold Cole Taylor Bank for $640M.

Join Mergr to view Concentric Equity Partners’ full profile and discover more small private equity firm investors just like it.

M&A Summary

  • M&A Total Activity61
    • M&A Buy Activity43
    • M&A Sell Activity18
  • Total Sectors Invested 21
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 23
  • M&A Advisors 2

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.8/yr) # 29 3 4 5 2 - 43
Sell (1.4/yr) # 11 3 2 1 1 - 18
vol $640M $640M
  61

Most Recent M&A

Company Date Value Type
Infusion Marketing Group 2023-11-30 - Growth Capital
Memphis, Tennessee · www.infusionmarketinggroup.com
The Boat House Group 2023-06-29 - Buyout (LBO, MBO, MBI)
Elkhorn, Wisconsin · www.boathouseh2o.com
Coastal Waste & Recycling, Inc. 2023-06-20 - Recapitalization
Boca Raton, Florida · www.coastalwasteinc.com
Frontier Waste Solutions 2022-11-29 - Secondary Buyout
Dallas, Texas · www.frontierwaste.com
Aruza Pest Control Holdings 2022-11-07 - Recapitalization
Charlotte, North Carolina · www.aruzapest.com
Nirvana Solutions, Inc. 2022-07-15 - Stake Purchase
New York, New York · www.nirvanasolutions.com
Online Tech Stores LLC 2022-06-13 - Trade Sale
Reno, Nevada · www.supplieswholesalers.com
Leap Service Partners LLC 2022-03-24 - Consolidation
Nashville, Tennessee · www.theleappartners.com
RapidFire Safety & Security LLC 2022-01-01 - Growth Capital
St Louis, Missouri · www.rapidfiress.com
Airway Services, Inc. 2021-10-05 - Trade Sale
San Angelo, Texas · www.airwayservicesinc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
NSC Technologies 2016-11-11 Shipyard Staffing LLC 2023-12-06 6
Atlanta, Georgia · www.nsc-tech.com Norfolk, Virginia · www.shipyardstaffing.com
Aruza Pest Control Holdings 2022-11-07 Anthem Pest Control - Texas and South Carolina Operations 2023-10-24 1
Charlotte, North Carolina · www.aruzapest.com Greenville, South Carolina

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (18%) - 10 (23%) -
Environmental 1 (5%) - 3 (7%) -
Financial Services 1 (5%) - 3 (7%) -
Healthcare Services - - 3 (7%) -
Construction 2 (9%) - 2 (5%) -
Energy Services and Equipment 1 (5%) - 2 (5%) -
Food 1 (5%) - 2 (5%) -
Infrastructure - - 2 (5%) -
Internet Software and Services 1 (5%) - 2 (5%) -
Oil/Gas Exploration 1 (5%) - 2 (5%) -
Software 1 (5%) - 2 (5%) -
Consumer Services 1 (5%) - 1 (2%) -
Distribution - - 1 (2%) -
Information Technology 1 (5%) - 1 (2%) -
Marketing 1 (5%) - 1 (2%) -
Plastics 1 (5%) - 1 (2%) -
Retail 1 (5%) - 1 (2%) -
Safety/Security 1 (5%) - 1 (2%) -
Staffing 1 (5%) - 1 (2%) -
Transportation 1 (5%) - 1 (2%) -
Utilities 1 (5%) - 1 (2%) -
Total 22 - 43 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 20 (91%) - 41 (95%) -
  Florida 2 (9%) - 7 (16%) -
  Texas 3 (14%) - 6 (14%) -
  Illinois 3 (14%) - 5 (12%) -
  Colorado 1 (5%) - 5 (12%) -
  Tennessee 2 (9%) - 2 (5%) -
  Oregon 2 (9%) - 2 (5%) -
  New York 2 (9%) - 2 (5%) -
  Missouri 1 (5%) - 2 (5%) -
  Georgia 1 (5%) - 1 (2%) -
  District of Columbia 1 (5%) - 1 (2%) -
  Wisconsin 1 (5%) - 1 (2%) -
  North Carolina 1 (5%) - 1 (2%) -
  Washington - - 1 (2%) -
  Nevada - - 1 (2%) -
  Michigan - - 1 (2%) -
  Louisiana - - 1 (2%) -
  Kentucky - - 1 (2%) -
  Indiana - - 1 (2%) -
Canada 1 (5%) - 1 (2%) -
  British Columbia 1 (5%) - 1 (2%) -
Singapore 1 (5%) - 1 (2%) -
Domestic 20 (91%) - 41 (95%) -
Cross-border 2 (9%) - 2 (5%) -
Total 22 - 43 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (32%) - 19 (44%) -
Growth Capital 5 (23%) - 9 (21%) -
Recapitalization 4 (18%) - 6 (14%) -
Divestiture - - 3 (7%) -
Stake Purchase 3 (14%) - 3 (7%) -
Secondary Buyout 2 (9%) - 2 (5%) -
Consolidation 1 (5%) - 1 (2%) -
Total 22 - 43 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (22%) -
Trade Sale 4 (22%) -
Merger 3 (17%) 640M (100%)
Bankruptcy 2 (11%) -
Trade Sale - Public Company 2 (11%) -
IPO 1 (6%) -
Recapitalization 1 (6%) -
Shut Down 1 (6%) -
Total 18 $640M

Top M&A Advisors

Financial Deals
Houlihan Lokey
1
Legal Deals
Winston & Strawn
1

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
Investor(s)
5%
2 (5%)
Strategic(s)
7%
3 (7%)
Exited to
Investor(s)
28%
5 (28%)
Strategic(s)
50%
9 (50%)

FAQ

When was Concentric Equity Partners founded?

Concentric Equity Partners was founded in 2002.

What type of investor is Concentric Equity Partners?

Concentric Equity Partners is a private equity firm.

Where is Concentric Equity Partners headquartered?

Concentric Equity Partners is headquartered in Chicago, Illinois.

 Subscribe to unlock this and 199,417
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 190K M&A Transactions
  • 195K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.