Cornerstone Holdings Mergers and Acquisitions Summary

Private Equity Profile

Cornerstone Holdings’ most common sectors for investment are information technology (34%) and business services (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and growth capital (34%). In total, Cornerstone Holdings has invested in 6 US states. Its largest (disclosed) acquisition occurred in 2006 when it acquired Pegasus Tower Development for $20M.

The Firm’s most common exit type is trade sale (86%). Cornerstone Holdings’ largest (disclosed) exit occurred in 2003 when it sold Horizon Organic Holding for $216M.

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity6
    • M&A Sell Activity7
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 10

Cornerstone Holdings

1821 Blake Street Suite 200,
Denver, Colorado 80202
United States
(303) 410-2510
www.cstoneholdings.com
rwilliams@cstoneholdings.com

Cornerstone Holdings LLC is a private investment firm focused on direct company investments as well as real estate opportunities. Within its direct investment practice, Cornerstone generally targets growth oriented companies with $2 to $40 million of sales and $1 to $5 million of EBITDA. The Firm's target investment size is $4 to $15 million. Cornerstone prefers prefers majority equity ownership positions or outright control when investing. Prospective transaction situation includes recapitalizations, LBOs, MBOs, and growth capital financings. Cornerstone Holdings LLC is based in Broomfield, Colorado with an additional office in Anahola, Hawaii.


Investment Criteria

Sectors of Interest: Business Services, Communications, Energy Services and Equipment, Financial Services, Food, Information Technology, Oil/Gas Exploration, Software

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

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

Transaction Criteria Min Max
Target Revenue 2 40
Target EBITDA 1 15
Investment Size 4 15
Enterprise Value 5 60
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
vol $27M $27M
Sell (0.0/yr) # 7 - - - - - 7
vol $380M $380M
  13

Most Recent M&A

Company Date Value Type
Pegasus Tower Development Co. LLC 2012-12-04 - Add-on Acquisition
Tazewell, Virginia · www.pegasustower.com
ITG Investment Research LLC 2010-10-25 56M USD Add-on Acquisition
New York, New York
Silver Creek Systems, Inc. 2010-01-04 - Add-on Acquisition
Westminster, Colorado · www.silvercreeksystems.com
Summit Energy Services, Inc. 2007-09-07 - Recapitalization
Louisville, Kentucky · www.summitenergy.com
Zavata, Inc. 2007-08-30 11M INR Add-on Acquisition
Conshohocken, Pennsylvania · www.apollohealthstreet.com
Speakeasy, Inc. 2007-03-27 97M USD Add-on Acquisition
Seattle, Washington · www.speakeasy.net
Pegasus Tower Development Co. LLC 2006-06-02 20M USD Buyout (LBO, MBO, MBI)
Tazewell, Virginia · www.pegasustower.com
Tachyon, Inc. 2005-06-01 7M USD Venture
San Diego, California · www.tachyon.net
Summit Energy Services, Inc. 2005-01-01 - Buyout (LBO, MBO, MBI)
Louisville, Kentucky · www.summitenergy.com
Zavata, Inc. 2004-01-01 - Growth Capital
Conshohocken, Pennsylvania · www.apollohealthstreet.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 1 (100%) 7M (100%) 2 (33%) 7M (26%)
Communications - - 1 (17%) 20M (74%)
Business Services - - 1 (17%) -
Energy Services and Equipment - - 1 (17%) -
Food - - 1 (17%) -
Total 1 $7M 6 $27M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) 7M (100%) 6 (100%) 27M (100%)
  California 1 (100%) 7M (100%) 1 (17%) 7M (26%)
  Virginia - - 1 (17%) 20M (74%)
  Washington - - 1 (17%) -
  Pennsylvania - - 1 (17%) -
  Kentucky - - 1 (17%) -
  Colorado - - 1 (17%) -
Total 1 $7M 6 $27M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 2 (33%) 20M (74%)
Venture 1 (100%) 7M (100%) 2 (33%) 7M (26%)
Growth Capital - - 2 (33%) -
Total 1 $7M 6 $27M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 5 (71%) 369M (97%)
Trade Sale 1 (14%) 11M (3%)
Recapitalization 1 (14%) -
Total 7 $380M

Deal Values

buy # Total
< $100M 2 $27M
TOTAL $27M
Largest Pegasus Tower Development Co. LLC
$20M (2006-06-02)
sell # Total
$100M to $1B 1 $216M
< $100M 3 $164M
TOTAL $380M
Largest Horizon Organic Holding Corp.
$216M (2003-07-01)

M&A Connections

Deals %
Exited to
PE Firm(s)
14%
1 14%
Strategic(s)
86%
6 86%

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