Dogwood Equity Mergers and Acquisitions Summary

Private Equity Profile

Dogwood Equity’s most common sectors for investment are food (25%) and consumer products (13%). The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (25%). In total, Dogwood Equity has invested in 3 US states. Its largest (disclosed) acquisition occurred in 2005 when it acquired Ajax Rolled Ring & Machine for $6M.

In the last 3 years, Dogwood Equity has exited 1 company. The Firm’s most common exit type is trade sale (38%).

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M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity8
    • M&A Sell Activity8
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

Dogwood Equity

Dogwood Equity is a private equity fund focused on control buyouts and select non-control investments in private companies located in the Southeast US. The firm will consider investments in a broad range of industries, including manufacturing, distribution, service, and consumer products. Prospective companies generally have revenue of $10 to $75 million and EBITDA of $3 to $10 million. Dogwood's target investment size is $4 to $10 million. Dogwood Equity was formed in 2002 and is based in Raleigh, North Carolina, with an additional office in Charlotte.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Distribution, Food, Life Science, Machinery, Manufacturing

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

Geographic Preferences: South US

Transaction Criteria Min Max
Target Revenue 10 75
Target EBITDA 3 10
Investment Size 4 10
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) # 8 - - - - - 8
vol $6M $6M
Sell (0.2/yr) # 7 - - - 1 - 8
  16

Most Recent M&A

Company Date Value Type
Sky Valley Foods, Inc. 2019-05-23 - Add-on Acquisition
Yanceyville, North Carolina · www.wizardscauldron.com
ICA, Inc. 2014-01-02 - Add-on Acquisition
Charlotte, North Carolina · www.icaadjusters.com
Biolex Therapeutics, Inc. 2014-01-01 - Bankruptcy
Pittsboro, North Carolina · www.biolex.com
Scout Limited, Inc. 2013-10-01 - Recapitalization
Goldsboro, North Carolina · www.parkdesigns.net
Immaculate Baking Co. 2012-12-01 - Add-on Acquisition
Wakefield, Massachusetts · www.immaculatebaking.com
Ajax Rolled Ring & Machine, Inc. 2008-04-03 - Secondary Buyout
York, South Carolina · www.ajaxring.com
Immaculate Baking Co. 2007-07-01 - Growth Capital
Wakefield, Massachusetts · www.immaculatebaking.com
Compact Power Equipment Centers LLC 2007-07-01 - Recapitalization
Fort Mill, South Carolina · www.cpiequipment.com
ICA, Inc. 2006-12-01 - Recapitalization
Charlotte, North Carolina · www.icaadjusters.com
Sky Valley Foods, Inc. 2006-08-01 - Growth Capital
Yanceyville, North Carolina · www.wizardscauldron.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Food - - 2 (25%) -
Machinery - - 1 (13%) 6M (100%)
Consumer Products - - 1 (13%) -
Distribution - - 1 (13%) -
Insurance - - 1 (13%) -
Life Science - - 1 (13%) -
Software - - 1 (13%) -
Total - - 8 $6M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 8 (100%) 6M (100%)
  North Carolina - - 5 (63%) -
  South Carolina - - 2 (25%) 6M (100%)
  Massachusetts - - 1 (13%) -
Total - - 8 $6M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 3 (38%) -
Buyout (LBO, MBO, MBI) - - 2 (25%) 6M (100%)
Venture - - 2 (25%) -
Recapitalization - - 1 (13%) -
Total - - 8 $6M

Exits by Deal Type

Type Total # Value
Recapitalization 2 (25%) -
Trade Sale - Public Company 2 (25%) -
Bankruptcy 1 (13%) -
Merger 1 (13%) -
Secondary Sale 1 (13%) -
Trade Sale 1 (13%) -
Total 8 -

Deal Values

buy # Total
< $100M 1 $6M
TOTAL $6M
Largest Ajax Rolled Ring & Machine, Inc.
$6M (2005-10-28)

M&A Connections

Deals %
Exited to
PE Firm(s)
57%
4 57%
Strategic(s)
43%
3 43%

Investor Summary

Size

Small

PE Assets

74M USD

Established

2002

Specialist/Generalist

Generalist

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