Dogwood Equity Mergers and Acquisitions Summary

Profile

Dogwood Equity’s most common sectors for investment arefood (25%) and software (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.

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

316 West Edenton Street, Suite 120,
Raleigh, North Carolina 27607
United States
(919)256-5000

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 ≤ '18 '19 '20 '21 '22 '23 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 - Trade Sale
Yanceyville, North Carolina · www.wizardscauldron.com
ICA, Inc. 2014-01-02 - Trade Sale
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 - Trade Sale
Wakefield, Massachusetts · www.immaculatebaking.com
Ajax Rolled Ring & Machine, Inc. 2008-04-03 - Secondary Sale
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
Investor(s)
25%
2 (25%)
Strategic(s)
38%
3 (38%)

Investor Summary

Size

Small

PE Assets

74M USD

Established

2002

Specialist/Generalist

Generalist

FAQ

When was Dogwood Equity founded?

Dogwood Equity was founded in 2002.

Where is Dogwood Equity headquartered?

Dogwood Equity is headquartered in Raleigh, North Carolina.

How much capital does Dogwood Equity have under management?

Dogwood Equity has 74M USD under management.

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