Fundamental Capital Mergers and Acquisitions Summary

Private Equity Profile

Fundamental Capital’s most common sectors for investment are business services (34%) and apparel/textiles (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and growth capital (17%). In total, Fundamental Capital has invested in 5 US states.

In the last 3 years, Fundamental Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity6
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Fundamental Capital

4 Embarcadero Center, Suite 1400,
San Francisco, California 94111
United States
(415) 782-0000
www.fundamentalcapital.com
info@fundamentalcapital.com

Fundamental Capital is a private equity firm that invests in US-based companies generating revenue between $5 and $50 million. Fundamental targets businesses operating in the manufacturing, services, distribution, retail, and consumer products sectors, and seeks to commit $2 to $10 million per transaction. Prospective transaction types include growth capital financings, buyouts, recapitalizations, and corporate divestitures. Fundamental Capital was formed in 2004 and is based in San Francisco, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Business Services, Consumer Products, Consumer Services, Distribution, Food, Leisure, Manufacturing, Marketing, Restaurants, Retail, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 5 50
Target EBITDA 2 -
Investment Size 2 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # 5 1 - - - - 6
Sell (0.2/yr) # 1 - 1 - - - 2
  8

Most Recent M&A

Company Date Value Type
Allen Technologies, Inc. 2018-11-01 - Secondary Buyout
Austin, Texas · www.engagewithallen.com
Voodoo Doughnut LLC 2017-09-27 - Growth Capital
Portland, Oregon · www.voodoodoughnut.com
Funko LLC 2015-11-02 - Secondary Buyout
Lynnwood, Washington · www.funko.com
Funko LLC 2013-06-04 - Buyout (LBO, MBO, MBI)
Lynnwood, Washington · www.funko.com
See Kai Run 2011-06-15 - Recapitalization
Bothell, Washington · www.seekairun.com
Pint size Corp. 2008-01-01 - Buyout (LBO, MBO, MBI)
Honolulu, Hawaii · www.pintsizehawaii.com
Bentek Corp. 2005-05-17 - Buyout (LBO, MBO, MBI)
San Jose, California · www.bentek.com
Allen Technologies, Inc. 2004-12-01 - Buyout (LBO, MBO, MBI)
Austin, Texas · www.engagewithallen.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (33%) - 2 (33%) -
Apparel/Textiles 1 (33%) - 1 (17%) -
Consumer Products - - 1 (17%) -
Distribution 1 (33%) - 1 (17%) -
Restaurants - - 1 (17%) -
Total 3 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 6 (100%) -
  Washington 1 (33%) - 2 (33%) -
  Hawaii 1 (33%) - 1 (17%) -
  California 1 (33%) - 1 (17%) -
  Texas - - 1 (17%) -
  Oregon - - 1 (17%) -
Total 3 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (67%) - 4 (67%) -
Growth Capital - - 1 (17%) -
Recapitalization 1 (33%) - 1 (17%) -
Total 3 - 6 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (100%) -
Total 2 -

Top M&A Advisors

Financial Deals
Harris Williams & Co.
 1

M&A Connections

Deals
Exited to
Investor(s)
100%
2 (100%)

Investor Summary

Size

Small

Established

2004

Specialist/Generalist

Generalist

Leadership

Kevin Keenley

Co-Founder & Managing Partner

Rich McNally

Co-Founder & Managing Partner

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