HBC Investments Mergers and Acquisitions Summary

Family Office Profile

HBC Investments’ most common sectors for investment areenergy services and equipment (50%) and financial services (50%) . The Firm’s most common investment types include recapitalization (50%) and secondary buyout (50%). In total, HBC Investments has invested in 2 US states.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity2
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

HBC Investments

HBC Investments

Reagan Place at Old Parkland, 3963 Maple Avenue, Suite 490,
Dallas, Texas 75219
United States
(214) 451-4640
www.hbcinvestments.com

HBC Investments is a family-backed private investment firm focused on lower middle-market company acquisitions and investments valued from $10 to $50 million. The Firm has a preference for businesses in the Dallas-For Worth metro area where HBC can serve as an active, hands-on investment partner. Prospective investment situations include family business acquisitions, investments to support growth, and corporate divestitures. HBC Investments is based in Dallas, Texas.


Investment Criteria

Sectors of Interest: Consumer Products, Energy Services and Equipment, Manufacturing, Media, Retail

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

Geographic Preferences: South US

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # 1 - - - - - 1
  3

Most Recent M&A

Company Date Value Type
PHH Investments Ltd. 2019-10-30 - Trade Sale
Addison, Texas · www.raa.com
Getka Energy LLC 2019-06-17 - Secondary Buyout
Tulsa, Oklahoma · www.getkaenergy.com
PHH Investments Ltd. 2015-11-15 - Recapitalization
Addison, Texas · www.raa.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Energy Services and Equipment 1 (100%) - 1 (50%) -
Financial Services - - 1 (50%) -
Total 1 - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 2 (100%) -
  Oklahoma 1 (100%) - 1 (50%) -
  Texas - - 1 (50%) -
Total 1 - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization - - 1 (50%) -
Secondary Buyout 1 (100%) - 1 (50%) -
Total 1 - 2 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
50%
1 (50%)
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Family Office

Size

Small

Specialist/Generalist

Generalist

Leadership

Joe Colonnetta

Managing Partner

Britain Peakes

Team Member

Hale Hoak

Team Member

Jim Hoak

Team Member

Kent McNellie

Team Member

FAQ

What type of investor is HBC Investments?

HBC Investments is a family office.

Where is HBC Investments headquartered?

HBC Investments is headquartered in Dallas, Texas.

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