Altamont Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Altamont Capital Partners has acquired 7 companies. It has also invested in 7 others.

Altamont Capital Partners’ most common sectors for investment areinsurance (17%) and food (9%) . The Firm’s most common investment types include growth capital (41%) and buyout (lbo, mbo, mbi) (29%). In total, Altamont Capital Partners has invested in 20 US states and 5 different countries.

In the last 3 years, Altamont Capital Partners has exited 6 companies. The Firm’s most common exit type is trade sale (44%). Altamont Capital Partners’ largest (disclosed) exit occurred in 2017 when it sold Wunderlich Securities for $67M.

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M&A Summary

  • M&A Total Activity65
    • M&A Buy Activity49
    • M&A Sell Activity16
  • Total Sectors Invested 23
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 23
  • M&A Advisors 11

Altamont Capital Partners

Altamont Capital Partners

400 Hamilton Avenue, Suite 230,
Palo Alto, California 94301
United States
(650) 264-7750
www.altamontcapital.com
info@altamontcapital.com

Altamont Capital is a private equity group focused on acquiring US-based middle-market companies. The Firm has a particular interest in companies undergoing a transition, either operational or strategic, in which Altamont believes it can help navigate. Altamont can invest up to $150 million of equity per transaction and looks for businesses with EBITDA up to $100 million. The Firm prefers control transactions and targets a range of transaction types, including corporate carve-outs, build-ups, take-privates, and founder transitions. Sectors of interest include business services, financial services, industrials, healthcare, consumer, retail, restaurants, franchising, and technology. Altamont Partners was formed in 2010 and is based in Palo Alto, California.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Financial Services, Franchising, Healthcare Services, Information Technology, Machinery, Restaurants, Retail, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Recapitalization

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - 100
Investment Size 15 150
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.0/yr) # 34 1 4 6 2 2 49
Sell (1.4/yr) # 9 1 1 2 2 1 16
vol $67M $67M
  65

Most Recent M&A

Company Date Value Type
Alamo Intermediate II Holdings LLC 2024-06-12 - Trade Sale
Austin, Texas · www.drafthouse.com
Big Top Manufacturing, Inc. 2024-02-01 - Growth Capital
Perry, Florida · www.bigtopshelters.com
Mini Melts USA LLC 2024-01-09 - Growth Capital
Norwich, Connecticut · minimeltsusa.com
Hadron Specialty Insurance Co. 2023-10-01 - Growth Capital
Alpharetta, Georgia · www.hadroninsurance.com
Douglas Products & Packaging Co. LLC 2023-09-21 - Secondary Sale
Liberty, Missouri · www.douglasproducts.com
Augment Risk UK Ltd. 2023-07-14 - Growth Capital
London, United Kingdom · www.augmentrisk.com
IMC Global LLC 2023-02-27 - Secondary Sale
New York, New York · www.intermixonline.com
Nutrition 101, Inc. 2022-09-07 - Growth Capital
Pendleton, Indiana · www.101inc.com
Horizon Investments LLC 2022-09-02 - Buyout (LBO, MBO, MBI)
Charlotte, North Carolina · www.horizoninvestments.com
FOX Factory, Inc. 2022-07-06 - Trade Sale
Braselton, California · www.ridefox.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Tall Tree Foods Holdings, Inc. 2013-07-01 Klement Sausage Co., Inc. 2024-05-07 1
Chicago, Illinois Milwaukee, Wisconsin · www.klements.com
Specialized Packaging Group, Inc. 2021-01-06 Complete Packaging LLC 2024-03-15 5
Oakland, Connecticut · www.spg-ges.com Monroe, Michigan · www.completepkg.com
Specialized Packaging Group, Inc. 2021-01-06 Packaging Concepts & Design, Inc. 2021-12-06 4
Oakland, Connecticut · www.spg-ges.com Troy, Michigan · www.pcdpackaging.com

M&A by Sector

Sector Current # Value All-time # Value
Insurance 6 (21%) - 8 (16%) -
Apparel/Textiles 2 (7%) - 4 (8%) -
Business Services 2 (7%) - 4 (8%) -
Food 2 (7%) - 4 (8%) -
Healthcare Services 2 (7%) - 4 (8%) -
Consumer Products 2 (7%) - 3 (6%) -
Financial Services 2 (7%) - 3 (6%) -
Packaging 1 (4%) - 2 (4%) -
Restaurants 2 (7%) - 2 (4%) -
Retail - - 2 (4%) -
Automotive - - 1 (2%) -
Building Materials - - 1 (2%) -
Consumer Services - - 1 (2%) -
Distribution 1 (4%) - 1 (2%) -
Energy Services and Equipment 1 (4%) - 1 (2%) -
Environmental 1 (4%) - 1 (2%) -
Franchising 1 (4%) - 1 (2%) -
Information Services 1 (4%) - 1 (2%) -
Leisure - - 1 (2%) -
Life Science - - 1 (2%) -
Machinery 1 (4%) - 1 (2%) -
Manufacturing 1 (4%) - 1 (2%) -
Safety/Security - - 1 (2%) -
Total 28 - 49 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 24 (86%) - 43 (88%) -
  Texas 4 (14%) - 7 (14%) -
  California 3 (11%) - 6 (12%) -
  Georgia 2 (7%) - 4 (8%) -
  Florida 2 (7%) - 4 (8%) -
  Indiana 3 (11%) - 3 (6%) -
  Illinois 2 (7%) - 2 (4%) -
  Connecticut 2 (7%) - 2 (4%) -
  Washington 1 (4%) - 2 (4%) -
  Alabama 1 (4%) - 2 (4%) -
  Pennsylvania 1 (4%) - 1 (2%) -
  North Carolina 1 (4%) - 1 (2%) -
  Louisiana 1 (4%) - 1 (2%) -
  Arizona 1 (4%) - 1 (2%) -
  Virginia - - 1 (2%) -
  Tennessee - - 1 (2%) -
  Oregon - - 1 (2%) -
  Ohio - - 1 (2%) -
  New York - - 1 (2%) -
  Missouri - - 1 (2%) -
  Massachusetts - - 1 (2%) -
United Kingdom 3 (11%) - 3 (6%) -
Bermuda 1 (4%) - 1 (2%) -
Canada - - 1 (2%) -
  Quebec - - 1 (2%) -
Australia - - 1 (2%) -
Domestic 24 (86%) - 43 (88%) -
Cross-border 4 (14%) - 6 (12%) -
Total 28 - 49 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 13 (46%) - 20 (41%) -
Buyout (LBO, MBO, MBI) 9 (32%) - 14 (29%) -
Divestiture 4 (14%) - 6 (12%) -
Consolidation 1 (4%) - 2 (4%) -
Recapitalization - - 2 (4%) -
Secondary Buyout 1 (4%) - 2 (4%) -
Acquisition Financing - - 1 (2%) -
Going Private - - 1 (2%) -
Stake Purchase - - 1 (2%) -
Total 28 - 49 -

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (31%) -
Trade Sale - Public Company 4 (25%) 67M (100%)
Trade Sale 3 (19%) -
Merger 2 (13%) -
Divestiture 1 (6%) -
Sold to Management 1 (6%) -
Total 16 $67M

Top M&A Advisors

Financial Deals
Jefferies
 2
KeyBanc Capital Markets
 1
RBC Capital Markets
 1
Legal Deals
Ropes & Gray
 16
Morrison & Foerster
 4
Kirkland & Ellis
 1

Deal Values

sell # Total
< $100M 1 $67M
TOTAL $67M
Largest Wunderlich Securities, Inc.
$67M (2017-05-18)

M&A Connections

Deals
Acquired from
Investor(s)
4%
2 (4%)
Strategic(s)
12%
6 (12%)
Exited to
Investor(s)
25%
4 (25%)
Strategic(s)
56%
9 (56%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

4.5B USD

Established

2010

Specialist/Generalist

Generalist

Leadership

Jesse Rogers

Co-Founder & Managing Director

Keoni Schwartz

Co-Founder & Managing Director

Randall Eason

Co-Founder & Managing Director

Carol Pereira

CFO

Kevin Mason

Managing Director

FAQ

When was Altamont Capital Partners founded?

Altamont Capital Partners was founded in 2010.

What type of investor is Altamont Capital Partners?

Altamont Capital Partners is a private equity firm.

Where is Altamont Capital Partners headquartered?

Altamont Capital Partners is headquartered in Palo Alto, California.

How much capital does Altamont Capital Partners have under management?

Altamont Capital Partners has 4.5B USD under management.

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