Arrowhead Investment Management Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

Arrowhead Investment Management’s most common sectors for investment areconsumer products (21%) and chemicals (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and secondary buyout (25%). In total, Arrowhead Investment Management has invested in 14 US states. Its largest (disclosed) acquisition occurred in 2002 when it acquired Tempur Sealy International for $350M.

The Firm’s most common exit type is secondary buyout (59%). Arrowhead Investment Management’s largest (disclosed) exit occurred in 2007 when it sold Ecovyst for $1.5B.

Join Mergr to view Arrowhead Investment Management’s full profile and discover more middle-market mezzanine finance firm investors just like it.

M&A Summary

  • M&A Total Activity48
    • M&A Buy Activity24
    • M&A Sell Activity24
  • Total Sectors Invested 14
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 29

Arrowhead Investment Management

33 Benedict Place 1st Floor,
Greenwich, Connecticut 06830
United States
(203) 485-0700
www.arrowheadmgt.com
ejones@arrowheadmgt.com

Arrowhead Investment Management is a provider of subordinated debt, preferred stock and non-control common equity to mid-sized businesses. Arrowhead invests alongside private equity sponsors in acquisitions, buyouts, recapitalizations and growth capital transactions. Arrowhead is a generalist investor, however the Firm tends to focus on healthcare, packaging, chemicals, consumer products, industrial manufacturing, value-added distribution and business services. Arrowhead looks to commit $10 to $100 million in transactions valued up to $500 million. Arrowhead Investment Management was formed in 1996 and is based in Greenwich, Connecticut.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Consumer Products, Distribution, Franchising, Healthcare Services, Information Technology, Internet Software and Services, Manufacturing, Packaging, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 100
Enterprise Value 50 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 24 - - - - - 24
vol $880M $880M
Sell (0.0/yr) # 24 - - - - - 24
vol $3.4B $3.4B
  48

Most Recent M&A

Company Date Value Type
Express Oil Change & Tire Engineers 2017-06-15 - Secondary Sale
Birmingham, Alabama · www.expressoil.com
Crisis Prevention Institute, Inc. 2016-11-16 - Secondary Sale
Milwaukee, Wisconsin · www.crisisprevention.com
Hoffmaster Group, Inc. 2016-10-19 - Secondary Sale
Oshkosh, Wisconsin · www.Hoffmaster.com
Quest Specialty Chemicals, Inc. 2015-08-25 - Stake Sale
Charleston, South Carolina · www.questsc.com
C.H.I. Overhead Doors, Inc. 2015-06-23 600M USD Secondary Sale
Arthur, Illinois · www.chiohd.com
Multi Packaging Solutions, Inc. 2013-07-08 - Secondary Sale
New York, New York · www.multipkg.com
Express Oil Change & Tire Engineers 2013-01-09 - Secondary Buyout
Birmingham, Alabama · www.expressoil.com
TIDI Products LLC 2012-07-17 - Secondary Sale
Neenah, Wisconsin · www.tidiproducts.com
Driven Brands, Inc. 2011-12-16 - Secondary Sale
Charlotte, North Carolina · www.drivenbrands.com
Hoffmaster Group, Inc. 2011-12-01 - Secondary Buyout
Oshkosh, Wisconsin · www.Hoffmaster.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 5 (21%) 590M (67%)
Apparel/Textiles - - 2 (8%) -
Chemicals - - 2 (8%) -
Electrical Equipment - - 2 (8%) -
Food - - 2 (8%) -
Franchising - - 2 (8%) -
Packaging - - 2 (8%) -
Building Materials - - 1 (4%) 290M (33%)
Automotive - - 1 (4%) -
Business Services - - 1 (4%) -
Education - - 1 (4%) -
Manufacturing - - 1 (4%) -
Medical Products - - 1 (4%) -
Retail - - 1 (4%) -
Total - - 24 $880M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 24 (100%) 880M (100%)
  California - - 4 (17%) 240M (27%)
  North Carolina - - 4 (17%) -
  Wisconsin - - 3 (13%) -
  Illinois - - 2 (8%) 290M (33%)
  Ohio - - 2 (8%) -
  Kentucky - - 1 (4%) 350M (40%)
  Florida - - 1 (4%) -
  Delaware - - 1 (4%) -
  Alabama - - 1 (4%) -
  South Carolina - - 1 (4%) -
  Pennsylvania - - 1 (4%) -
  New York - - 1 (4%) -
  New Jersey - - 1 (4%) -
  Maryland - - 1 (4%) -
Total - - 24 $880M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 12 (50%) -
Secondary Buyout - - 6 (25%) 290M (33%)
Recapitalization - - 3 (13%) 240M (27%)
Stake Purchase - - 2 (8%) 350M (40%)
Going Private - - 1 (4%) -
Total - - 24 $880M

Exits by Deal Type

Type Total # Value
Secondary Sale 14 (58%) 2.5B (75%)
Trade Sale 3 (13%) 250M (7%)
Trade Sale - Public Company 3 (13%) 100M (3%)
IPO 2 (8%) -
Recapitalization 1 (4%) 480M (14%)
Stake Sale 1 (4%) -
Total 24 $3.4B

Deal Values

buy # Total
$100M to $1B 3 $880M
TOTAL $880M
Largest Tempur Sealy International, Inc.
$350M (2002-10-11)
sell # Total
> $1B 1 $1.5B
$100M to $1B 6 $1.9B
TOTAL $3.4B
Largest Ecovyst Inc.
$1.5B (2007-07-01)

M&A Connections

Deals
Acquired from
Investor(s)
25%
6 (25%)
Exited to
Investor(s)
63%
15 (63%)
Strategic(s)
21%
5 (21%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

Established

1996

Specialist/Generalist

Generalist

Leadership

Elliott Jones

Partner

Gerald Parsky

Partner

Mary Gay

Partner

Craig Pisani

Managing Director

Joshua Elman

Vice President

FAQ

When was Arrowhead Investment Management founded?

Arrowhead Investment Management was founded in 1996.

What type of investor is Arrowhead Investment Management?

Arrowhead Investment Management is a mezzanine finance firm.

Where is Arrowhead Investment Management headquartered?

Arrowhead Investment Management is headquartered in Greenwich, Connecticut.

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