BERKS Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, BERKS Group has invested in 1 company.

BERKS Group’s most common sectors for investment aremanufacturing (45%) and beverages (12%) . The Firm’s most common investment types include growth capital (67%) and buyout (lbo, mbo, mbi) (23%). In total, BERKS Group has invested in 5 US states and 2 different countries.

In the last 3 years, BERKS Group has exited 1 company. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity9
    • M&A Sell Activity1
  • Total Sectors Invested 6
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9

BERKS Group

BERKS Group

4920 Main St, Suite 900,
Kansas City, Missouri 64112
United States
www.berksgroup.com

The BERKS Group is a division of the privately held News-Press & Gazette Company and the Bradley family holdings business. BERKS looks to acquire and invest in profitable manufacturing, education technology, and technology infrastructure businesses valued between $10 and $100 million. The Firm doesn't have an investment horizon and seeks to partner with strong brands led by talented management. The BERKS Group is based in Kansas City, Missouri.


Investment Criteria

Sectors of Interest: Agriculture, Beverages, Business Services, Communications, Education, Food, Information Technology, Internet Software and Services, Manufacturing, Staffing

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 2 20
Investment Size 10 50
Enterprise Value 10 100
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 5 3 1 - - - 9
Sell (0.2/yr) # - - - - - 1 1
  10

Most Recent M&A

Company Date Value Type
Air Power Systems Co. LLC 2024-10-01 - Trade Sale
Tulsa, Oklahoma · www.apscopower.com
Trualta Care Network, Inc. 2021-12-08 - Growth Capital
Ottawa, Ontario · www.trualta.com
Natoma Manufacturing LLC 2020-12-03 - Growth Capital
Norton, Kansas · www.natomamanufacturing.com
Waterloo Sparkling Water Corp. 2020-08-19 - Growth Capital
Austin, Texas · www.drinkwaterloo.com
Instrument Development Corp. 2020-08-19 - Growth Capital
Mukwonago, Wisconsin · www.idcwi.com
Swiss-Tech LLC 2018-12-31 - Secondary Buyout
Delavan, Wisconsin · www.swisstechllc.com
Workforge 2018-10-05 - Growth Capital
St Joseph, Missouri · www.workforge.com
Labor Source 2017-11-29 - Buyout (LBO, MBO, MBI)
Mission, Kansas · www.onesourcelabor.com
Air Power Systems Co. LLC 2017-08-01 - Buyout (LBO, MBO, MBI)
Tulsa, Oklahoma · www.apscopower.com
StackPath LLC 2016-07-25 - Growth Capital
Dallas, Texas · www.stackpath.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 3 (38%) - 4 (44%) -
Beverages 1 (13%) - 1 (11%) -
Consumer Services 1 (13%) - 1 (11%) -
Education 1 (13%) - 1 (11%) -
Information Technology 1 (13%) - 1 (11%) -
Staffing 1 (13%) - 1 (11%) -
Total 8 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (88%) - 8 (89%) -
  Kansas 2 (25%) - 2 (22%) -
  Wisconsin 2 (25%) - 2 (22%) -
  Texas 2 (25%) - 2 (22%) -
  Missouri 1 (13%) - 1 (11%) -
  Oklahoma - - 1 (11%) -
Canada 1 (13%) - 1 (11%) -
  Ontario 1 (13%) - 1 (11%) -
Total 8 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (75%) - 6 (67%) -
Buyout (LBO, MBO, MBI) 1 (13%) - 2 (22%) -
Secondary Buyout 1 (13%) - 1 (11%) -
Total 8 - 9 -

Exits by Deal Type

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

M&A Connections

Deals
Acquired from
Investor(s)
11%
1 (11%)
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Specialist/Generalist

Generalist

Subsidiary of

News-Press & Gazette Co.

Leadership

Kit Bowlin

Team Member

Rall Bradley

Team Member

Stephanie Bradley Cooch

Team Member

Bill Severn

Executive Vice President

Laura Clark

Executive Vice President

FAQ

What type of investor is BERKS Group?

BERKS Group is a private equity firm.

Where is BERKS Group headquartered?

BERKS Group is headquartered in Kansas City, Missouri.

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