Blue Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Blue Equity has invested in 8 companies.

Blue Equity’s most common sectors for investment arebeverages (30%) and media (13%) . The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (30%). In total, Blue Equity has invested in 9 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired Globecomm Systems for $340M.

In the last 3 years, Blue Equity has exited 5 companies. The Firm’s most common exit type is trade sale (78%). Blue Equity’s largest (disclosed) exit occurred in 2013 when it sold Globecomm Systems for $340M.

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M&A Summary

  • M&A Total Activity41
    • M&A Buy Activity23
    • M&A Sell Activity18
  • Total Sectors Invested 13
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 16

Blue Equity

Blue Equity LLC

101 South Fifth Street, Suite 1950,
Louisville, Kentucky 40202
United States
(502) 589-8181
www.blueequity.com
info@blueequity.com

Blue Equity is a Southern-US based private equity firm focused on a variety of business transactions as well as real estate investments. The Firm will consider opportunities across all company stages, from startups to recapitalizations. Blue Equity typically looks for situations with experienced management, and depending on the situation, can be minimal or more active investor. Blue Equity was formed in 2004 and is based in Louisville, Kentucky and also has office in Miami, Florida.


Investment Criteria

Sectors of Interest: Automotive, Beverages, Communications, Defense, Distribution, Education, Financial Services, Food, Healthcare Services, Internet Software and Services, Media, Oil/Gas Exploration, Publishing, Real Estate, Staffing

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 0 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.6/yr) # 15 - 1 6 1 - 23
Sell (1.4/yr) # 11 2 2 3 - - 18
vol $340M $340M
  41

Most Recent M&A

Company Date Value Type
Happy Dad LLC 2023-01-01 - Growth Capital
Santa Ana, California · www.happydad.com
Bramming Plast-Industri A/S 2022-11-17 - Trade Sale
Bramming, Denmark · www.bpi.dk
Two Twelve Management 2022-09-08 - Trade Sale
New York, New York · www.two12.com
Napoli Management Group LLC 2022-09-08 - Trade Sale
Beverly Hills, California · www.tvtalent.com
Cheetah Clean Auto Wash LLC 2022-08-11 - Growth Capital
Bowling Green, Kentucky · www.cheetahclean.com
VinVesto, Inc. 2022-01-01 - Growth Capital
Richmond, Virginia · www.vint.co
Casa Komos Brands Group 2022-01-01 - Growth Capital
New York, New York · www.ckbg.com
E11EVEN Vodka 2022-01-01 - Growth Capital
Miami, Florida · www.11vodka.com
Joyful Heart Wine Co. LLC 2022-01-01 - Growth Capital
Santa Margarita, California · www.joyfulheartwine.com
SōRSE Technology 2022-01-01 - Growth Capital
Seattle, Washington · www.sorsetech.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Beverages 4 (40%) - 7 (29%) -
Media 1 (10%) - 3 (13%) -
Communications - - 2 (8%) 340M (100%)
Distribution 1 (10%) - 2 (8%) -
Internet Software and Services 1 (10%) - 2 (8%) -
Automotive 1 (10%) - 1 (4%) -
Business Services - - 1 (4%) -
Chemicals - - 1 (4%) -
Financial Services 1 (10%) - 1 (4%) -
Food 1 (10%) - 1 (4%) -
Manufacturing - - 1 (4%) -
Packaging - - 1 (4%) -
Real Estate - - 1 (4%) -
Total 10 - 24 $340M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 21 (88%) 340M (100%)
  New York 2 (20%) - 6 (25%) 340M (100%)
  Kentucky 2 (20%) - 6 (25%) -
  California 2 (20%) - 3 (13%) -
  Pennsylvania 1 (10%) - 1 (4%) -
  Florida 1 (10%) - 1 (4%) -
  Washington 1 (10%) - 1 (4%) -
  Virginia 1 (10%) - 1 (4%) -
  Texas - - 1 (4%) -
Denmark - - 2 (8%) -
Jamaica - - 1 (4%) -
Domestic 10 (100%) - 21 (88%) 340M (100%)
Cross-border - - 3 (13%) -
Total 10 - 24 $340M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (80%) - 9 (38%) -
Buyout (LBO, MBO, MBI) 2 (20%) - 7 (29%) -
Divestiture - - 3 (13%) -
Going Private - - 1 (4%) 340M (100%)
PIPE - - 1 (4%) -
Secondary Buyout - - 1 (4%) -
Stake Purchase - - 1 (4%) -
Venture - - 1 (4%) -
Total 10 - 24 $340M

Exits by Deal Type

Type Total # Value
Trade Sale 10 (56%) -
Trade Sale - Public Company 4 (22%) -
Secondary Sale 2 (11%) -
1 (6%) 340M (100%)
Stake Sale 1 (6%) -
Total 18 $340M

Deal Values

buy # Total
$100M to $1B 1 $340M
TOTAL $340M
Largest Globecomm Systems, Inc.
$340M (2013-08-26)
sell # Total
$100M to $1B 1 $340M
TOTAL $340M
Largest Globecomm Systems, Inc.
$340M (2013-08-26)

M&A Connections

Deals
Acquired from
Investor(s)
8%
2 (8%)
Strategic(s)
13%
3 (13%)
Exited to
Investor(s)
17%
3 (17%)
Strategic(s)
83%
15 (83%)

FAQ

When was Blue Equity founded?

Blue Equity was founded in 2004.

What type of investor is Blue Equity ?

Blue Equity is a private equity firm.

Where is Blue Equity headquartered?

Blue Equity is headquartered in Louisville, Kentucky.

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