Bratenahl Capital Partners Mergers and Acquisitions Summary

Family Office Profile

Bratenahl Capital Partners’ most common sectors for investment areelectrical equipment (15%) and aerospace (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (29%) and secondary buyout (23%). In total, Bratenahl Capital Partners has invested in 15 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired Polypore International for $1.2B.

In the last 3 years, Bratenahl Capital Partners has exited 2 companies. The Firm’s most common exit type is trade sale (47%). Bratenahl Capital Partners’ largest (disclosed) exit occurred in 2008 when it sold Norcross Safety Products for $1.2B.

Join Mergr to view Bratenahl Capital Partners’ full profile and discover more middle-market family office investors just like it.

M&A Summary

  • M&A Total Activity60
    • M&A Buy Activity34
    • M&A Sell Activity26
  • Total Sectors Invested 17
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 42

Bratenahl Capital Partners

Bratenahl Capital Partners

700 West Street Clair Avenue, Suite 414,
Cleveland, Ohio 44113
United States
(216) 820-4640
www.bratenahlcapital.com
info@bratenahlcapital.com

Bratenahl Capital Partners is a family-backed private investment group focused on fund as well as direct/co-investment opportunities. The Firm's direct investment practice seeks to commit $500K to $15 million in partnership with other funded or unfunded sponsors. Bratenahl does not have any sector preferences, but does prefer companies with diversified customers and experienced management in place. Bratenahl Capital Partners was formed in 2003 and is headquartered in Cleveland, Ohio.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Chemicals, Consumer Services, Defense, Distribution, Education, Electrical Equipment, Electronics, Engineering, Healthcare Services, Internet Software and Services, Machinery, Manufacturing, Metals/Mining, Packaging, Renewable Energy, Retail, Safety/Security, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Acquisition Financing, Secondary Buyout, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 1 15
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 34 - - - - - 34
vol $2.0B $2.0B
Sell (0.6/yr) # 23 1 1 - 1 - 26
vol $2.5B $2.5B
  60

Most Recent M&A

Company Date Value Type
Amware Fulfillment LLC 2023-03-01 - Trade Sale
Lawrenceville, Georgia · www.amwarelogistics.com
Nivel Parts & Manufacturing Co. LLC 2021-05-21 - Secondary Sale
Jacksonville, Florida · www.nivelparts.com
American Safety Council, Inc. 2020-06-23 - Secondary Sale
Orlando, Florida · www.americansafetycouncil.com
Avtron Aerospace, Inc. 2019-10-14 - Trade Sale
Cleveland, Ohio · www.avtronaero.com
Consolidated Precision Products, Inc. 2019-06-14 - Recapitalization
Cleveland, Ohio · www.cppcorp.com
Stancor Pumps, Inc. 2019-02-14 - Trade Sale
Monroe, Connecticut · www.stancorpumps.com
Hunt Valve Co., Inc. 2018-12-01 - Recapitalization
Salem, Ohio · www.huntvalve.com
Radix Wire & Cable 2018-11-02 - Secondary Sale
Glenwillow, Ohio · www.radix-wire.com
Capewell Aerial Systems LLC 2018-09-07 - Secondary Sale
South Windsor, Connecticut · www.capewell.com
Selmet, Inc. 2018-07-05 - Trade Sale
Albany, Oregon · www.selmetinc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
H-D Advanced Manufacturing Co. 2012-12-11 Firstmark Corp. 2018-09-19 1
Houston, Texas · www.h-dam.com Chatsworth, California · www.firstmarkcorp.com

M&A by Sector

Sector Current # Value All-time # Value
Electrical Equipment 1 (17%) - 5 (14%) 23M (1%)
Aerospace 1 (17%) - 4 (11%) -
Business Services - - 4 (11%) -
Packaging 1 (17%) - 3 (9%) 77M (4%)
Automotive 1 (17%) - 3 (9%) -
Machinery - - 2 (6%) 1.2B (58%)
Education - - 2 (6%) -
Manufacturing 1 (17%) - 2 (6%) -
Transportation - - 2 (6%) -
Safety/Security - - 1 (3%) 472M (24%)
Electronics - - 1 (3%) 147M (7%)
Chemicals 1 (17%) 120M (100%) 1 (3%) 120M (6%)
Defense - - 1 (3%) -
Healthcare Services - - 1 (3%) -
Internet Software and Services - - 1 (3%) -
Renewable Energy - - 1 (3%) -
Retail - - 1 (3%) -
Total 6 $120M 35 $2.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) 120M (100%) 30 (86%) 1.8B (91%)
  Ohio 2 (33%) - 11 (31%) 77M (4%)
  Florida - - 3 (9%) -
  Texas 1 (17%) - 2 (6%) -
  California 1 (17%) - 2 (6%) -
  Connecticut - - 2 (6%) -
  Tennessee 1 (17%) 120M (100%) 1 (3%) 120M (6%)
  Michigan 1 (17%) - 1 (3%) -
  North Carolina - - 1 (3%) 1.2B (58%)
  Rhode Island - - 1 (3%) 472M (24%)
  Washington - - 1 (3%) -
  Oregon - - 1 (3%) -
  Massachusetts - - 1 (3%) -
  Maryland - - 1 (3%) -
  Indiana - - 1 (3%) -
  Georgia - - 1 (3%) -
Canada - - 3 (9%) 23M (1%)
  Alberta - - 1 (3%) 23M (1%)
  Ontario - - 1 (3%) -
  British Columbia - - 1 (3%) -
Taiwan - - 1 (3%) 147M (7%)
Denmark - - 1 (3%) -
Total 6 $120M 35 $2.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (33%) - 10 (29%) 23M (1%)
Secondary Buyout 1 (17%) - 8 (23%) 1.7B (85%)
Growth Capital - - 6 (17%) -
Divestiture 1 (17%) 120M (100%) 5 (14%) 267M (13%)
Recapitalization 1 (17%) - 2 (6%) -
Stake Purchase - - 2 (6%) -
Consolidation 1 (17%) - 1 (3%) -
Going Private - - 1 (3%) -
Total 6 $120M 35 $2.0B

Exits by Deal Type

Type Total # Value
Secondary Sale 10 (38%) -
Trade Sale - Public Company 8 (31%) 2.5B (100%)
Trade Sale 4 (15%) -
Recapitalization 2 (8%) -
IPO 1 (4%) -
Unknown 1 (4%) -
Total 26 $2.5B

Deal Values

buy # Total
> $1B 1 $1.2B
$100M to $1B 3 $739M
< $100M 2 $100M
TOTAL $2.0B
Largest Polypore International, Inc.
$1.2B (2004-05-13)
sell # Total
> $1B 1 $1.2B
$100M to $1B 3 $1.3B
TOTAL $2.5B
Largest Norcross Safety Products LLC
$1.2B (2008-05-16)

M&A Connections

Deals
Acquired from
Investor(s)
26%
9 (26%)
Strategic(s)
17%
6 (17%)
Exited to
Investor(s)
46%
12 (46%)
Strategic(s)
46%
12 (46%)

Investor Summary

Investor Type

Family Office

Size

Middle-Market

Established

2003

Specialist/Generalist

Generalist

Leadership

Michael Howley

Managing Partner

Daniel Kozlowski

CFO

FAQ

When was Bratenahl Capital Partners founded?

Bratenahl Capital Partners was founded in 2003.

What type of investor is Bratenahl Capital Partners?

Bratenahl Capital Partners is a family office.

Where is Bratenahl Capital Partners headquartered?

Bratenahl Capital Partners is headquartered in Cleveland, Ohio.

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