Brookside Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Brookside Equity Partners’ most common sectors for investment arebusiness services (25%) and manufacturing (11%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and recapitalization (28%). In total, Brookside Equity Partners has invested in 15 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired SummitReheis for $66M.

The Firm’s most common exit type is secondary buyout (43%). Brookside Equity Partners’ largest (disclosed) exit occurred in 2017 when it sold SummitReheis for $360M.

Join Mergr to view Brookside Equity Partners’ full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity64
    • M&A Buy Activity36
    • M&A Sell Activity28
  • Total Sectors Invested 21
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 40

Brookside Equity Partners

Brookside Equity Partners LLC

One Stamford Forum 201 Tresser Boulevard Suite 320,
Stamford, Connecticut 06901
United States
(203) 595-4520
www.brooksideequity.com
info@brooksideequity.com

Brookside Equity Partners (BEP) focuses on private equity investments, including direct control investments, majority or minority co-investments alongside other investment firms, and, on a selective basis, investments in private funds or special situations. BEP targets North American middle-market companies with revenues greater than $15 million and at least $5 million of EBITDA. Sectors of interest include manufacturing, chemicals, financial services, environmental, food, and distribution. Brookside Equity Partners was formed in 1977 and is based in Stamford, Connecticut.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Chemicals, Distribution, Environmental, Financial Services, Food, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Special Situations/Distressed

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

Transaction Criteria Min Max
Target Revenue 15 150
Target EBITDA 5 25
Investment Size - -
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) # 36 - - - - - 36
vol $130M $130M
Sell (0.2/yr) # 27 1 - - - - 28
vol $692M $692M
  64

Most Recent M&A

Company Date Value Type
SelectQuote, Inc. 2020-05-21 - IPO
Overland Park, Kansas · www.selectquote.com
ENTRUST Solutions Group 2019-07-18 - Secondary Sale
Warrenville, Illinois · www.enengineering.com
Engage2Excel, Inc. 2018-03-08 - Secondary Sale
Statesville, North Carolina · www.engage2excel.com
Aerospace Holdings, Inc. 2017-03-28 - Bankruptcy
New York, New York · www.groupaero.com
SummitReheis, Inc. 2017-02-10 360M USD Trade Sale
Huguenot, New York · www.summitreheis.com
Seal Industries, Inc. 2017-01-04 - Trade Sale
Spring, Texas · www.seal-tech.com
MarketCast, Inc. 2016-10-25 - Secondary Sale
Los Angeles, California · www.mcast.com
National Truck Protection Co. Inc. 2016-07-26 - Secondary Sale
Winston-Salem, North Carolina · www.ntpwarranty.com
Advanced Solutions International, Inc. 2016-07-13 - Growth Capital
Alexandria, Virginia · www.advsol.com
John’s Incredible Pizza Co. 2015-09-08 - Unknown
Rancho Santa Margarita, California · www.johnspizza.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 9 (24%) -
Manufacturing - - 4 (11%) -
Furniture 1 (33%) - 3 (8%) 64M (49%)
Aerospace - - 3 (8%) -
Insurance - - 2 (5%) -
Chemicals - - 1 (3%) 66M (51%)
Beverages - - 1 (3%) -
Building Materials - - 1 (3%) -
Consumer Products - - 1 (3%) -
Distribution - - 1 (3%) -
Electrical Equipment - - 1 (3%) -
Franchising - - 1 (3%) -
Information Services - - 1 (3%) -
Internet Software and Services 1 (33%) - 1 (3%) -
Life Science - - 1 (3%) -
Medical Products - - 1 (3%) -
Plastics - - 1 (3%) -
Restaurants - - 1 (3%) -
Retail - - 1 (3%) -
Staffing - - 1 (3%) -
Technology Hardware 1 (33%) - 1 (3%) -
Total 3 - 37 $130M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (67%) - 36 (97%) 130M (100%)
  California - - 7 (19%) -
  New York - - 5 (14%) 66M (51%)
  Texas - - 5 (14%) -
  North Carolina - - 4 (11%) -
  Illinois - - 3 (8%) -
  Pennsylvania - - 2 (5%) -
  Florida - - 2 (5%) -
  Virginia 1 (33%) - 1 (3%) -
  Kentucky 1 (33%) - 1 (3%) -
  Mississippi - - 1 (3%) 36M (28%)
  Nevada - - 1 (3%) 28M (21%)
  Rhode Island - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Kansas - - 1 (3%) -
  Connecticut - - 1 (3%) -
United Kingdom 1 (33%) - 1 (3%) -
Domestic 2 (67%) - 36 (97%) 130M (100%)
Cross-border 1 (33%) - 1 (3%) -
Total 3 - 37 $130M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 14 (38%) 36M (28%)
Recapitalization - - 10 (27%) 28M (21%)
Secondary Buyout 1 (33%) - 6 (16%) 66M (51%)
Growth Capital 2 (67%) - 4 (11%) -
Venture - - 2 (5%) -
Acquisition Financing - - 1 (3%) -
Total 3 - 37 $130M

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (43%) -
Trade Sale - Public Company 5 (18%) 692M (100%)
IPO 4 (14%) -
Trade Sale 4 (14%) -
Bankruptcy 2 (7%) -
Unknown 1 (4%) -
Total 28 $692M

Deal Values

buy # Total
< $100M 3 $130M
TOTAL $130M
Largest SummitReheis, Inc.
$66M (2013-06-12)
sell # Total
$100M to $1B 2 $521M
< $100M 2 $171M
TOTAL $692M
Largest SummitReheis, Inc.
$360M (2017-02-10)

M&A Connections

Deals
Acquired from
Investor(s)
16%
6 (16%)
Exited to
Investor(s)
43%
12 (43%)
Strategic(s)
29%
8 (29%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Established

1977

Specialist/Generalist

Generalist

Leadership

Raymond Weldon

Co-Founder & Managing Director

Donald Hawks III

Co-founder, Managing Director & President

Richard Dell'Aquila

Managing Director

Brian Piacentino

Principal

Michael LaConti

Principal

FAQ

When was Brookside Equity Partners founded?

Brookside Equity Partners was founded in 1977.

What type of investor is Brookside Equity Partners?

Brookside Equity Partners is a private equity firm.

Where is Brookside Equity Partners headquartered?

Brookside Equity Partners is headquartered in Stamford, Connecticut.

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