Capitala Group Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Capitala Group has acquired 7 companies. It has also invested in 7 others.

Capitala Group’s most common sectors for investment arebusiness services (12%) and information technology (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (42%) and growth capital (29%). In total, Capitala Group has invested in 29 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2011 when it acquired California Pizza Kitchen for $470M.

In the last 3 years, Capitala Group has exited 13 companies. The Firm’s most common exit type is secondary buyout (36%). Capitala Group’s largest (disclosed) exit occurred in 2021 when it sold Xirgo Technologies for $400M.

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M&A Summary

  • M&A Total Activity150
    • M&A Buy Activity97
    • M&A Sell Activity53
  • Total Sectors Invested 47
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 74
  • M&A Advisors 1

Capitala Group

Capitala Group

4201 Congress Street, Suite 360,
Charlotte, North Carolina 28209
United States
(704) 376-5502
www.capitalagroup.com
info@capitalagroup.com

Capitala Group is an asset manager that provides equity and mezzanine capital to mid-sized companies valued up to $250 million. Funds are generally used to support growth needs, add-on acquisitions, management/leveraged buyouts, and recapitalizations. Capitatala will invest across the US, but generally targets opportunities located in the Southeast. Industry preferences include building products, business services, consumer/reteail, general industrial, healthcare, and technology. Prospective companies typically have revenues greater than $10 million and EBITDA of at least $3 million. Capitala was formed in 1998 and is headquartered in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Agriculture, Beverages, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Diversified, Education, Electrical Equipment, Energy Services and Equipment, Financial Services, Food, Healthcare Services, Information Technology, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Marketing, Medical Products, Oil/Gas Exploration, Plastics, Restaurants, Retail, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Acquisition Financing, PIPE, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 3 -
Investment Size 2 50
Enterprise Value - 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.4/yr) # 80 3 4 3 3 4 97
vol $479M $479M
Sell (3.0/yr) # 38 2 8 1 2 2 53
vol $228M $400M $628M
  150

Most Recent M&A

Company Date Value Type
Stueve Construction LLC 2024-10-16 - Growth Capital
Algona, Iowa · www.stueve.com
Proactive Dealer Solutions 2024-09-11 - Trade Sale
Huntersville, North Carolina · www.proactivedealersolutions.com
United Air Temp, Air Conditioning and Heating LLC 2024-04-01 - Secondary Sale
Lorton, Virginia · www.unitedairtemp.com
Champion Wellness Centers 2024-03-26 - Growth Capital
Oldsmar, Florida · www.championwellnesscenters.com
TRS Global Services LLC 2024-03-13 - Secondary Buyout
Houston, Texas · www.trsservices.com
Tactical Air Support, Inc. 2024-01-14 - Growth Capital
Reno, Nevada · www.tacticalairsupport.com
American Landscaping Partners LLC 2023-08-29 - Secondary Sale
Brentwood, Tennessee · www.americanlandscapingpartners.com
Veridian Healthcare LLC 2023-07-31 - Recapitalization
Gurnee, Illinois · www.veridianhealthcare.com
Premier Radiology Services 2023-06-12 - Buyout (LBO, MBO, MBI)
Miami, Florida · www.premierradiologyservices.com
UKW Holding Co. LLC 2023-06-06 - Buyout (LBO, MBO, MBI)
Aventura, Florida · www.unikwax.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 5 (17%) - 11 (11%) -
Information Technology 1 (3%) - 6 (6%) -
Manufacturing 1 (3%) - 5 (5%) -
Healthcare Services 3 (10%) - 4 (4%) -
Marketing 2 (7%) - 4 (4%) -
Medical Products 3 (10%) - 4 (4%) -
Restaurants - - 3 (3%) 470M (98%)
Apparel/Textiles - - 3 (3%) -
Building Materials - - 3 (3%) -
Consumer Products - - 3 (3%) -
Distribution 1 (3%) - 3 (3%) -
Electrical Equipment - - 3 (3%) -
Food - - 3 (3%) -
Retail - - 3 (3%) -
Agriculture - - 2 (2%) -
Chemicals - - 2 (2%) -
Consumer Services - - 2 (2%) -
Engineering 2 (7%) - 2 (2%) -
Franchising 1 (3%) - 2 (2%) -
Machinery 1 (3%) - 2 (2%) -
Technology Hardware - - 2 (2%) -
Leisure - - 1 (1%) 9M (2%)
Aerospace - - 1 (1%) -
Automotive - - 1 (1%) -
Communications - - 1 (1%) -
Construction 1 (3%) - 1 (1%) -
Defense 1 (3%) - 1 (1%) -
Digital Media 1 (3%) - 1 (1%) -
E-Commerce - - 1 (1%) -
Education 1 (3%) - 1 (1%) -
Electronics 1 (3%) - 1 (1%) -
Energy Services and Equipment - - 1 (1%) -
Environmental - - 1 (1%) -
Financial Services - - 1 (1%) -
Information Services - - 1 (1%) -
Infrastructure - - 1 (1%) -
Internet Software and Services - - 1 (1%) -
Life Science 1 (3%) - 1 (1%) -
Media 1 (3%) - 1 (1%) -
Packaging 1 (3%) - 1 (1%) -
Plastics - - 1 (1%) -
Publishing 1 (3%) - 1 (1%) -
Safety/Security - - 1 (1%) -
Software - - 1 (1%) -
Staffing - - 1 (1%) -
Test/Measurement Equipment 1 (3%) - 1 (1%) -
Transportation - - 1 (1%) -
Total 30 - 98 $479M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 30 (100%) - 97 (99%) 479M (100%)
  Florida 6 (20%) - 14 (14%) -
  California 1 (3%) - 10 (10%) 479M (100%)
  North Carolina 2 (7%) - 8 (8%) -
  Tennessee 3 (10%) - 7 (7%) -
  Georgia 3 (10%) - 7 (7%) -
  Texas 3 (10%) - 6 (6%) -
  Illinois 2 (7%) - 4 (4%) -
  Connecticut 2 (7%) - 4 (4%) -
  South Carolina - - 4 (4%) -
  New York 1 (3%) - 3 (3%) -
  Nevada 1 (3%) - 3 (3%) -
  Indiana - - 3 (3%) -
  Massachusetts 2 (7%) - 2 (2%) -
  Washington 1 (3%) - 2 (2%) -
  Virginia - - 2 (2%) -
  Ohio - - 2 (2%) -
  Missouri - - 2 (2%) -
  Louisiana - - 2 (2%) -
  Colorado - - 2 (2%) -
  Utah 1 (3%) - 1 (1%) -
  Kentucky 1 (3%) - 1 (1%) -
  Iowa 1 (3%) - 1 (1%) -
  Wisconsin - - 1 (1%) -
  South Dakota - - 1 (1%) -
  New Jersey - - 1 (1%) -
  Mississippi - - 1 (1%) -
  Minnesota - - 1 (1%) -
  Michigan - - 1 (1%) -
  Kansas - - 1 (1%) -
United Kingdom - - 1 (1%) -
Domestic 30 (100%) - 97 (99%) 479M (100%)
Cross-border - - 1 (1%) -
Total 30 - 98 $479M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 11 (37%) - 41 (42%) 9M (2%)
Growth Capital 13 (43%) - 28 (29%) -
Recapitalization 4 (13%) - 12 (12%) -
Secondary Buyout 2 (7%) - 9 (9%) -
Stake Purchase - - 3 (3%) -
Venture - - 3 (3%) -
Going Private - - 1 (1%) 470M (98%)
Divestiture - - 1 (1%) -
Total 30 - 98 $479M

Exits by Deal Type

Type Total # Value
Secondary Sale 22 (42%) -
Trade Sale 15 (28%) 140M (22%)
Unknown 5 (9%) -
Trade Sale - Public Company 3 (6%) 488M (78%)
Bankruptcy 3 (6%) -
IPO 2 (4%) -
Recapitalization 2 (4%) -
Merger 1 (2%) -
Total 53 $628M

Top M&A Advisors

Legal Deals
K&L Gates
 1

Deal Values

buy # Total
$100M to $1B 1 $470M
< $100M 1 $9M
TOTAL $479M
Largest California Pizza Kitchen, Inc.
$470M (2011-05-25)
sell # Total
$100M to $1B 2 $540M
< $100M 1 $88M
TOTAL $628M
Largest Xirgo Technologies LLC
$400M (2021-02-12)

M&A Connections

Deals
Acquired from
Investor(s)
9%
9 (9%)
Strategic(s)
1%
1 (1%)
Exited to
Investor(s)
43%
23 (43%)
Strategic(s)
34%
18 (34%)

Investor Summary

Investor Type

Asset Manager

Size

Large

PE Assets

2.2B USD

Established

1998

Specialist/Generalist

Generalist

Leadership

Joseph Alala, III

Founder, Chairman & CEO

Stephen Arnall

President & Chief Operating Officer

John (“Jack”) McGlinn

Senior Managing Director

Kevin Koonts

CFO

Adam Richeson

Managing Director

FAQ

When was Capitala Group founded?

Capitala Group was founded in 1998.

What type of investor is Capitala Group?

Capitala Group is an asset manager.

Where is Capitala Group headquartered?

Capitala Group is headquartered in Charlotte, North Carolina.

How much capital does Capitala Group have under management?

Capitala Group has 2.2B USD under management.

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