Carpenter & Company Mergers and Acquisitions Summary

Private Equity Firm Profile

Carpenter & Company’s most common sector for investment isfinancial services (100%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Carpenter & Company has invested in 1 US state.

The Firm’s most common exit type is trade sale (100%). Carpenter & Company’s largest (disclosed) exit occurred in 2014 when it sold Mission Community Bancorp. for $56M.

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M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity3
    • M&A Sell Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Carpenter & Company

Carpenter & Company

23 Corporate Plaza Drive, Suite 150,
Newport Beach, California 92660
United States
(949) 261-8888
www.carpentercompany.com
carpenter@carpentercompany.com

Carpenter and Company is a private equity and financial advisory firm focused on the banking industry. Carpenter's private equity practice looks to make recapitalization and growth equity investments in banks with assets up to $5 billion. The Firm targets banks with strong management, well defined market strategies, and strong funding drawn from target markets. Carpenter was established in 1974 and is based in Irvine, California.


Investment Criteria

Sectors of Interest: Financial Services

Target Transaction Types: Growth Capital, Recapitalization

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # 2 - - - - - 2
vol $56M $56M
  5

Most Recent M&A

Company Date Value Type
Bank of Manhattan 2015-06-30 - Trade Sale
El Segundo, California · www.bankofmanhattan.com
Mission Community Bancorp. 2014-02-28 56M USD Trade Sale
San Luis Obispo, California · www.missioncommunitybank.com
Pacific Mercantile Bank 2012-04-01 - Buyout (LBO, MBO, MBI)
Costa Mesa, California · www.pmbank.com
Bank of Manhattan 2008-12-01 - Buyout (LBO, MBO, MBI)
El Segundo, California · www.bankofmanhattan.com
Mission Community Bancorp. 2008-03-01 - Buyout (LBO, MBO, MBI)
San Luis Obispo, California · www.missioncommunitybank.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services - - 3 (100%) -
Total - - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 3 (100%) -
  California - - 3 (100%) -
Total - - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 3 (100%) -
Total - - 3 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (50%) 56M (100%)
Trade Sale 1 (50%) -
Total 2 $56M

Deal Values

sell # Total
< $100M 1 $56M
TOTAL $56M
Largest Mission Community Bancorp.
$56M (2014-02-28)

M&A Connections

Deals
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

280M USD

Established

1974

Specialist/Generalist

Specialist

Leadership

Edward Carpenter

Co-Founder, Chairman & CEO

Dean Kimbrell

MIS Director

John Flemming

President

James Jones

Executive Vice President

Maryam Hamzeh

Executive Vice President

FAQ

When was Carpenter & Company founded?

Carpenter & Company was founded in 1974.

What type of investor is Carpenter & Company?

Carpenter & Company is a private equity firm.

Where is Carpenter & Company headquartered?

Carpenter & Company is headquartered in Newport Beach, California.

How much capital does Carpenter & Company have under management?

Carpenter & Company has 280M USD under management.

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