Castle Harlan Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Castle Harlan has acquired 1 company. It has also invested in 1 other.

Castle Harlan’s most common sectors for investment arerestaurants (17%) and energy services and equipment (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and secondary buyout (36%). In total, Castle Harlan has invested in 21 US states and 10 different countries. Its largest (disclosed) acquisition occurred in 2012 when it acquired Shelf Drilling for $1.1B.

In the last 3 years, Castle Harlan has exited 1 company. The Firm’s most common exit type is trade sale (45%). Castle Harlan’s largest (disclosed) exit occurred in 2021 when it sold Tensar International Corp for $550M.

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M&A Summary

  • M&A Total Activity86
    • M&A Buy Activity48
    • M&A Sell Activity38
  • Total Sectors Invested 29
  • Total Countries Invested 10
  • M&A Buy/Sell Connections 36
  • M&A Advisors 7

Castle Harlan

150 East 58th Street,
New York, New York 10155
United States
(212) 644-8600
www.castleharlan.com
info@castleharlan.com

Castle Harlan is a large private equity firm that targets private company investments in the US and Australia. Castle Harlan targets businesses in a wide range of industries that include, packaging, industrial services, manufacturing, restaurants, business services, distribution, publishing, and transportation. Castle Harlan can provide both equity and mezzanine capital. The Firm is affiliated with Australian private equity firm CHAMP Private Equity, and together formed CHAMP - Castle Harlan Australian Mezzanine Partners. Castle Harlan was formed in 1987 and is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Distribution, Electrical Equipment, Energy Services and Equipment, Engineering, Financial Services, Food, Furniture, Infrastructure, Machinery, Manufacturing, Media, Metals/Mining, Packaging, Plastics, Publishing, Restaurants, Retail, Safety/Security, Transportation

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

Geographic Preferences: East US, Midwest US, South US, West US, Australia/New Zealand

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 (0.4/yr) # 46 - - - 1 1 48
vol $6.0B $6.0B
Sell (0.4/yr) # 36 1 1 - - - 38
vol $4.8B $550M $5.4B
  86

Most Recent M&A

Company Date Value Type
Alumni Classroom Furniture, Inc. 2024-09-24 - Secondary Buyout
Waterloo, Ontario · www.alumnicf.com
Baja Aqua Farms S.A. de C.V. 2023-11-29 - Growth Capital
Ensenada, Mexico · bajaaquafarms.com
Tensar International Corp 2021-12-07 550M USD Trade Sale
Alpharetta, Georgia · www.tensarcorp.com
Colyar Technology Solutions 2020-09-29 - Merger
Phoenix, Arizona · www.ccglink.com
Colyar Technology Solutions 2019-10-16 - Divestiture
Phoenix, Arizona · www.ccglink.com
Gold Star Foods, Inc. 2019-10-03 - Merger
Ontario, California · www.goldstarfoods.com
Sunless, Inc. 2019-08-13 - Secondary Buyout
Macedonia, Ohio · www.sunlessinc.com
Shelf Drilling Ltd. 2018-06-25 - IPO
Dubai, United Arab Emirates · www.shelfdrilling.com
Titan Production Equipment 2018-04-17 - Divestiture
The Woodlands, Texas · www.titanpeq.com
Baker & Taylor Corp. 2016-04-18 - Trade Sale
Charlotte, North Carolina · www.baker-taylor.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Restaurants 1 (20%) 340M (100%) 8 (17%) 663M (11%)
Energy Services and Equipment 1 (20%) - 3 (6%) 250M (4%)
Manufacturing 1 (20%) - 3 (6%) 170M (3%)
Transportation - - 2 (4%) 885M (15%)
Plastics - - 2 (4%) 451M (7%)
Automotive - - 2 (4%) 420M (7%)
Metals/Mining - - 2 (4%) 370M (6%)
Business Services - - 2 (4%) 130M (2%)
Chemicals - - 2 (4%) -
Communications - - 2 (4%) -
Furniture 1 (20%) - 2 (4%) -
Oil/Gas Exploration - - 1 (2%) 1.1B (17%)
Retail - - 1 (2%) 455M (8%)
Engineering - - 1 (2%) 400M (7%)
Building Materials - - 1 (2%) 380M (6%)
Packaging - - 1 (2%) 200M (3%)
Airlines - - 1 (2%) 75M (1%)
Distribution - - 1 (2%) 68M (1%)
Beverages - - 1 (2%) 64M (1%)
Aerospace - - 1 (2%) -
Agriculture 1 (20%) - 1 (2%) -
Consumer Services - - 1 (2%) -
Electrical Equipment - - 1 (2%) -
Financial Services - - 1 (2%) -
Food - - 1 (2%) -
Machinery - - 1 (2%) -
Publishing - - 1 (2%) -
Safety/Security - - 1 (2%) -
Software - - 1 (2%) -
Total 5 $340M 48 $6.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (40%) - 36 (75%) 3.8B (63%)
  Texas 1 (20%) - 7 (15%) 290M (5%)
  Illinois - - 3 (6%) 430M (7%)
  California - - 3 (6%) 150M (2%)
  Ohio 1 (20%) - 2 (4%) -
  North Carolina - - 2 (4%) 1.1B (18%)
  Georgia - - 2 (4%) 400M (7%)
  Pennsylvania - - 2 (4%) 380M (6%)
  Arizona - - 2 (4%) -
  Michigan - - 1 (2%) 260M (4%)
  Oklahoma - - 1 (2%) 250M (4%)
  Missouri - - 1 (2%) 200M (3%)
  Oregon - - 1 (2%) 123M (2%)
  Kansas - - 1 (2%) 110M (2%)
  Florida - - 1 (2%) 68M (1%)
  New Jersey - - 1 (2%) 50M (1%)
  Connecticut - - 1 (2%) -
  Utah - - 1 (2%) -
  Tennessee - - 1 (2%) -
  New York - - 1 (2%) -
  Minnesota - - 1 (2%) -
  Massachusetts - - 1 (2%) -
Canada 1 (20%) - 2 (4%) -
  Ontario 1 (20%) - 1 (2%) -
France - - 2 (4%) 75M (1%)
Australia - - 2 (4%) 64M (1%)
Puerto Rico 1 (20%) 340M (100%) 1 (2%) 340M (6%)
Mexico 1 (20%) - 1 (2%) -
United Arab Emirates - - 1 (2%) 1.1B (17%)
United Kingdom - - 1 (2%) 451M (7%)
Netherlands Antilles - - 1 (2%) 235M (4%)
Netherlands - - 1 (2%) -
  Missouri - - 1 (2%) -
Domestic 2 (40%) - 36 (75%) 3.8B (63%)
Cross-border 3 (60%) 340M (100%) 12 (25%) 2.2B (37%)
Total 5 $340M 48 $6.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 3 (60%) 340M (100%) 17 (35%) 3.2B (56%)
Buyout (LBO, MBO, MBI) - - 17 (35%) 414M (7%)
Divestiture 1 (20%) - 7 (15%) 1.9B (34%)
Stake Purchase - - 4 (8%) -
Recapitalization - - 1 (2%) 200M (3%)
Growth Capital 1 (20%) - 1 (2%) -
PIPE - - 1 (2%) -
Total 5 $340M 48 $5.8B

Exits by Deal Type

Type Total # Value
Trade Sale 12 (32%) 1.6B (29%)
Secondary Sale 10 (26%) 1.2B (22%)
Trade Sale - Public Company 7 (18%) 2.6B (49%)
IPO 5 (13%) -
Merger 3 (8%) -
Bankruptcy 1 (3%) -
Total 38 $5.4B

Top M&A Advisors

Financial Deals
Stifel, Nicolaus & Co., Inc.
 1
Robert W. Baird & Co., Inc.
 1
The Valence Group
 1
Legal Deals
Skadden, Arps, Slate, Meagher & Flom
 1
Ashurst
 1
Schulte Roth & Zabel
 1

Deal Values

buy # Total
> $1B 1 $1.1B
$100M to $1B 17 $4.7B
< $100M 4 $257M
TOTAL $6.0B
Largest Shelf Drilling Ltd.
$1.1B (2012-11-30)
sell # Total
$100M to $1B 18 $5.3B
< $100M 1 $52M
TOTAL $5.4B
Largest Tensar International Corp
$550M (2021-12-07)

M&A Connections

Deals
Acquired from
Investor(s)
31%
15 (31%)
Strategic(s)
15%
7 (15%)
Exited to
Investor(s)
24%
9 (24%)
Strategic(s)
50%
19 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

6.0B USD

Established

1987

Specialist/Generalist

Generalist

Leadership

John Castle

Chairman & CEO

Eric Schwartz

Managing Director

Patrick Zyla

Managing Director

Marcel Fournier

Senior Managing Director

David Pittaway

Vice Chairman, Senior Managing Director & CCO

FAQ

When was Castle Harlan founded?

Castle Harlan was founded in 1987.

What type of investor is Castle Harlan?

Castle Harlan is a private equity firm.

Where is Castle Harlan headquartered?

Castle Harlan is headquartered in New York, New York.

How much capital does Castle Harlan have under management?

Castle Harlan has 6.0B USD under management.

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