Charterhouse Strategic Partners Mergers and Acquisitions Summary

Profile

Charterhouse Strategic Partners’ most common sectors for investment arecommunications (17%) and environmental (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (62%) and recapitalization (12%). In total, Charterhouse Strategic Partners has invested in 11 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired LogistiCare Solutions for $155M.

The Firm’s most common exit type is trade sale (50%). Charterhouse Strategic Partners’ largest (disclosed) exit occurred in 2012 when it sold Cebridge Connections Holdings for $6.6B.

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M&A Summary

  • M&A Total Activity34
    • M&A Buy Activity18
    • M&A Sell Activity16
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 21
  • M&A Advisors 3

Charterhouse Strategic Partners

92 River Road,
Summit, New Jersey 07901
United States
(212) 584-3200
www.charterhousestrategicpartners.com

Charterhouse Strategic Partners is a private equity firm that targets investments in middle market companies located throughout North America. Charterhouse typically pursues companies valued between $25 and $150 million, however the firm will also consider new platform companies valued less than $50 million if there is the possibility for rapid expansion (organic or through acquisitions). Target companies generally possess highly motivated management with a proven track record, scalable business models, sustainable competitive advantages (brand recognition/proprietary products), and a leading position in a growing market. Broad sectors of interest include business services, healthcare services, consumer products, and consumer services. Charterhouse was founded in 1973 and is based in Summit, New Jersey.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Communications, Consumer Products, Distribution, Education, Environmental, Food, Healthcare Services, Information Technology, Media, Retail, Staffing, Technology Hardware, Transportation, Utilities

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 25 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 18 - - - - - 18
vol $185M $185M
Sell (0.0/yr) # 16 - - - - - 16
vol $12.5B $12.5B
  34

Most Recent M&A

Company Date Value Type
Upstream Rehabilitation, Inc. 2015-12-15 - Secondary Sale
Birmingham, Alabama · www.urpt.com
Rudi's Organic Bakery 2014-04-28 61M USD Trade Sale
Boulder, Colorado · www.rudisbakery.com
Charter Baking Co., Inc. 2014-04-28 - Trade Sale
Boulder, Colorado · www.charterbaking.com
Cebridge Connections Holdings LLC 2012-07-19 6.6B USD Secondary Sale
St. Louis, Missouri · www.suddenlink.com
MXenergy, Inc. 2011-05-12 - Trade Sale
Stamford, Connecticut · www.mxenergy.com
The Camelot Schools LLC 2011-03-07 - Secondary Sale
East Dripping Springs, Texas · www.thecamelotschools.com
RiverRoad Waste Solutions, Inc. 2011-01-24 - Buyout (LBO, MBO, MBI)
Red Bank, New Jersey · www.riverroadwaste.com
NewPath Networks, Inc. 2010-09-08 115M USD Trade Sale
Seattle, Washington · www.newpathnetworks.net
Chamberlin, Edmonds & Associates, Inc. 2010-09-08 260M USD Trade Sale
Atlanta, Georgia · www.chamberlinedmonds.com
Amerifit Brands, Inc. 2010-01-21 200M USD Trade Sale
Cromwell, Connecticut · www.amerifit.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Communications - - 3 (17%) -
Healthcare Services - - 2 (11%) 155M (84%)
Environmental 1 (50%) - 2 (11%) 30M (16%)
Business Services - - 2 (11%) -
Transportation 1 (50%) - 2 (11%) -
Consumer Products - - 1 (6%) -
Education - - 1 (6%) -
Energy Services and Equipment - - 1 (6%) -
Food - - 1 (6%) -
Software - - 1 (6%) -
Staffing - - 1 (6%) -
Utilities - - 1 (6%) -
Total 2 - 18 $185M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 17 (94%) 185M (100%)
  Connecticut - - 3 (17%) 30M (16%)
  New Jersey 1 (50%) - 2 (11%) -
  Georgia - - 2 (11%) 155M (84%)
  Michigan - - 2 (11%) -
  Florida - - 2 (11%) -
  Indiana 1 (50%) - 1 (6%) -
  Washington - - 1 (6%) -
  Texas - - 1 (6%) -
  Missouri - - 1 (6%) -
  Colorado - - 1 (6%) -
  Alabama - - 1 (6%) -
France - - 1 (6%) -
Domestic 2 (100%) - 17 (94%) 185M (100%)
Cross-border - - 1 (6%) -
Total 2 - 18 $185M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (100%) - 11 (61%) 30M (16%)
Recapitalization - - 2 (11%) 155M (84%)
Secondary Buyout - - 2 (11%) -
Divestiture - - 1 (6%) -
Stake Purchase - - 1 (6%) -
Venture - - 1 (6%) -
Total 2 - 18 $185M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 8 (50%) 1.9B (15%)
Secondary Sale 7 (44%) 10.6B (85%)
IPO 1 (6%) -
Total 16 $12.5B

Top M&A Advisors

Financial Deals
BMO Capital Markets
 1
Legal Deals
Proskauer Rose LLP
 1
Fried Frank Harris Shriver & Jacobson
 1

Deal Values

buy # Total
$100M to $1B 1 $155M
< $100M 1 $30M
TOTAL $185M
Largest LogistiCare Solutions LLC
$155M (2004-05-01)
sell # Total
> $1B 3 $11.0B
$100M to $1B 5 $1.5B
< $100M 1 $61M
TOTAL $12.5B
Largest Cebridge Connections Holdings LLC
$6.6B (2012-07-19)

M&A Connections

Deals
Acquired from
Investor(s)
11%
2 (11%)
Exited to
Investor(s)
38%
6 (38%)
Strategic(s)
56%
9 (56%)

Investor Summary

Size

Middle-Market

Established

1973

Specialist/Generalist

Generalist

FAQ

When was Charterhouse Strategic Partners founded?

Charterhouse Strategic Partners was founded in 1973.

Where is Charterhouse Strategic Partners headquartered?

Charterhouse Strategic Partners is headquartered in Summit, New Jersey.

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