CNL Strategic Capital Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, CNL Strategic Capital Management has acquired 6 companies. It has also invested in 1 other.

CNL Strategic Capital Management’s most common sectors for investment arebusiness services (36%) and consumer products (15%) . The Firm’s most common investment types include secondary buyout (58%) and buyout (lbo, mbo, mbi) (29%). In total, CNL Strategic Capital Management has invested in 13 US states.

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity14
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

CNL Strategic Capital Management

CNL Strategic Capital Management LLC

450 S. Orange Ave.,
Orlando, Florida 32801
United States
(866) 650-0650
www.cnlstrategiccapital.com

CNL Strategic Capital Management is an investment group that looks to acquire interests in private US-based companies with clear opportunities for growth where it can pass consistent, monthly cash flows to its investor partners. The Firm generally looks to partner with management when pursuing opportunities and targets companies with durable brands, high margins, and insulated products/services. CNL Strategic Capital Management is based in Orlando, Florida.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Insurance, Machinery, Manufacturing, Medical Products

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

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

Transaction Criteria Min Max
Target Revenue 15 250
Target EBITDA - -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.0/yr) # 4 3 3 1 2 1 14
Sell (0.0/yr) # - - - - - - 0
  14

Most Recent M&A

Company Date Value Type
Madison Retirement Holdings TopCo LLC 2024-07-18 - Growth Capital
Appleton, Wisconsin
Sill Public Adjusters 2023-10-24 - Buyout (LBO, MBO, MBI)
Cleveland, Ohio · www.sill.com
Tactical Medical Solutions, Inc. 2023-03-27 - Secondary Buyout
Anderson, South Carolina · www.tacmedsolutions.com
Vektek LLC 2022-05-10 - Secondary Buyout
Emporia, Kansas · www.vektek.com
Clarion Safety Systems LLC 2021-12-09 - Secondary Buyout
Milford, Pennsylvania · www.clarionsafety.com
Douglas Machines Corp. 2021-10-07 - Secondary Buyout
Clearwater, Florida · www.dougmac.com
ATA National Title Group LLC 2021-04-05 - Buyout (LBO, MBO, MBI)
Farmington Hills, Michigan · www.atatitle.com
Healthcare Safety Holdings 2020-07-17 - Buyout (LBO, MBO, MBI)
Excelsior, Minnesota
Blue Ridge ESOP Associates, Inc. 2020-03-26 - Growth Capital
Charlottesville, Virginia · www.blueridgeesop.com
Resolution Economics LLC 2020-01-06 - Secondary Buyout
Los Angeles, California · www.resecon.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Auriemma Consulting Group, Inc. 2019-08-01 Edgar, Dunn & Co. 2021-04-12 2
New York, New York · www.roundtables.us San Francisco, California · www.edgardunn.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 5 (36%) - 5 (36%) -
Consumer Products 2 (14%) - 2 (14%) -
Insurance 2 (14%) - 2 (14%) -
Machinery 2 (14%) - 2 (14%) -
Franchising 1 (7%) - 1 (7%) -
Manufacturing 1 (7%) - 1 (7%) -
Medical Products 1 (7%) - 1 (7%) -
Total 14 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) - 14 (100%) -
  Illinois 2 (14%) - 2 (14%) -
  Florida 1 (7%) - 1 (7%) -
  California 1 (7%) - 1 (7%) -
  Wisconsin 1 (7%) - 1 (7%) -
  Virginia 1 (7%) - 1 (7%) -
  South Carolina 1 (7%) - 1 (7%) -
  Pennsylvania 1 (7%) - 1 (7%) -
  Ohio 1 (7%) - 1 (7%) -
  New York 1 (7%) - 1 (7%) -
  New Jersey 1 (7%) - 1 (7%) -
  Minnesota 1 (7%) - 1 (7%) -
  Michigan 1 (7%) - 1 (7%) -
  Kansas 1 (7%) - 1 (7%) -
Total 14 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 8 (57%) - 8 (57%) -
Buyout (LBO, MBO, MBI) 4 (29%) - 4 (29%) -
Growth Capital 2 (14%) - 2 (14%) -
Total 14 - 14 -

M&A Connections

Deals
Acquired from
Investor(s)
57%
8 (57%)

Investor Summary

Investor Type

Asset Manager

Size

Large

Specialist/Generalist

Generalist

Leadership

Chirag Bhavsar

CEO

Tammy Tipton

CFO

Paul Drury

Senior Managing Director

Safak Subasi

Senior Vice President

FAQ

What type of investor is CNL Strategic Capital Management?

CNL Strategic Capital Management is an asset manager.

Where is CNL Strategic Capital Management headquartered?

CNL Strategic Capital Management is headquartered in Orlando, Florida.

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