Concentric Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Concentric Equity Partners has acquired 6 companies. It has also invested in 5 others.

Concentric Equity Partners’ most common sectors for investment arebusiness services (24%) and environmental (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and growth capital (22%). In total, Concentric Equity Partners has invested in 19 US states and 3 different countries.

In the last 3 years, Concentric Equity Partners has exited 4 companies. The Firm’s most common exit type is trade sale (34%). Concentric Equity Partners’ largest (disclosed) exit occurred in 2014 when it sold Cole Taylor Bank for $640M.

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M&A Summary

  • M&A Total Activity60
    • M&A Buy Activity42
    • M&A Sell Activity18
  • Total Sectors Invested 21
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 25
  • M&A Advisors 2

Concentric Equity Partners

50 East Washington Street, Suite 400,
Chicago, Illinois 60602
United States
(312) 494-4513
www.fic-cep.com

Concentric Equity Partners is a private equity firm that invests in profitable, growth-oriented middle-market companies. Concentric typically invests $10 to $30 million of capital per transaction, however, the Firm's historical investment range is $5 to $100 million. Areas of interest include business services, consumer services, financial services, and healthcare. Prospective transaction situations include management led buyouts, leveraged buyouts, and growth equity investments. Concentric will consider both majority and minority situations. Concentric is the direct investment arm of asset management firm, Financial Investments Corporation. Concentric Equity Partners was established in 2002 and is based in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Distribution, Education, Energy Services and Equipment, Environmental, Financial Services, Food, Healthcare Services, Information Technology, Infrastructure, Internet Software and Services, Oil/Gas Exploration, Safety/Security, Software, Staffing, Transportation, Utilities

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.6/yr) # 29 2 4 5 2 - 42
Sell (1.4/yr) # 11 3 2 1 1 - 18
vol $640M $640M
  60

Most Recent M&A

Company Date Value Type
Infusion Marketing Group 2023-11-30 - Growth Capital
Memphis, Tennessee · www.infusionmarketinggroup.com
The Boat House Group 2023-06-29 - Buyout (LBO, MBO, MBI)
Elkhorn, Wisconsin · www.boathouseh2o.com
Coastal Waste & Recycling, Inc. 2023-06-20 - Recapitalization
Boca Raton, Florida · www.coastalwasteinc.com
Frontier Waste Solutions 2022-11-29 - Secondary Buyout
Dallas, Texas · www.frontierwaste.com
Aruza Pest Control Holdings 2022-11-07 - Recapitalization
Charlotte, North Carolina · www.aruzapest.com
Nirvana Solutions, Inc. 2022-07-15 - Stake Purchase
New York, New York · www.nirvanasolutions.com
Online Tech Stores LLC 2022-06-13 - Trade Sale
Reno, Nevada · www.supplieswholesalers.com
Leap Service Partners LLC 2022-03-24 - Consolidation
Nashville, Tennessee · www.theleappartners.com
RapidFire Safety & Security LLC 2022-01-01 - Growth Capital
St Louis, Missouri · www.rapidfiress.com
Airway Services, Inc. 2021-10-05 - Trade Sale
San Angelo, Texas · www.airwayservicesinc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
NSC Technologies 2016-11-11 Shipyard Staffing LLC 2023-12-06 6
Atlanta, Georgia · www.nsc-tech.com Norfolk, Virginia · www.shipyardstaffing.com
Aruza Pest Control Holdings 2022-11-07 Anthem Pest Control - Texas and South Carolina Operations 2023-10-24 2
Charlotte, North Carolina · www.aruzapest.com Greenville, South Carolina

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (19%) - 10 (24%) -
Environmental 1 (5%) - 3 (7%) -
Financial Services 1 (5%) - 3 (7%) -
Healthcare Services - - 3 (7%) -
Construction 2 (10%) - 2 (5%) -
Energy Services and Equipment 1 (5%) - 2 (5%) -
Food 1 (5%) - 2 (5%) -
Infrastructure - - 2 (5%) -
Internet Software and Services 1 (5%) - 2 (5%) -
Oil/Gas Exploration 1 (5%) - 2 (5%) -
Consumer Services 1 (5%) - 1 (2%) -
Distribution - - 1 (2%) -
Information Technology 1 (5%) - 1 (2%) -
Marketing 1 (5%) - 1 (2%) -
Plastics 1 (5%) - 1 (2%) -
Retail 1 (5%) - 1 (2%) -
Safety/Security 1 (5%) - 1 (2%) -
Software - - 1 (2%) -
Staffing 1 (5%) - 1 (2%) -
Transportation 1 (5%) - 1 (2%) -
Utilities 1 (5%) - 1 (2%) -
Total 21 - 42 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 19 (90%) - 40 (95%) -
  Florida 2 (10%) - 7 (17%) -
  Texas 3 (14%) - 6 (14%) -
  Colorado 1 (5%) - 5 (12%) -
  Illinois 2 (10%) - 4 (10%) -
  Tennessee 2 (10%) - 2 (5%) -
  Oregon 2 (10%) - 2 (5%) -
  Missouri 1 (5%) - 2 (5%) -
  Georgia 1 (5%) - 1 (2%) -
  District of Columbia 1 (5%) - 1 (2%) -
  Wisconsin 1 (5%) - 1 (2%) -
  North Carolina 1 (5%) - 1 (2%) -
  New York 1 (5%) - 1 (2%) -
  New Jersey 1 (5%) - 1 (2%) -
  Washington - - 1 (2%) -
  Nevada - - 1 (2%) -
  Michigan - - 1 (2%) -
  Louisiana - - 1 (2%) -
  Kentucky - - 1 (2%) -
  Indiana - - 1 (2%) -
Canada 1 (5%) - 1 (2%) -
  British Columbia 1 (5%) - 1 (2%) -
Singapore 1 (5%) - 1 (2%) -
Domestic 19 (90%) - 40 (95%) -
Cross-border 2 (10%) - 2 (5%) -
Total 21 - 42 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (33%) - 19 (45%) -
Growth Capital 5 (24%) - 9 (21%) -
Recapitalization 4 (19%) - 6 (14%) -
Divestiture - - 3 (7%) -
Secondary Buyout 2 (10%) - 2 (5%) -
Stake Purchase 2 (10%) - 2 (5%) -
Consolidation 1 (5%) - 1 (2%) -
Total 21 - 42 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (22%) -
Trade Sale 4 (22%) -
Merger 3 (17%) 640M (100%)
Bankruptcy 2 (11%) -
Trade Sale - Public Company 2 (11%) -
IPO 1 (6%) -
Recapitalization 1 (6%) -
Shut Down 1 (6%) -
Total 18 $640M

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1
Legal Deals
Winston & Strawn
 1

Deal Values

sell # Total
$100M to $1B 1 $640M
TOTAL $640M
Largest Cole Taylor Bank, Inc.
$640M (2014-10-30)

M&A Connections

Deals
Acquired from
Investor(s)
5%
2 (5%)
Strategic(s)
7%
3 (7%)
Exited to
Investor(s)
28%
5 (28%)
Strategic(s)
50%
9 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2002

Specialist/Generalist

Generalist

Leadership

Kenneth Hooten

Founder & Partner

Frank Reppenhagen

Partner

Ian Ross

Partner

Jennifer Steans

Partner

John Wood

Partner-Asia

FAQ

When was Concentric Equity Partners founded?

Concentric Equity Partners was founded in 2002.

What type of investor is Concentric Equity Partners?

Concentric Equity Partners is a private equity firm.

Where is Concentric Equity Partners headquartered?

Concentric Equity Partners is headquartered in Chicago, Illinois.

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