Foundation Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Foundation Investment Partners has acquired 3 companies.

Foundation Investment Partners’ most common sectors for investment aremanufacturing (25%) and distribution (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (63%) and recapitalization (25%). In total, Foundation Investment Partners has invested in 5 US states and 2 different countries.

In the last 3 years, Foundation Investment Partners has exited 2 companies. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity8
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Foundation Investment Partners

Foundation Investment Partners

7160 Chagrin Road,
Chagrin Falls, Ohio 44023
United States
(440) 903-1791
www.foundationpartners.net
info@foundationpartners.net

Foundation Investment Partners is a Midwest US-based private equity investor focused on acquiring niche manufacturers, value-added distributors, outsourced business service providers, and targeted software developers. Targeted acquisition characteristics include b2b orientation, defensible market positions, undermanaged, and limited focus on sales/marketing. The Firm seeks businesses profitable candidates with $1 to $6 million of EBITDA. Foundation Investment Partners was formed in 2009 and is based in Cleveland, Ohio.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Distribution, Electrical Equipment, Manufacturing, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 1 6
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 5 - - 1 - 2 8
Sell (0.4/yr) # - - 1 - - 1 2
  10

Most Recent M&A

Company Date Value Type
American Spool & Packaging, Inc. 2024-10-17 - Add-on Acquisition
Hartsville, South Carolina · www.amspak.com
Spartan Tool Supply 2024-03-11 - Buyout (LBO, MBO, MBI)
Columbus, Ohio · www.spartantoolcolumbus.com
Miljoco Corp. 2024-01-05 - Trade Sale
Mt Clemens, Michigan · www.miljoco.com
Weiss Instruments LLC 2022-03-17 - Buyout (LBO, MBO, MBI)
Holtsville, New York · www.weissinstruments.com
Discount Drainage Supplies 2021-03-23 - Trade Sale
Akron, Ohio · www.discountdrainage.com
W.A. Jones 2019-08-14 - Recapitalization
Columbia City, Indiana · www.wajonestruckequipment.com
Discount Drainage Supplies 2018-03-01 - Buyout (LBO, MBO, MBI)
Akron, Ohio · www.discountdrainage.com
WRWP LLC 2014-12-01 - Buyout (LBO, MBO, MBI)
Twinsburg, Ohio · www.wrwp.com
Acme Metal Cap, Inc. 2013-12-13 - Recapitalization
Secaucus, New Jersey · www.acmecomponents.com
Advanced Probing Systems, Inc. 2011-08-01 - Buyout (LBO, MBO, MBI)
Louisville, Colorado · www.advancedprobing.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Distribution 2 (33%) - 2 (25%) -
Manufacturing 2 (33%) - 2 (25%) -
Building Materials - - 1 (13%) -
Electrical Equipment 1 (17%) - 1 (13%) -
Packaging 1 (17%) - 1 (13%) -
Test/Measurement Equipment - - 1 (13%) -
Total 6 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (83%) - 7 (88%) -
  Ohio 2 (33%) - 3 (38%) -
  New Jersey 1 (17%) - 1 (13%) -
  Indiana 1 (17%) - 1 (13%) -
  Colorado 1 (17%) - 1 (13%) -
  New York - - 1 (13%) -
India 1 (17%) - 1 (13%) -
  South Carolina 1 (17%) - 1 (13%) -
Total 6 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (50%) - 5 (63%) -
Recapitalization 2 (33%) - 2 (25%) -
Add-on Acquisition 1 (17%) - 1 (13%) -
Total 6 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (100%) -
Total 2 -

M&A Connections

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

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2009

Specialist/Generalist

Generalist

Leadership

David Wood

Founder & Managing Member

Amy Forsythe

Principal

FAQ

When was Foundation Investment Partners founded?

Foundation Investment Partners was founded in 2009.

What type of investor is Foundation Investment Partners?

Foundation Investment Partners is a private equity firm.

Where is Foundation Investment Partners headquartered?

Foundation Investment Partners is headquartered in Chagrin Falls, Ohio.

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