Freestone Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Freestone Partners has acquired 1 company.

Freestone Partners’ most common sectors for investment areconstruction (13%) and distribution (13%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and secondary buyout (25%). In total, Freestone Partners has invested in 2 US states.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity8
    • M&A Sell Activity3
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7
  • M&A Advisors 1

Freestone Partners

550 Post Oak Boulevard, Suite 470,
Houston, Texas 77027
United States
(713) 533-1888
www.freestonepartners.com
freestone@freestonepartners.com

Freestone Partners is a private equity firm that targets growth-oriented companies operating in basic industries. Sectors of interest include manufacturing, distribution, and commercial/industrial services. Freestone prefers platform investments located in the southwestern and southeastern areas of the US. Prospective companies are generally profitable with proven management and generate $10 to $50 million in annual sales. The Firm's target investment size is Freestone $3 to $8 million per transaction. Freestone Partners is based in Houston, Texas.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Distribution, Electrical Equipment, Furniture, Machinery, Manufacturing, Metals/Mining

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 2 7
Investment Size 3 8
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 6 1 - 1 - - 8
Sell (0.0/yr) # 3 - - - - - 3
  11

Most Recent M&A

Company Date Value Type
Formwork Services & Supply L.P. 2022-04-07 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.formworkservices.com
Warfab Industries, Inc. 2020-12-21 - Buyout (LBO, MBO, MBI)
Hallsville, Texas · www.warfabllc.com
Palmer Tool LLC 2014-12-09 - Growth Capital
Camden, Tennessee · www.palmertool.com
Service Refrigeration Co. 2014-05-19 - Trade Sale
Humble, Texas · www.servref.com
BodyBilt LLC 2013-09-30 - Secondary Buyout
Navasota, Texas · www.bodybilt.com
Cyclone Steel Services, Inc. 2012-11-30 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.cyclonesteel.com
Sunbelt Steel Texas LLC 2012-10-03 - Trade Sale
Houston, Texas · www.sunbeltsteel.com
Sweet Leaf Tea Co. 2011-06-07 - Trade Sale
Austin, Texas · www.sweetleaftea.com
Service Refrigeration Co. 2009-08-24 - Growth Capital
Humble, Texas · www.servref.com
P.A., Inc. 2007-10-05 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.painc.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Beverages - - 1 (13%) -
Business Services 1 (17%) - 1 (13%) -
Construction 1 (17%) - 1 (13%) -
Distribution 1 (17%) - 1 (13%) -
Electrical Equipment - - 1 (13%) -
Furniture 1 (17%) - 1 (13%) -
Manufacturing 1 (17%) - 1 (13%) -
Metals/Mining 1 (17%) - 1 (13%) -
Total 6 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 8 (100%) -
  Texas 5 (83%) - 7 (88%) -
  Tennessee 1 (17%) - 1 (13%) -
Total 6 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (67%) - 4 (50%) -
Growth Capital 1 (17%) - 2 (25%) -
Secondary Buyout 1 (17%) - 2 (25%) -
Total 6 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (67%) -
Trade Sale 1 (33%) -
Total 3 -

Top M&A Advisors

Financial Deals
Quarton Partners LLC
1

M&A Connections

Deals
Acquired from
Investor(s)
25%
2 (25%)
Exited to
Strategic(s)
100%
3 (100%)

FAQ

When was Freestone Partners founded?

Freestone Partners was founded in 2001.

What type of investor is Freestone Partners?

Freestone Partners is a private equity firm.

Where is Freestone Partners headquartered?

Freestone Partners is headquartered in Houston, Texas.

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