FS Investments Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, FS Investments has acquired 1 company.

FS Investments’ most common sectors for investment arerestaurants (34%) and automotive (34%) . The Firm’s most common investment types include secondary buyout (67%) and buyout (lbo, mbo, mbi) (34%). In total, FS Investments has invested in 3 US states.

In the last 3 years, FS Investments has exited 1 company. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity3
    • M&A Sell Activity2
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 2

FS Investments

201 Rouse Boulevard ,
Philadelphia, Pennsylvania 19112
United States
(877) 628-8575
www.fsinvestments.com

FS Investments is an asset management firm that provides a variety of investment vehicles for retail investors and institutions. FS Investment generally looks to provide senior secured loans, second lien loans and mezzanine financing for private US companies. FS Investments was formerly known as Franklin Square Capital Partners. FS Investments was formed in 2007 and is based in Philadelphia, Pennsylvania.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Distribution, Financial Services, Machinery, Manufacturing, Real Estate, Restaurants

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 2 - 1 - - - 3
Sell (0.4/yr) # - 1 - - - 1 2
  5

Most Recent M&A

Company Date Value Type
Harvey Building Products 2024-03-20 - Trade Sale
Waltham, Massachusetts · www.harveywindows.com
Cajun Operating Co. 2021-08-02 - Secondary Buyout
Atlanta, Georgia · www.churchs.com
Dent Wizard International Corp. 2020-01-06 - Trade Sale
Bridgeton, Missouri · www.dentwizard.com
Harvey Building Products 2015-10-05 - Buyout (LBO, MBO, MBI)
Waltham, Massachusetts · www.harveywindows.com
Dent Wizard International Corp. 2015-04-14 - Secondary Buyout
Bridgeton, Missouri · www.dentwizard.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Automotive - - 1 (33%) -
Building Materials - - 1 (33%) -
Restaurants 1 (100%) - 1 (33%) -
Total 1 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 3 (100%) -
  Georgia 1 (100%) - 1 (33%) -
  Missouri - - 1 (33%) -
  Massachusetts - - 1 (33%) -
Total 1 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 1 (100%) - 2 (67%) -
Buyout (LBO, MBO, MBI) - - 1 (33%) -
Total 1 - 3 -

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
Moelis & Co.
 1
Legal Deals
Orrick
 1

M&A Connections

Deals
Acquired from
Investor(s)
67%
2 (67%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

19.2B USD

Established

2007

Specialist/Generalist

Generalist

Leadership

Michael Forman

Chairman & CEO

Mike Gerber

Chief Corporate Affairs Officer

Marc Bryant

Chief Legal Officer

Kirsten Pickens

Co-Head of U.S. Distribution

Ryan Robertson

Co-Head of U.S. Distribution

FAQ

When was FS Investments founded?

FS Investments was founded in 2007.

What type of investor is FS Investments?

FS Investments is an asset manager.

Where is FS Investments headquartered?

FS Investments is headquartered in Philadelphia, Pennsylvania.

How much capital does FS Investments have under management?

FS Investments has 19.2B USD under management.

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