Georgia Oak Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Georgia Oak Partners has acquired 2 companies. It has also invested in 2 others.

Georgia Oak Partners’ most common sectors for investment arefranchising (19%) and staffing (19%) . The Firm’s most common investment types include growth capital (55%) and buyout (lbo, mbo, mbi) (28%). In total, Georgia Oak Partners has invested in 4 US states.

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

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity11
    • M&A Sell Activity1
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Georgia Oak Partners

Georgia Oak Partners

75 14th St NE, Suite 2150,
Atlanta, Georgia 30309
United States
(404) 961-7201
www.georgiaoakpartners.com
info@georgiaoakpartners.com

Georgia Oak partners is a private equity firm focused on acquiring and investing in founder and family-owned companies throughout the Southeast US. Sectors of interest include home services, manufacturing, business services, transportation, and franchising. The Firm looks to be a value-added partner, assisting with strategy, operations, M&A, and other initiatives. Georgia Oak Partners is based in Atlanta, Georgia.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Franchising, Machinery, Manufacturing, Packaging, Restaurants, Software, Staffing, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Special Situations/Distressed

Geographic Preferences: East US, South US

Transaction Criteria Min Max
Target Revenue 15 150
Target EBITDA - 10
Investment Size 5 20
Enterprise Value - 50
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 7 - 1 2 1 - 11
Sell (0.0/yr) # 1 - - - - - 1
  12

Most Recent M&A

Company Date Value Type
Septic Blue, Inc. 2023-11-15 - Buyout (LBO, MBO, MBI)
Cumming, Georgia · www.septicblue.com
Artisan Custom Closets 2022-12-22 - Buyout (LBO, MBO, MBI)
Marietta, Georgia · www.artisancustomclosets.com
Emerald Transportation Solutions LLC 2022-12-06 - Stake Purchase
Fayetteville, Georgia · www.emeraldtransportationsolutions.com
Aditi Consulting 2021-02-16 - Growth Capital
Bellevue, Washington · www.aditiconsulting.com
Sailfish Boats 2017-01-01 - Buyout (LBO, MBO, MBI)
Cairo, Georgia · www.sailfishboats.com
Farm Burger LLC 2016-12-08 - Growth Capital
Asheville, North Carolina · www.farmburger.net
Excent Corp. 2016-09-06 - Trade Sale
Roswell, Georgia · www.excent.com
Excent Corp. 2015-07-01 - Growth Capital
Roswell, Georgia · www.excent.com
Prong, Inc. 2014-12-04 - Venture
New York, New York · www.prong.com
Spectrum Staffing 2014-07-09 - Growth Capital
Duluth, Georgia · www.teamspectrum.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Franchising 2 (22%) - 2 (18%) -
Staffing 2 (22%) - 2 (18%) -
Automotive 1 (11%) - 1 (9%) -
Business Services 1 (11%) - 1 (9%) -
Electronics - - 1 (9%) -
Environmental 1 (11%) - 1 (9%) -
Furniture 1 (11%) - 1 (9%) -
Marine 1 (11%) - 1 (9%) -
Software - - 1 (9%) -
Total 9 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 11 (100%) -
  Georgia 7 (78%) - 8 (73%) -
  Washington 1 (11%) - 1 (9%) -
  North Carolina 1 (11%) - 1 (9%) -
  New York - - 1 (9%) -
Total 9 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (56%) - 6 (55%) -
Buyout (LBO, MBO, MBI) 3 (33%) - 3 (27%) -
Stake Purchase 1 (11%) - 1 (9%) -
Venture - - 1 (9%) -
Total 9 - 11 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

M&A Connections

Deals
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2011

Specialist/Generalist

Generalist

Leadership

Michael Lonergan

Founder & Managing Partner

Dale Murphy

Managing Director

David Barr

Director

Lars Heck

Director

Stacy Sutton

Director Of Growth

FAQ

When was Georgia Oak Partners founded?

Georgia Oak Partners was founded in 2011.

What type of investor is Georgia Oak Partners?

Georgia Oak Partners is a private equity firm.

Where is Georgia Oak Partners headquartered?

Georgia Oak Partners is headquartered in Atlanta, Georgia.

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