Gladstone Investment Mergers and Acquisitions Summary

Business Development Company Profile

In the last 3 years, Gladstone Investment has acquired 6 companies.

Gladstone Investment’s most common sectors for investment arebusiness services (12%) and consumer products (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (60%) and secondary buyout (8%). In total, Gladstone Investment has invested in 17 US states. Its largest (disclosed) acquisition occurred in 2015 when it acquired Counsel Press for $33M.

In the last 3 years, Gladstone Investment has exited 1 company. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity29
    • M&A Buy Activity25
    • M&A Sell Activity4
  • Total Sectors Invested 18
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11
  • M&A Advisors 1

Gladstone Investment Corporation

Gladstone Investment Corporation

1521 Westbranch Drive, Suite 100,
McLean, Virginia 22102
United States
(703) 287-5893
www.gladstoneinvestment.com
investment@gladstonecompanies.com


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA 3 20
Investment Size - 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.6/yr) # 17 2 2 1 3 - 25
vol $78M $78M
Sell (0.2/yr) # 3 - - - 1 - 4
  29

Most Recent M&A

Company Date Value Type
Counsel Press, Inc. 2023-10-24 - Secondary Sale
New York, New York · www.counselpress.com
The E3 Co. LLC 2023-09-13 - Buyout (LBO, MBO, MBI)
Kilgore, Texas · www.te3co.com
Home Concepts Holdings LLC 2023-05-22 - Buyout (LBO, MBO, MBI)
Santa Barbara, California · www.homeconceptsmagazine.com
Cordant Health Solutions 2023-04-10 - Secondary Buyout
Denver, Colorado · www.cordantsolutions.com
Dema Plumbing, Inc. 2022-07-06 - Buyout (LBO, MBO, MBI)
Centennial, Colorado · www.demaplumbing.com
Utah Pacific Bridge & Steel LLC 2021-07-30 - Buyout (LBO, MBO, MBI)
Lindon, Utah · www.utahpacificbridge.com
Nocturne Villa Rentals, Inc. 2021-06-08 - Consolidation
Telluride, Colorado · www.nocturneluxuryvillas.com
Mason West, Inc. 2020-07-09 - Buyout (LBO, MBO, MBI)
Placentia, California · www.masonwest.com
The Maids International LLC 2020-03-09 - Buyout (LBO, MBO, MBI)
Omaha, Nebraska · www.maids.com
Horizon Facilities Services LLC 2019-07-24 - Buyout (LBO, MBO, MBI)
Allentown, Pennsylvania · www.managedlabor.net
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Cordant Health Solutions 2023-04-10 Cordant Health Solutions - Toxicology Direct Bill 2024-04-10 1
Denver, Colorado · www.cordantsolutions.com Denver, Colorado
PSI Molded Plastics 2015-08-04 Precision Southeast, Inc. 2017-12-06 1
Wolfeboro, New Hampshire · www.psimp.com Myrtle Beach, South Carolina · www.precisionsoutheast.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (11%) - 3 (12%) 33M (42%)
Consumer Products 3 (16%) - 3 (12%) -
Engineering 2 (11%) 28M (100%) 2 (8%) 28M (36%)
Manufacturing 1 (5%) - 2 (8%) -
Plastics 1 (5%) - 2 (8%) -
Machinery - - 1 (4%) 18M (23%)
Aerospace 1 (5%) - 1 (4%) -
Apparel/Textiles 1 (5%) - 1 (4%) -
Chemicals - - 1 (4%) -
Construction 1 (5%) - 1 (4%) -
Consumer Services 1 (5%) - 1 (4%) -
Distribution 1 (5%) - 1 (4%) -
Energy Services and Equipment 1 (5%) - 1 (4%) -
Healthcare Services 1 (5%) - 1 (4%) -
Marketing 1 (5%) - 1 (4%) -
Publishing 1 (5%) - 1 (4%) -
Real Estate 1 (5%) - 1 (4%) -
Transportation - - 1 (4%) -
Total 19 $28M 25 $78M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 19 (100%) 28M (100%) 25 (100%) 78M (100%)
  California 2 (11%) - 4 (16%) 18M (23%)
  Colorado 3 (16%) - 3 (12%) -
  New Hampshire 2 (11%) - 2 (8%) -
  Oklahoma 1 (5%) 28M (100%) 2 (8%) 28M (36%)
  Texas 1 (5%) - 2 (8%) -
  Alabama 1 (5%) - 1 (4%) -
  Washington 1 (5%) - 1 (4%) -
  Utah 1 (5%) - 1 (4%) -
  Pennsylvania 1 (5%) - 1 (4%) -
  North Carolina 1 (5%) - 1 (4%) -
  Nebraska 1 (5%) - 1 (4%) -
  Michigan 1 (5%) - 1 (4%) -
  Massachusetts 1 (5%) - 1 (4%) -
  Kansas 1 (5%) - 1 (4%) -
  Georgia 1 (5%) - 1 (4%) -
  New York - - 1 (4%) 33M (42%)
  South Carolina - - 1 (4%) -
Total 19 $28M 25 $78M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 13 (68%) - 15 (60%) 18M (23%)
Divestiture 1 (5%) - 2 (8%) 33M (42%)
Recapitalization 2 (11%) 28M (100%) 2 (8%) 28M (36%)
Secondary Buyout 2 (11%) - 2 (8%) -
Acquisition Financing - - 1 (4%) -
Consolidation 1 (5%) - 1 (4%) -
Growth Capital - - 1 (4%) -
Special Situations/Distressed - - 1 (4%) -
Total 19 $28M 25 $78M

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (50%) -
Merger 1 (25%) -
Trade Sale - Public Company 1 (25%) -
Total 4 -

Top M&A Advisors

Financial Deals
Prestwick Partners LLC
 1

Deal Values

buy # Total
< $100M 3 $78M
TOTAL $78M
Largest Counsel Press, Inc.
$33M (2015-03-31)

M&A Connections

Deals
Acquired from
Investor(s)
8%
2 (8%)
Strategic(s)
8%
2 (8%)
Exited to
Investor(s)
50%
2 (50%)
Strategic(s)
50%
2 (50%)

Investor Summary

Investor Type

Business Development Company

Size

Small

Established

2005

Specialist/Generalist

Generalist

Leadership

David Dullum

President

Peter Roushdy

Executive Vice President & Managing Director

Kyle Largent

Executive Vice President & Senior Managing Director

Christopher Lee

Managing Director

David Glazer

Managing Director

FAQ

When was Gladstone Investment Corporation founded?

Gladstone Investment Corporation was founded in 2005.

What type of investor is Gladstone Investment Corporation?

Gladstone Investment Corporation is a business development company.

Where is Gladstone Investment Corporation headquartered?

Gladstone Investment Corporation is headquartered in McLean, Virginia.

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