Horizon Holdings Mergers and Acquisitions Summary

Private Equity Firm Profile

Horizon Holdings’ most common sectors for investment arefood (40%) and beverages (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (80%) and recapitalization (20%). In total, Horizon Holdings has invested in 4 US states.

The Firm’s most common exit type is ipo (50%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity5
    • M&A Sell Activity2
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Horizon Holdings LLC

One Bush Street, Suite 650,
San Francisco, California 94104
United States
(415) 788-2000
www.horizonholdings.com
hh@horizonholdings.com

Horizon Holdings, LLC is a private investment firm that pursues independent private companies, and divisions or subsidiaries of larger corporations. The firm looks for companies that are manufacturers and distributors of food, beverages, recreational or consumer products. Horizon targets companies with revenue between $10 and $150 million. Horizon Holdings, LLC was formed in 1989 and is based in San Francisco, California.


Investment Criteria

Sectors of Interest: Beverages, Consumer Products, Food, Marine

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture

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

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.0/yr) # 2 - - - - - 2
  7

Most Recent M&A

Company Date Value Type
Malibu Boats, Inc. 2014-01-31 - IPO
Loudon, Tennessee · www.malibuboats.com
Healthy Food Ingredients LLC 2013-10-01 - Recapitalization
Fargo, North Dakota · www.hfifamily.com
Malibu Boats, Inc. 2006-08-22 - Buyout (LBO, MBO, MBI)
Loudon, Tennessee · www.malibuboats.com
Coffee Bean International, Inc. 2004-04-09 - Secondary Sale
Portland, Oregon · www.coffeebeanintl.com
CalOptix 1999-01-01 - Buyout (LBO, MBO, MBI)
San Ramon, California · www.caloptix.com
Horizon Food Group, Inc. 1991-06-14 - Buyout (LBO, MBO, MBI)
San Francisco, California · www.horizonfoodgroup.com
Coffee Bean International, Inc. 1991-01-01 - Buyout (LBO, MBO, MBI)
Portland, Oregon · www.coffeebeanintl.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Food 2 (100%) - 2 (40%) -
Beverages - - 1 (20%) -
Consumer Products - - 1 (20%) -
Marine - - 1 (20%) -
Total 2 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 5 (100%) -
  California 1 (50%) - 2 (40%) -
  North Dakota 1 (50%) - 1 (20%) -
  Tennessee - - 1 (20%) -
  Oregon - - 1 (20%) -
Total 2 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 4 (80%) -
Recapitalization 1 (50%) - 1 (20%) -
Total 2 - 5 -

Exits by Deal Type

Type Total # Value
IPO 1 (50%) -
Secondary Sale 1 (50%) -
Total 2 -

M&A Connections

Deals
Exited to
Investor(s)
50%
1 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1989

Specialist/Generalist

Generalist

Leadership

James Shorin

Co-Founder & Managing Member

Phillip Estes

Co-Founder & Managing Member

FAQ

When was Horizon Holdings LLC founded?

Horizon Holdings LLC was founded in 1989.

What type of investor is Horizon Holdings LLC?

Horizon Holdings LLC is a private equity firm.

Where is Horizon Holdings LLC headquartered?

Horizon Holdings LLC is headquartered in San Francisco, California.

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