Kaulig Capital Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Kaulig Capital has acquired 4 companies. It has also invested in 1 other.

Kaulig Capital’s most common sectors for investment areconsumer products (25%) and distribution (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and growth capital (17%). In total, Kaulig Capital has invested in 5 US states.

In the last 3 years, Kaulig Capital has exited 2 companies. The Firm’s most common exit type is secondary buyout (67%).

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity12
    • M&A Sell Activity3
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 8

Kaulig Capital

Kaulig Capital LLC

1521 Georgetown Road,
Hudson, Ohio 44236
United States
(330) 968-1110
www.kauligcapital.com
info@kauligcapital.com

Kaulig Capital is a family office focused on opportunities in private equity and real estate. Within private equity Kaulig looks to partner with owners looking for full/partial liquidity, fundless sponsors look for a capital partner, growth capital financings, and operators seeking a partner to acquire a business. The Firm is sector agnostic and will consider opportunities throughout the US with at least $10 million of revenue and $2 million of EBITDA. Kaulig Capital was formed in 2016 and is headquartered in Hudson, Ohio.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Building Materials, Business Services, Consumer Products, Distribution, Financial Services, Food, Healthcare Services, Information Technology, Manufacturing, Marketing, Media, Oil/Gas Exploration

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 10 -
Target EBITDA 2 -
Investment Size - 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.4/yr) # 5 2 4 - 1 - 12
Sell (0.4/yr) # 1 - 1 - 1 - 3
  15

Most Recent M&A

Company Date Value Type
Foundation Wellness Corp. 2024-09-04 - Secondary Sale
Wadsworth, Ohio · www.foundationwellness.com
Wolf & Shepherd 2024-08-22 - Growth Capital
El Segundo, California · www.wolfandshepherd.com
FreshEdge LLC 2022-10-04 - Secondary Sale
Indianapolis, Indiana · www.freshedgefoods.com
Action Industries 2022-03-10 - Secondary Buyout
Strongsville, Ohio · www.action-ind.com
Gabriel-Glas North America 2022-01-19 - Buyout (LBO, MBO, MBI)
Napa, California · www.mygabrielglas.com
P.K. Kinder Co., Inc. 2022-01-01 - Buyout (LBO, MBO, MBI)
Walnut Creek, California · www.kinders.com
LA Golf 2022-01-01 - Buyout (LBO, MBO, MBI)
Anaheim, California · www.lagolf.co
Erie Home Mid West LLC 2021-08-03 - Growth Capital
Toledo, Ohio · www.eriehome.com
Certified Collectibles Group LLC 2021-07-01 - Buyout (LBO, MBO, MBI)
Sarasota, Florida · www.collectiblesgroup.com
Foundation Wellness Corp. 2019-04-22 - Divestiture
Wadsworth, Ohio · www.foundationwellness.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 2 (22%) - 3 (25%) -
Distribution 2 (22%) - 3 (25%) -
Financial Services 1 (11%) - 2 (17%) -
Apparel/Textiles 1 (11%) - 1 (8%) -
Building Materials 1 (11%) - 1 (8%) -
Food 1 (11%) - 1 (8%) -
Insurance 1 (11%) - 1 (8%) -
Total 9 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 12 (100%) -
  California 4 (44%) - 4 (33%) -
  Ohio 3 (33%) - 4 (33%) -
  New York 1 (11%) - 2 (17%) -
  Florida 1 (11%) - 1 (8%) -
  Indiana - - 1 (8%) -
Total 9 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (67%) - 8 (67%) -
Growth Capital 2 (22%) - 2 (17%) -
Divestiture - - 1 (8%) -
Secondary Buyout 1 (11%) - 1 (8%) -
Total 9 - 12 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (67%) -
Merger 1 (33%) -
Total 3 -

M&A Connections

Deals
Acquired from
Investor(s)
8%
1 (8%)
Strategic(s)
8%
1 (8%)
Exited to
Investor(s)
67%
2 (67%)
Strategic(s)
33%
1 (33%)

FAQ

When was Kaulig Capital founded?

Kaulig Capital was founded in 2016.

What type of investor is Kaulig Capital?

Kaulig Capital is a family office.

Where is Kaulig Capital headquartered?

Kaulig Capital is headquartered in Hudson, Ohio.

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