Lineage Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Lineage Capital has acquired 7 companies.

Lineage Capital’s most common sectors for investment aremanufacturing (20%) and consumer products (10%) . The Firm’s most common investment types include recapitalization (40%) and buyout (lbo, mbo, mbi) (35%). In total, Lineage Capital has invested in 14 US states.

In the last 3 years, Lineage Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (60%).

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M&A Summary

  • M&A Total Activity30
    • M&A Buy Activity20
    • M&A Sell Activity10
  • Total Sectors Invested 15
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 2

Lineage Capital

Lineage Capital LLC

399 Boylston Street, Suite 450,
Boston, Massachusetts 02116
United States
(617) 778-0660
www.lineagecap.com
info@lineagecap.com

Lineage Capital is a private investment firm focused on acquiring interests in family-controlled and owner-managed middle-market businesses. The Firm targets businesses with EBITDA of $4 million or greater. Lineage looks for control or minority investment situations and will consider opportunities throughout North America. Lineage Capital was formed in 2003 and is based in Boston, Massachusetts.


Investment Criteria

Sectors of Interest: Aerospace, Agriculture, Building Materials, Business Services, Consumer Products, Consumer Services, Distribution, Education, Engineering, Environmental, Healthcare Services, Life Science, Machinery, Manufacturing, Publishing, Renewable Energy, Safety/Security, Staffing

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 4 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.0/yr) # 10 3 2 1 2 2 20
Sell (0.4/yr) # 8 1 - - 1 - 10
  30

Most Recent M&A

Company Date Value Type
GIK Acoustics 2024-07-03 - Buyout (LBO, MBO, MBI)
Atlanta, Georgia · gikacoustics.net
Quality Glass & Mirror 2024-03-08 - Buyout (LBO, MBO, MBI)
Omaha, Nebraska · www.qualityglassomaha.com
FlutterBee Education Group 2023-11-08 - Buyout (LBO, MBO, MBI)
Minneapolis, Minnesota · www.flutterbee.com
Concept AgriTek 2023-10-04 - Recapitalization
Charleston, Missouri · www.conceptagritek.com
Syracuse Glass Company LLC 2023-06-20 - Trade Sale
Syracuse, New York · www.syracuseglass.com
Worldwide Steel Buildings 2022-09-15 - Recapitalization
Peculiar, Missouri · www.worldwidesteelbuildings.com
Simon Eye 2021-12-10 - Buyout (LBO, MBO, MBI)
Wilmington, Delaware · www.simoneye.com
Triple Eight Distribution, Inc. 2021-01-13 - Buyout (LBO, MBO, MBI)
Port Washington, New York · www.triple8.com
City Rise LLC 2020-04-14 - Stake Purchase
Lodi, California · www.cityrisesafety.com
LMG Holdings, Inc. 2020-02-04 - Secondary Sale
Blue Ash, Ohio · www.lmgholdings.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 3 (25%) - 4 (20%) -
Consumer Products 1 (8%) - 2 (10%) -
Safety/Security 1 (8%) - 2 (10%) -
Aerospace 1 (8%) - 1 (5%) -
Agriculture 1 (8%) - 1 (5%) -
Building Materials 1 (8%) - 1 (5%) -
Education 1 (8%) - 1 (5%) -
Electrical Equipment - - 1 (5%) -
Environmental - - 1 (5%) -
Healthcare Services 1 (8%) - 1 (5%) -
Life Science - - 1 (5%) -
Machinery 1 (8%) - 1 (5%) -
Packaging - - 1 (5%) -
Publishing 1 (8%) - 1 (5%) -
Staffing - - 1 (5%) -
Total 12 - 20 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 20 (100%) -
  Georgia 1 (8%) - 3 (15%) -
  New York 1 (8%) - 3 (15%) -
  Missouri 2 (17%) - 2 (10%) -
  Massachusetts 1 (8%) - 2 (10%) -
  Minnesota 1 (8%) - 1 (5%) -
  Illinois 1 (8%) - 1 (5%) -
  Delaware 1 (8%) - 1 (5%) -
  California 1 (8%) - 1 (5%) -
  South Dakota 1 (8%) - 1 (5%) -
  New Hampshire 1 (8%) - 1 (5%) -
  Nebraska 1 (8%) - 1 (5%) -
  Tennessee - - 1 (5%) -
  Pennsylvania - - 1 (5%) -
  Ohio - - 1 (5%) -
Total 12 - 20 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 3 (25%) - 8 (40%) -
Buyout (LBO, MBO, MBI) 5 (42%) - 7 (35%) -
Growth Capital 3 (25%) - 4 (20%) -
Stake Purchase 1 (8%) - 1 (5%) -
Total 12 - 20 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (60%) -
Trade Sale 4 (40%) -
Total 10 -

Top M&A Advisors

Financial Deals
BB&T Capital Markets
 1
Kildare Capital, Inc.
 1

M&A Connections

Deals
Exited to
Investor(s)
60%
6 (60%)
Strategic(s)
40%
4 (40%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

160M USD

Established

2003

Specialist/Generalist

Generalist

Leadership

Bill McKinley

Co-Founder & Partner

Mark Sullivan

Co-Founder & Partner

T. Brook Parker

Co-Founder & Partner

Brian Sykora

Partner

Erik Dykema

Partner

FAQ

When was Lineage Capital founded?

Lineage Capital was founded in 2003.

What type of investor is Lineage Capital?

Lineage Capital is a private equity firm.

Where is Lineage Capital headquartered?

Lineage Capital is headquartered in Boston, Massachusetts.

How much capital does Lineage Capital have under management?

Lineage Capital has 160M USD under management.

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