McNally Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, McNally Capital has acquired 1 company. It has also invested in 2 others.

McNally Capital’s most common sectors for investment areinformation technology (28%) and machinery (10%) . The Firm’s most common investment types include growth capital (55%) and secondary buyout (28%). In total, McNally Capital has invested in 8 US states.

In the last 3 years, McNally Capital has exited 3 companies. The Firm’s most common exit type is trade sale (50%). McNally Capital’s largest (disclosed) exit occurred in 2023 when it sold Advanced Micro Instruments for $210M.

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity11
    • M&A Sell Activity4
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 3

McNally Capital

151 North Franklin Street, Suite 2650,
Chicago, Illinois 60606
United States
(312) 357-3710
www.mcnallycapital.com
info@mcnallycapital.com

McNally Capital is a family office that partners with other family offices to acquire and invest in lower middle-market business services and manufacturing companies. The Firm targets control or minority investments in US-based companies with $5 to $15 of EBITDA. Specific areas of interest include industrials, food/beverages, aerospace/defense, healthcare, energy, and packaging. McNally Capital was established in 2007 and is based in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Aerospace, Beverages, Business Services, Defense, Energy Services and Equipment, Food, Healthcare Services, Information Technology, Machinery, Manufacturing, Packaging, Staffing, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 15
Investment Size 10 30
Enterprise Value - -
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 1 1 1 - 11
Sell (0.8/yr) # - 1 1 - 1 1 4
vol $78M $210M $288M
  15

Most Recent M&A

Company Date Value Type
The Re-Sourcing Group 2024-01-17 - Secondary Sale
Valhalla, New York · www.myresourcing.com
Advanced Micro Instruments, Inc. 2023-12-28 210M USD Trade Sale
Costa Mesa, California · www.amio2.com
Xcelerate Solutions 2023-01-12 - Growth Capital
McLean, Virginia · www.xceleratesolutions.com
The Smith & Oby Co. 2022-03-07 - Growth Capital
Walton Hills, Ohio · www.smithandoby.com
ITS Logistics LLC 2021-06-15 - Secondary Sale
Sparks, Nevada · www.its4logistics.com
Orbis Operations LLC 2021-04-08 - Buyout (LBO, MBO, MBI)
McLean, Virginia · www.orbisoperations.com
Genesys Aerosystems Group, Inc. 2020-12-21 78M USD Trade Sale
Mineral Wells, Texas · www.genesys-aerosystems.com
The Re-Sourcing Group 2020-01-16 - Growth Capital
Valhalla, New York · www.myresourcing.com
Altamira Technologies Corp. 2019-07-24 - Secondary Buyout
McLean, Virginia · www.altamiracorp.com
Federal Data Systems 2018-07-19 - Growth Capital
Columbia, Maryland · www.feddatasystems.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 3 (50%) - 3 (27%) -
Aerospace - - 1 (9%) -
Construction 1 (17%) - 1 (9%) -
Machinery - - 1 (9%) -
Media - - 1 (9%) -
Safety/Security 1 (17%) - 1 (9%) -
Staffing - - 1 (9%) -
Technology Hardware 1 (17%) - 1 (9%) -
Transportation - - 1 (9%) -
Total 6 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 11 (100%) -
  Virginia 3 (50%) - 3 (27%) -
  Wisconsin 1 (17%) - 2 (18%) -
  Ohio 1 (17%) - 1 (9%) -
  Maryland 1 (17%) - 1 (9%) -
  Texas - - 1 (9%) -
  New York - - 1 (9%) -
  Nevada - - 1 (9%) -
  California - - 1 (9%) -
Total 6 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (50%) - 6 (55%) -
Secondary Buyout 2 (33%) - 3 (27%) -
Buyout (LBO, MBO, MBI) 1 (17%) - 2 (18%) -
Total 6 - 11 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (50%) 288M (100%)
Secondary Sale 2 (50%) -
Total 4 $288M

Top M&A Advisors

Legal Deals
Ropes & Gray
 4
Venable LLP
 1
McDermott Will & Emery
 1

Deal Values

sell # Total
$100M to $1B 1 $210M
< $100M 1 $78M
TOTAL $288M
Largest Advanced Micro Instruments, Inc.
$210M (2023-12-28)

M&A Connections

Deals
Acquired from
Investor(s)
27%
3 (27%)
Exited to
Investor(s)
50%
2 (50%)
Strategic(s)
50%
2 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Lou Rassey

Co-CEO & Managing Partner

Ward McNally

Co-Founder & Managing Partner

Brian Grogan

CFO

Ashley Kooyenga

Head of Business Development

Nicole Henderson

Head of Fundraising & Investor Relations

FAQ

When was McNally Capital founded?

McNally Capital was founded in 2007.

What type of investor is McNally Capital?

McNally Capital is a private equity firm.

Where is McNally Capital headquartered?

McNally Capital is headquartered in Chicago, Illinois.

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