Millstone Capital Advisors Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Millstone Capital Advisors has invested in 1 company.

Millstone Capital Advisors’ most common sectors for investment arerestaurants (34%) and business services (17%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and growth capital (34%). In total, Millstone Capital Advisors has invested in 4 US states.

In the last 3 years, Millstone Capital Advisors has exited 1 company. The Firm’s most common exit type is trade sale (100%). Millstone Capital Advisors’ largest (disclosed) exit occurred in 2021 when it sold Marc Jones Construction for $825M.

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M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity6
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Millstone Capital Advisors, LLC.

7733 Forsyth Blvd., Suite 1525,
St. Louis, Missouri 63105
United States
(314) 450-7799
www.millstoneca.com
info@millstoneca.com

Millstone Capital Advisors LLC is an investment firm focused on providing equity and strategic assistance to small and mid-sized companies. Prospective transaction types include management buyouts and growth financings. Sectors of interest include manufacturing, financial services, infrastructure, healthcare, and IT. Millstone Capital Advisors was formed in 2013 and is based in St. Louis, Missouri.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Energy Services and Equipment, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Life Science, Manufacturing, Marketing, Medical Products, Packaging, Publishing, Real Estate, Restaurants, Software

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 - -
Target EBITDA 1 5
Investment Size 4 6
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 4 1 1 - - - 6
Sell (0.2/yr) # 1 - 1 - - - 2
vol $825M $825M
  8

Most Recent M&A

Company Date Value Type
Patterson Mold and Tool LLC 2021-12-21 - Growth Capital
Saint Charles, Missouri · www.pattersonmold.com
Marc Jones Construction LLC 2021-11-09 825M USD Trade Sale
Mandeville, Louisiana · www.gosunpro.com
Marc Jones Construction LLC 2020-10-19 - Growth Capital
Mandeville, Louisiana · www.gosunpro.com
The Printing Source 2019-09-25 - Trade Sale
St. Louis, Missouri · www.theprintingsource.com
Native Foods Acquisition LLC 2018-06-18 - Buyout (LBO, MBO, MBI)
Palm Springs, California · www.nativefoods.com
Hardin Industries LLC 2016-08-23 - Buyout (LBO, MBO, MBI)
Lacon, Illinois · www.hardinindustries.com
The Printing Source 2014-01-01 - Buyout (LBO, MBO, MBI)
St. Louis, Missouri · www.theprintingsource.com
Lion’s Choice 2013-09-03 - Buyout (LBO, MBO, MBI)
St Louis, Missouri · www.lionschoice.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Restaurants 2 (50%) - 2 (33%) -
Business Services - - 1 (17%) -
Manufacturing 1 (25%) - 1 (17%) -
Packaging 1 (25%) - 1 (17%) -
Renewable Energy - - 1 (17%) -
Total 4 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 6 (100%) -
  Missouri 2 (50%) - 3 (50%) -
  Illinois 1 (25%) - 1 (17%) -
  California 1 (25%) - 1 (17%) -
  Louisiana - - 1 (17%) -
Total 4 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (75%) - 4 (67%) -
Growth Capital 1 (25%) - 2 (33%) -
Total 4 - 6 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (50%) 825M (100%)
Trade Sale 1 (50%) -
Total 2 $825M

Deal Values

sell # Total
$100M to $1B 1 $825M
TOTAL $825M
Largest Marc Jones Construction LLC
$825M (2021-11-09)

M&A Connections

Deals
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2013

Specialist/Generalist

Generalist

Leadership

Robert Millstone

Managing Partner

Fred Flegel

Senior Partner

Gary Sahrmann

CFO

James Saitz

Partner

Toby Warticovschi

Partner

FAQ

When was Millstone Capital Advisors, LLC. founded?

Millstone Capital Advisors, LLC. was founded in 2013.

What type of investor is Millstone Capital Advisors, LLC.?

Millstone Capital Advisors, LLC. is a private equity firm.

Where is Millstone Capital Advisors, LLC. headquartered?

Millstone Capital Advisors, LLC. is headquartered in St. Louis, Missouri.

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