Monogram Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Monogram Capital Partners has acquired 2 companies. It has also invested in 1 other.

Monogram Capital Partners’ most common sectors for investment areconsumer products (31%) and food (24%) . The Firm’s most common investment types include growth capital (47%) and buyout (lbo, mbo, mbi) (24%). In total, Monogram Capital Partners has invested in 7 US states.

In the last 3 years, Monogram Capital Partners has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity13
    • M&A Sell Activity1
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 2

Monogram Capital Partners

Monogram Capital Partners

8383 Wilshire Blvd., Suite 430,
Beverly Hills, California 90211
United States
(310) 492-5515
www.monogramcapital.com
jstein@monogramcapital.com

Monogram Capital Partners is a consumer and retail focused private equity firm. The Firm looks for businesses with strong/differentiated brands with revenues of $5 to $250 million. Specific areas of interest include food/beverage, restaurants, consumer healthcare, animal health, beauty/personal care, and apparel/accessories. Monogram was formed in 2014 and is based in Beverly Hills, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Business Services, Consumer Products, Consumer Services, Food, Healthcare Services, Restaurants, Retail

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 5 250
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 (1.0/yr) # 8 2 1 - - 2 13
Sell (0.2/yr) # - - - - 1 - 1
  14

Most Recent M&A

Company Date Value Type
Precision Garage Door Tri-State 2024-07-23 - Divestiture
Titusville, Florida · www.pdstristate.com
Tru Fragrance + Beauty 2024-04-02 - Buyout (LBO, MBO, MBI)
Willowbrook, Illinois · www.trufragrance.com
Western Smokehouse Partners 2023-03-28 - Secondary Sale
Galesburg, Illinois · www.wspartners.com
Foundry 2021-07-12 - Growth Capital
Milwaukee, Wisconsin · www.foundrybrands.com
Beach House Group 2020-08-14 - Growth Capital
El Segundo, California · www.beachhousegrp.com
Prime Enterprises LLC 2020-01-01 - Buyout (LBO, MBO, MBI)
Miami, Florida · www.primematterlabs.com
Tartine 2019-03-01 - Growth Capital
San Francisco, California · www.tartinebakery.com
Olipop, Inc. 2019-02-27 - Venture
Oakland, California · www.drinkolipop.com
Real Greek LLC 2018-04-17 - Growth Capital
Seattle, Washington · www.ellenos.com
D.S. & Durga 2018-01-01 - Growth Capital
Brooklyn, New York · www.dsanddurga.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 4 (31%) - 4 (31%) -
Food 3 (23%) - 3 (23%) -
Consumer Services 2 (15%) - 2 (15%) -
Restaurants 2 (15%) - 2 (15%) -
Beverages 1 (8%) - 1 (8%) -
Business Services 1 (8%) - 1 (8%) -
Total 13 - 13 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 13 (100%) -
  California 5 (38%) - 5 (38%) -
  New York 2 (15%) - 2 (15%) -
  Florida 2 (15%) - 2 (15%) -
  Wisconsin 1 (8%) - 1 (8%) -
  Washington 1 (8%) - 1 (8%) -
  New Hampshire 1 (8%) - 1 (8%) -
  Illinois 1 (8%) - 1 (8%) -
Total 13 - 13 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (46%) - 6 (46%) -
Buyout (LBO, MBO, MBI) 3 (23%) - 3 (23%) -
Venture 2 (15%) - 2 (15%) -
Divestiture 1 (8%) - 1 (8%) -
Stake Purchase 1 (8%) - 1 (8%) -
Total 13 - 13 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

Top M&A Advisors

Legal Deals
Massumi + Consoli
 1
Willkie Farr & Gallagher
 1

M&A Connections

Deals
Acquired from
Strategic(s)
8%
1 (8%)
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2014

Specialist/Generalist

Specialist

Leadership

Jared Stein

Co-Founder & Partner

Oliver Nordlinger

Co-Founder & Partner

Lusa Zhou

Vice President

FAQ

When was Monogram Capital Partners founded?

Monogram Capital Partners was founded in 2014.

What type of investor is Monogram Capital Partners?

Monogram Capital Partners is a private equity firm.

Where is Monogram Capital Partners headquartered?

Monogram Capital Partners is headquartered in Beverly Hills, California.

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