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North Branch Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

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

North Branch Capital’s most common sectors for investment arebusiness services (24%) and distribution (16%) . The Firm’s most common investment types include growth capital (39%) and buyout (lbo, mbo, mbi) (24%). In total, North Branch Capital has invested in 11 US states.

In the last 3 years, North Branch Capital has exited 2 companies. The Firm’s most common exit type is secondary buyout (100%).

Join Mergr to view North Branch Capital’s full profile and discover more small private equity firm investors just like it.

M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity12
    • M&A Sell Activity4
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 2

North Branch Capital

North Branch Capital

Drake Oak Brook Plaza 2215 York Road, Suite 420,
Oak Brook, Illinois 60523
United States
(630) 526-3220
www.northbranchcap.com

North Branch Capital is a Midwest-US-based private equity firm focused on lower middle-market companies. The Firm seeks value-added distribution, niche manufacturing, and select business services companies operating in large markets with growth potential. Prospective companies typically have at least $10 million in revenue and $2 million of EBITDA. North Branch Capital was formed in 2014 and is based in Illinois.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Distribution, Environmental, Leisure, Manufacturing, Safety/Security

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Secondary Buyout, Add-on Acquisition

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

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.2/yr) # 6 2 - 4 - - 12
Sell (0.4/yr) # 2 - - 1 1 - 4
  16
+80121314151611170

Most Recent M&A

Company Date Value Type
Circuit Check, Inc. 2024-02-23 - Secondary Sale
Maple Grove, Minnesota · www.circuitcheck.com
STARC Systems, Inc. 2023-09-12 - Secondary Buyout
Brunswick, Maine · www.starcsystems.com
Xytronix Research & Design, Inc. 2023-06-21 - Growth Capital
Nibley, Utah · www.controlbyweb.com
Fire Dawgs Junk Removal 2023-03-01 - Buyout (LBO, MBO, MBI)
Indianapolis, Indiana · www.firedawgsjunkremoval.com
Infinity Home Services LLC 2023-01-11 - Secondary Sale
New Berlin, Wisconsin · www.infinityhomeservices.com
JMAC Supply Corp. 2023-01-01 - Buyout (LBO, MBO, MBI)
West Hempstead, New York · www.jmac.com
Summit Hydraulics 2021-09-29 - Growth Capital
Phoenix, Arizona · www.summit-hydraulics.com
Infinity Home Services LLC 2021-09-01 - Consolidation
New Berlin, Wisconsin · www.infinityhomeservices.com
Heartland Home Services, Inc. 2020-12-15 - Secondary Sale
Grand Rapids, Michigan · www.heartlandhomeservices.com
Diversified Fall Protection 2019-05-09 - Growth Capital
Westlake, Ohio · www.fallprotect.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (13%) - 3 (23%) -
Distribution 1 (13%) - 2 (15%) -
Manufacturing 2 (25%) - 2 (15%) -
Building Materials 1 (13%) - 1 (8%) -
Construction - - 1 (8%) -
Environmental 1 (13%) - 1 (8%) -
Leisure 1 (13%) - 1 (8%) -
Safety/Security 1 (13%) - 1 (8%) -
Test/Measurement Equipment - - 1 (8%) -
Total 8 - 13 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 13 (100%) -
  Michigan 1 (13%) - 3 (23%) -
  Utah 1 (13%) - 1 (8%) -
  Texas 1 (13%) - 1 (8%) -
  Ohio 1 (13%) - 1 (8%) -
  New York 1 (13%) - 1 (8%) -
  Maine 1 (13%) - 1 (8%) -
  Indiana 1 (13%) - 1 (8%) -
  Arizona 1 (13%) - 1 (8%) -
  Wisconsin - - 1 (8%) -
  Minnesota - - 1 (8%) -
  California - - 1 (8%) -
Total 8 - 13 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (50%) - 5 (38%) -
Buyout (LBO, MBO, MBI) 2 (25%) - 3 (23%) -
Secondary Buyout 2 (25%) - 3 (23%) -
Consolidation - - 1 (8%) -
Stake Purchase - - 1 (8%) -
Total 8 - 13 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (100%) -
Total 4 -

Top M&A Advisors

Financial Deals
Cowen
 2
Legal Deals
Katten Muchin Rosenman
 6

M&A Connections

Deals
Acquired from
Investor(s)
23%
3 (23%)
Exited to
Investor(s)
100%
4 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2014

Specialist/Generalist

Generalist

Leadership

Bill Huber

Founding Member & Partner

Dan Bauman

Founding Member & Partner

Jon Leiman

Founding Member & Partner

Nick Johansson

Vice President

TJ Gaul

Vice President

FAQ

When was North Branch Capital founded?

North Branch Capital was founded in 2014.

What type of investor is North Branch Capital?

North Branch Capital is a private equity firm.

Where is North Branch Capital headquartered?

North Branch Capital is headquartered in Oak Brook, Illinois.

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