O2 Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, O2 Investment Partners has acquired 1 company. It has also invested in 6 others.

O2 Investment Partners’ most common sectors for investment aremanufacturing (18%) and distribution (14%) . The Firm’s most common investment types include growth capital (57%) and buyout (lbo, mbo, mbi) (35%). In total, O2 Investment Partners has invested in 14 US states and 2 different countries.

In the last 3 years, O2 Investment Partners has exited 4 companies. The Firm’s most common exit type is trade sale (60%). O2 Investment Partners’ largest (disclosed) exit occurred in 2017 when it sold Greco Aluminum Railings for $28M.

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M&A Summary

  • M&A Total Activity33
    • M&A Buy Activity23
    • M&A Sell Activity10
  • Total Sectors Invested 16
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 14
  • M&A Advisors 2

O2 Investment Partners

O2 Investment Partners

40900 Woodward Avenue, Suite 200,
Bloomfield Hills, Michigan 48304
United States
(248) 540-8040
www.o2investment.com

O2 Investment Partners is a Midwest US-based private equity group that acquires majority interests in small and mid-sized businesses operating in traditional industries, including manufacturing, niche distribution, select service and technology businesses. Target companies typically have stable cash flows, sustainable and defensible business models, and growth potential. O2 Investment Partners was formed in the year 2010 and is based in Bloomfield Hills, Michigan.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Chemicals, Communications, Construction, Distribution, Education, Environmental, Financial Services, Healthcare Services, Information Technology, Manufacturing, Marketing, Medical Products, Plastics, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Acquisition Financing

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

Transaction Criteria Min Max
Target Revenue 5 75
Target EBITDA 3 10
Investment Size - -
Enterprise Value 5 75
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.0/yr) # 13 3 3 3 1 - 23
Sell (1.0/yr) # 5 1 3 1 - - 10
vol $28M $28M
  33

Most Recent M&A

Company Date Value Type
Straightaway Tire & Auto 2023-07-12 - Consolidation
, United States · www.gostraightaway.com
4M Building Solutions 2022-12-01 - Growth Capital
St. Louis, Missouri · www.4-m.com
Orchestra Group LLC 2022-01-28 - Growth Capital
New York, New York · www.orchestraco.com
Modular Devices, Inc. 2022-01-20 - Growth Capital
Indianapolis, Indiana · www.modulardevices.com
Alpha Precision Group LLC 2022-01-10 - Trade Sale
Ridgway, Pennsylvania · www.alphasintered.com
Mantis Innovation Group LLC 2021-12-16 - Secondary Sale
Houston, Texas · www.mantisinnovation.com
Packaging Concepts & Design, Inc. 2021-12-06 - Trade Sale
Troy, Michigan · www.pcdpackaging.com
Stronghouse Solutions 2021-11-02 - Growth Capital
Burnsville, Minnesota · poweredbystronghouse.com
unWired Broadband LLC 2021-07-27 - Growth Capital
Fresno, California · www.getunwired.com
EIS Holdings LLC 2021-07-20 - Secondary Sale
Westlake, Texas · www.eisholdings.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing - - 4 (17%) -
Distribution 2 (15%) - 3 (13%) -
Aerospace 2 (15%) - 2 (9%) -
Business Services 2 (15%) - 2 (9%) -
Automotive 1 (8%) - 1 (4%) -
Building Materials - - 1 (4%) -
Chemicals - - 1 (4%) -
Communications 1 (8%) - 1 (4%) -
Construction 1 (8%) - 1 (4%) -
Environmental - - 1 (4%) -
Healthcare Services 1 (8%) - 1 (4%) -
Marketing 1 (8%) - 1 (4%) -
Medical Products 1 (8%) - 1 (4%) -
Packaging - - 1 (4%) -
Renewable Energy - - 1 (4%) -
Software 1 (8%) - 1 (4%) -
Total 13 - 23 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 22 (96%) -
  Michigan 1 (8%) - 4 (17%) -
  Minnesota 2 (15%) - 3 (13%) -
  Kentucky 2 (15%) - 2 (9%) -
  California 2 (15%) - 2 (9%) -
  Texas - - 2 (9%) -
  South Carolina 1 (8%) - 1 (4%) -
  New York 1 (8%) - 1 (4%) -
  Missouri 1 (8%) - 1 (4%) -
  Indiana 1 (8%) - 1 (4%) -
  Georgia 1 (8%) - 1 (4%) -
  Pennsylvania - - 1 (4%) -
  Maine - - 1 (4%) -
  Illinois - - 1 (4%) -
Canada - - 1 (4%) -
  Ontario - - 1 (4%) -
Domestic 13 (100%) - 22 (96%) -
Cross-border - - 1 (4%) -
Total 13 - 23 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (69%) - 13 (57%) -
Buyout (LBO, MBO, MBI) 3 (23%) - 8 (35%) -
Consolidation 1 (8%) - 1 (4%) -
Secondary Buyout - - 1 (4%) -
Total 13 - 23 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (40%) -
Trade Sale - Public Company 3 (30%) 28M (100%)
Trade Sale 3 (30%) -
Total 10 $28M

Top M&A Advisors

Financial Deals
William Blair
 1
Legal Deals
Honigman
 1

Deal Values

sell # Total
< $100M 1 $28M
TOTAL $28M
Largest Greco Aluminum Railings Ltd.
$28M (2017-02-28)

M&A Connections

Deals
Acquired from
Investor(s)
4%
1 (4%)
Exited to
Investor(s)
40%
4 (40%)
Strategic(s)
60%
6 (60%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2011

Specialist/Generalist

Generalist

Leadership

Jay Hansen

Co-Founder & Managing Partner

Luke Plumpton

Managing Partner

Todd Fink

Managing Partner

Judy Wallace

CFO & CCO

Joseph Vallee

Partner

FAQ

When was O2 Investment Partners founded?

O2 Investment Partners was founded in 2011.

What type of investor is O2 Investment Partners?

O2 Investment Partners is a private equity firm.

Where is O2 Investment Partners headquartered?

O2 Investment Partners is headquartered in Bloomfield Hills, Michigan.

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