Owner Resource Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Owner Resource Group has invested in 4 companies.

Owner Resource Group’s most common sectors for investment arebusiness services (23%) and manufacturing (17%) . The Firm’s most common investment types include growth capital (50%) and buyout (lbo, mbo, mbi) (34%). In total, Owner Resource Group has invested in 9 US states and 2 different countries.

In the last 3 years, Owner Resource Group has exited 2 companies. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity26
    • M&A Buy Activity18
    • M&A Sell Activity8
  • Total Sectors Invested 10
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 17
  • M&A Advisors 2

Owner Resource Group

221 West 6th Street Suite 2000,
Austin, Texas 78701
United States
(512) 505-4180
www.orgroup.com
info@orgroup.com

Owner Resource Group is a private investment firm focused on acquiring small, profitable companies with at least $3 million of EBITDA. The Firm is a generalist investor but has a preference for engineering-intensive manufacturing, service-supported distribution, and niche services companies. Owner Resource Group is a long-term investor and typically acquires majority positions. Owner Resource Group was established in 2007 and is headquartered in Austin, Texas.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Digital Media, Distribution, Engineering, Machinery, Manufacturing, Media

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Secondary Buyout

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

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 12 2 - 2 - 2 18
Sell (0.6/yr) # 5 1 2 - - - 8
  26

Most Recent M&A

Company Date Value Type
Purpose Healing Center LLC 2024-12-03 - Growth Capital
Scottsdale, Arizona · www.purposehealingcenter.com
Alliance Fleet LLC 2024-10-23 - Growth Capital
Rochester, New York · www.alliancefleet.com
Employer Flexible HR, Inc. 2022-05-05 - Growth Capital
Houston, Texas · www.employerflexible.com
Standard Iron and Wire Works 2022-01-10 - Growth Capital
Monticello, Minnesota · www.std-iron.com
GC Services LP 2021-11-08 - Bankruptcy
Houston, Texas · www.gcserv.com
Optimation Technology, Inc. 2021-10-07 - Trade Sale
Rush, New York · www.optimation.us
Bill Gosling Outsourcing Corp. 2020-12-17 - Growth Capital
Barrie, Ontario · www.billgosling.com
Surestaff LLC 2020-11-02 - Growth Capital
Itasca, Illinois · www.sure-staff.com
Kmco LLC 2020-06-01 - Trade Sale
Houston, Texas · www.kmcoinc.com
OTR Wheel Engineering, Inc. 2019-07-19 - Growth Capital
Rome, Georgia · www.otrwheel.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
ORG CHEM Group LLC 2014-01-09 MPR Services, Inc. 2021-08-17 1
Evansville, Indiana · www.chem-group.com Alvin, Texas · www.mprservices.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (20%) - 4 (22%) -
Manufacturing 2 (20%) - 3 (17%) -
Chemicals 1 (10%) - 2 (11%) -
Machinery 1 (10%) - 2 (11%) -
Staffing 2 (20%) - 2 (11%) -
Automotive 1 (10%) - 1 (6%) -
Digital Media - - 1 (6%) -
Distribution - - 1 (6%) -
Engineering - - 1 (6%) -
Healthcare Services 1 (10%) - 1 (6%) -
Total 10 - 18 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (80%) - 16 (89%) -
  Texas 2 (20%) - 5 (28%) -
  Georgia 1 (10%) - 2 (11%) -
  New York 1 (10%) - 2 (11%) -
  Indiana 1 (10%) - 2 (11%) -
  Illinois 1 (10%) - 1 (6%) -
  Arizona 1 (10%) - 1 (6%) -
  Minnesota 1 (10%) - 1 (6%) -
  North Carolina - - 1 (6%) -
  New Jersey - - 1 (6%) -
Canada 2 (20%) - 2 (11%) -
  Ontario 1 (10%) - 1 (6%) -
  Manitoba 1 (10%) - 1 (6%) -
Total 10 - 18 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (90%) - 9 (50%) -
Buyout (LBO, MBO, MBI) 1 (10%) - 6 (33%) -
Secondary Buyout - - 2 (11%) -
Divestiture - - 1 (6%) -
Total 10 - 18 -

Exits by Deal Type

Type Total # Value
Bankruptcy 2 (25%) -
Trade Sale 2 (25%) -
Trade Sale - Public Company 2 (25%) -
Divestiture 1 (13%) -
Merger 1 (13%) -
Total 8 -

Top M&A Advisors

Financial Deals
Lincoln International
1
Westlake Securities LLC
1

M&A Connections

Deals
Acquired from
Investor(s)
11%
2 (11%)
Strategic(s)
6%
1 (6%)
Exited to
Strategic(s)
75%
6 (75%)

FAQ

When was Owner Resource Group founded?

Owner Resource Group was founded in 2007.

What type of investor is Owner Resource Group?

Owner Resource Group is a private equity firm.

Where is Owner Resource Group headquartered?

Owner Resource Group is headquartered in Austin, Texas.

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