Owner Resource Group Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Owner Resource Group’s most common sectors for investment arebusiness services (24%) and manufacturing (18%) . The Firm’s most common investment types include growth capital (48%) and buyout (lbo, mbo, mbi) (36%). In total, Owner Resource Group has invested in 8 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 Activity25
    • M&A Buy Activity17
    • M&A Sell Activity8
  • Total Sectors Invested 9
  • 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 (1.0/yr) # 12 2 - 2 - 1 17
Sell (0.6/yr) # 5 1 2 - - - 8
  25

Most Recent M&A

Company Date Value Type
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
Advantage Business Marketing 2019-06-11 - Bankruptcy
Rockaway, New Jersey · www.advantagebizmarketing.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 (22%) - 4 (24%) -
Manufacturing 2 (22%) - 3 (18%) -
Chemicals 1 (11%) - 2 (12%) -
Machinery 1 (11%) - 2 (12%) -
Staffing 2 (22%) - 2 (12%) -
Automotive 1 (11%) - 1 (6%) -
Digital Media - - 1 (6%) -
Distribution - - 1 (6%) -
Engineering - - 1 (6%) -
Total 9 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (78%) - 15 (88%) -
  Texas 2 (22%) - 5 (29%) -
  Indiana 1 (11%) - 2 (12%) -
  Georgia 1 (11%) - 2 (12%) -
  New York 1 (11%) - 2 (12%) -
  Minnesota 1 (11%) - 1 (6%) -
  Illinois 1 (11%) - 1 (6%) -
  North Carolina - - 1 (6%) -
  New Jersey - - 1 (6%) -
Canada 2 (22%) - 2 (12%) -
  Ontario 1 (11%) - 1 (6%) -
  Manitoba 1 (11%) - 1 (6%) -
Total 9 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (89%) - 8 (47%) -
Buyout (LBO, MBO, MBI) 1 (11%) - 6 (35%) -
Secondary Buyout - - 2 (12%) -
Divestiture - - 1 (6%) -
Total 9 - 17 -

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
Westlake Securities LLC
 1
Lincoln International
 1

M&A Connections

Deals
Acquired from
Investor(s)
12%
2 (12%)
Strategic(s)
6%
1 (6%)
Exited to
Strategic(s)
75%
6 (75%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Jonathan Gormin

Co-founder & Managing Partner

Will Burnett

Co-founder & Managing Partner

Brad Esson

Managing Director

Gavin Gray

Managing Director

David Paschal

Principal

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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