Rosewood Private Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Rosewood Private Investments has acquired 4 companies.

Rosewood Private Investments’ most common sectors for investment areconsumer products (20%) and food (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and special situations/distressed (20%). In total, Rosewood Private Investments has invested in 13 US states.

In the last 3 years, Rosewood Private Investments has exited 5 companies. The Firm’s most common exit type is secondary buyout (58%).

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M&A Summary

  • M&A Total Activity34
    • M&A Buy Activity20
    • M&A Sell Activity14
  • Total Sectors Invested 14
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7
  • M&A Advisors 1

Rosewood Private Investments

Rosewood Private Investments

2101 Cedar Springs Road, Suite 1600,
Dallas, Texas 75201
United States
(214) 849-9000
www.rosewoodpi.com
gbarden@rosewoodpi.com

Rosewood Private Investments is a family-owned private investment firm focused on acquiring and building companies. The Firm will consider opportunities throughout the US and generally seeks to commit $50 to $100 million per transaction. Target companies typically possess experienced management and diverse customers. Rosewood does not have any sector preferences, however, the Firm will not invest in oil/gas, real estate, banking, insurance, and biotechnology. Rosewood Private Investments is based in Dallas, Texas.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Environmental, Food, Forest Products, Healthcare Services, Information Technology, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Restaurants, Transportation, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Recapitalization, PIPE, Add-on Acquisition, Joint Venture

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

Transaction Criteria Min Max
Target Revenue 20 150
Target EBITDA 5 -
Investment Size 50 100
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) # 14 2 1 2 - 1 20
Sell (1.0/yr) # 9 - 4 - 1 - 14
  34

Most Recent M&A

Company Date Value Type
Herbs, Etc. 2024-01-16 - Buyout (LBO, MBO, MBI)
Santa Fe, New Mexico · www.herbsetc.com
Superior Environmental Solutions LLC 2023-08-02 - Secondary Sale
Cincinnati, Ohio · www.sesinc.com
Trace Minerals 2022-02-01 - Buyout (LBO, MBO, MBI)
Ogden, Utah · www.traceminerals.com
StationServ Holdings LLC 2022-01-18 - Consolidation
Dallas, Texas · www.stationserv.com
MultiCam, Inc. 2021-08-23 - Trade Sale
Dallas, Texas · www.multicam.com
ExtraTech Systems LLC 2021-08-23 - Trade Sale
Post Falls, Idaho · www.extratech.com
Living Ecology 2021-03-31 - Secondary Sale
Henderson, Nevada
INW Manufacturing LLC 2021-03-29 - Secondary Sale
Carrollton, Texas · www.inw-group.com
Eagle Fire, Inc. 2021-01-06 - Recapitalization
Richmond, Virginia · www.eaglefire.com
General Informatics LLC 2020-11-11 - Recapitalization
Baton Rouge, Louisiana · www.geninf.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
General Informatics LLC 2020-11-11 EMCO Technologies - PC Sales & Managed Services Division 2021-05-04 3
Baton Rouge, Louisiana · www.geninf.com Baton Rouge, Louisiana

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 2 (33%) - 4 (20%) -
Food - - 3 (15%) -
Machinery - - 2 (10%) -
Automotive - - 1 (5%) -
Business Services 1 (17%) - 1 (5%) -
Environmental - - 1 (5%) -
Forest Products 1 (17%) - 1 (5%) -
Information Services - - 1 (5%) -
Information Technology 1 (17%) - 1 (5%) -
Internet Software and Services - - 1 (5%) -
Life Science - - 1 (5%) -
Retail - - 1 (5%) -
Safety/Security 1 (17%) - 1 (5%) -
Technology Hardware - - 1 (5%) -
Total 6 - 20 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 20 (100%) -
  Texas 1 (17%) - 6 (30%) -
  California - - 3 (15%) -
  Virginia 1 (17%) - 1 (5%) -
  Utah 1 (17%) - 1 (5%) -
  Oregon 1 (17%) - 1 (5%) -
  New Mexico 1 (17%) - 1 (5%) -
  Louisiana 1 (17%) - 1 (5%) -
  Tennessee - - 1 (5%) -
  Ohio - - 1 (5%) -
  North Carolina - - 1 (5%) -
  Nevada - - 1 (5%) -
  Minnesota - - 1 (5%) -
  Idaho - - 1 (5%) -
Total 6 - 20 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (33%) - 8 (40%) -
Special Situations/Distressed 1 (17%) - 4 (20%) -
Recapitalization 2 (33%) - 3 (15%) -
Consolidation 1 (17%) - 2 (10%) -
Secondary Buyout - - 2 (10%) -
Divestiture - - 1 (5%) -
Total 6 - 20 -

Exits by Deal Type

Type Total # Value
Secondary Sale 9 (64%) -
Trade Sale 3 (21%) -
Recapitalization 1 (7%) -
Trade Sale - Public Company 1 (7%) -
Total 14 -

Top M&A Advisors

Financial Deals
Infinity Capital Partners LLC
 1

M&A Connections

Deals
Acquired from
Investor(s)
10%
2 (10%)
Exited to
Investor(s)
57%
8 (57%)
Strategic(s)
36%
5 (36%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Specialist/Generalist

Generalist

Leadership

G.T. Barden

Managing Director

Derry Burns

Director

Marquez Bela

Director

Briton Burge

Principal

Matt Denny

Principal

FAQ

What type of investor is Rosewood Private Investments?

Rosewood Private Investments is a private equity firm.

Where is Rosewood Private Investments headquartered?

Rosewood Private Investments is headquartered in Dallas, Texas.

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