Rotunda Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Rotunda Capital Partners has acquired 6 companies. It has also invested in 4 others.

Rotunda Capital Partners’ most common sectors for investment aredistribution (22%) and business services (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and growth capital (31%). In total, Rotunda Capital Partners has invested in 14 US states.

In the last 3 years, Rotunda Capital Partners has exited 7 companies. The Firm’s most common exit type is secondary buyout (39%). Rotunda Capital Partners’ largest (disclosed) exit occurred in 2013 when it sold Financial Pacific Leasing for $158M.

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M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity23
    • M&A Sell Activity13
  • Total Sectors Invested 14
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11
  • M&A Advisors 3

Rotunda Capital Partners

Rotunda Capital Partners LLC

4747 Bethesda Avenue Suite 1150,
Bethesda, Maryland 20814
United States
www.rotundacapital.com

Rotunda Capital Partners is a private equity firm which invests equity and debt capital in established and profitable lower middle market companies. The Company targets businesses valued between $50 and $200 million with defensible market positions and strong growth prospects. Sectors of interest include financial services, business services, manufacturing, government services, insurance services, logistics and distribution, retail, and consumer. Rotunda Capital Partners is based in Bethesda, Maryland with an additional office in Chicago.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Construction, Consumer Products, Distribution, E-Commerce, Energy Services and Equipment, Environmental, Financial Services, Food, Information Technology, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 50 200
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 2 2 23
Sell (1.4/yr) # 6 - - 5 2 - 13
vol $158M $158M
  36

Most Recent M&A

Company Date Value Type
Mama Lycha Foods 2024-09-10 - Growth Capital
Houston, Texas · www.mamalycha.com
Lehman Pipe and Supply, Inc. 2024-09-04 - Buyout (LBO, MBO, MBI)
Miami, Florida · www.lehmanpipe.com
Door Pro America 2023-11-30 - Growth Capital
Gainesville, Virginia · www.doorproamerica.com
Bron Tapes, Inc. 2023-03-21 - Buyout (LBO, MBO, MBI)
Denver, Colorado · www.brontapes.com
Refrigeration Sales Corp. 2023-03-02 - Trade Sale
Valley View, Ohio · www.refrigerationsales.net
Amware Fulfillment LLC 2023-03-01 - Trade Sale
Lawrenceville, Georgia · www.amwarelogistics.com
U.S. Waterproofing 2022-11-10 - Growth Capital
Schaumburg, Illinois · www.uswaterproofing.com
FreshEdge LLC 2022-10-04 - Secondary Sale
Indianapolis, Indiana · www.freshedgefoods.com
Canter Power Systems LLC 2022-09-28 - Growth Capital
Greensboro, North Carolina · www.canterpowersystems.com
Rubicon Technologies, Inc. 2022-08-15 - IPO
Atlanta, Georgia · www.rubicon.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
American Equipment Solutions 2021-06-10 Pacific Crane & Hoist 2021-06-10 3
Salt Lake City, Utah · www.amquipinc.com Brea, California · www.pacificcranehoist.com

M&A by Sector

Sector Current # Value All-time # Value
Distribution 2 (18%) - 5 (22%) -
Business Services 1 (9%) - 2 (9%) -
Financial Services 1 (9%) - 2 (9%) -
Food 2 (18%) - 2 (9%) -
Internet Software and Services - - 2 (9%) -
Transportation - - 2 (9%) -
Automotive - - 1 (4%) -
Building Materials 1 (9%) - 1 (4%) -
Construction 1 (9%) - 1 (4%) -
Consumer Products 1 (9%) - 1 (4%) -
E-Commerce - - 1 (4%) -
Energy Services and Equipment 1 (9%) - 1 (4%) -
Information Technology 1 (9%) - 1 (4%) -
Retail - - 1 (4%) -
Total 11 - 23 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 23 (100%) -
  Georgia 1 (9%) - 3 (13%) -
  Florida 2 (18%) - 2 (9%) -
  Virginia 1 (9%) - 2 (9%) -
  Texas 1 (9%) - 2 (9%) -
  North Carolina 1 (9%) - 2 (9%) -
  Minnesota 1 (9%) - 2 (9%) -
  Illinois 1 (9%) - 2 (9%) -
  Wisconsin - - 2 (9%) -
  Utah 1 (9%) - 1 (4%) -
  Massachusetts 1 (9%) - 1 (4%) -
  Colorado 1 (9%) - 1 (4%) -
  Washington - - 1 (4%) -
  Ohio - - 1 (4%) -
  Indiana - - 1 (4%) -
Total 11 - 23 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (36%) - 9 (39%) -
Growth Capital 5 (45%) - 7 (30%) -
Recapitalization 1 (9%) - 4 (17%) -
Consolidation 1 (9%) - 2 (9%) -
Venture - - 1 (4%) -
Total 11 - 23 -

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (38%) -
Trade Sale - Public Company 3 (23%) 158M (100%)
Merger 2 (15%) -
Trade Sale 2 (15%) -
IPO 1 (8%) -
Total 13 $158M

Top M&A Advisors

Financial Deals
Lincoln International
 1
Legal Deals
Benesch, Friedlander, Coplan & Aronoff
 2
GreenbergTraurig
 1

Deal Values

sell # Total
$100M to $1B 1 $158M
TOTAL $158M
Largest Financial Pacific Leasing, Inc.
$158M (2013-06-04)

M&A Connections

Deals
Acquired from
Investor(s)
4%
1 (4%)
Exited to
Investor(s)
38%
5 (38%)
Strategic(s)
46%
6 (46%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

195M USD

Established

2009

Specialist/Generalist

Specialist

Leadership

John Fruehwirth

Co-founder & Managing Partner

Dan Lipson

Co-founder & Partner

Rona Kennedy

CFO

Bob Wickham

Partner

Corey Whisner

Partner

FAQ

When was Rotunda Capital Partners founded?

Rotunda Capital Partners was founded in 2009.

What type of investor is Rotunda Capital Partners?

Rotunda Capital Partners is a private equity firm.

Where is Rotunda Capital Partners headquartered?

Rotunda Capital Partners is headquartered in Bethesda, Maryland.

How much capital does Rotunda Capital Partners have under management?

Rotunda Capital Partners has 195M USD under management.

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