Route 2 Capital Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Route 2 Capital Partners has acquired 2 companies.

Route 2 Capital Partners’ most common sectors for investment areconsumer products (38%) and information technology (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (38%). In total, Route 2 Capital Partners has invested in 7 US states.

In the last 3 years, Route 2 Capital Partners has exited 1 company. The Firm’s most common exit type is merger (100%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Route 2 Capital Partners

Route 2 Capital Partners

200 Meeting Street, Suite 403,
Charleston, South Carolina 29401
United States
(854) 529-9550
www.route2capital.com
info@route2capital.com

Route 2 Capital Partners is a private investment firm that provides flexible financing solutions in the form of equity and mezzanine capital. The Firm looks to commit $3 to $20 million per transaction to support acquisitions, buyouts, growth capital, recapitalizations, and shareholder liquidity needs. Route 2 prefers investing in profitable companies (> $2 million of EBITDA) located in the Southern US. Sectors of interest include business services, healthcare services, niche manufacturing, and specialty distribution. Route 2 Capital Partners was formed in 2016 and is headquartered in Charleston, South Carolina.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Distribution, Healthcare Services, Information Technology, Manufacturing, Retail

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 2 -
Investment Size 3 20
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) # 2 4 - 1 - 1 8
Sell (0.2/yr) # - - - 1 - - 1
  9

Most Recent M&A

Company Date Value Type
SPG International LLC 2024-10-14 - Buyout (LBO, MBO, MBI)
Atlanta, Georgia · www.spgusa.com
Intrepid Solutions and Services, Inc. 2022-08-03 - Merger
Herndon, Virginia · www.intrepidsolutions.com
National Electronic Alloys, Inc. 2022-06-01 - Recapitalization
Oakland, New Jersey · www.nealloys.com
Big Dot of Happiness LLC 2020-09-30 - Buyout (LBO, MBO, MBI)
Menomonie, Wisconsin · www.bigdotofhappiness.com
JK Jewelry, Inc. 2020-05-07 - Buyout (LBO, MBO, MBI)
Rochester, New York · www.jkfindings.com
Reliance Aircraft International LLC 2020-02-05 - Growth Capital
Austin, Texas · www.relianceaircraft.com
CompassMSP LLC 2020-01-16 - Growth Capital
Jacksonville, Florida · www.compassmsp.com
Intrepid Solutions and Services, Inc. 2019-11-05 - Growth Capital
Herndon, Virginia · www.intrepidsolutions.com
Barton Watch Bands 2018-11-13 - Buyout (LBO, MBO, MBI)
Dallas, Texas · www.bartonwatchbands.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 3 (43%) - 3 (38%) -
Information Technology 1 (14%) - 2 (25%) -
Manufacturing 1 (14%) - 1 (13%) -
Metals/Mining 1 (14%) - 1 (13%) -
Retail 1 (14%) - 1 (13%) -
Total 7 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 8 (100%) -
  Texas 2 (29%) - 2 (25%) -
  Wisconsin 1 (14%) - 1 (13%) -
  New York 1 (14%) - 1 (13%) -
  New Jersey 1 (14%) - 1 (13%) -
  Georgia 1 (14%) - 1 (13%) -
  Florida 1 (14%) - 1 (13%) -
  Virginia - - 1 (13%) -
Total 7 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (57%) - 4 (50%) -
Growth Capital 2 (29%) - 3 (38%) -
Recapitalization 1 (14%) - 1 (13%) -
Total 7 - 8 -

Exits by Deal Type

Type Total # Value
Merger 1 (100%) -
Total 1 -

M&A Connections

Deals
Exited to
Strategic(s)
100%
1 (100%)

FAQ

When was Route 2 Capital Partners founded?

Route 2 Capital Partners was founded in 2016.

What type of investor is Route 2 Capital Partners?

Route 2 Capital Partners is a mezzanine finance firm.

Where is Route 2 Capital Partners headquartered?

Route 2 Capital Partners is headquartered in Charleston, South Carolina.

How much capital does Route 2 Capital Partners have under management?

Route 2 Capital Partners has 206M USD under management.

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