Salem Investment Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Salem Investment Partners has acquired 2 companies. It has also invested in 2 others.

Salem Investment Partners’ most common sectors for investment arebusiness services (14%) and consumer products (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (69%) and growth capital (11%). In total, Salem Investment Partners has invested in 20 US states.

In the last 3 years, Salem Investment Partners has exited 4 companies. The Firm’s most common exit type is trade sale (40%). Salem Investment Partners’ largest (disclosed) exit occurred in 2022 when it sold Quality Aluminum Products for $54M.

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M&A Summary

  • M&A Total Activity68
    • M&A Buy Activity58
    • M&A Sell Activity10
  • Total Sectors Invested 30
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 23

Salem Investment Partners

7900 Triad Center Drive, Suite 333,
Greensboro, North Carolina 27409
United States
(336) 245-4747
www.salemip.com
pmartin@salemip.com

Salem Investment Partners specializes in debt and equity investments in privately-held, middle-market businesses across the Southeast and Mid-Atlantic regions of the US. Salem looks to invest $2 to $10 million per transaction to help support growth, acquisitions, recapitalizations, and buyouts. Sectors of interest include business services, light manufacturing, consumer products, and distribution. Salem Investment Partners was formed in 1999 and is based in Greensboro, North Carolina.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Building Materials, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Distribution, E-Commerce, Electrical Equipment, Electronics, Energy Services and Equipment, Food, Forest Products, Furniture, Healthcare Services, Information Technology, Life Science, Machinery, Manufacturing, Marketing, Plastics, Safety/Security, Software, Staffing, Test/Measurement Equipment

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 1 -
Investment Size 2 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 54 - - - - 4 58
Sell (0.8/yr) # 6 - 1 1 - 2 10
vol $54M $54M
  68

Most Recent M&A

Company Date Value Type
Burnyzz LLC 2024-10-10 - Buyout (LBO, MBO, MBI)
Ocala, Florida · www.burnyzz.com
US Tarp 2024-08-16 - Trade Sale
South Haven, Michigan · www.ustarp.com
Salisbury Moore LLC 2024-07-28 - Recapitalization
Raleigh, North Carolina · www.salisburymoore.com
PSA Worldwide Corp. 2024-03-19 - Recapitalization
Colorado Springs, Colorado · www.psacorp.com
TopFire Media 2024-01-17 - Growth Capital
Homewood, Illinois · www.topfiremedia.com
iFranchise Group, Inc. 2024-01-17 - Growth Capital
Munster, Indiana · www.ifranchisegroup.com
Quality Aluminum Products, Inc. 2022-08-23 54M USD Trade Sale
Flat Rock, Michigan · www.qualityaluminum.com
Insight 2 Design LLC 2021-11-30 - Recapitalization
Overland Park, Kansas · www.insight2design.com
Sterling Card Solutions 2019-06-01 - Buyout (LBO, MBO, MBI)
Nolensville, Tennessee · www.sterlingcardsolutions.com
Generx Generators 2019-05-01 - Buyout (LBO, MBO, MBI)
Oldsmar, Florida · www.generxgenerators.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Decora Industries, Inc. 2015-05-29 DUCO Technologies, Inc. - Point-of-Purchase Assets 2018-09-26 1
Philadelphia, Pennsylvania · www.dd-usa.com Grand Prairie, Texas

M&A by Sector

Sector Current # Value All-time # Value
Business Services 5 (14%) - 8 (14%) -
Consumer Products 4 (11%) - 5 (9%) -
Apparel/Textiles - - 4 (7%) -
Automotive 1 (3%) - 3 (5%) -
Software 2 (6%) - 3 (5%) -
Building Materials 1 (3%) - 2 (3%) -
Construction 2 (6%) - 2 (3%) -
Distribution - - 2 (3%) -
E-Commerce 2 (6%) - 2 (3%) -
Electrical Equipment 2 (6%) - 2 (3%) -
Electronics 2 (6%) - 2 (3%) -
Food 2 (6%) - 2 (3%) -
Information Technology - - 2 (3%) -
Marketing 1 (3%) - 2 (3%) -
Staffing 2 (6%) - 2 (3%) -
Chemicals - - 1 (2%) -
Communications - - 1 (2%) -
Consumer Services - - 1 (2%) -
Education - - 1 (2%) -
Energy Services and Equipment 1 (3%) - 1 (2%) -
Forest Products - - 1 (2%) -
Furniture 1 (3%) - 1 (2%) -
Life Science 1 (3%) - 1 (2%) -
Machinery 1 (3%) - 1 (2%) -
Manufacturing 1 (3%) - 1 (2%) -
Metals/Mining 1 (3%) - 1 (2%) -
Plastics 1 (3%) - 1 (2%) -
Real Estate 1 (3%) - 1 (2%) -
Semiconductors 1 (3%) - 1 (2%) -
Test/Measurement Equipment 1 (3%) - 1 (2%) -
Total 36 - 58 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 36 (100%) - 58 (100%) -
  North Carolina 7 (19%) - 13 (22%) -
  Florida 4 (11%) - 5 (9%) -
  Georgia 3 (8%) - 5 (9%) -
  Virginia 4 (11%) - 4 (7%) -
  Michigan 2 (6%) - 4 (7%) -
  Tennessee 3 (8%) - 3 (5%) -
  Pennsylvania 2 (6%) - 3 (5%) -
  Ohio 2 (6%) - 3 (5%) -
  Illinois 2 (6%) - 3 (5%) -
  Texas 1 (3%) - 2 (3%) -
  South Carolina 1 (3%) - 2 (3%) -
  Indiana 1 (3%) - 2 (3%) -
  New Jersey - - 2 (3%) -
  New York 1 (3%) - 1 (2%) -
  Montana 1 (3%) - 1 (2%) -
  California 1 (3%) - 1 (2%) -
  Wisconsin 1 (3%) - 1 (2%) -
  Maryland - - 1 (2%) -
  Kansas - - 1 (2%) -
  Colorado - - 1 (2%) -
Total 36 - 58 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 23 (64%) - 40 (69%) -
Growth Capital 4 (11%) - 6 (10%) -
Recapitalization 5 (14%) - 5 (9%) -
Secondary Buyout 2 (6%) - 5 (9%) -
Special Situations/Distressed 1 (3%) - 1 (2%) -
Venture 1 (3%) - 1 (2%) -
Total 36 - 58 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (30%) -
Bankruptcy 2 (20%) -
Recapitalization 2 (20%) -
Trade Sale - Public Company 1 (10%) 54M (100%)
Secondary Sale 1 (10%) -
Sold to Management 1 (10%) -
Total 10 $54M

Deal Values

sell # Total
< $100M 1 $54M
TOTAL $54M
Largest Quality Aluminum Products, Inc.
$54M (2022-08-23)

M&A Connections

Deals
Acquired from
Investor(s)
10%
6 (10%)
Exited to
Investor(s)
30%
3 (30%)
Strategic(s)
40%
4 (40%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

450M USD

Established

1999

Specialist/Generalist

Generalist

Leadership

Phillip Martin

Founder & Partner

David Faris

Partner

Kevin Jessup

Partner

Brad Morton

CFO

Logan Trotter

Principal

FAQ

When was Salem Investment Partners founded?

Salem Investment Partners was founded in 1999.

What type of investor is Salem Investment Partners?

Salem Investment Partners is a mezzanine finance firm.

Where is Salem Investment Partners headquartered?

Salem Investment Partners is headquartered in Greensboro, North Carolina.

How much capital does Salem Investment Partners have under management?

Salem Investment Partners has 450M USD under management.

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