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SBJ Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, SBJ Capital has acquired 1 company. It has also invested in 3 others.

SBJ Capital’s most common sectors for investment areconsumer services (19%) and healthcare services (19%) . The Firm’s most common investment types include growth capital (44%) and buyout (lbo, mbo, mbi) (32%). In total, SBJ Capital has invested in 13 US states.

In the last 3 years, SBJ Capital has exited 2 companies. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity19
    • M&A Buy Activity16
    • M&A Sell Activity3
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 2

SBJ Capital

Spanos Barber Jesse & Co.

2001 North Main Street, Suite 650,
Walnut Creek, California 94596
United States
(415) 848-1990
www.sbjcap.com
info@sbjcap.com

Spanos Barber Jesse & Co. (SBJ) is a private investment firm focused on lower middle-market consumer, business services and healthcare services companies. Prospective transaction types include buyouts, recapitalizations, acquisitions, and growth. SBJ looks to invest $10 to $50 million in companies generating sales up to $100 million and EBITDA of $3 to $15 million. Spanos Barber Jesse & Co. was founded in 2013 and is based in Walnut Creek, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Beverages, Business Services, Consumer Products, Consumer Services, Defense, Distribution, Education, Food, Gaming, Healthcare Services, Information Technology, Leisure, Marketing, Restaurants, Safety/Security, Staffing

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

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

Transaction Criteria Min Max
Target Revenue - 100
Target EBITDA 3 15
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.0/yr) # 11 1 2 2 - - 16
Sell (0.4/yr) # 1 - 1 1 - - 3
  19

Most Recent M&A

Company Date Value Type
The Perfect Puree of Napa Valley LLC 2023-12-12 - Secondary Sale
Napa, California · www.perfectpuree.com
Sydnic 2023-11-15 - Buyout (LBO, MBO, MBI)
, United States
Rishi Tea & Botanicals 2023-04-18 - Growth Capital
Milwaukee, Wisconsin · www.rishi-tea.com
Troy Lee Designs LLC 2022-03-17 - Trade Sale
Corona, California · www.troyleedesigns.com
Rb Wine Associates LLC 2022-02-01 - Growth Capital
Healdsburg, California · www.rackandriddle.com
Ally Pediatric Therapy 2022-01-26 - Growth Capital
Paradise Valley, Arizona · www.allypediatric.com
Sight360 2021-01-08 - Buyout (LBO, MBO, MBI)
Oldsmar, Florida · www.sight360.com
The Perfect Puree of Napa Valley LLC 2020-10-22 - Growth Capital
Napa, California · www.perfectpuree.com
CDM Fitness Holdings (Core Development and Management) 2019-06-13 - Buyout (LBO, MBO, MBI)
, Massachusetts
Moxie Management Group 2019-06-13 - Divestiture
, California
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Resolvion 2018-07-31 Del Mar Recovery Solutions, Inc. 2019-11-11 1
Charlotte, North Carolina · www.resolvion.com Carlsbad, California · www.delmarrecovery.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Services 3 (23%) - 3 (19%) -
Healthcare Services 2 (15%) - 3 (19%) -
Consumer Products 1 (8%) - 2 (13%) -
Apparel/Textiles 1 (8%) - 1 (6%) -
Beverages 1 (8%) - 1 (6%) -
Business Services 1 (8%) - 1 (6%) -
Defense 1 (8%) - 1 (6%) -
Education 1 (8%) - 1 (6%) -
Food - - 1 (6%) -
Leisure 1 (8%) - 1 (6%) -
Restaurants 1 (8%) - 1 (6%) -
Total 13 - 16 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 16 (100%) -
  California 2 (15%) - 4 (25%) -
  Massachusetts 1 (8%) - 1 (6%) -
  Florida 1 (8%) - 1 (6%) -
  Arizona 1 (8%) - 1 (6%) -
  Wisconsin 1 (8%) - 1 (6%) -
  Virginia 1 (8%) - 1 (6%) -
  Oregon 1 (8%) - 1 (6%) -
  Ohio 1 (8%) - 1 (6%) -
  North Carolina 1 (8%) - 1 (6%) -
  New Jersey 1 (8%) - 1 (6%) -
  Montana 1 (8%) - 1 (6%) -
  New York - - 1 (6%) -
Total 13 - 16 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (38%) - 7 (44%) -
Buyout (LBO, MBO, MBI) 5 (38%) - 5 (31%) -
Recapitalization 2 (15%) - 3 (19%) -
Divestiture 1 (8%) - 1 (6%) -
Total 13 - 16 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (67%) -
Secondary Sale 1 (33%) -
Total 3 -

Top M&A Advisors

Legal Deals
O'Melveny & Myers
 2
McGuireWoods
 1

M&A Connections

Deals
Acquired from
Strategic(s)
6%
1 (6%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

600M USD

Established

2013

Specialist/Generalist

Generalist

Leadership

Gus Spanos

Co-Founder & Managing Director

Tom Barber

Co-Founder & Managing Director

Ben Landis

Managing Director

Bhairvee Shavdia

Managing Director

Bill Jesse

Managing Director

FAQ

When was SBJ Capital founded?

SBJ Capital was founded in 2013.

What type of investor is SBJ Capital?

SBJ Capital is a private equity firm.

Where is SBJ Capital headquartered?

SBJ Capital is headquartered in Walnut Creek, California.

How much capital does SBJ Capital have under management?

SBJ Capital has 600M USD under management.

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