SFW Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, SFW Capital Partners has acquired 5 companies. It has also invested in 1 other.

SFW Capital Partners’ most common sectors for investment areinformation services (20%) and software (20%) . The Firm’s most common investment types include growth capital (35%) and recapitalization (25%). In total, SFW Capital Partners has invested in 13 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Gerson Lehrman Group for $212M.

In the last 3 years, SFW Capital Partners has exited 2 companies. The Firm’s most common exit type is trade sale (50%). SFW Capital Partners’ largest (disclosed) exit occurred in 2004 when it sold Sovereign Specialty Chemicals for $575M.

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity20
    • M&A Sell Activity12
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 11
  • M&A Advisors 2

SFW Capital Partners

SFW Capital Partners LLC

22 Elm Place,
Rye, New York 10580
United States
(914) 510-8910
www.sfwcap.com
info@sfwcap.com

SFW Capital Partners is a private equity firm that seeks investments in US based, lower middle market companies that provide analytical tools or related outsourced analytical services. Specific areas of interest include test, measurement, and control instruments, as well as analytical software and information services. SFW primarily seeks control positions where the firm can commit $25 to $200 million per transaction. SFW Capital Partners was formed in 2007 and is based in Rye, New York.


Investment Criteria

Sectors of Interest: Aerospace, Agriculture, Beverages, Business Services, Chemicals, Distribution, Electronics, Food, Healthcare Services, Information Services, Infrastructure, Life Science, Machinery, Manufacturing, Marine, Marketing, Media, Medical Products, Metals/Mining, Software, Test/Measurement Equipment, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 10 500
Target EBITDA 3 25
Investment Size 25 200
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 - 4 2 - - 20
vol $212M $212M
Sell (0.4/yr) # 10 - - 2 - - 12
vol $1.3B $1.3B
  32

Most Recent M&A

Company Date Value Type
Greenshades Software 2022-10-04 - Secondary Sale
Jacksonville, Florida · www.greenshades.com
Industrial Dynamics Company Ltd. 2022-09-12 - Trade Sale
Torrance, California · www.filtec.com
Sannova Analytical LLC 2022-08-10 - Growth Capital
Somerset, New Jersey · www.sannova.net
RDI Technologies, Inc. 2022-02-17 - Recapitalization
Knoxville, Tennessee · www.rditechnologies.com
Captify Technologies Ltd. 2021-07-14 - Secondary Buyout
London, United Kingdom · www.captifytechnologies.com
Pion, Inc. 2021-05-20 - Recapitalization
Billerica, Massachusetts · www.pion-inc.com
Granite River Labs, Inc. 2021-05-12 - Recapitalization
Santa Clara, California · www.graniteriverlabs.com
CARON Products & Services, Inc. 2021-01-13 - Recapitalization
Marietta, Ohio · www.caronproducts.com
Micromeritics Instrument Corp. 2019-12-19 - Recapitalization
Norcross, Georgia · www.micromeritics.com
DaySmart Software, Inc. 2019-10-16 - Secondary Sale
Ann Arbor, Michigan · www.daysmart.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Services 1 (11%) 212M (100%) 4 (20%) 212M (100%)
Software 1 (11%) - 4 (20%) -
Life Science 2 (22%) - 2 (10%) -
Medical Products 1 (11%) - 2 (10%) -
Business Services - - 1 (5%) -
Chemicals - - 1 (5%) -
Electronics 1 (11%) - 1 (5%) -
Information Technology 1 (11%) - 1 (5%) -
Machinery 1 (11%) - 1 (5%) -
Marketing 1 (11%) - 1 (5%) -
Media - - 1 (5%) -
Test/Measurement Equipment - - 1 (5%) -
Total 9 $212M 20 $212M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (89%) 212M (100%) 19 (95%) 212M (100%)
  California 1 (11%) - 3 (15%) -
  New Jersey 1 (11%) - 2 (10%) -
  Massachusetts 1 (11%) - 2 (10%) -
  North Carolina - - 2 (10%) -
  Michigan - - 2 (10%) -
  New York 1 (11%) 212M (100%) 1 (5%) 212M (100%)
  Tennessee 1 (11%) - 1 (5%) -
  Ohio 1 (11%) - 1 (5%) -
  Georgia 1 (11%) - 1 (5%) -
  Colorado 1 (11%) - 1 (5%) -
  Texas - - 1 (5%) -
  Illinois - - 1 (5%) -
  Florida - - 1 (5%) -
United Kingdom 1 (11%) - 1 (5%) -
Domestic 8 (89%) 212M (100%) 19 (95%) 212M (100%)
Cross-border 1 (11%) - 1 (5%) -
Total 9 $212M 20 $212M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 1 (11%) - 7 (35%) -
Recapitalization 5 (56%) - 5 (25%) -
Secondary Buyout 3 (33%) 212M (100%) 4 (20%) 212M (100%)
Buyout (LBO, MBO, MBI) - - 2 (10%) -
Divestiture - - 1 (5%) -
Venture - - 1 (5%) -
Total 9 $212M 20 $212M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 4 (33%) 735M (56%)
Secondary Sale 4 (33%) -
Trade Sale 3 (25%) 575M (44%)
IPO 1 (8%) -
Total 12 $1.3B

Top M&A Advisors

Financial Deals
Lazard Middle Market
 1
Legal Deals
Kirkland & Ellis
 1

Deal Values

buy # Total
$100M to $1B 1 $212M
TOTAL $212M
Largest Gerson Lehrman Group, Inc.
$212M (2015-12-21)
sell # Total
$100M to $1B 4 $1.3B
TOTAL $1.3B
Largest Sovereign Specialty Chemicals, Inc.
$575M (2004-12-27)

M&A Connections

Deals
Acquired from
Investor(s)
20%
4 (20%)
Strategic(s)
5%
1 (5%)
Exited to
Investor(s)
33%
4 (33%)
Strategic(s)
50%
6 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

800M USD

Established

2007

Specialist/Generalist

Generalist

Leadership

Roger Freeman

Co-Founder & Partner

Thomas Salice

Co-Founder & Partner

Ahmad Sheikh

Partner

Joe Testani

CFO & CCO

Gianluigi Sepe

Principal

FAQ

When was SFW Capital Partners founded?

SFW Capital Partners was founded in 2007.

What type of investor is SFW Capital Partners?

SFW Capital Partners is a private equity firm.

Where is SFW Capital Partners headquartered?

SFW Capital Partners is headquartered in Rye, New York.

How much capital does SFW Capital Partners have under management?

SFW Capital Partners has 800M USD under management.

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