Sole Source Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Sole Source Capital has acquired 4 companies.

Sole Source Capital’s most common sectors for investment aredistribution (34%) and business services (23%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (89%) and secondary buyout (12%). In total, Sole Source Capital has invested in 5 US states.

In the last 3 years, Sole Source Capital has exited 2 companies. The Firm’s most common exit type is secondary buyout (67%).

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity9
    • M&A Sell Activity3
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Sole Source Capital

Sole Source Capital LLC

4143 Maple Avenue, Suite 240,
Dallas, Texas 75219
United States
(214) 617-4745
www.solesourcecapital.com
info@solesourcecapital.com

Sole Source Capital is a private investment group focused on taking control positions in established companies with sustainable competitive advantages. The Firm looks to commit up to $75 million per transaction and will consider a variety of investment situations including management buyouts, divestitures, and special situations. Sectors of interest include manufacturing, distribution, automation, environmental services, motion control equipment, oil/gas exploration, energy services, refining/midstream, agriculture, mining services, logistics, metal services, manufacturing, and specialty chemicals. Sole Source Capital was formed in 2016 and is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Agriculture, Business Services, Chemicals, Consumer Products, Distribution, Energy Services and Equipment, Environmental, Information Technology, Machinery, Manufacturing, Metals/Mining, Oil/Gas Exploration, Packaging, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Special Situations/Distressed

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 20
Investment Size - 75
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) # 3 2 2 1 1 - 9
Sell (0.4/yr) # 1 - - 1 1 - 3
  12

Most Recent M&A

Company Date Value Type
Lee Fish USA 2023-03-06 - Buyout (LBO, MBO, MBI)
El Segundo, California · www.leefishusa.com
Worldwide Produce 2023-02-09 - Secondary Sale
Los Angeles, California · www.wwproduce.com
Westwood Laboratories, Inc. 2022-10-17 - Buyout (LBO, MBO, MBI)
Azusa, California · www.westwoodlabs.com
Supply Chain Services LLC 2022-08-03 - Merger
Oakdale, Minnesota · www.supplychainservices.com
I.D. Images LLC 2021-08-03 - Buyout (LBO, MBO, MBI)
Brunswick, Ohio · www.idimages.com
Peak Technologies, Inc. 2021-04-09 - Secondary Buyout
Linthicum Heights, Maryland · www.peaktech.com
Dallas Plastics 2020-10-07 - Buyout (LBO, MBO, MBI)
Mesquite, Texas · www.dallasplastics.com
Supply Chain Services LLC 2020-05-06 - Buyout (LBO, MBO, MBI)
Oakdale, Minnesota · www.supplychainservices.com
Worldwide Produce 2019-10-25 - Buyout (LBO, MBO, MBI)
Los Angeles, California · www.wwproduce.com
Individual FoodService 2019-10-17 - Secondary Sale
Bell, California · www.individualfoodservice.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Peak Technologies, Inc. 2021-04-09 Supply Chain Services LLC 2022-08-03 11
Linthicum Heights, Maryland · www.peaktech.com Oakdale, Minnesota · www.supplychainservices.com
Peak Technologies, Inc. 2021-04-09 Graphic Label LLC 2022-04-07 10
Linthicum Heights, Maryland · www.peaktech.com Yakima, Washington · www.graphiclabel.com

M&A by Sector

Sector Current # Value All-time # Value
Distribution 1 (20%) - 3 (33%) -
Business Services 1 (20%) - 2 (22%) -
Consumer Products 1 (20%) - 1 (11%) -
Information Technology - - 1 (11%) -
Packaging 1 (20%) - 1 (11%) -
Plastics 1 (20%) - 1 (11%) -
Total 5 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 9 (100%) -
  California 2 (40%) - 4 (44%) -
  Texas 1 (20%) - 2 (22%) -
  Ohio 1 (20%) - 1 (11%) -
  Maryland 1 (20%) - 1 (11%) -
  Minnesota - - 1 (11%) -
Total 5 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (80%) - 8 (89%) -
Secondary Buyout 1 (20%) - 1 (11%) -
Total 5 - 9 -

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
KeyBanc Capital Markets
1

M&A Connections

Deals
Acquired from
Investor(s)
11%
1 (11%)
Exited to
Investor(s)
67%
2 (67%)
Strategic(s)
33%
1 (33%)

FAQ

When was Sole Source Capital founded?

Sole Source Capital was founded in 2016.

What type of investor is Sole Source Capital?

Sole Source Capital is a private equity firm.

Where is Sole Source Capital headquartered?

Sole Source Capital is headquartered in Dallas, Texas.

How much capital does Sole Source Capital have under management?

Sole Source Capital has 160M USD under management.

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