Southlake Equity Group Mergers and Acquisitions Summary

Private Equity Firm Profile

Southlake Equity Group’s most common sectors for investment aremanufacturing (40%) and medical products (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and growth capital (40%). In total, Southlake Equity Group has invested in 2 US states.

The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity5
    • M&A Sell Activity4
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Southlake Equity Group

Southlake Equity Group LLC

950 E. State Hwy. 114 Suite 160,
Southlake, Texas 76092
United States
(817) 328-3600
www.southlakeequity.com
info@southlakeequity.com

Southlake Equity Group is a private equity firm focuses on lower middle-market manufacturing, distribution and services companies headquartered in the South Central US. The Firm looks to invests $20 to $50 million in companies with an enterprise value of $20 to $200 million and revenues of $25 to $200 million. Specific areas of interest include consumer products, business services, healthcare services or devices, industrial components, scientific instruments, furniture, shelving and storage fixtures, specialty packaging, specialty printing, and building materials. The Firm will not invest in restaurants, high-tech, commodities, real estate, and financial services. Southlake Equity Group was formed in 2007 and is based in Southlake, Texas.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Consumer Products, Distribution, Franchising, Furniture, Healthcare Services, Life Science, Manufacturing, Metals/Mining, Packaging, Plastics, Publishing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 25 200
Target EBITDA - -
Investment Size 20 50
Enterprise Value 20 200
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 4 1 - - - - 5
Sell (0.0/yr) # 4 - - - - - 4
  9

Most Recent M&A

Company Date Value Type
Karavan Trailers, Inc. 2020-01-01 - Buyout (LBO, MBO, MBI)
Fox Lake, Wisconsin · www.karavantrailers.com
Silica Services LLC 2019-10-28 - Divestiture
Frisco, Texas · www.silicaservicesinc.com
Titan Spine LLC 2019-05-09 - Trade Sale
Mequon, Wisconsin · www.titanspine.com
Titan Spine LLC 2016-07-13 - Growth Capital
Mequon, Wisconsin · www.titanspine.com
American Trailer Works, Inc. 2016-01-01 - Secondary Sale
Sumner, Texas · www.americantrailerworks.com
Waples Manufacturing, Inc. 2014-10-08 - Secondary Sale
Fort Worth, Texas · www.waples.com
PJ Trailers, Inc. 2011-01-12 - Merger
Sumner, Texas · www.pjtrailers.com
American Trailer Works, Inc. 2011-01-12 - Growth Capital
Sumner, Texas · www.americantrailerworks.com
PJ Trailers, Inc. 2008-06-01 - Buyout (LBO, MBO, MBI)
Sumner, Texas · www.pjtrailers.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing - - 2 (40%) -
Marine 1 (50%) - 1 (20%) -
Medical Products - - 1 (20%) -
Oil/Gas Exploration 1 (50%) - 1 (20%) -
Total 2 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 5 (100%) -
  Texas 1 (50%) - 3 (60%) -
  Wisconsin 1 (50%) - 2 (40%) -
Total 2 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 2 (40%) -
Growth Capital - - 2 (40%) -
Divestiture 1 (50%) - 1 (20%) -
Total 2 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (50%) -
Merger 1 (25%) -
Trade Sale - Public Company 1 (25%) -
Total 4 -

M&A Connections

Deals
Acquired from
Strategic(s)
20%
1 (20%)
Exited to
Investor(s)
50%
2 (50%)
Strategic(s)
25%
1 (25%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Thomas Keene

Co-founder & Managing Partner

David Spuria

Partner & General Counsel

Doug Clark

CFO

FAQ

When was Southlake Equity Group founded?

Southlake Equity Group was founded in 2007.

What type of investor is Southlake Equity Group?

Southlake Equity Group is a private equity firm.

Where is Southlake Equity Group headquartered?

Southlake Equity Group is headquartered in Southlake, Texas.

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