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Stellus Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stellus Capital Management has acquired 11 companies. It has also invested in 3 others.

Stellus Capital Management’s most common sectors for investment areconsumer services (12%) and marketing (12%) . The Firm’s most common investment types include secondary buyout (27%) and buyout (lbo, mbo, mbi) (24%). In total, Stellus Capital Management has invested in 15 US states.

In the last 3 years, Stellus Capital Management has exited 2 companies. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity26
    • M&A Sell Activity6
  • Total Sectors Invested 16
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 23

Stellus Capital Management

4400 Post Oak Parkway, Suite 2200,
Houston, Texas 77027
United States
(713) 292-5400
www.stelluscapital.com
Info@stelluscapital.com

Stellus Capital Management is a provider of debt and equity capital to middle-market companies headquartered throughout the US and Canada. For credit commitments, Stellus looks to provide $10 to $50 million of capital to help support buyouts, acquisitions, recapitalization, growth opportunities, rescue financing, distressed situations, as well as bridge loans. Sectors' of interest for Stellus' credit practice includes business services, energy, general industrial, government, healthcare, software and specialty finance. Stellus' equity practice seeks to provide $30 to $50 million to small and mid-sized energy (upstream, oilfield services, midstream) companies. Stellus Capital was originally formed in 2004 as Laminar Direct Capital and operated as the direct investing unit of D.E. Shaw. The Group became independent in 2012. Stellus has offices in Houston, New York City, and Washington DC.


Investment Criteria

Sectors of Interest: Business Services, Energy Services and Equipment, Financial Services, Healthcare Services, Machinery, Oil/Gas Exploration, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 8 -
Investment Size 30 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (3.4/yr) # 9 3 7 1 5 1 26
Sell (0.4/yr) # 4 - 1 - - 1 6
  32

Most Recent M&A

Company Date Value Type
Eos Fitness Holdings LLC 2025-05-12 - Secondary Sale
Dallas, Texas · www.eosfitness.com
Pacific Shoring Products LLC 2025-01-13 - Secondary Buyout
Santa Rosa, California · www.pacificshoring.com
Combined Caterers 2024-12-03 - Buyout (LBO, MBO, MBI)
Charlotte, North Carolina · www.combinedcaterers.com
Identity Theft Guard Solutions, Inc. 2024-11-25 - Divestiture
Beaverton, Oregon · www.idx.us
Norplex Micarta 2024-11-12 - Buyout (LBO, MBO, MBI)
Postville, Iowa · www.norplex-micarta.com
TriplePoint MEP 2024-05-31 - Secondary Buyout
Houston, Texas · www.triplepointmep.com
evolv Consulting LLC 2024-01-22 - Growth Capital
Dallas, Texas · www.evolv.consulting.com
Med Learning Group LLC 2023-01-03 - Growth Capital
New York, New York · www.medlearninggroup.com
Onpoint Industrial Services 2022-11-28 - Secondary Buyout
Deer Park, Texas · www.onpoint-us.com
Curion LLC 2022-08-25 - Recapitalization
Chamblee, Georgia · www.curioninsights.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Baker Manufacturing Co. 2022-07-12 A.Y. McDonald - The Pump Division 2024-11-04 1
Evansville, Wisconsin · www.bakermfg.com Dubuque, Iowa
Elliott Aviation 2020-02-03 Elliott Aviation - FBO assets and operations 2022-09-22 1
Moline, Illinois · www.elliottaviation.com Des Moines, Iowa

M&A by Sector

Sector Current # Value All-time # Value
Consumer Services 2 (11%) - 3 (12%) -
Marketing 3 (16%) - 3 (12%) -
Business Services 2 (11%) - 2 (8%) -
Consumer Products 2 (11%) - 2 (8%) -
Distribution - - 2 (8%) -
Manufacturing 2 (11%) - 2 (8%) -
Software 2 (11%) - 2 (8%) -
Transportation - - 2 (8%) -
Aerospace 1 (5%) - 1 (4%) -
Automotive - - 1 (4%) -
Furniture 1 (5%) - 1 (4%) -
Information Services 1 (5%) - 1 (4%) -
Internet Software and Services 1 (5%) - 1 (4%) -
Machinery 1 (5%) - 1 (4%) -
Media - - 1 (4%) -
Plastics 1 (5%) - 1 (4%) -
Total 19 - 26 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 19 (100%) - 26 (100%) -
  Texas 5 (26%) - 7 (27%) -
  New York 3 (16%) - 3 (12%) -
  Illinois 1 (5%) - 2 (8%) -
  California 1 (5%) - 2 (8%) -
  Pennsylvania 1 (5%) - 2 (8%) -
  Georgia 1 (5%) - 1 (4%) -
  District of Columbia 1 (5%) - 1 (4%) -
  Wisconsin 1 (5%) - 1 (4%) -
  Virginia 1 (5%) - 1 (4%) -
  Oregon 1 (5%) - 1 (4%) -
  North Carolina 1 (5%) - 1 (4%) -
  New Jersey 1 (5%) - 1 (4%) -
  Iowa 1 (5%) - 1 (4%) -
  Indiana - - 1 (4%) -
  Florida - - 1 (4%) -
Total 19 - 26 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 5 (26%) - 7 (27%) -
Buyout (LBO, MBO, MBI) 4 (21%) - 6 (23%) -
Growth Capital 4 (21%) - 4 (15%) -
Recapitalization 3 (16%) - 4 (15%) -
Divestiture 2 (11%) - 2 (8%) -
Acquisition Financing 1 (5%) - 1 (4%) -
Special Situations/Distressed - - 1 (4%) -
Venture - - 1 (4%) -
Total 19 - 26 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (67%) -
Secondary Sale 2 (33%) -
Total 6 -

M&A Connections

Deals
Acquired from
Investor(s)
31%
8 (31%)
Strategic(s)
8%
2 (8%)
Exited to
Investor(s)
33%
2 (33%)
Strategic(s)
67%
4 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.5B USD

Established

2004

Specialist/Generalist

Generalist

Leadership

Dean D’Angelo

Founding Partner

Joshua Davis

Founding Partner

W. Todd Huskinson

Founding Partner

Robert Ladd

Managing Partner, Chairman & CEO

Adam Pollock

Managing Director

FAQ

When was Stellus Capital Management founded?

Stellus Capital Management was founded in 2004.

What type of investor is Stellus Capital Management?

Stellus Capital Management is a private equity firm.

Where is Stellus Capital Management headquartered?

Stellus Capital Management is headquartered in Houston, Texas.

How much capital does Stellus Capital Management have under management?

Stellus Capital Management has 1.5B USD under management.

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