Weinberg Capital Group Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Weinberg Capital Group has acquired 3 companies.

Weinberg Capital Group’s most common sectors for investment areaerospace (22%) and manufacturing (22%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (65%) and consolidation (15%). In total, Weinberg Capital Group has invested in 9 US states.

In the last 3 years, Weinberg Capital Group has exited 1 company. The Firm’s most common exit type is trade sale (45%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity14
    • M&A Sell Activity9
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 16
  • M&A Advisors 2

Weinberg Capital Group

Weinberg Capital Group

5005 Rockside Road, Suite 1140,
Cleveland, Ohio 44131
United States
(216) 503-8302
www.weinbergcap.com

Weinberg Capital Group is a Midwestern US-based investment firm focused on real estate and private equity investments. Weinberg's private equity group targets control investments in lower middle-market, North American, profitable companies with $10 to $100 million of revenue. Sectors of interest include manufacturing, business services, medical and healthcare, aviation services, consumer products, and value-added distribution. Weinberg's real estate group targets opportunities in retail, multi-family, office, and industrial properties. Weinberg Capital Group was formed in 2003 and is based in Cleveland, Ohio.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Consumer Products, Distribution, Financial Services, Furniture, Healthcare Services, Manufacturing, Marketing, Medical Products, Packaging, Real Estate, Retail, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 15 100
Target EBITDA 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 11 - 1 - 1 1 14
Sell (0.6/yr) # 6 2 - 1 - - 9
  23

Most Recent M&A

Company Date Value Type
Aviocraft 2024-05-02 - Buyout (LBO, MBO, MBI)
Chandler, Arizona · www.aviocraft.com
Salt River Aviation LLC 2023-12-20 - Recapitalization
Chandler, Arizona · www.saltriveraviation.com
North American Kitchen Solutions, Inc. 2022-11-10 - Secondary Sale
Elyria, Ohio · www.hoodmart.com
Drake Waterfowl Systems 2021-09-20 - Buyout (LBO, MBO, MBI)
Olive Branch, Mississippi · www.drakewaterfowl.com
Mechanical Servants LLC 2020-08-26 - Trade Sale
Glendale Heights, Illinois · www.cvalet.com
AeroRepair Corp. 2020-01-14 - Secondary Sale
Londonderry, New Hampshire · www.aerorepaircorp.com
Encore Bank N.A. 2018-10-26 - Merger
Naples, Florida · www.encorebank.com
Alex N. Sill Co. LLC 2018-08-01 - Buyout (LBO, MBO, MBI)
Cleveland, Ohio · www.sill.com
Carl's Patio, Inc. 2018-01-31 - Trade Sale
Boca Raton, Florida · www.carls-patio.com
New Channel Direct Corp. 2016-12-01 - Trade Sale
Hinckley, Ohio · www.newchanneldirect.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
H-D Advanced Manufacturing Co. 2012-12-11 Firstmark Corp. 2018-09-19 1
Houston, Texas · www.h-dam.com Chatsworth, California · www.firstmarkcorp.com

M&A by Sector

Sector Current # Value All-time # Value
Aerospace 2 (33%) - 3 (21%) -
Manufacturing 2 (33%) - 3 (21%) -
Consumer Products 1 (17%) - 2 (14%) -
Automotive - - 1 (7%) -
Distribution - - 1 (7%) -
Financial Services - - 1 (7%) -
Insurance 1 (17%) - 1 (7%) -
Retail - - 1 (7%) -
Transportation - - 1 (7%) -
Total 6 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 14 (100%) -
  Ohio 2 (33%) - 4 (29%) -
  Arizona 2 (33%) - 2 (14%) -
  Florida - - 2 (14%) -
  Texas 1 (17%) - 1 (7%) -
  Mississippi 1 (17%) - 1 (7%) -
  New York - - 1 (7%) -
  New Hampshire - - 1 (7%) -
  Illinois - - 1 (7%) -
  Georgia - - 1 (7%) -
Total 6 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (67%) - 9 (64%) -
Consolidation 1 (17%) - 2 (14%) -
Recapitalization 1 (17%) - 2 (14%) -
Special Situations/Distressed - - 1 (7%) -
Total 6 - 14 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (44%) -
Secondary Sale 3 (33%) -
IPO 1 (11%) -
Merger 1 (11%) -
Total 9 -

Top M&A Advisors

Financial Deals
KeyBanc Capital Markets
 1
Legal Deals
Benesch, Friedlander, Coplan & Aronoff
 1

M&A Connections

Deals
Exited to
Investor(s)
33%
3 (33%)
Strategic(s)
56%
5 (56%)

Investor Summary

Investor Type

Family Office

Size

Small

Established

2003

Specialist/Generalist

Generalist

Leadership

Ronald Weinberg, Jr.

Managing Director & Principal

John Herman

Director & Principal

Ronald Weinberg

Director & Principal

Nicholas Leiby

Director

FAQ

When was Weinberg Capital Group founded?

Weinberg Capital Group was founded in 2003.

What type of investor is Weinberg Capital Group?

Weinberg Capital Group is a family office.

Where is Weinberg Capital Group headquartered?

Weinberg Capital Group is headquartered in Cleveland, Ohio.

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