Wellfleet Capital Partners Mergers and Acquisitions Summary

Merchant Bank Profile

Wellfleet Capital Partners’ most common sectors for investment areconsumer products (34%) and healthcare services (34%) . The Firm’s most common investment types include secondary buyout (34%) and buyout (lbo, mbo, mbi) (34%). In total, Wellfleet Capital Partners has invested in 2 US states.

In the last 3 years, Wellfleet Capital Partners has exited 1 company. The Firm’s most common exit type is trade sale (100%). Wellfleet Capital Partners’ largest (disclosed) exit occurred in 2021 when it sold Building Engines for $300M.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity3
    • M&A Sell Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

Wellfleet Capital Partners

Wellfleet Capital Partners

245 First Street, 18th Floor,
Cambridge, Massachusetts 02142
United States
www.wellfleetcapital.com
info@wellfleetcapital.com

Wellfleet Capital Partners is a merchant banking firm focused on advising and investing in lower middle-market businesses with $10 to $150 million in revenues and EBITDA of at least $1.5 million. The Firm looks for companies with defensible market positions and high operating margins. Sectors of interest include business services, branded consumer products, healthcare, food/beverage, niche manufacturing, and value-added distribution. Wellfleet will consider opportunities throughout the US and Canada. The Firm was formed in 1995 and is based in Cambridge, Massachusetts.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Chemicals, Consumer Products, Consumer Services, Distribution, Education, Food, Healthcare Services, Manufacturing, Marketing, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Recapitalization

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

Transaction Criteria Min Max
Target Revenue 10 150
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 (0.0/yr) # 3 - - - - - 3
Sell (0.2/yr) # 3 - 1 - - - 4
vol $300M $300M
  7

Most Recent M&A

Company Date Value Type
Building Engines, Inc. 2021-10-21 300M USD Trade Sale
Boston, Massachusetts · www.buildingengines.com
Senior Whole Health LLC 2017-07-13 - Trade Sale
Cambridge, Massachusetts · www.seniorwholehealth.com
Building Engines, Inc. 2016-10-06 - Growth Capital
Boston, Massachusetts · www.buildingengines.com
Senior Whole Health LLC 2011-11-08 - Secondary Buyout
Cambridge, Massachusetts · www.seniorwholehealth.com
Perrone Group 2011-07-14 - Trade Sale
Braintree, Massachusetts · www.perronegrp.com
Americus Dental Labs, Inc. 2006-10-01 - Trade Sale
Jamaica, New York · www.americuslab.com
Buy-Rite Designs, Inc. 2005-09-16 - Buyout (LBO, MBO, MBI)
Freehold, New Jersey
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 1 (33%) -
Healthcare Services - - 1 (33%) -
Software - - 1 (33%) -
Total - - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 3 (100%) -
  Massachusetts - - 2 (67%) -
  New Jersey - - 1 (33%) -
Total - - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 1 (33%) -
Growth Capital - - 1 (33%) -
Secondary Buyout - - 1 (33%) -
Total - - 3 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (50%) 300M (100%)
Trade Sale 2 (50%) -
Total 4 $300M

Deal Values

sell # Total
$100M to $1B 1 $300M
TOTAL $300M
Largest Building Engines, Inc.
$300M (2021-10-21)

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)
Exited to
Strategic(s)
100%
4 (100%)

Investor Summary

Investor Type

Merchant Bank

Size

Small

Established

1995

Specialist/Generalist

Generalist

Leadership

P. H. Benjamin Chang

Founder & Managing Principal

Greg Sneddon

Principal

FAQ

When was Wellfleet Capital Partners founded?

Wellfleet Capital Partners was founded in 1995.

What type of investor is Wellfleet Capital Partners?

Wellfleet Capital Partners is a merchant bank.

Where is Wellfleet Capital Partners headquartered?

Wellfleet Capital Partners is headquartered in Cambridge, Massachusetts.

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