Willis & Smith Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Willis & Smith Capital has acquired 4 companies.

Willis & Smith Capital’s most common sectors for investment aremanufacturing (50%) and business services (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (75%) and recapitalization (25%). In total, Willis & Smith Capital has invested in 4 US states.

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 1

Willis & Smith Capital

Willis & Smith Capital, LLC

7700 Windrose, 3rd Floor,
Plano, Texas 75024
United States
(469) 209-5108
www.willis-smithcap.com
contact@willis-smithcap.com

Willis & Smith Capital is a private equity firm focused on partnering with business owners or management in need of capital for growth, succession, or to support a corporate carve-out. The Firm will consider companies throughout the US with $10 to $20 million of revenue and up to $15 million of EBITDA. Sectors of interest include manufacturing, distribution, industrial services, engineering, and construction. Willis & Smith Capital is headquartered in Plano, Texas.


Investment Criteria

Sectors of Interest: Business Services, Construction, Distribution, Energy Services and Equipment, Engineering, Manufacturing, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 10 200
Target EBITDA - 15
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # - - 1 2 1 - 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Performance Stamping Co., Inc. 2023-08-07 - Buyout (LBO, MBO, MBI)
Carpentersville, Illinois · www.performancestamping.com
J&E Manufacturing Co. 2022-07-21 - Buyout (LBO, MBO, MBI)
Plymouth, Minnesota · www.jecompanies.com
R&B Grinding Co., Inc. 2022-02-07 - Buyout (LBO, MBO, MBI)
Racine, Wisconsin · www.rbgrinding.com
ZEVAC 2021-04-01 - Recapitalization
Tulsa, Oklahoma · www.getzevac.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 2 (50%) - 2 (50%) -
Business Services 1 (25%) - 1 (25%) -
Energy Services and Equipment 1 (25%) - 1 (25%) -
Total 4 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 4 (100%) -
  Minnesota 1 (25%) - 1 (25%) -
  Illinois 1 (25%) - 1 (25%) -
  Wisconsin 1 (25%) - 1 (25%) -
  Oklahoma 1 (25%) - 1 (25%) -
Total 4 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (75%) - 3 (75%) -
Recapitalization 1 (25%) - 1 (25%) -
Total 4 - 4 -

Top M&A Advisors

Legal Deals
Reinhart Boerner Van Deuren
 3

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2019

Specialist/Generalist

Generalist

Leadership

Eric Willis

Co-Founder & Managing Partner

Terrence Smith

Co-Founder & Partner

Christine Brady

CFO

FAQ

When was Willis & Smith Capital founded?

Willis & Smith Capital was founded in 2019.

What type of investor is Willis & Smith Capital?

Willis & Smith Capital is a private equity firm.

Where is Willis & Smith Capital headquartered?

Willis & Smith Capital is headquartered in Plano, Texas.

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