Jacobson Partners Mergers and Acquisitions Summary

Private Equity Profile

Jacobson Partners’ most common sectors for investment are automotive (19%) and restaurants (19%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and stake purchase (28%). In total, Jacobson Partners has invested in 9 US states and 2 different countries.

The Firm’s most common exit type is trade sale (67%). Jacobson Partners’ largest (disclosed) exit occurred in 2004 when it sold Conforma Clad for $65M.

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M&A Summary

  • M&A Total Activity17
    • M&A Buy Activity11
    • M&A Sell Activity6
  • Total Sectors Invested 9
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 5

Jacobson Partners

595 Madison Avenue, 31st Floor,
New York, New York 10022
United States
(212) 758-4500
www.jacobsonpartners.com
info@jacobsonpartners.com

Jacobson Partners is a lower middle-market private equity firm focused on acquiring non-core divestitures and other underperforming mid-sized companies in the US and Canada. Jacobson generally targets opportunities in basic industries such as manufacturing and services. The Firm seeks to invest between $10 and $25 million of equity in transactions valued up to $150 million. Jacobson Partners was formed in 1989 and is based in New York City.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Chemicals, Consumer Services, Education, Food, Machinery, Manufacturing, Packaging, Restaurants

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 25
Enterprise Value 25 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 11 - - - - - 11
Sell (0.0/yr) # 6 - - - - - 6
vol $65M $65M
  17

Most Recent M&A

Company Date Value Type
TUG Technologies Corp. 2014-05-02 - Add-on Acquisition
Kennesaw, Georgia · www.tugtech.com
Swan Products LLC 2013-04-11 - Divestiture
Marion, Ohio · www.swanhose.com
HHI FormTech LLC 2009-10-05 - Add-on Acquisition
Royal Oak, Michigan · www.hhiholdings.net
HHI FormTech LLC 2006-03-10 - Buyout (LBO, MBO, MBI)
Royal Oak, Michigan · www.hhiholdings.net
Taco Bueno Restaurants LP 2005-06-27 - Secondary Buyout
Farmers Branch, Texas · www.tacobueno.com
TUG Technologies Corp. 2005-01-01 - Buyout (LBO, MBO, MBI)
Kennesaw, Georgia · www.tugtech.com
Appliance Controls Group, Inc. ( dba: Harper-Wyman) 2004-04-20 - Bankruptcy
Sugar Grove, Illinois
Conforma Clad, Inc. 2004-03-08 65M USD Add-on Acquisition
New Albany, Indiana · www.conformaclad.com
Appliance Controls Group, Inc. ( dba: Harper-Wyman) 2002-06-03 - Buyout (LBO, MBO, MBI)
Sugar Grove, Illinois
Taco Bueno Restaurants LP 2001-03-15 - Divestiture
Farmers Branch, Texas · www.tacobueno.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Automotive - - 2 (18%) -
Restaurants - - 2 (18%) -
Chemicals - - 1 (9%) -
Consumer Products 1 (100%) - 1 (9%) -
Education - - 1 (9%) -
Insurance - - 1 (9%) -
Machinery - - 1 (9%) -
Manufacturing - - 1 (9%) -
Packaging - - 1 (9%) -
Total 1 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 10 (91%) -
  Michigan - - 2 (18%) -
  Ohio 1 (100%) - 1 (9%) -
  Texas - - 1 (9%) -
  Oklahoma - - 1 (9%) -
  Massachusetts - - 1 (9%) -
  Indiana - - 1 (9%) -
  Illinois - - 1 (9%) -
  Georgia - - 1 (9%) -
  Alabama - - 1 (9%) -
Canada - - 1 (9%) -
  Ontario - - 1 (9%) -
Domestic 1 (100%) - 10 (91%) -
Cross-border - - 1 (9%) -
Total 1 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 5 (45%) -
Stake Purchase - - 3 (27%) -
Divestiture 1 (100%) - 2 (18%) -
Recapitalization - - 1 (9%) -
Total 1 - 11 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (50%) -
Trade Sale - Public Company 1 (17%) 65M (100%)
Bankruptcy 1 (17%) -
Secondary Sale 1 (17%) -
Total 6 $65M

Deal Values

sell # Total
< $100M 1 $65M
TOTAL $65M
Largest Conforma Clad, Inc.
$65M (2004-03-08)

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
PE Firm(s)
33%
2 33%
Strategic(s)
67%
4 67%

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