Jacobson Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Jacobson Partners’ most common sectors for investment arerestaurants (19%) and automotive (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 8 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.

Join Mergr to view Jacobson Partners’ full profile and discover more small private equity firm investors just like it.

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

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 ≤ '19 '20 '21 '22 '23 '24 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 - Trade Sale
Kennesaw, Georgia · www.tugtech.com
Swan Products LLC 2013-04-11 - Divestiture
Sandy Springs, Georgia · www.swanhose.com
HHI FormTech LLC 2009-10-05 - Trade Sale
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 L.P. 2005-06-27 - Secondary Sale
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 Trade Sale
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 L.P. 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%) -
  Georgia 1 (100%) - 2 (18%) -
  Michigan - - 2 (18%) -
  Indiana - - 1 (9%) -
  Illinois - - 1 (9%) -
  Alabama - - 1 (9%) -
  Texas - - 1 (9%) -
  Oklahoma - - 1 (9%) -
  Massachusetts - - 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)
9%
1 (9%)
Exited to
Investor(s)
17%
1 (17%)
Strategic(s)
67%
4 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1989

Specialist/Generalist

Generalist

Leadership

Benjamin Jacobson

Managing General Partner

James Morgan

General Partner

FAQ

When was Jacobson Partners founded?

Jacobson Partners was founded in 1989.

What type of investor is Jacobson Partners?

Jacobson Partners is a private equity firm.

Where is Jacobson Partners headquartered?

Jacobson Partners is headquartered in New York, New York.

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