JHW Greentree Capital Mergers and Acquisitions Summary

Private Equity Profile

JHW Greentree Capital’s most common sectors for investment are business services (17%) and franchising (17%). The Firm’s most common investment types include divestiture (34%) and venture (34%). In total, JHW Greentree Capital has invested in 6 US states.

The Firm’s most common exit type is trade sale (63%).

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity6
    • M&A Sell Activity8
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 10

JHW Greentree Capital LP

130 Main Street,
New Canaan, Connecticut 06840
United States
(203) 716-6100
www.jhwgreentree.com

JHW Greentree Capital is the small business investment arm of investment firm JH Whitney. JHW Greentree is focused on buyouts, turnarounds, acquisitions, and recapitalizations of lower middle-market companies operating in a variety of industries. The Firm looks to commit up to $15 million of equity per transaction in businesses with $10 to $100 million of revenues. Broad sectors of interest include, consumer products specialty retail, healthcare services, specialty manufacturing and business services. Parent JH Whitney was originally established in 1946 and is headquartered in New Canaan, Connecticut.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Consumer Products, Consumer Services, Defense, Digital Media, Environmental, Franchising, Healthcare Services, Leisure, Life Science, Manufacturing, Marketing, Media, Medical Products, Plastics, Restaurants, Retail, Technology Hardware, Test/Measurement Equipment

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

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

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA - 15
Investment Size 3 15
Enterprise Value 10 40
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 6 - - - - - 6
Sell (0.2/yr) # 7 1 - - - - 8
  14

Most Recent M&A

Company Date Value Type
Fresh Enterprises LLC (dba Baja Fresh) 2016-09-09 - Add-on Acquisition
Irvine, California · www.bajafresh.com
Fresh Enterprises LLC (dba Baja Fresh) 2014-06-11 - Divestiture
Irvine, California · www.bajafresh.com
Satellite Tracking of People LLC 2013-12-20 - Add-on Acquisition
Houston, Texas · www.stopllc.com
TBA Global LLC 2013-02-11 - Secondary Buyout
New York, New York · www.tbaglobal.com
Tactronics Holdings LLC 2011-07-22 - Add-on Acquisition
Bellport, New York · www.tactronics.com
Universal Building Products, Inc. 2011-04-12 - Shut Down
Bellwood, Illinois · www.ubp-usa.com
MedicalEdge Healthcare Group 2011-01-01 - Add-on Acquisition
Dallas, Texas · www.physerveinc.com
Advanced Metrology Systems LLC 2009-02-16 - Add-on Acquisition
Billerica, Massachusetts · www.advancedmetrologysystems.com
New Horizons Plastics Recycling LLC 2008-09-27 - Venture
Greenville, South Carolina
Jan-pro Holdings LLC 2008-09-01 - Recapitalization
Alpharetta, Georgia · www.jan-pro.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 1 (17%) -
Franchising - - 1 (17%) -
Marketing - - 1 (17%) -
Plastics - - 1 (17%) -
Restaurants - - 1 (17%) -
Test/Measurement Equipment - - 1 (17%) -
Total - - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 6 (100%) -
  Texas - - 1 (17%) -
  South Carolina - - 1 (17%) -
  New York - - 1 (17%) -
  Massachusetts - - 1 (17%) -
  Georgia - - 1 (17%) -
  California - - 1 (17%) -
Total - - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Divestiture - - 2 (33%) -
Venture - - 2 (33%) -
Buyout (LBO, MBO, MBI) - - 1 (17%) -
Recapitalization - - 1 (17%) -
Total - - 6 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (50%) -
Recapitalization 1 (13%) -
Secondary Sale 1 (13%) -
Shut Down 1 (13%) -
Trade Sale - Public Company 1 (13%) -
Total 8 -

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
2 100%
Exited to
PE Firm(s)
44%
4 44%
Strategic(s)
56%
5 56%

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