Kaulig Capital Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Kaulig Capital has acquired 5 companies. It has also invested in 1 other.

Kaulig Capital’s most common sectors for investment areconsumer products (28%) and distribution (28%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (73%) and divestiture (10%). In total, Kaulig Capital has invested in 5 US states.

In the last 3 years, Kaulig Capital has exited 1 company. The Firm’s most common exit type is merger (50%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity11
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 8

Kaulig Capital

Kaulig Capital LLC

1521 Georgetown Road,
Hudson, Ohio 44236
United States
(330) 968-1110
www.kauligcapital.com
info@kauligcapital.com

Kaulig Capital is a family office focused on opportunities in private equity and real estate. Within private equity Kaulig looks to partner with owners looking for full/partial liquidity, fundless sponsors look for a capital partner, growth capital financings, and operators seeking a partner to acquire a business. The Firm is sector agnostic and will consider opportunities throughout the US with at least $10 million of revenue and $2 million of EBITDA. Kaulig Capital was formed in 2016 and is headquartered in Hudson, Ohio.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Building Materials, Business Services, Consumer Products, Distribution, Financial Services, Food, Healthcare Services, Information Technology, Manufacturing, Marketing, Media, Oil/Gas Exploration

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 2 -
Investment Size - 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 5 - 2 4 - - 11
Sell (0.2/yr) # 1 - - 1 - - 2
  13

Most Recent M&A

Company Date Value Type
FreshEdge LLC 2022-10-04 - Secondary Sale
Indianapolis, Indiana · www.freshedgefoods.com
Torsion Group Corp. 2022-03-10 - Secondary Buyout
Evansville, Indiana
Gabriel-Glas North America 2022-01-19 - Buyout (LBO, MBO, MBI)
Napa, California · www.mygabrielglas.com
P.K. Kinder Co., Inc. 2022-01-01 - Buyout (LBO, MBO, MBI)
Walnut Creek, California · www.kinders.com
LA Golf 2022-01-01 - Buyout (LBO, MBO, MBI)
Anaheim, California · www.lagolf.co
Erie Home Mid West LLC 2021-08-03 - Growth Capital
Toledo, Ohio · www.eriehome.com
Certified Collectibles Group LLC 2021-07-01 - Buyout (LBO, MBO, MBI)
Sarasota, Florida · www.collectiblesgroup.com
Foundation Wellness Corp. 2019-04-22 - Divestiture
Wadsworth, Ohio · www.foundationwellness.com
Liquid Markets Group, Inc. 2018-11-01 - Merger
New York, New York · www.liquidmarketsgroup.com
Alex N. Sill Co. LLC 2018-08-01 - Buyout (LBO, MBO, MBI)
Cleveland, Ohio · www.sill.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 3 (33%) - 3 (27%) -
Distribution 2 (22%) - 3 (27%) -
Financial Services 1 (11%) - 2 (18%) -
Building Materials 1 (11%) - 1 (9%) -
Food 1 (11%) - 1 (9%) -
Insurance 1 (11%) - 1 (9%) -
Total 9 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 11 (100%) -
  Ohio 3 (33%) - 3 (27%) -
  California 3 (33%) - 3 (27%) -
  New York 1 (11%) - 2 (18%) -
  Indiana 1 (11%) - 2 (18%) -
  Florida 1 (11%) - 1 (9%) -
Total 9 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (67%) - 8 (73%) -
Divestiture 1 (11%) - 1 (9%) -
Growth Capital 1 (11%) - 1 (9%) -
Secondary Buyout 1 (11%) - 1 (9%) -
Total 9 - 11 -

Exits by Deal Type

Type Total # Value
Merger 1 (50%) -
Secondary Sale 1 (50%) -
Total 2 -

M&A Connections

Deals
Acquired from
Investor(s)
9%
1 (9%)
Strategic(s)
9%
1 (9%)
Exited to
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

Investor Summary

Investor Type

Family Office

Size

Small

Established

2016

Specialist/Generalist

Generalist

Leadership

Matt Kaulig

Chairman

Dominic Brault

Managing Director

Tim Clepper

President

Paul Martin

CFO

Leland Kutay

Chief Strategy Officer

FAQ

When was Kaulig Capital founded?

Kaulig Capital was founded in 2016.

What type of investor is Kaulig Capital?

Kaulig Capital is a family office.

Where is Kaulig Capital headquartered?

Kaulig Capital is headquartered in Hudson, Ohio.

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