Kohlberg & Company Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Kohlberg & Company has acquired 9 companies.

Kohlberg & Company’s most common sectors for investment arebusiness services (11%) and healthcare services (11%) . The Firm’s most common investment types include secondary buyout (39%) and buyout (lbo, mbo, mbi) (24%). In total, Kohlberg & Company has invested in 27 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired Stanadyne for $330M.

In the last 3 years, Kohlberg & Company has exited 1 company. The Firm’s most common exit type is secondary buyout (41%). Kohlberg & Company’s largest (disclosed) exit occurred in 2016 when it sold Pittsburgh Glass Works for $635M.

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M&A Summary

  • M&A Total Activity118
    • M&A Buy Activity74
    • M&A Sell Activity44
  • Total Sectors Invested 29
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 32
  • M&A Advisors 14

Kohlberg & Company LLC

111 Radio Circle,
Mount Kisco, New York 10549
United States
(914) 241-7430
www.kohlberg.com
info@kohlberg.com

Kohlberg & Company is a private equity firm which acquires middle-market companies with consistent cash flow, and underperforming companies with operational deficiencies. Kohlberg looks to commit $100 to $500 million of equity capital in opportunities valued from $200 million to $2 billion. Kohlberg generally looks for opportunities in the manufacturing and service sectors, however the Firm will also selectively consider businesses in food and healthcare. Kohlberg tends not to consider technology or communications companies. Kohlberg & Company was formed in 1987 and has offices in Mt. Kisco, New York.


Investment Criteria

Sectors of Interest: Automotive, Building Materials, Business Services, Communications, Consumer Products, Consumer Services, Engineering, Financial Services, Food, Healthcare Services, Insurance, Machinery, Manufacturing, Metals/Mining, Packaging, Plastics, Publishing, Restaurants, Retail, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 25 150
Investment Size 100 500
Enterprise Value 200 2,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (2.6/yr) # 61 4 4 5 - - 74
vol $1.5B $1.5B
Sell (1.0/yr) # 39 4 - 1 - - 44
vol $1.9B $1.9B
  118

Most Recent M&A

Company Date Value Type
Trinity 2021-11-30 - Recapitalization
Waltham, Massachusetts · www.trinitylifesciences.com
Specialty Care, Inc. 2021-10-29 - Secondary Buyout
Brentwood, Tennessee · www.specialtycareus.com
BluSky Restoration Contractors LLC 2021-10-19 - Secondary Buyout
Centennial, Colorado · www.goblusky.com
OB Hospitalist Group, Inc. 2021-09-27 - Secondary Buyout
Greenville, South Carolina · www.obhg.com
Myers Emergency Power Systems LLC 2021-08-18 - Secondary Buyout
Bethlehem, Pennsylvania · www.myerseps.com
DecoPac, Inc. 2021-05-17 - Secondary Buyout
Anoka, Minnesota · www.decopac.com
AWP, Inc. 2020-12-23 - Secondary Buyout
North Canton, Ohio · www.awptrafficsafety.com
Parts Authority, Inc. 2020-10-01 - Secondary Buyout
Rockville Centre, New York · www.partsauthority.com
PCI Pharma Services 2020-08-24 - Secondary Buyout
Philadelphia, Pennsylvania · www.pci.com
Ground Penetrating Radar Systems, Inc. 2020-06-29 - Secondary Buyout
Toledo, Ohio · www.gp-radar.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Trinity 2021-11-30 Vancery - Customer Research Technology 2022-08-04 2
Waltham, Massachusetts · www.trinitylifesciences.com New York, New York
U.S. Retirement & Benefits Partners, Inc. 2018-04-02 MidAmerica Administrative & Retirement Solutions LLC 2022-01-03 1
Iselin, New Jersey · www.usrbpartners.com Lakeland, Florida · www.mymidamerica.com
PCI Pharma Services 2020-08-24 Lyophilization Services of New England, Inc. 2021-10-12 1
Philadelphia, Pennsylvania · www.pci.com Bedford, New Hampshire · www.lyophilization.com
Alacrity Solutions 2019-05-01 Temporary Housing Directory, Inc. 2021-10-01 3
Fishers, Indiana · www.alacritysolutions.com Plano, Texas · www.temporaryhousingdirectory.com
AWP, Inc. 2020-12-23 Trafficade - Safety Divisions 2021-08-02 5
North Canton, Ohio · www.awptrafficsafety.com Phoenix, Arizona
AWP, Inc. 2020-12-23 Statewide Safety Systems 2021-08-02 4
North Canton, Ohio · www.awptrafficsafety.com Irvine, California · www.statewidesafety.com
Sara Lee Frozen Bakery 2018-06-01 Superior Cake Products, Inc. 2019-08-01 2
Kings Mountain, North Carolina · www.saraleefrozenbakery.com Southbridge, Massachusetts · www.superiorcake.com
Senneca Holdings, Inc. 2018-05-14 Hercules 2018-10-01 1
West Chester, Ohio · www.senneca.com DeLand, Florida · www.herculesdoors.com
MarketCast, Inc. 2016-10-25 Turnkey Intelligence 2018-09-10 5
Los Angeles, California · www.mcast.com Haddonfield, New Jersey · www.turnkeyintelligence.com
Nellson Nutraceutical LLC 2013-08-26 Le Groupe Multibar, Inc. 2015-01-01 2
Irwindale, California · www.nellsonllc.com Montreal, Quebec · www.multibar.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (8%) - 8 (11%) -
Healthcare Services 3 (13%) - 8 (11%) -
Consumer Products 1 (4%) 240M (100%) 6 (8%) 440M (30%)
Food 3 (13%) - 6 (8%) -
Manufacturing - - 4 (5%) 268M (18%)
Medical Products 2 (8%) - 4 (5%) -
Utilities 1 (4%) - 4 (5%) -
Packaging 1 (4%) - 3 (4%) 268M (18%)
Automotive - - 3 (4%) -
Building Materials 1 (4%) - 3 (4%) -
Consumer Services 1 (4%) - 3 (4%) -
Machinery - - 2 (3%) 330M (23%)
Electrical Equipment 1 (4%) - 2 (3%) -
Leisure - - 2 (3%) -
Life Science 2 (8%) - 2 (3%) -
Technology Hardware 1 (4%) - 2 (3%) -
Transportation - - 1 (1%) 155M (11%)
Construction 1 (4%) - 1 (1%) -
Distribution 1 (4%) - 1 (1%) -
Engineering 1 (4%) - 1 (1%) -
Environmental - - 1 (1%) -
Furniture - - 1 (1%) -
Information Services 1 (4%) - 1 (1%) -
Insurance - - 1 (1%) -
Marketing - - 1 (1%) -
Metals/Mining - - 1 (1%) -
Publishing - - 1 (1%) -
Restaurants - - 1 (1%) -
Safety/Security 1 (4%) - 1 (1%) -
Total 24 $240M 75 $1.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 23 (96%) 240M (100%) 73 (97%) 1.5B (100%)
  Indiana 2 (8%) - 7 (9%) -
  Ohio 3 (13%) - 5 (7%) -
  California 3 (13%) - 5 (7%) -
  Texas - - 5 (7%) 155M (11%)
  Wisconsin - - 5 (7%) -
  Tennessee - - 5 (7%) -
  Pennsylvania 2 (8%) - 4 (5%) -
  Connecticut 1 (4%) - 4 (5%) 330M (23%)
  Virginia 2 (8%) - 3 (4%) -
  South Carolina 1 (4%) - 3 (4%) 268M (18%)
  Illinois 1 (4%) - 3 (4%) 268M (18%)
  New York 1 (4%) - 3 (4%) -
  Massachusetts 1 (4%) - 3 (4%) -
  Colorado 1 (4%) - 3 (4%) -
  Arizona 1 (4%) - 2 (3%) -
  Georgia - - 2 (3%) -
  Washington 1 (4%) 240M (100%) 1 (1%) 240M (16%)
  North Carolina 1 (4%) - 1 (1%) -
  New Jersey 1 (4%) - 1 (1%) -
  Minnesota 1 (4%) - 1 (1%) -
  New Hampshire - - 1 (1%) 200M (14%)
  South Dakota - - 1 (1%) -
  Missouri - - 1 (1%) -
  Michigan - - 1 (1%) -
  Maryland - - 1 (1%) -
  Iowa - - 1 (1%) -
  Alabama - - 1 (1%) -
Netherlands 1 (4%) - 1 (1%) -
Sweden - - 1 (1%) -
Domestic 23 (96%) 240M (100%) 73 (97%) 1.5B (100%)
Cross-border 1 (4%) - 2 (3%) -
Total 24 $240M 75 $1.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 17 (71%) - 29 (39%) 330M (23%)
Buyout (LBO, MBO, MBI) 2 (8%) - 18 (24%) -
Divestiture 2 (8%) 240M (100%) 10 (13%) 595M (41%)
Stake Purchase - - 7 (9%) -
Going Private - - 3 (4%) 268M (18%)
Growth Capital 2 (8%) - 3 (4%) -
Recapitalization 1 (4%) - 3 (4%) -
Merger - - 1 (1%) 268M (18%)
PIPE - - 1 (1%) -
Total 24 $240M 75 $1.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 18 (41%) 551M (30%)
Trade Sale 13 (30%) 465M (25%)
Trade Sale - Public Company 4 (9%) 849M (46%)
Merger 3 (7%) -
IPO 2 (5%) -
Bankruptcy 1 (2%) -
Divestiture 1 (2%) -
Recapitalization 1 (2%) -
Shut Down 1 (2%) -
Total 44 $1.9B

Top M&A Advisors

Financial Deals
CCG Advisors LLC
 3
Robert W. Baird & Co., Inc.
 2
Houlihan Lokey
 2
Legal Deals
Ropes & Gray LLP
 11
Paul, Weiss, Rifkind, Wharton & Garrison LLP
 8
Benesch, Friedlander, Coplan & Aronoff LLP
 1

Deal Values

buy # Total
$100M to $1B 6 $1.5B
TOTAL $1.5B
Largest Stanadyne Corp.
$330M (2004-06-23)
sell # Total
$100M to $1B 5 $1.9B
TOTAL $1.9B
Largest Pittsburgh Glass Works LLC
$635M (2016-02-29)

M&A Connections

Deals
Acquired from
Investor(s)
40%
30 (40%)
Strategic(s)
11%
8 (11%)
Exited to
Investor(s)
43%
19 (43%)
Strategic(s)
48%
21 (48%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

11.0B USD

Established

1987

Specialist/Generalist

Generalist

Leadership

James Kohlberg

Chairman

Samuel Frieder

Managing Partner

Alexander Forrey

Managing Director

Bartlett Harwood IV

Managing Director

Benjamin Yu

Managing Director

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