Lakeview Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

Lakeview Equity Partners’ most common sectors for investment are business services (13%) and consumer services (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Lakeview Equity Partners has invested in 5 US states.

In the last 3 years, Lakeview Equity Partners has exited 1 company. The Firm’s most common exit type is trade sale (100%). Lakeview Equity Partners’ largest (disclosed) exit occurred in 2015 when it sold LS Research for $55M.

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity8
    • M&A Sell Activity4
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Lakeview Equity Partners LLC

757 N. Broadway Street #400,
Milwaukee, Wisconsin 53202
United States
(414) 732-2040
www.lakeviewequity.com
info@lakeviewequity.com

Lakeview Equity Partners, LLC is a small private equity fund that focuses on investments in Midwest-based lower middle-market companies. The Firm targets businesses valued from $5 to $50 million and that operate primarily in traditional industries. Lakeview Equity invests to support ownership changes, growth capital financings, and management buyouts. Sectors of interest include niche manufacturing, business services, food processing and packaging, specialty distribution, and financial services. Lakeview Equity is based in Milwaukee, Wisconsin.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Distribution, Financial Services, Food, Manufacturing, Packaging, Safety/Security, Technology Hardware

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

Geographic Preferences: Midwest US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 1 5
Enterprise Value 5 50
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # 7 1 - - - - 8
Sell (0.2/yr) # 3 - - 1 - - 4
vol $55M $55M
  12

Most Recent M&A

Company Date Value Type
CFC Technology Group LLC 2019-07-18 - Add-on Acquisition
Brooklyn Park, Minnesota · www.cfctechnology.com
NutriScience Innovations LLC 2017-12-05 - Buyout (LBO, MBO, MBI)
Trumbull, Connecticut · www.nutriscienceusa.com
LS Research LLC 2015-11-24 55M USD Add-on Acquisition
Cedarburg, Wisconsin · www.lsr.com
onPeak LLC 2014-10-08 - Add-on Acquisition
Chicago, Illinois · www.onPeak.com
UAS Laboratories, Inc. 2013-04-12 - Buyout (LBO, MBO, MBI)
Edina, Minnesota · www.uaslabs.com
Firehouse Animal Health Centers 2010-04-01 - Add-on Acquisition
Denver, Colorado · www.firehousehospital.com
CFC Technology Group LLC 2010-03-11 - Buyout (LBO, MBO, MBI)
Brooklyn Park, Minnesota · www.cfctechnology.com
onPeak LLC 2008-04-01 - Buyout (LBO, MBO, MBI)
Chicago, Illinois · www.onPeak.com
Automation Incorporated 2007-01-04 - Buyout (LBO, MBO, MBI)
Plover, Wisconsin · www.automatan.com
LS Research LLC 2006-05-30 - Buyout (LBO, MBO, MBI)
Cedarburg, Wisconsin · www.lsr.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
UAS Laboratories, Inc. 2013-04-12 Micropharma - Intellectual Property Assets 2014-12-02 1
Edina, Minnesota · www.uaslabs.com , United States

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 1 (13%) -
Consumer Services 1 (20%) - 1 (13%) -
Distribution 1 (20%) - 1 (13%) -
Information Technology - - 1 (13%) -
Life Science 1 (20%) - 1 (13%) -
Packaging 1 (20%) - 1 (13%) -
Safety/Security 1 (20%) - 1 (13%) -
Technology Hardware - - 1 (13%) -
Total 5 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 8 (100%) -
  Wisconsin 2 (40%) - 3 (38%) -
  Minnesota 1 (20%) - 2 (25%) -
  Connecticut 1 (20%) - 1 (13%) -
  Colorado 1 (20%) - 1 (13%) -
  Illinois - - 1 (13%) -
Total 5 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (100%) - 8 (100%) -
Total 5 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (75%) 55M (100%)
Trade Sale 1 (25%) -
Total 4 $55M

Deal Values

sell # Total
< $100M 1 $55M
TOTAL $55M
Largest LS Research LLC
$55M (2015-11-24)

M&A Connections

Deals
Exited to
Strategic(s)
100%
4 (100%)

Investor Summary

Size

Small

PE Assets

40M USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Joseph Cesarz

Managing Director

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