Lakeview Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Lakeview Equity Partners’ most common sectors for investment aremedical products (13%) and packaging (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 3 companies. The Firm’s most common exit type is trade sale (84%). Lakeview Equity Partners’ largest (disclosed) exit occurred in 2020 when it sold UAS Laboratories for $530M.

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity8
    • M&A Sell Activity6
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

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 (0.6/yr) # 3 - - 1 1 1 6
vol $55M $530M $585M
  14

Most Recent M&A

Company Date Value Type
NutriScience Innovations LLC 2021-05-04 - Secondary Buyout
Milford, Connecticut · www.nutriscienceusa.com
UAS Laboratories, Inc. 2020-06-09 530M USD Add-on Acquisition
Wausau, Wisconsin · www.uaslabs.com
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)
Milford, 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)
Wausau, Wisconsin · 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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 1 (13%) -
Consumer Products - - 1 (13%) -
Consumer Services 1 (33%) - 1 (13%) -
Information Technology - - 1 (13%) -
Medical Products - - 1 (13%) -
Packaging 1 (33%) - 1 (13%) -
Safety/Security 1 (33%) - 1 (13%) -
Technology Hardware - - 1 (13%) -
Total 3 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 8 (100%) -
  Wisconsin 2 (67%) - 4 (50%) -
  Colorado 1 (33%) - 1 (13%) -
  Minnesota - - 1 (13%) -
  Illinois - - 1 (13%) -
  Connecticut - - 1 (13%) -
Total 3 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (100%) - 8 (100%) -
Total 3 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (50%) 55M (9%)
Trade Sale 2 (33%) 530M (91%)
Secondary Sale 1 (17%) -
Total 6 $585M

Deal Values

sell # Total
$100M to $1B 1 $530M
< $100M 1 $55M
TOTAL $585M
Largest UAS Laboratories, Inc.
$530M (2020-06-09)

M&A Connections

Deals
Exited to
Investor(s)
17%
1 (17%)
Strategic(s)
83%
5 (83%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

40M USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Joseph Cesarz

Managing Director

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