Lakewood Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Lakewood Capital has acquired 1 company.

Lakewood Capital’s most common sectors for investment are building materials (38%) and business services (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (88%) and secondary buyout (13%). In total, Lakewood Capital has invested in 8 US states.

The Firm’s most common exit type is trade sale (34%).

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity8
    • M&A Sell Activity3
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Lakewood Capital

7 Old Field Road, Suite 1001,
Rowayton, Connecticut 06853
United States
(203) 604-0863
www.lakewoodcap.com
info@lakewoodcap.com

Lakewood Capital LLC is a private equity firm that invests in profitable, mid-sized companies with EBITDA of $2 to $25 million. Lakewood focuses on opportunities in healthcare and industrial manufacturing services. Lakewood Capital LLC was founded in 2007 and is based in Rowayton, Connecticut.


Investment Criteria

Sectors of Interest: Building Materials, Electrical Equipment, Furniture, Healthcare Services, Life Science, Manufacturing, Medical Products, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 7 - - 1 - - 8
Sell (0.0/yr) # 3 - - - - - 3
  11

Most Recent M&A

Company Date Value Type
Orion ICS LLC 2018-12-03 - Secondary Buyout
Cary, North Carolina · www.oriontalent.com
Vacuum Systems International, Inc. (VSI Global) 2015-02-17 - Buyout (LBO, MBO, MBI)
Cleveland, Ohio · www.vsiglobal.com
Eliason Corp. 2013-01-03 - Secondary Buyout
Kalamazoo, Michigan · www.eliasoncorp.com
Dynamic Healthcare Services, Inc. 2011-11-30 - Buyout (LBO, MBO, MBI)
Harrisburg, Pennsylvania · www.dhscompanies.com
Bomar Industries International, Inc. 2010-09-07 - Bankruptcy
Lake Worth, Florida · www.bomartrim.com
Eliason Corp. 2008-02-11 - Buyout (LBO, MBO, MBI)
Kalamazoo, Michigan · www.eliasoncorp.com
ABS Global, Inc. 1999-08-03 - Add-on Acquisition
DeForest, Wisconsin · www.absglobal.com
Atrium Corp. 1998-10-01 - Buyout (LBO, MBO, MBI)
Dallas, Texas · www.atrium.com
HB&G Building Products, Inc. 1998-02-01 - Buyout (LBO, MBO, MBI)
Troy, Alabama · www.hbgcolumns.com
Bomar Industries International, Inc. 1997-01-01 - Buyout (LBO, MBO, MBI)
Lake Worth, Florida · www.bomartrim.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Orion ICS LLC 2018-12-03 Accolo Business Services LLC 2019-05-20 1
Cary, North Carolina · www.oriontalent.com Lehi, Utah · www.accolo.com
HB&G Building Products, Inc. 1998-02-01 Crown Column & Millwork Company LLC 2015-11-06 2
Troy, Alabama · www.hbgcolumns.com Attalla, Alabama · www.crowncolumn.com
Dynamic Healthcare Services, Inc. 2011-11-30 RespaTech LLC 2014-03-31 2
Harrisburg, Pennsylvania · www.dhscompanies.com Kenvil, New Jersey
Dynamic Healthcare Services, Inc. 2011-11-30 Evanko Respiratory, Inc. 2012-09-07 1
Harrisburg, Pennsylvania · www.dhscompanies.com Hazleton, Pennsylvania · www.evankorespiratory.com
HB&G Building Products, Inc. 1998-02-01 Turnkey Millwork, Inc. 2006-06-14 1
Troy, Alabama · www.hbgcolumns.com Raleigh, North Carolina · www.turnkeymillwork.com

M&A by Sector

Sector Current # Value All-time # Value
Building Materials 1 (25%) - 3 (38%) -
Business Services 1 (25%) - 1 (13%) -
Furniture - - 1 (13%) -
Life Science - - 1 (13%) -
Medical Products 1 (25%) - 1 (13%) -
Staffing 1 (25%) - 1 (13%) -
Total 4 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 8 (100%) -
  Pennsylvania 1 (25%) - 1 (13%) -
  Ohio 1 (25%) - 1 (13%) -
  North Carolina 1 (25%) - 1 (13%) -
  Alabama 1 (25%) - 1 (13%) -
  Wisconsin - - 1 (13%) -
  Texas - - 1 (13%) -
  Michigan - - 1 (13%) -
  Florida - - 1 (13%) -
Total 4 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (75%) - 7 (88%) -
Secondary Buyout 1 (25%) - 1 (13%) -
Total 4 - 8 -

Exits by Deal Type

Type Total # Value
Bankruptcy 1 (33%) -
Secondary Sale 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Total 3 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%

Investor Summary

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Roger Knight

Founder & Managing Partner

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