Lineage Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Lineage Capital has acquired 1 company. It has also invested in 1 other.

Lineage Capital’s most common sectors for investment aresafety/security (19%) and staffing (10%) . The Firm’s most common investment types include recapitalization (55%) and growth capital (28%). In total, Lineage Capital has invested in 9 US states.

In the last 3 years, Lineage Capital has exited 2 companies. The Firm’s most common exit type is secondary buyout (60%).

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M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity11
    • M&A Sell Activity10
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • M&A Advisors 2

Lineage Capital

399 Boylston Street, Suite 450,
Boston, Massachusetts 02116
United States
(617) 778-0660
www.lineagecap.com
info@lineagecap.com

Lineage Capital is a private investment firm focused on acquiring interests in family-controlled and owner-managed middle-market businesses. The Firm targets businesses generating sales of $20 to $250 million and EBITDA of $4 million or greater. Lineage looks for control or minority investment situations and will consider opportunities throughout North America. Lineage Capital was formed in 2003 and is based in Boston, Massachusetts.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Consumer Products, Consumer Services, Distribution, Engineering, Environmental, Life Science, Manufacturing, Renewable Energy, Safety/Security, Staffing

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

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

Transaction Criteria Min Max
Target Revenue 20 250
Target EBITDA 4 -
Investment Size - -
Enterprise Value 20 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.8/yr) # 7 2 - 2 - - 11
Sell (0.4/yr) # 8 - 1 1 - - 10
  21

Most Recent M&A

Company Date Value Type
Citi Rise Safety 2020-04-14 - Stake Purchase
Lodi, California · www.cityrisesafety.com
LMG Holdings, Inc. 2020-02-04 - Secondary Buyout
Blue Ash, Ohio · www.lmgholdings.com
Intelligent Manufacturing Solutions, LLC 2020-01-31 - Recapitalization
Manchester, New Hampshire · www.imscorp-us.com
Veeco Holdings LLC 2019-12-03 - Add-on Acquisition
North Bergen, New Jersey · www.veeco1.com
Argosy Publishing, Inc. 2018-11-19 - Growth Capital
Newton Upper Falls, Massachusetts · www.visiblebody.com
Diamond Mowers 2018-03-22 - Growth Capital
Sioux Falls, South Dakota · www.diamondmowers.com
ARN Industries, Inc. 2015-12-03 - Secondary Buyout
Norcross, Georgia · www.halcolighting.com
Mud Pie LLC 2015-05-14 - Recapitalization
Stone Mountain, Georgia · www.mud-pie.com
Wilson Associates, Inc. 2014-03-07 - Add-on Acquisition
Dallas, Texas · www.wilsonassociates.com
Hubbardton Forge LLC 2013-11-14 - Secondary Buyout
Castleton, Vermont · www.vtforge.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Safety/Security 1 (25%) - 2 (18%) -
Consumer Products - - 1 (9%) -
Electrical Equipment - - 1 (9%) -
Environmental - - 1 (9%) -
Information Services 1 (25%) - 1 (9%) -
Life Science - - 1 (9%) -
Machinery 1 (25%) - 1 (9%) -
Manufacturing 1 (25%) - 1 (9%) -
Packaging - - 1 (9%) -
Staffing - - 1 (9%) -
Total 4 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 11 (100%) -
  Massachusetts 1 (25%) - 2 (18%) -
  Georgia - - 2 (18%) -
  South Dakota 1 (25%) - 1 (9%) -
  New Hampshire 1 (25%) - 1 (9%) -
  California 1 (25%) - 1 (9%) -
  Tennessee - - 1 (9%) -
  Pennsylvania - - 1 (9%) -
  Ohio - - 1 (9%) -
  New York - - 1 (9%) -
Total 4 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 1 (25%) - 6 (55%) -
Growth Capital 2 (50%) - 3 (27%) -
Buyout (LBO, MBO, MBI) - - 1 (9%) -
Stake Purchase 1 (25%) - 1 (9%) -
Total 4 - 11 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (60%) -
Trade Sale 3 (30%) -
Recapitalization 1 (10%) -
Total 10 -

Top M&A Advisors

Financial Deals
BB&T Capital Markets
 1
Kildare Capital, Inc.
 1

M&A Connections

Deals
Exited to
Investor(s)
60%
6 (60%)
Strategic(s)
30%
3 (30%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

160M USD

Established

2003

Specialist/Generalist

Generalist

Leadership

Bill McKinley

Co-Founder

Mark Sullivan

Co-Founder

T. Brook Parker

Co-Founder

Erik Dykema

Partner

Gretchen Vallante

CFO

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