LKCM Headwater Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, LKCM Headwater Investments has acquired 2 companies.

LKCM Headwater Investments’ most common sectors for investment arebusiness services (20%) and consumer products (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and divestiture (20%). In total, LKCM Headwater Investments has invested in 3 US states.

The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity5
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

LKCM Headwater Investments

301 Commerce Street, Suite 1600,
Fort Worth, Texas 76102
United States
(817) 332-3235
www.lkcmheadwater.com
info@lkcmheadwater.com

LKCM Headwater Investments is a private equity firm that seeks to partner with management teams to build successful companies. The Firm takes an operationally-minded approach and provides companies with the tools necessary to build market leaders with sustainable competitive advantages. LKCM generally pursues platform companies with $50 to $500 million and seeks to commit $5 to $80 million per transaction. Sectors of interest include industrial distribution/services, manufacturing, energy, financial services, and healthcare. LKCM Headwater is based in Fort Worth, Texas.


Investment Criteria

Sectors of Interest: Distribution, Energy Services and Equipment, Financial Services, Healthcare Services, Manufacturing, Medical Products

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

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

Transaction Criteria Min Max
Target Revenue 50 250
Target EBITDA - -
Investment Size - -
Enterprise Value 5 40
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.4/yr) # 3 - 2 - - - 5
Sell (0.2/yr) # - 1 - - - - 1
  6

Most Recent M&A

Company Date Value Type
Gexpro Services 2019-12-31 - Divestiture
Shelton, Connecticut · www.gexpro.com
Relevant Solutions LLC 2019-11-20 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.relevantsolutions.com
BearCom Group, Inc. 2018-07-10 - Secondary Buyout
Garland, Texas · www.bearcom.com
Alliance Sports Group LP 2017-08-15 - Buyout (LBO, MBO, MBI)
Grand Prairie, Texas · www.alliancesportsgroup.net
TestEquity LLC 2017-05-11 - Secondary Buyout
Moorpark, California · www.testequity.com
BearCom Group, Inc. 2014-08-15 - Growth Capital
Garland, Texas · www.bearcom.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
TestEquity LLC 2017-05-11 Techni-Tool, Inc. 2017-07-26 3
Moorpark, California · www.testequity.com Worcester, Pennsylvania · www.techni-tool.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (25%) - 1 (20%) -
Consumer Products 1 (25%) - 1 (20%) -
Distribution 1 (25%) - 1 (20%) -
Electronics - - 1 (20%) -
Test/Measurement Equipment 1 (25%) - 1 (20%) -
Total 4 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 5 (100%) -
  Texas 2 (50%) - 3 (60%) -
  California 1 (25%) - 1 (20%) -
  Connecticut 1 (25%) - 1 (20%) -
Total 4 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (50%) - 2 (40%) -
Divestiture 1 (25%) - 1 (20%) -
Growth Capital - - 1 (20%) -
Secondary Buyout 1 (25%) - 1 (20%) -
Total 4 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
20%
1 (20%)
Strategic(s)
40%
2 (40%)
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Specialist/Generalist

Generalist

Leadership

J. Bryan King

Founder & Managing Partner

Andrew Zacharias

Partner

Kimberly Carter

Partner

M. Bradley Wallace

Partner

Michael Bornitz

Partner

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