LKCM Headwater Investments Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, LKCM Headwater Investments has acquired 1 company.

LKCM Headwater Investments’ most common sectors for investment are consumer products (34%) and technology hardware (34%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and growth capital (34%). In total, LKCM Headwater Investments has invested in 2 US states.

In the last 3 years, LKCM Headwater Investments has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 1 - 2 - - - 3
Sell (0.2/yr) # - - - 1 - - 1
  4

Most Recent M&A

Company Date Value Type
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 1
Moorpark, California · www.testequity.com Worcester, Pennsylvania · www.techni-tool.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 1 (50%) - 1 (33%) -
Technology Hardware - - 1 (33%) -
Test/Measurement Equipment 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 3 (100%) -
  Texas 1 (50%) - 2 (67%) -
  California 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 1 (33%) -
Growth Capital - - 1 (33%) -
Secondary Buyout 1 (50%) - 1 (33%) -
Total 2 - 3 -

Exits by Deal Type

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

M&A Connections

Deals %
Acquired from
PE Firm(s)
67%
2 67%
Strategic(s)
33%
1 33%
Exited to
PE Firm(s)
100%
1 100%

Investor Summary

Size

Small

Specialist/Generalist

Generalist

Leadership

J. Bryan King

Founder & Managing Partner

Corbin Robertson, III

Managing Partner

M. Bradley Wallace

Partner

Andrew Zacharias

Partner

Michael Bornitz

Partner

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