LKCM Headwater Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

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

LKCM Headwater Investments’ most common sectors for investment aredistribution (34%) and business services (34%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and divestiture (17%). In total, LKCM Headwater Investments has invested in 3 US states.

In the last 3 years, LKCM Headwater Investments has exited 2 companies. The Firm’s most common exit type is merger (67%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity6
    • M&A Sell Activity3
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 5 - - 1 - - 6
Sell (0.4/yr) # 1 - 2 - - - 3
  9

Most Recent M&A

Company Date Value Type
Knack Global LLC 2022-01-18 - Recapitalization
Woodbridge, New Jersey · www.knackglobal.com
Gexpro Services 2021-12-29 - Merger
Coppell, Texas · www.gexpro.com
TestEquity LLC 2021-12-29 - Merger
Moorpark, California · www.testequity.com
Gexpro Services 2019-12-31 - Divestiture
Coppell, Texas · 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 Sale
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 >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (67%) - 2 (33%) -
Distribution - - 2 (33%) -
Consumer Products 1 (33%) - 1 (17%) -
Electronics - - 1 (17%) -
Total 3 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 6 (100%) -
  Texas 2 (67%) - 4 (67%) -
  New Jersey 1 (33%) - 1 (17%) -
  California - - 1 (17%) -
Total 3 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (67%) - 2 (33%) -
Divestiture - - 1 (17%) -
Growth Capital - - 1 (17%) -
Recapitalization 1 (33%) - 1 (17%) -
Secondary Buyout - - 1 (17%) -
Total 3 - 6 -

Exits by Deal Type

Type Total # Value
Merger 2 (67%) -
Secondary Sale 1 (33%) -
Total 3 -

Top M&A Advisors

Financial Deals
Robert W. Baird & Co., Inc.
1

M&A Connections

Deals
Acquired from
Investor(s)
17%
1 (17%)
Strategic(s)
17%
1 (17%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

FAQ

What type of investor is LKCM Headwater Investments?

LKCM Headwater Investments is a private equity firm.

Where is LKCM Headwater Investments headquartered?

LKCM Headwater Investments is headquartered in Fort Worth, Texas.

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