Mason Wells Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Mason Wells has acquired 7 companies.

Mason Wells’ most common sectors for investment are packaging (21%) and consumer products (12%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (65%) and secondary buyout (9%). In total, Mason Wells has invested in 10 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired Nelipak B.V. for $125M.

In the last 3 years, Mason Wells has exited 9 companies. The Firm’s most common exit type is trade sale (62%). Mason Wells’ largest (disclosed) exit occurred in 2010 when it sold Sturm Foods for $600M.

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M&A Summary

  • M&A Total Activity69
    • M&A Buy Activity33
    • M&A Sell Activity36
  • Total Sectors Invested 17
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 38
  • M&A Advisors 2

Mason Wells, Inc.

411 East Wisconsin Avenue, Suite 1280,
Milwaukee, Wisconsin 53202
United States
(414) 727-6400
www.masonwells.com

Mason Wells is a private equity firm focused on middle-market buyout opportunities in the Midwest US. Mason Wells looks to invest in businesses operating in engineered products and services, outsourced business services, and specialty packaging. Target companies typically generate revenue of $25 to $300 million and EBITDA of at least $5 million. The Firm prefers businesses with high barriers to entry, limited customer concentration, and strong market positions. Mason Wells was originally formed 1982 as a subsidiary of Marshall & Ilsley Corporation and became an independent firm in 1998. Mason Wells is based in Milwaukee, Wisconsin.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Communications, Consumer Products, Distribution, Electrical Equipment, Electronics, Environmental, Financial Services, Food, Healthcare Services, Information Technology, Life Science, Machinery, Manufacturing, Medical Products, Packaging, Plastics, Software, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Recapitalization

Geographic Preferences: Midwest US

Transaction Criteria Min Max
Target Revenue 25 300
Target EBITDA 5 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.6/yr) # 25 2 4 1 1 - 33
vol $137M $137M
Sell (1.8/yr) # 27 - 4 4 1 - 36
vol $731M $340M $160M $1.2B
  69

Most Recent M&A

Company Date Value Type
Advanced Web Technologies, Inc. 2020-12-18 - Secondary Buyout
Minneapolis, Minnesota · www.awtlabelpack.com
SWAT Group, Inc. 2020-03-06 - Buyout (LBO, MBO, MBI)
Lansing, Michigan · www.swat-radon.com
Nelipak B.V. 2019-07-02 - Secondary Buyout
Venray, Netherlands · www.nelipak.com
A&R Logistics, Inc. 2019-05-07 - Secondary Buyout
Morris, Illinois · www.artransport.com
RJW Logistics Group, Inc. 2019-03-07 - Add-on Acquisition
Woodridge, Illinois · www.rjwgroup.com
Eddy Packing Co. Inc. 2019-02-11 - Secondary Buyout
Yoakum, Texas · www.eddypacking.com
Aquion, Inc. 2019-01-07 160M USD Add-on Acquisition
Elk Grove Village, Illinois · www.aquionwater.com
Structural Concepts Corp. 2018-10-09 - Buyout (LBO, MBO, MBI)
Muskegon, Michigan · www.structuralconcepts.com
Buffalo Games, Inc. 2018-10-04 - Buyout (LBO, MBO, MBI)
Buffalo, New York · www.buffalogames.com
EastPoint Sports Ltd. 2018-09-04 - Buyout (LBO, MBO, MBI)
Whippany, New Jersey · www.eastpointsports.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Qualus Power Services Corp. 2018-08-31 CE Power Solutions LLC 2018-08-31 2
Cincinnati, Ohio · www.qualuspowerservices.com Cincinnati, Ohio · www.cepowersol.com

M&A by Sector

Sector Current # Value All-time # Value
Packaging - - 7 (21%) 125M (91%)
Consumer Products 2 (18%) - 4 (12%) -
Food 1 (9%) - 3 (9%) -
Transportation 1 (9%) - 3 (9%) -
Electrical Equipment 2 (18%) - 2 (6%) -
Information Technology 1 (9%) - 2 (6%) -
Plastics 1 (9%) - 2 (6%) -
Utilities 1 (9%) - 2 (6%) -
Communications - - 1 (3%) 12M (9%)
Beverages 1 (9%) - 1 (3%) -
Business Services 1 (9%) - 1 (3%) -
Chemicals - - 1 (3%) -
Consumer Services - - 1 (3%) -
Life Science - - 1 (3%) -
Machinery - - 1 (3%) -
Manufacturing - - 1 (3%) -
Technology Hardware - - 1 (3%) -
Total 11 - 34 $137M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 33 (97%) 12M (9%)
  Wisconsin 5 (45%) - 15 (44%) -
  Illinois 1 (9%) - 6 (18%) 12M (9%)
  Michigan 2 (18%) - 4 (12%) -
  Ohio 1 (9%) - 2 (6%) -
  New York 1 (9%) - 1 (3%) -
  New Jersey 1 (9%) - 1 (3%) -
  Texas - - 1 (3%) -
  Missouri - - 1 (3%) -
  Minnesota - - 1 (3%) -
  Indiana - - 1 (3%) -
Netherlands - - 1 (3%) 125M (91%)
Domestic 11 (100%) - 33 (97%) 12M (9%)
Cross-border - - 1 (3%) 125M (91%)
Total 11 - 34 $137M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 8 (73%) - 22 (65%) -
Venture - - 3 (9%) 12M (9%)
Secondary Buyout 1 (9%) - 3 (9%) -
Divestiture - - 1 (3%) 125M (91%)
Add-on Acquisition 1 (9%) - 1 (3%) -
Consolidation 1 (9%) - 1 (3%) -
Growth Capital - - 1 (3%) -
PIPE - - 1 (3%) -
Recapitalization - - 1 (3%) -
Total 11 - 34 $137M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 12 (33%) 891M (72%)
Trade Sale 12 (33%) 340M (28%)
Secondary Sale 9 (25%) -
Merger 1 (3%) -
Recapitalization 1 (3%) -
Sold to Management 1 (3%) -
Total 36 $1.2B

Top M&A Advisors

Legal Deals
Quarles & Brady LLP
 2
Godfrey & Kahn S.C.
 1

Deal Values

buy # Total
$100M to $1B 1 $125M
< $100M 1 $12M
TOTAL $137M
Largest Nelipak B.V.
$125M (2013-12-06)
sell # Total
$100M to $1B 4 $1.2B
< $100M 1 $16M
TOTAL $1.2B
Largest Sturm Foods, Inc.
$600M (2010-03-02)

M&A Connections

Deals
Acquired from
Investor(s)
12%
4 (12%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
28%
10 (28%)
Strategic(s)
64%
23 (64%)

Investor Summary

Size

Middle-Market

PE Assets

600M USD

Established

1998

Specialist/Generalist

Generalist

Leadership

Tom Smith

Executive Managing Director

Greg Myers

Senior Managing Director

Jay Radtke

Senior Managing Director

Kevin Kenealey

Senior Managing Director

Jim Domach

CFO

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