Mason Wells Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Mason Wells’ most common sectors for investment arepackaging (23%) and consumer products (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (66%) 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 8 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.

Join Mergr to view Mason Wells’ full profile and discover more middle-market private equity firms just like it.

M&A Summary

  • M&A Total Activity73
    • M&A Buy Activity34
    • M&A Sell Activity39
  • Total Sectors Invested 18
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 42
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.4/yr) # 27 4 1 1 1 - 34
vol $137M $137M
Sell (2.4/yr) # 27 4 4 1 2 1 39
vol $731M $340M $160M $1.2B
  73

Most Recent M&A

Company Date Value Type
Paragon Development System, Inc. 2022-01-10 - Add-on Acquisition
Oconomowoc, Wisconsin · www.pdsit.net
Ornua Ingredients North America 2021-10-11 - Add-on Acquisition
Whitehall, Wisconsin · www.ornuaingredientsnorthamerica.com
KDV Label Co. Inc. 2021-06-11 - Buyout (LBO, MBO, MBI)
Waukesha, Wisconsin · www.kdvlabel.com
Qualus Power Services Corp. 2021-06-01 - Secondary Buyout
Cincinnati, Ohio · www.qualuspowerservices.com
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
Quantix SCS, Inc. 2019-05-07 - Secondary Buyout
Woodlands, Texas · 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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Packaging 1 (11%) - 8 (23%) 125M (91%)
Consumer Products 2 (22%) - 4 (11%) -
Food - - 3 (9%) -
Transportation 1 (11%) - 3 (9%) -
Electrical Equipment 2 (22%) - 2 (6%) -
Information Technology - - 2 (6%) -
Plastics 1 (11%) - 2 (6%) -
Communications - - 1 (3%) 12M (9%)
Beverages 1 (11%) - 1 (3%) -
Business Services 1 (11%) - 1 (3%) -
Chemicals - - 1 (3%) -
Consumer Services - - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Life Science - - 1 (3%) -
Machinery - - 1 (3%) -
Manufacturing - - 1 (3%) -
Technology Hardware - - 1 (3%) -
Utilities - - 1 (3%) -
Total 9 - 35 $137M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 34 (97%) 12M (9%)
  Wisconsin 4 (44%) - 16 (46%) -
  Michigan 2 (22%) - 4 (11%) -
  Illinois 1 (11%) - 4 (11%) 12M (9%)
  Texas - - 3 (9%) -
  Ohio - - 2 (6%) -
  New York 1 (11%) - 1 (3%) -
  New Jersey 1 (11%) - 1 (3%) -
  Missouri - - 1 (3%) -
  Minnesota - - 1 (3%) -
  Indiana - - 1 (3%) -
Netherlands - - 1 (3%) 125M (91%)
Domestic 9 (100%) - 34 (97%) 12M (9%)
Cross-border - - 1 (3%) 125M (91%)
Total 9 - 35 $137M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (78%) - 23 (66%) -
Venture - - 3 (9%) 12M (9%)
Secondary Buyout 1 (11%) - 3 (9%) -
Divestiture - - 1 (3%) 125M (91%)
Add-on Acquisition 1 (11%) - 1 (3%) -
Consolidation - - 1 (3%) -
Growth Capital - - 1 (3%) -
PIPE - - 1 (3%) -
Recapitalization - - 1 (3%) -
Total 9 - 35 $137M

Exits by Deal Type

Type Total # Value
Trade Sale 14 (36%) 340M (28%)
Trade Sale - Public Company 12 (31%) 891M (72%)
Secondary Sale 10 (26%) -
Merger 1 (3%) -
Recapitalization 1 (3%) -
Sold to Management 1 (3%) -
Total 39 $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)
11%
4 (11%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
28%
11 (28%)
Strategic(s)
64%
25 (64%)

Investor Summary

Investor Type

Private Equity Firm

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

 Subscribe to unlock this and 183,215
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.3K Private Equity Firms
  • 173K M&A Transactions
  • 179K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 65K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal