Medallion Capital Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Medallion Capital has acquired 3 companies.

Medallion Capital’s most common sectors for investment areconsumer products (23%) and distribution (23%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (56%) and growth capital (23%). In total, Medallion Capital has invested in 7 US states.

In the last 3 years, Medallion Capital has exited 2 companies. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity9
    • M&A Sell Activity3
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9

Medallion Capital, Inc.

21940 Minnetonka Blvd.,
Excelsior, Minnesota 55331
United States
www.medallioncapital.com

Medallion Capital is an investment firm that offers subordinated debt to help support a variety of transaction situations including buyouts, acquisition financings, recapitalizations, and expansions. The Firm targets established companies with at least $10 million in revenue and at least $1.5 million in cash flow. Medallion is a generalist investor, however the Firm will not invest in information technology, life science, real estate, entertainment, or finance companies. Medallion does not provide seed capital or start-up funding. Medallion Capital is based in Burnsville, Minnesota and is a subsidiary of New York-based Medallion Financial Corp.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Consumer Products, Consumer Services, Distribution, Energy Services and Equipment, Machinery, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA - -
Investment Size 2 -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.6/yr) # 6 - 2 - 1 - 9
Sell (0.6/yr) # - 1 - 1 - 1 3
  12

Most Recent M&A

Company Date Value Type
Liberty Greenleaf 2022-05-09 - Add-on Acquisition
Phoenix, Arizona · www.libertygreenleaf.com
PirTano Construction Co., Inc. 2021-08-24 - Recapitalization
Addison, Illinois · www.pirtano.com
Animal Adventure, Inc. 2020-02-19 - Add-on Acquisition
Hopkins, Minnesota · www.animaladventure.com
Brandywine Communications, Inc. 2019-08-22 - Buyout (LBO, MBO, MBI)
Tustin, California · www.brandywinecomm.com
Automated Business Power, Inc. 2019-04-04 - Buyout (LBO, MBO, MBI)
Gaithersburg, Maryland · www.abp.com
All Safe Global, Inc. 2018-10-11 - Recapitalization
Wyoming, Minnesota · www.allsafe.net
Liberty Greenleaf 2016-07-26 - Buyout (LBO, MBO, MBI)
Phoenix, Arizona · www.libertygreenleaf.com
Pinnacle Climate Technologies 2015-10-01 - Growth Capital
Eden Prairie, Minnesota · www.pinnacleclimate.com
Fit & Fresh, Inc. 2015-04-17 - Recapitalization
Providence, Rhode Island · www.fit-fresh.com
Animal Adventure, Inc. 2014-08-14 - Growth Capital
Hopkins, Minnesota · www.animaladventure.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 1 (20%) - 2 (22%) -
Distribution - - 2 (22%) -
Aerospace 1 (20%) - 1 (11%) -
Business Services - - 1 (11%) -
Construction 1 (20%) - 1 (11%) -
Electrical Equipment 1 (20%) - 1 (11%) -
Technology Hardware 1 (20%) - 1 (11%) -
Total 5 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 9 (100%) -
  Minnesota 1 (20%) - 3 (33%) -
  Rhode Island 1 (20%) - 1 (11%) -
  Maryland 1 (20%) - 1 (11%) -
  Illinois 1 (20%) - 1 (11%) -
  California 1 (20%) - 1 (11%) -
  Missouri - - 1 (11%) -
  Arizona - - 1 (11%) -
Total 5 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (40%) - 5 (56%) -
Growth Capital 1 (20%) - 2 (22%) -
Recapitalization 2 (40%) - 2 (22%) -
Total 5 - 9 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (67%) -
Recapitalization 1 (33%) -
Total 3 -

M&A Connections

Deals
Acquired from
Investor(s)
11%
1 (11%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Small

Specialist/Generalist

Generalist

Leadership

Alexander Travis

President

Stephen Lewis

Senior Vice President

Aaron Price

Vice President

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