Monogram Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Monogram Capital Partners has acquired 1 company. It has also invested in 1 other.

Monogram Capital Partners’ most common sectors for investment arefood (25%) and restaurants (25%) . The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (25%). In total, Monogram Capital Partners has invested in 6 US states.

In the last 3 years, Monogram Capital Partners 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 Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Monogram Capital Partners

8383 Wilshire Blvd., Suite 430,
Beverly Hills, California 90211
United States
(310) 492-5515
www.monogramcapital.com
jstein@monogramcapital.com

Monogram Capital Partners is a consumer and retail focused private equity firm. The Firm looks for businesses with strong/differentiated brands with revenues of $5 to $50 million. Specific areas of interest include food/beverage, restaurants, consumer healthcare, animal health, beauty/personal care, and apparel/accessories. Monogram was formed in 2014 and is based in Los Angeles.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Consumer Products, Consumer Services, Food, Healthcare Services, Restaurants, Retail

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

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

Transaction Criteria Min Max
Target Revenue 5 50
Target EBITDA - -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.6/yr) # 5 1 1 1 - - 8
Sell (0.2/yr) # - - - - - 1 1
  9

Most Recent M&A

Company Date Value Type
Western Smokehouse Partners 2023-03-28 - Secondary Sale
Galesburg, Illinois · www.wspartners.com
Foundry 2021-07-12 - Growth Capital
Austin, Texas · ww.foundrybrands.com
Prime Enterprises LLC 2020-01-01 - Buyout (LBO, MBO, MBI)
Miami, Florida · www.primematterlabs.com
Olipop, Inc. 2019-02-27 - Venture
Oakland, California · www.drinkolipop.com
Ellenos 2018-04-17 - Growth Capital
Seattle, Washington · www.ellenos.com
Planet Fitness, Inc. 2017-09-29 - Stake Purchase
Hampton, New Hampshire · www.planetfitness.com
Country Archer Jerky Co. 2016-03-16 - Buyout (LBO, MBO, MBI)
San Bernardino, California · www.countryarcher.com
Dig Inn Restaurant Group LLC 2014-12-01 - Venture
New York, New York · www.diginn.com
Pizza Studio 2014-02-03 - Growth Capital
Calabasas, California · www.pizzastudio.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Food 2 (25%) - 2 (25%) -
Restaurants 2 (25%) - 2 (25%) -
Beverages 1 (13%) - 1 (13%) -
Business Services 1 (13%) - 1 (13%) -
Consumer Products 1 (13%) - 1 (13%) -
Consumer Services 1 (13%) - 1 (13%) -
Total 8 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 8 (100%) -
  California 3 (38%) - 3 (38%) -
  Washington 1 (13%) - 1 (13%) -
  Texas 1 (13%) - 1 (13%) -
  New York 1 (13%) - 1 (13%) -
  New Hampshire 1 (13%) - 1 (13%) -
  Florida 1 (13%) - 1 (13%) -
Total 8 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (38%) - 3 (38%) -
Buyout (LBO, MBO, MBI) 2 (25%) - 2 (25%) -
Venture 2 (25%) - 2 (25%) -
Stake Purchase 1 (13%) - 1 (13%) -
Total 8 - 8 -

Exits by Deal Type

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

M&A Connections

Deals
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2014

Specialist/Generalist

Specialist

Leadership

Jared Stein

Co-Founder & Partner

Oliver Nordlinger

Co-Founder & Partner

Lusa Zhou

Vice President

FAQ

When was Monogram Capital Partners founded?

Monogram Capital Partners was founded in 2014.

What type of investor is Monogram Capital Partners?

Monogram Capital Partners is a private equity firm.

Where is Monogram Capital Partners headquartered?

Monogram Capital Partners is headquartered in Beverly Hills, California.

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