Monroe Capital Mergers and Acquisitions Summary

Lender Profile

In the last 3 years, Monroe Capital has acquired 11 companies. It has also invested in 4 others.

Monroe Capital’s most common sectors for investment arehealthcare services (7%) and information technology (7%) . The Firm’s most common investment types include growth capital (40%) and buyout (lbo, mbo, mbi) (26%). In total, Monroe Capital has invested in 32 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2018 when it acquired MindBody for $1.9B.

In the last 3 years, Monroe Capital has exited 9 companies. The Firm’s most common exit type is trade sale (49%). Monroe Capital’s largest (disclosed) exit occurred in 2010 when it sold InfrastruX Group for $360M.

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M&A Summary

  • M&A Total Activity126
    • M&A Buy Activity97
    • M&A Sell Activity29
  • Total Sectors Invested 42
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 85

Monroe Capital LLC

311 South Wacker Drive, 64th Floor,
Chicago, Illinois 60606
United States
(312) 258-8300
www.monroecap.com

Monroe Capital is a provider of senior and junior debt and equity co-investments to middle-market companies in the US and Canada. Investment types include unitranche financings, cash flow and enterprise value based loans, asset based loans, acquisition facilities, mezzanine debt, second lien or last-out loans and equity co-investments. Monroe Capital is a generalist investor and will consider companies in the healthcare, technology, media, retail, consumer sectors. Monroe Capital was formed in 2004 and is based in Chicago.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Products, Defense, Distribution, Education, Energy Services and Equipment, Healthcare Services, Information Technology, Infrastructure, Manufacturing, Media, Publishing, Retail, Software, Technology Hardware, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (5.0/yr) # 72 10 6 4 3 2 97
vol $1.9B $780M $193M $2.9B
Sell (2.2/yr) # 18 2 2 4 2 1 29
vol $807M $807M
  126

Most Recent M&A

Company Date Value Type
StormTrap LLC 2022-04-06 - Secondary Buyout
Romeoville, Illinois · www.stormtrap.com
Norwood Industries, Inc. 2022-03-10 - Buyout (LBO, MBO, MBI)
Oro-Medonte, Ontario · www.norwoodsawmills.com
Biomechanical Research & Testing LLC 2022-01-06 - Add-on Acquisition
Long Beach, California · www.brteng.com
Liberty Safe & Security Products, Inc. 2021-08-25 - Divestiture
Payson, Utah · www.libertysafe.com
Nelbud Services Group, Inc. 2021-08-17 - Add-on Acquisition
Indianapolis, Indiana · www.nelbud.com
EB Employee Solutions LLC 2021-06-09 - Secondary Buyout
White Plains, New York · www.differencecard.com
Securly, Inc. 2021-03-17 - Buyout (LBO, MBO, MBI)
San Jose, California · www.securly.com
Equine Network LLC 2021-01-08 - Divestiture
Boulder, Colorado · www.equinenetwork.com
Premier Roofing LLC 2020-12-10 - Growth Capital
Denver, Colorado · www.premier-roofing.com
MarkLogic Corp. 2020-10-07 - Buyout (LBO, MBO, MBI)
San Carlos, California · www.marklogic.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Inland Pipe Rehabilitation LLC 2018-12-27 Granite Construction, Inc. - Inliner 2022-02-03 2
Conyers, Georgia · www.inlandpiperehab.com Watsonville, California
MindBody, Inc. 2018-12-24 ClassPass, Inc. 2021-10-13 3
San Luis Obispo, California · www.mindbodyonline.com New York, New York · www.classpass.com
Consolidated Glass Holdings, Inc. 2012-09-05 NASG Holdings, Inc. 2019-05-06 1
Denver,, Colorado Trumbauersville, Pennsylvania · www.naspecialtyglass.com
Summit Container Corp. 2014-01-16 Berkeley Contract Packaging LLC 2016-05-03 2
Monument, Colorado · www.summitcontainer.com Kenilworth, New Jersey

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 3 (5%) 780M (27%) 6 (6%) 780M (27%)
Healthcare Services 4 (6%) - 6 (6%) -
Business Services 3 (5%) - 5 (5%) -
Construction 3 (5%) - 4 (4%) -
Life Science 3 (5%) - 4 (4%) -
Machinery 4 (6%) - 4 (4%) -
Software 2 (3%) 1.9B (66%) 3 (3%) 1.9B (66%)
Internet Software and Services 3 (5%) 193M (7%) 3 (3%) 193M (7%)
Apparel/Textiles 2 (3%) - 3 (3%) -
Automotive 1 (2%) - 3 (3%) -
Building Materials 2 (3%) - 3 (3%) -
Consumer Products 2 (3%) - 3 (3%) -
Manufacturing 1 (2%) - 3 (3%) -
Media 2 (3%) - 3 (3%) -
Medical Products 1 (2%) - 3 (3%) -
Safety/Security 3 (5%) - 3 (3%) -
Test/Measurement Equipment 1 (2%) - 3 (3%) -
Transportation 3 (5%) - 3 (3%) -
Consumer Services 1 (2%) - 2 (2%) -
Digital Media 1 (2%) - 2 (2%) -
E-Commerce 1 (2%) - 2 (2%) -
Electronics 2 (3%) - 2 (2%) -
Energy Services and Equipment 1 (2%) - 2 (2%) -
Furniture 1 (2%) - 2 (2%) -
Marketing 1 (2%) - 2 (2%) -
Retail 1 (2%) - 2 (2%) -
Aerospace 1 (2%) - 1 (1%) -
Chemicals - - 1 (1%) -
Communications - - 1 (1%) -
Distribution 1 (2%) - 1 (1%) -
Education 1 (2%) - 1 (1%) -
Engineering - - 1 (1%) -
Financial Services 1 (2%) - 1 (1%) -
Food 1 (2%) - 1 (1%) -
Information Services 1 (2%) - 1 (1%) -
Insurance 1 (2%) - 1 (1%) -
Leisure 1 (2%) - 1 (1%) -
Metals/Mining - - 1 (1%) -
Packaging 1 (2%) - 1 (1%) -
Staffing - - 1 (1%) -
Technology Hardware 1 (2%) - 1 (1%) -
Utilities 1 (2%) - 1 (1%) -
Total 63 $2.9B 97 $2.9B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 62 (98%) 2.9B (100%) 96 (99%) 2.9B (100%)
  California 14 (22%) 2.1B (73%) 18 (19%) 2.1B (73%)
  Texas 5 (8%) - 8 (8%) -
  Georgia 6 (10%) - 6 (6%) -
  Colorado 5 (8%) - 5 (5%) -
  Massachusetts 2 (3%) 780M (27%) 5 (5%) 780M (27%)
  Illinois 2 (3%) - 5 (5%) -
  Florida 4 (6%) - 4 (4%) -
  New Jersey 2 (3%) - 4 (4%) -
  New York 1 (2%) - 4 (4%) -
  Ohio 3 (5%) - 3 (3%) -
  Michigan 3 (5%) - 3 (3%) -
  North Carolina 2 (3%) - 3 (3%) -
  Minnesota 2 (3%) - 3 (3%) -
  Utah 2 (3%) - 2 (2%) -
  Washington 1 (2%) - 2 (2%) -
  Tennessee 1 (2%) - 2 (2%) -
  Nevada 1 (2%) - 2 (2%) -
  Mississippi 1 (2%) - 2 (2%) -
  Kansas - - 2 (2%) -
  Wisconsin 1 (2%) - 1 (1%) -
  Pennsylvania 1 (2%) - 1 (1%) -
  Oregon 1 (2%) - 1 (1%) -
  Missouri 1 (2%) - 1 (1%) -
  Alabama 1 (2%) - 1 (1%) -
  Virginia - - 1 (1%) -
  Oklahoma - - 1 (1%) -
  Nebraska - - 1 (1%) -
  Maryland - - 1 (1%) -
  Louisiana - - 1 (1%) -
  Iowa - - 1 (1%) -
  Indiana - - 1 (1%) -
  Connecticut - - 1 (1%) -
Canada 1 (2%) - 1 (1%) -
  Ontario 1 (2%) - 1 (1%) -
Domestic 62 (98%) 2.9B (100%) 96 (99%) 2.9B (100%)
Cross-border 1 (2%) - 1 (1%) -
Total 63 $2.9B 97 $2.9B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 28 (44%) - 38 (39%) -
Buyout (LBO, MBO, MBI) 12 (19%) 780M (27%) 25 (26%) 780M (27%)
Secondary Buyout 7 (11%) - 9 (9%) -
Recapitalization 6 (10%) - 8 (8%) -
Divestiture 5 (8%) 193M (7%) 7 (7%) 193M (7%)
Add-on Acquisition 3 (5%) - 4 (4%) -
Consolidation - - 2 (2%) -
Stake Purchase 1 (2%) - 2 (2%) -
Going Private 1 (2%) 1.9B (66%) 1 (1%) 1.9B (66%)
Special Situations/Distressed - - 1 (1%) -
Total 63 $2.9B 97 $2.9B

Exits by Deal Type

Type Total # Value
Secondary Sale 11 (38%) 110M (14%)
Trade Sale 9 (31%) 45M (6%)
Trade Sale - Public Company 5 (17%) 652M (81%)
Merger 1 (3%) -
Recapitalization 1 (3%) -
Sold to Management 1 (3%) -
Unknown 1 (3%) -
Total 29 $807M

Deal Values

buy # Total
> $1B 1 $1.9B
$100M to $1B 2 $973M
TOTAL $2.9B
Largest MindBody, Inc.
$1.9B (2018-12-24)
sell # Total
$100M to $1B 3 $676M
< $100M 2 $131M
TOTAL $807M
Largest InfrastruX Group LLC
$360M (2010-07-01)

M&A Connections

Deals
Acquired from
Investor(s)
10%
10 (10%)
Strategic(s)
6%
6 (6%)
Exited to
Investor(s)
41%
12 (41%)
Strategic(s)
52%
15 (52%)

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