Monroe Capital Mergers and Acquisitions Summary

Lender Profile

In the last 3 years, Monroe Capital has acquired 15 companies. It has also invested in 4 others.

Monroe Capital’s most common sectors for investment arebusiness services (6%) and healthcare services (6%) . The Firm’s most common investment types include growth capital (35%) and buyout (lbo, mbo, mbi) (27%). 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 14 companies. The Firm’s most common exit type is trade sale (50%). 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 Activity152
    • M&A Buy Activity103
    • M&A Sell Activity49
  • Total Sectors Invested 42
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 101

Monroe Capital LLC

311 South Wacker Drive, 64th Floor,
Chicago, Illinois 60606
United States
(312) 258-8300
www.monroecap.com
info@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: Apparel/Textiles, Business Services, Communications, Construction, Consumer Products, Consumer Services, Defense, Digital Media, Distribution, Education, Energy Services and Equipment, Food, Furniture, Healthcare Services, Information Services, Information Technology, Infrastructure, Internet Software and Services, Life Science, Machinery, Manufacturing, Marketing, Media, Packaging, Publishing, Real Estate, Retail, Safety/Security, Software, Technology Hardware, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 10 1,000
Target EBITDA 3 35
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.4/yr) # 81 3 4 5 9 1 103
vol $2.7B $193M $2.9B
Sell (4.0/yr) # 31 6 5 6 3 - 51
vol $872M $355M $1.2B
  154

Most Recent M&A

Company Date Value Type
Second Avenue 2024-03-11 - Stake Purchase
Tampa, Florida · www.secondavenue.com
Newman Machine Co., Inc. 2023-11-27 - Add-on Acquisition
Browns Summit, North Carolina · www.newmanwhitney.com
Central Moloney, Inc. 2023-10-27 - Buyout (LBO, MBO, MBI)
White Hall, Arkansas · www.centralmoloneyinc.com
ClearCompany, Inc. 2023-09-20 - Secondary Buyout
Boston, Massachusetts · www.clearcompany.com
Bridgeport Machine Tool Co. 2023-09-18 - Add-on Acquisition
Kalamazoo, Michigan · www.bridgeportmachinetools.com
Mitchell Gold + Bob Williams 2023-09-06 - Bankruptcy
Taylorsville, North Carolina · www.mgbwhome.com
Vice Media Group 2023-07-31 - Special Situations/Distressed
Brooklyn, New York · www.vice.com
MEI Rigging & Crating LLC 2023-07-06 - Secondary Buyout
Albany, Oregon · www.meiriggingcrating.com
Lightwave Dental Management LLC 2023-06-05 - Buyout (LBO, MBO, MBI)
Woodbridge, Virginia · www.lightwavedental.com
RedZone Robotics, Inc. 2023-02-01 - Trade Sale
Warrendale, Pennsylvania · www.redzone.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
MEI Rigging & Crating LLC 2023-07-06 Able Machinery Movers LLC 2024-01-09 2
Albany, Oregon · www.meiriggingcrating.com Grapevine, Texas · www.ablemachinerymovers.com
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
Summit Packaging Solutions 2014-01-16 Berkeley Contract Packaging LLC 2016-05-03 2
Alpharetta, Georgia · www.1teamsummit.com Kenilworth, New Jersey

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 2 (5%) 780M (29%) 6 (6%) 780M (27%)
Internet Software and Services 3 (8%) - 6 (6%) 193M (7%)
Business Services 4 (11%) - 6 (6%) -
Healthcare Services 3 (8%) - 6 (6%) -
Manufacturing 3 (8%) - 5 (5%) -
Software 2 (5%) 1.9B (71%) 4 (4%) 1.9B (66%)
Construction 2 (5%) - 4 (4%) -
Machinery 3 (8%) - 4 (4%) -
Media 2 (5%) - 4 (4%) -
Apparel/Textiles 1 (3%) - 3 (3%) -
Automotive - - 3 (3%) -
Building Materials 1 (3%) - 3 (3%) -
Life Science 1 (3%) - 3 (3%) -
Marketing 1 (3%) - 3 (3%) -
Medical Products - - 3 (3%) -
Safety/Security 1 (3%) - 3 (3%) -
Test/Measurement Equipment - - 3 (3%) -
Consumer Products - - 2 (2%) -
Digital Media 1 (3%) - 2 (2%) -
Electronics - - 2 (2%) -
Energy Services and Equipment - - 2 (2%) -
Furniture - - 2 (2%) -
Packaging 2 (5%) - 2 (2%) -
Retail 1 (3%) - 2 (2%) -
Staffing 1 (3%) - 2 (2%) -
Transportation 1 (3%) - 2 (2%) -
Aerospace - - 1 (1%) -
Chemicals - - 1 (1%) -
Consumer Services - - 1 (1%) -
Distribution - - 1 (1%) -
E-Commerce - - 1 (1%) -
Education - - 1 (1%) -
Electrical Equipment 1 (3%) - 1 (1%) -
Engineering - - 1 (1%) -
Financial Services - - 1 (1%) -
Food 1 (3%) - 1 (1%) -
Information Services 1 (3%) - 1 (1%) -
Insurance - - 1 (1%) -
Leisure - - 1 (1%) -
Metals/Mining - - 1 (1%) -
Technology Hardware - - 1 (1%) -
Utilities - - 1 (1%) -
Total 38 $2.7B 103 $2.9B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 37 (97%) 2.7B (100%) 102 (99%) 2.9B (100%)
  California 5 (13%) 1.9B (71%) 17 (17%) 2.1B (73%)
  Texas 1 (3%) - 8 (8%) -
  New York 2 (5%) - 6 (6%) -
  Georgia 4 (11%) - 5 (5%) -
  Florida 3 (8%) - 5 (5%) -
  Massachusetts 2 (5%) 780M (29%) 5 (5%) 780M (27%)
  North Carolina 2 (5%) - 5 (5%) -
  Illinois 1 (3%) - 5 (5%) -
  New Jersey 1 (3%) - 5 (5%) -
  Michigan 3 (8%) - 4 (4%) -
  Colorado 2 (5%) - 4 (4%) -
  Minnesota 1 (3%) - 3 (3%) -
  Ohio - - 3 (3%) -
  Utah 2 (5%) - 2 (2%) -
  Washington 1 (3%) - 2 (2%) -
  Virginia 1 (3%) - 2 (2%) -
  Tennessee 1 (3%) - 2 (2%) -
  Oregon 1 (3%) - 2 (2%) -
  Kansas - - 2 (2%) -
  Nevada - - 2 (2%) -
  Mississippi - - 2 (2%) -
  District of Columbia 1 (3%) - 1 (1%) -
  Arkansas 1 (3%) - 1 (1%) -
  Wisconsin 1 (3%) - 1 (1%) -
  Missouri 1 (3%) - 1 (1%) -
  Maryland - - 1 (1%) -
  Iowa - - 1 (1%) -
  Indiana - - 1 (1%) -
  Connecticut - - 1 (1%) -
  Pennsylvania - - 1 (1%) -
  Oklahoma - - 1 (1%) -
  Nebraska - - 1 (1%) -
Canada 1 (3%) - 1 (1%) -
  Ontario 1 (3%) - 1 (1%) -
Domestic 37 (97%) 2.7B (100%) 102 (99%) 2.9B (100%)
Cross-border 1 (3%) - 1 (1%) -
Total 38 $2.7B 103 $2.9B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 13 (34%) - 36 (35%) -
Buyout (LBO, MBO, MBI) 9 (24%) 780M (29%) 27 (26%) 780M (27%)
Secondary Buyout 3 (8%) - 11 (11%) -
Divestiture 3 (8%) - 7 (7%) 193M (7%)
Recapitalization 2 (5%) - 7 (7%) -
Add-on Acquisition 4 (11%) - 6 (6%) -
Stake Purchase 1 (3%) - 3 (3%) -
Consolidation - - 2 (2%) -
Special Situations/Distressed 1 (3%) - 2 (2%) -
Going Private 1 (3%) 1.9B (71%) 1 (1%) 1.9B (66%)
Acquisition Financing 1 (3%) - 1 (1%) -
Total 38 $2.7B 103 $2.9B

Exits by Deal Type

Type Total # Value
Trade Sale 16 (31%) 110M (9%)
Secondary Sale 13 (25%) 110M (9%)
Trade Sale - Public Company 9 (18%) 1.0B (82%)
Bankruptcy 3 (6%) -
Merger 3 (6%) -
Recapitalization 2 (4%) -
SPAC 2 (4%) -
Shut Down 1 (2%) -
Sold to Management 1 (2%) -
Unknown 1 (2%) -
Total 51 $1.2B

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 4 $1.0B
< $100M 3 $196M
TOTAL $1.2B
Largest InfrastruX Group LLC
$360M (2010-07-01)

M&A Connections

Deals
Acquired from
Investor(s)
12%
12 (12%)
Strategic(s)
6%
6 (6%)
Exited to
Investor(s)
29%
15 (29%)
Strategic(s)
55%
28 (55%)

FAQ

When was Monroe Capital LLC founded?

Monroe Capital LLC was founded in 2004.

What type of investor is Monroe Capital LLC?

Monroe Capital LLC is a lender.

Where is Monroe Capital LLC headquartered?

Monroe Capital LLC is headquartered in Chicago, Illinois.

How much capital does Monroe Capital LLC have under management?

Monroe Capital LLC has 14.1B USD under management.

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