Mulberry Investment Group Mergers and Acquisitions Summary

Private Equity Firm Profile

Mulberry Investment Group’s most common sectors for investment arebusiness services (34%) and distribution (34%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and growth capital (34%). In total, Mulberry Investment Group has invested in 1 US state.

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

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M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity3
    • M&A Sell Activity2
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Mulberry Investment Group

Mulberry Investment Group LLC

9011 Arboretum Pkwy ​Suite 155,
Richmond, Virginia 23236
United States
(804) 521-1481
www.mulberryinvestments.com
josh@mulberryinvestments.com

Mulberry Investment Group is a private equity group focused on acquiring majority interests in small, private companies based in Virginia. Mulberry generally looks for situations where the firm can provide liquidity to owners facing retirement or succession issues. Target companies have at least $2 million in revenue and free cash flow between $500k and $2.5 million. Sectors of interest include niche manufacturers of consumer/industrial products, services, value-added distribution, and franchises. Mulberry will not invest in high-tech companies. Mulberry Investment Group is based in Richmond.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Consumer Products, Consumer Services, Distribution, Franchising, Manufacturing, Packaging, Retail

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

Geographic Preferences: South US

Transaction Criteria Min Max
Target Revenue 2 -
Target EBITDA 1 3
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.6/yr) # - - 1 - 2 - 3
  6

Most Recent M&A

Company Date Value Type
Warranty Inspection Services LLC 2023-01-01 - Trade Sale
Richmond, Virginia · www.wisinspections.com
C&K Auto Parts LLC 2023-01-01 - Trade Sale
Richmond, Virginia · www.pub.ckautoparts.com
CarLotz, Inc. 2017-09-19 - Growth Capital
Richmond, Virginia · www.carlotz.com
C&K Auto Parts LLC 2008-01-01 - Buyout (LBO, MBO, MBI)
Richmond, Virginia · www.pub.ckautoparts.com
Warranty Inspection Services LLC 2008-01-01 - Buyout (LBO, MBO, MBI)
Richmond, Virginia · www.wisinspections.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 1 (33%) -
Distribution - - 1 (33%) -
Retail - - 1 (33%) -
Total - - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 3 (100%) -
  Virginia - - 3 (100%) -
Total - - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 2 (67%) -
Growth Capital - - 1 (33%) -
Total - - 3 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (67%) -
SPAC 1 (33%) -
Total 3 -

M&A Connections

Deals
Exited to
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

10M USD

Specialist/Generalist

Generalist

Leadership

Josh Wishnack

Managing Director

Rick Morris

Managing Director

FAQ

What type of investor is Mulberry Investment Group?

Mulberry Investment Group is a private equity firm.

Where is Mulberry Investment Group headquartered?

Mulberry Investment Group is headquartered in Richmond, Virginia.

How much capital does Mulberry Investment Group have under management?

Mulberry Investment Group has 10M USD under management.

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