NewCastle Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, NewCastle Partners has invested in 1 company.

NewCastle Partners’ most common sectors for investment are manufacturing (25%) and automotive (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and stake purchase (25%). In total, NewCastle Partners has invested in 8 US states.

In the last 3 years, NewCastle Partners has exited 1 company. The Firm’s most common exit type is trade sale (63%). NewCastle Partners’ largest (disclosed) exit occurred in 2008 when it sold W-H Energy Services for $3.2B.

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M&A Summary

  • M&A Total Activity28
    • M&A Buy Activity12
    • M&A Sell Activity16
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 15

NewCastle Partners LLC

140 Greenwich Avenue,
Greenwich, Connecticut 06830
United States
(203) 863-9892
www.newcastle-partners.com
jrlowden@newcastle-partners.com

NewCastle Partners is an independent investment firm focused on acquiring smaller middle-market companies in partnership with management. The Firm targets profitable, US-based businesses with defensible market positions. Prospective companies generally have at least $2 million in EBITDA and generate sales of $10 to $50 million. Sectors of interest include niche manufacturing and specialty distribution. Target transactions include recapitalizations, buyouts, growth capital financings, and consolidations. NewCastle was formed in 2001 and is based in Greenwich, Connecticut.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Building Materials, Business Services, Chemicals, Consumer Products, Distribution, Education, Electrical Equipment, Energy Services and Equipment, Food, Franchising, Furniture, Manufacturing, Plastics, Retail, Safety/Security

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

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

Transaction Criteria Min Max
Target Revenue 10 50
Target EBITDA 2 -
Investment Size - -
Enterprise Value 10 40
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 11 - - - 1 - 12
Sell (0.2/yr) # 15 - 1 - - - 16
vol $3.6B $3.6B
  28

Most Recent M&A

Company Date Value Type
Amglo Kemlite Laboratories, Inc. 2019-09-09 - Growth Capital
Bensenville, Illinois · www.amglo.com
World Dryer Corp. 2017-10-09 - Add-on Acquisition
Berkeley, Illinois · www.worlddryer.com
Gear For Sports, Inc. 2010-11-01 55M USD Add-on Acquisition
Lenexa, Kansas · www.gearforsports.com
Apparel Ventures, Inc. 2010-10-07 - Add-on Acquisition
Los Angeles, California
Teledex LLC 2009-12-18 - Merger
San Jose, California · www.teledex.com
Jackson Products, Inc. 2009-04-14 - Add-on Acquisition
Fenton, Missouri · www.jacksonsafety.com
W-H Energy Services, Inc. 2008-06-03 3.2B USD Add-on Acquisition
Houston, Texas · www.whes.com
World Dryer Corp. 2007-06-01 - Buyout (LBO, MBO, MBI)
Berkeley, Illinois · www.worlddryer.com
NBGHome (The Home Decor Company) 2006-05-01 - Secondary Buyout
Austin, Texas · www.nbg-home.com
Fanny May Candy Corp. 2006-05-01 - Trade Sale
Alpine, Utah
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing - - 3 (25%) -
Automotive - - 2 (17%) -
Consumer Products - - 2 (17%) -
Apparel/Textiles - - 1 (8%) -
Building Materials - - 1 (8%) -
Electrical Equipment 1 (100%) - 1 (8%) -
Energy Services and Equipment - - 1 (8%) -
Franchising - - 1 (8%) -
Total 1 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 12 (100%) -
  Illinois 1 (100%) - 3 (25%) -
  Texas - - 2 (17%) -
  California - - 2 (17%) -
  New York - - 1 (8%) -
  Michigan - - 1 (8%) -
  Kansas - - 1 (8%) -
  Connecticut - - 1 (8%) -
  Colorado - - 1 (8%) -
Total 1 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 6 (50%) -
Stake Purchase - - 3 (25%) -
Growth Capital 1 (100%) - 1 (8%) -
Recapitalization - - 1 (8%) -
Secondary Buyout - - 1 (8%) -
Total 1 - 12 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 7 (44%) 3.6B (100%)
Trade Sale 5 (31%) -
Bankruptcy 1 (6%) -
IPO 1 (6%) -
Merger 1 (6%) -
Secondary Sale 1 (6%) -
Total 16 $3.6B

Deal Values

sell # Total
> $1B 1 $3.2B
$100M to $1B 1 $300M
< $100M 1 $55M
TOTAL $3.6B
Largest W-H Energy Services, Inc.
$3.2B (2008-06-03)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
17%
2 17%
Strategic(s)
83%
10 83%

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