North Branch Capital Mergers and Acquisitions Summary

Private Equity Profile

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

North Branch Capital’s most common sectors for investment are business services (43%) and distribution (15%). The Firm’s most common investment types include growth capital (43%) and secondary buyout (29%). In total, North Branch Capital has invested in 5 US states.

In the last 3 years, North Branch Capital has exited 2 companies. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity6
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 2

North Branch Capital LLC

Drake Oak Brook Plaza 2211 York Road, Suite 207,
Oak Brook, Illinois 60523
United States
www.northbranchcap.com

North Branch Capital is a Midwest-US based private equity firm focused on lower middle-market companies. The Firm seeks value-added distribution, niche manufacturing, and select business services companies operating in large markets with growth potential. Prospective companies typically have at least $10 million in revenue and $2 million of EBITDA. North Branch Capital was formed in 2014 and is based in Chicago.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Manufacturing

Target Transaction Types: Divestiture, Recapitalization, Add-on Acquisition

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

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.6/yr) # 3 2 - 1 - - 6
Sell (0.4/yr) # - - 1 - 1 - 2
  8

Most Recent M&A

Company Date Value Type
Heartland Home Services 2020-12-15 - Secondary Buyout
Macomb, Michigan · www.heartlandhomeservices.com
Diversified Fall Protection 2019-05-09 - Growth Capital
Cleveland, Ohio · www.fallprotect.com
Bearing Engineers, Inc. 2018-11-06 - Secondary Buyout
Aliso Viejo, California · www.motionsolutions.com
Randazzo Mechanical Heating & Cooling LLC 2017-12-05 - Growth Capital
Macomb, Michigan · www.callrandazzo.com
Heartland Home Services 2017-11-01 - Buyout (LBO, MBO, MBI)
Macomb, Michigan · www.heartlandhomeservices.com
Circuit Check, Inc. 2015-12-23 - Secondary Buyout
Maple Grove, Minnesota · www.circuitcheck.com
Associated Luxury Hotels International (ALHI) 2015-06-30 - Growth Capital
Orlando, Florida · www.alhi.com
Bearing Engineers, Inc. 2015-03-04 - Stake Purchase
Aliso Viejo, California · www.motionsolutions.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (40%) - 3 (43%) -
Distribution - - 1 (14%) -
Leisure 1 (20%) - 1 (14%) -
Safety/Security 1 (20%) - 1 (14%) -
Test/Measurement Equipment 1 (20%) - 1 (14%) -
Total 5 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 7 (100%) -
  Michigan 2 (40%) - 3 (43%) -
  Ohio 1 (20%) - 1 (14%) -
  Minnesota 1 (20%) - 1 (14%) -
  Florida 1 (20%) - 1 (14%) -
  California - - 1 (14%) -
Total 5 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (60%) - 3 (43%) -
Secondary Buyout 2 (40%) - 2 (29%) -
Buyout (LBO, MBO, MBI) - - 1 (14%) -
Stake Purchase - - 1 (14%) -
Total 5 - 7 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (100%) -
Total 2 -

Top M&A Advisors

Financial Deals
Cowen Group, Inc.
 2
Legal Deals
Katten Muchin Rosenman LLP
 3

M&A Connections

Deals
Acquired from
Investor(s)
29%
2 (29%)
Exited to
Investor(s)
100%
2 (100%)

Investor Summary

Size

Small

Established

2014

Specialist/Generalist

Generalist

Leadership

Bill Huber

Founding Member & Partner

Dan Bauman

Founding Member & Partner

Jon Leiman

Founding Member & Partner

Nick Johansson

Vice President

TJ Gaul

Vice President

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