O2 Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, O2 Investment Partners has acquired 3 companies. It has also invested in 5 others.

O2 Investment Partners’ most common sectors for investment aremanufacturing (19%) and distribution (14%) . The Firm’s most common investment types include growth capital (60%) and buyout (lbo, mbo, mbi) (37%). In total, O2 Investment Partners has invested in 11 US states and 2 different countries.

In the last 3 years, O2 Investment Partners has exited 5 companies. The Firm’s most common exit type is trade sale (60%). O2 Investment Partners’ largest (disclosed) exit occurred in 2017 when it sold Greco Aluminum Railings for $28M.

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity22
    • M&A Sell Activity10
  • Total Sectors Invested 15
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 14
  • M&A Advisors 2

O2 Investment Partners

40900 Woodward Avenue, Suite 200,
Bloomfield Hills, Michigan 48304
United States
(248) 554-4228
www.o2investment.com
jhansen@o2investment.com

O2 Investment Partners is a Midwest US based private equity group that acquires majority interests in small and mid sized businesses operating in traditional industries, including manufacturing, niche distribution, select service and technology businesses. Target companies typically have stable cash flows, sustainable and defensible business models, and growth potential. O2 Investment Partners was formed in the year 2010 and is based in Bloomfield Hills, Michigan.


Investment Criteria

Sectors of Interest: Chemicals, Distribution, Education, Environmental, Financial Services, Information Technology, Manufacturing, Medical Products, Plastics

Target Transaction Types: Buyout (LBO, MBO, MBI), Acquisition Financing

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

Transaction Criteria Min Max
Target Revenue 5 75
Target EBITDA 2 10
Investment Size - -
Enterprise Value 5 75
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.2/yr) # 11 3 1 3 3 1 22
Sell (1.4/yr) # 3 2 - 1 3 1 10
vol $28M $28M
  32

Most Recent M&A

Company Date Value Type
BerlinRosen 2022-01-28 - Growth Capital
New York, New York · www.berlinrosen.com
Alpha Precision Group LLC 2022-01-10 - Add-on Acquisition
Ridgway, Pennsylvania · www.alphasintered.com
Mantis Innovation Group LLC 2021-12-16 - Secondary Buyout
Houston, Texas · www.mantisinnovation.com
Packaging Concepts & Design, Inc. 2021-12-06 - Add-on Acquisition
Troy, Michigan · www.pcdpackaging.com
Capital Construction LLC 2021-11-02 - Growth Capital
Burnsville, Minnesota · www.capitalmn.com
unWired Broadband, Inc. 2021-07-27 - Growth Capital
Fresno, California · www.getunwired.com
EIS Holdings 2021-07-20 - Secondary Buyout
Fort Worth, Texas · www.eisholdings.com
Flip Electronics 2021-01-12 - Growth Capital
Roswell, Georgia · www.flipelectronics.com
Vessco, Inc. 2020-11-16 - Secondary Buyout
Chanhassen, Minnesota · www.vessco.com
SIB Fixed Cost Reduction 2020-03-01 - Buyout (LBO, MBO, MBI)
Charleston, South Carolina · www.aboutsib.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing - - 4 (18%) -
Distribution 2 (17%) - 3 (14%) -
Aerospace 2 (17%) - 2 (9%) -
Business Services 2 (17%) - 2 (9%) -
Building Materials - - 1 (5%) -
Chemicals - - 1 (5%) -
Communications 1 (8%) - 1 (5%) -
Construction 1 (8%) - 1 (5%) -
Environmental - - 1 (5%) -
Healthcare Services 1 (8%) - 1 (5%) -
Marketing 1 (8%) - 1 (5%) -
Packaging - - 1 (5%) -
Renewable Energy - - 1 (5%) -
Software 1 (8%) - 1 (5%) -
Technology Hardware 1 (8%) - 1 (5%) -
Total 12 - 22 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 21 (95%) -
  Michigan 1 (8%) - 4 (18%) -
  Minnesota 2 (17%) - 3 (14%) -
  Kentucky 2 (17%) - 2 (9%) -
  Georgia 2 (17%) - 2 (9%) -
  California 2 (17%) - 2 (9%) -
  Illinois 1 (8%) - 2 (9%) -
  Texas - - 2 (9%) -
  South Carolina 1 (8%) - 1 (5%) -
  New York 1 (8%) - 1 (5%) -
  Pennsylvania - - 1 (5%) -
  Maine - - 1 (5%) -
Canada - - 1 (5%) -
  Ontario - - 1 (5%) -
Domestic 12 (100%) - 21 (95%) -
Cross-border - - 1 (5%) -
Total 12 - 22 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (75%) - 13 (59%) -
Buyout (LBO, MBO, MBI) 3 (25%) - 8 (36%) -
Secondary Buyout - - 1 (5%) -
Total 12 - 22 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (40%) -
Trade Sale - Public Company 3 (30%) 28M (100%)
Trade Sale 3 (30%) -
Total 10 $28M

Top M&A Advisors

Financial Deals
William Blair & Co. LLC
1
Legal Deals
Honigman Miller Schwartz and Cohn LLP
1

Deal Values

sell # Total
< $100M 1 $28M
TOTAL $28M
Largest Greco Aluminum Railings Ltd.
$28M (2017-02-28)

M&A Connections

Deals
Acquired from
Investor(s)
5%
1 (5%)
Exited to
Investor(s)
40%
4 (40%)
Strategic(s)
60%
6 (60%)

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