OFS Energy Fund Mergers and Acquisitions Summary

Private Equity Profile

OFS Energy Fund’s most common sectors for investment are energy services and equipment (54%) and oil/gas exploration (27%). The Firm’s most common investment types include growth capital (40%) and buyout (lbo, mbo, mbi) (34%). In total, OFS Energy Fund has invested in 4 US states.

In the last 3 years, OFS Energy Fund has exited 1 company. The Firm’s most common exit type is secondary buyout (40%). OFS Energy Fund’s largest (disclosed) exit occurred in 2014 when it sold Vision Oil Tools for $145M.

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M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity15
    • M&A Sell Activity5
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

OFS Energy Fund

6363 Woodway Drive, Suite 900,
Houston, Texas 77057
United States
(713) 580-2727
www.ofsfund.com

OFS Energy Fund is a private equity fund focused on acquiring and growing lower middle market energy service companies. OFS seeks at least $15 million in companies generating revenue of $5 to $100 million and EBITDA of $1 to $20 million. OFS also looks to provide debt financing to private and public companies as well. The Firm will consider a variety of transaction situations, including buyouts, recapitalizations, growth capital financings, and special situations. OFS Energy is managed by Dorado Energy Partners LLC. The Firm was founded in 2008 and is based in Houston, Texas.


Investment Criteria

Sectors of Interest: Energy Services and Equipment, Manufacturing, Oil/Gas Exploration

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Special Situations/Distressed, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue 5 100
Target EBITDA 1 20
Investment Size - 15
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.4/yr) # 13 2 - - - - 15
Sell (0.6/yr) # 2 2 - 1 - - 5
vol $145M $145M
  20

Most Recent M&A

Company Date Value Type
Allied Power Group 2019-06-17 - Secondary Buyout
Houston, Texas · www.alliedpg.com
Conquest Completion Services LLC 2017-08-01 - Unknown
Shreveport, Louisiana · www.conquestllc.com
Pro Oil & Gas Services LLC 2017-06-27 - Recapitalization
Houston, Texas · www.proosllc.com
Integrity Gas Services LLC 2017-06-20 - Growth Capital
Houston, Texas
VanZandt Controls LLC 2017-05-02 - Buyout (LBO, MBO, MBI)
Midland, Texas · www.vanzandtcontrols.com
Allied Power Group 2015-10-30 - Recapitalization
Houston, Texas · www.alliedpg.com
Hoover Ferguson Group, Inc. 2014-12-02 - Secondary Buyout
Houston, Texas · www.hooverferguson.com
Pro Oil & Gas Services LLC 2014-09-30 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.proosllc.com
Conquest Completion Services LLC 2014-07-23 - Growth Capital
Shreveport, Louisiana · www.conquestllc.com
Vision Oil Tools LLC 2014-04-07 145M USD Add-on Acquisition
Rock Springs, Wyoming · www.visionoiltools.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
VanZandt Controls LLC 2017-05-02 Flatland Forge - Machining Assets 2017-12-01 2
Midland, Texas · www.vanzandtcontrols.com , Texas

M&A by Sector

Sector Current # Value All-time # Value
Energy Services and Equipment 6 (60%) - 8 (53%) -
Oil/Gas Exploration 2 (20%) - 4 (27%) -
Business Services 1 (10%) - 1 (7%) -
Distribution 1 (10%) - 1 (7%) -
Retail - - 1 (7%) -
Total 10 - 15 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 15 (100%) -
  Texas 9 (90%) - 12 (80%) -
  Colorado 1 (10%) - 1 (7%) -
  Wyoming - - 1 (7%) -
  Louisiana - - 1 (7%) -
Total 10 - 15 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (50%) - 6 (40%) -
Buyout (LBO, MBO, MBI) 3 (30%) - 5 (33%) -
Recapitalization 1 (10%) - 3 (20%) -
Divestiture 1 (10%) - 1 (7%) -
Total 10 - 15 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (40%) -
Trade Sale - Public Company 1 (20%) 145M (100%)
Recapitalization 1 (20%) -
Unknown 1 (20%) -
Total 5 $145M

Deal Values

sell # Total
$100M to $1B 1 $145M
TOTAL $145M
Largest Vision Oil Tools LLC
$145M (2014-04-07)

M&A Connections

Deals
Acquired from
Strategic(s)
7%
1 (7%)
Exited to
Investor(s)
60%
3 (60%)
Strategic(s)
20%
1 (20%)

Investor Summary

Size

Small

Established

2008

Specialist/Generalist

Specialist

Leadership

Bruce Ross

Co-Founder & Managing Partner

Jerad McMayon

Co-Founder & Partner

Robert Whilden

Managing Director

Jeff May

CFO & COO

Scotty Reynolds

Director

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