Orchard Holdings Group Mergers and Acquisitions Summary

Private Equity Profile

Orchard Holdings Group’s most common sectors for investment are beverages (20%) and business services (20%). The Firm’s most common investment types include secondary buyout (60%) and buyout (lbo, mbo, mbi) (20%). In total, Orchard Holdings Group has invested in 4 US states.

The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity5
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Orchard Holdings Group

8044 Montgomery Road Suite 522,
Cincinnati, Ohio 45236
United States
(513) 754-3500
www.orchardholdings.com

Orchard Holdings Group is a private investment firm focused on investing in well-established, profitable companies with revenues of $20 to $300 million and EBITDA of $5 to $30 million. Transaction types of interest include buyouts, recapitalizations, consolidations, growth capital financings, and special situations. The Firm does not have any stated sector preferences, but prefers businesses with proven business models, established infrastructure, and ability to grow via acquisition or organically. Orchard Holdings Group was formed in 2005 and is based in Cincinnati, Ohio.


Investment Criteria

Sectors of Interest: Beverages, Packaging, Real Estate, Staffing

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

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

Transaction Criteria Min Max
Target Revenue 20 300
Target EBITDA 5 30
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.4/yr) # - 2 - - - - 2
  7

Most Recent M&A

Company Date Value Type
Tosca Services LLC 2017-10-02 - Secondary Buyout
Atlanta, Georgia · www.toscaltd.com
Bock & Clark Corp. 2017-04-17 - Add-on Acquisition
Akron, Ohio · www.bockandclark.com
Messenger LLC 2015-09-17 - Secondary Buyout
Auburn, Indiana · www.messengerstationery.com
Bock & Clark Corp. 2014-08-15 - Secondary Buyout
Akron, Ohio · www.bockandclark.com
Free Flow Wines LLC 2014-03-03 - Growth Capital
Napa, California · www.freeflowwines.com
Lucas Group, Inc. 2013-10-02 - Secondary Buyout
Atlanta, Georgia · www.lucasgroup.com
Tosca Services LLC 2011-08-22 - Buyout (LBO, MBO, MBI)
Atlanta, Georgia · www.toscaltd.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Beverages 1 (33%) - 1 (20%) -
Business Services - - 1 (20%) -
Consumer Products 1 (33%) - 1 (20%) -
Packaging - - 1 (20%) -
Staffing 1 (33%) - 1 (20%) -
Total 3 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 5 (100%) -
  Georgia 1 (33%) - 2 (40%) -
  Indiana 1 (33%) - 1 (20%) -
  California 1 (33%) - 1 (20%) -
  Ohio - - 1 (20%) -
Total 3 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 2 (67%) - 3 (60%) -
Buyout (LBO, MBO, MBI) - - 1 (20%) -
Growth Capital 1 (33%) - 1 (20%) -
Total 3 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

Top M&A Advisors

Financial Deals
Aspect Consumer Partners
 1

M&A Connections

Deals
Acquired from
Investor(s)
60%
3 (60%)
Exited to
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

Investor Summary

Size

Small

Established

2005

Specialist/Generalist

Generalist

Leadership

Pete Boylan

Co-Founder & Managing Director

Phil Collins

Co-Founder & Managing Director

Carol Alf

CFO

Jason Roudabush

Managing Director

Josh Holzman

Vice President

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