Orchard Holdings Group Mergers and Acquisitions Summary

Private Equity Firm Profile

Orchard Holdings Group’s most common sectors for investment arebeverages (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.

In the last 3 years, Orchard Holdings Group has exited 1 company. The Firm’s most common exit type is trade sale (67%).

Join Mergr to view Orchard Holdings Group’s full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity5
    • M&A Sell Activity3
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • 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 (0.6/yr) # - 2 - - - 1 3
  8

Most Recent M&A

Company Date Value Type
Lucas Group, Inc. 2021-10-21 - Add-on Acquisition
Atlanta, Georgia · www.lucasgroup.com
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 (50%) - 1 (20%) -
Business Services - - 1 (20%) -
Consumer Products 1 (50%) - 1 (20%) -
Packaging - - 1 (20%) -
Staffing - - 1 (20%) -
Total 2 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 5 (100%) -
  Georgia - - 2 (40%) -
  Indiana 1 (50%) - 1 (20%) -
  California 1 (50%) - 1 (20%) -
  Ohio - - 1 (20%) -
Total 2 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 1 (50%) - 3 (60%) -
Buyout (LBO, MBO, MBI) - - 1 (20%) -
Growth Capital 1 (50%) - 1 (20%) -
Total 2 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (33%) -
Trade Sale 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Total 3 -

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)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

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

 Subscribe to unlock this and 171,700
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.2K Private Equity Firms
  • 161K M&A Transactions
  • 167K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.4K M&A Advisors
    (Investment Banks and Law Firms)
  • 59K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal