ORIX Private Equity Solutions Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, ORIX Private Equity Solutions has acquired 7 companies. It has also invested in 2 others.

ORIX Private Equity Solutions’ most common sectors for investment are software (16%) and building materials (12%). The Firm’s most common investment types include growth capital (39%) and buyout (lbo, mbo, mbi) (24%). In total, ORIX Private Equity Solutions has invested in 15 US states and 2 different countries.

In the last 3 years, ORIX Private Equity Solutions has exited 10 companies. The Firm’s most common exit type is trade sale (73%). ORIX Private Equity Solutions’ largest (disclosed) exit occurred in 2019 when it sold Kony for $559M.

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M&A Summary

  • M&A Total Activity37
    • M&A Buy Activity26
    • M&A Sell Activity11
  • Total Sectors Invested 17
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 34
  • M&A Advisors 2

ORIX Private Equity Solutions

1717 Main Street, Suite 1100,
Dallas, Texas 75201
United States
(214) 237-2000
www.orix.com/capital-solution/mezzanine-and-private-equity/

ORIX Mezzanine & Private Equity is the direct investment arm of asset manager ORIX. ORIX Mezzanine & Private Equity looks to invest $10 to $20 million to support buyouts, acquisitions, growth capital needs, and sponsored led transactions of profitable (greater than $5 million of EBITDA) companies throughout North America. ORIX will consider a variety of investment structures, including subordinated and convertible debt to common, preferred and convertible preferred equity. ORIX Mezzanine & Private Equity is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Building Materials, Chemicals, Construction, Energy Services and Equipment, Healthcare Services, Packaging, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 -
Investment Size 10 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (3.0/yr) # 11 6 3 3 2 1 26
Sell (2.2/yr) # - 1 - 3 5 2 11
vol $460M $559M $1.0B
  37

Most Recent M&A

Company Date Value Type
Accelalpha, Inc. 2020-04-20 - Recapitalization
Bellevue, Washington · www.accelalpha.com
HaystackID LLC 2020-02-03 - Recapitalization
Washington, District of Columbia · www.haystackid.com
Kovach Building Enclosures 2020-01-15 - Add-on Acquisition
Chandler, Arizona · www.kovach.net
a360inc 2019-09-18 - Growth Capital
Carrollton, Texas · www.a360inc.com
Kony, Inc. 2019-08-28 559M USD Add-on Acquisition
Orlando, Florida · www.kony.com
Flexo Transparent, Inc. 2019-03-14 - Add-on Acquisition
Buffalo, New York · www.flexotransparent.com
WhiteHat Security, Inc. 2019-03-05 - Add-on Acquisition
Santa Clara, California · www.whitehatsec.com
Perennials and Sutherland LLC 2019-02-05 - Secondary Buyout
Dallas, Texas · www.perennialsandsutherland.com
Giftcraft Ltd. 2019-01-22 - Recapitalization
Brampton, Ontario · www.giftcraft.com
NSC Minerals, Inc. 2019-01-17 - Add-on Acquisition
Saskatoon, Saskatchewan · www.nscminerals.ca
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Accelalpha, Inc. 2020-04-20 Prolog Partners LLC 2020-04-20 1
Bellevue, Washington · www.accelalpha.com Atlanta, Georgia · www.prologpartners.com
American Insulated Glass LLC 2017-10-24 A.L. Smith Glass Co., Inc. 2020-01-07 4
Conley, Georgia · www.aiglass.com Ijamsville, Maryland · www.alsmithglass.com
American Insulated Glass LLC 2017-10-24 Tennessee Glass Wholesalers 2019-09-24 3
Conley, Georgia · www.aiglass.com Knoxville, Tennessee
Domaille Engineering LLC 2016-11-30 Stanley Engineering Co. 2019-02-07 2
Rochester, Minnesota · www.domailleengineering.com Glen Burnie, Maryland · www.stanleyeng.com
American Insulated Glass LLC 2017-10-24 Great Lakes Distributors 2019-01-02 2
Conley, Georgia · www.aiglass.com Madison, Wisconsin · www.greatlakesdistribution.com
American Insulated Glass LLC 2017-10-24 Innovative Glass of America, Inc. (IGA) 2018-11-07 1
Conley, Georgia · www.aiglass.com Dallas, North Carolina
Domaille Engineering LLC 2016-11-30 Tech Manufacturing LLC 2018-02-01 1
Rochester, Minnesota · www.domailleengineering.com Wright City, Missouri · www.techmanufacturing.com

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (13%) - 4 (15%) -
Building Materials 1 (6%) - 3 (12%) -
Construction 1 (6%) - 2 (8%) -
Consumer Products 1 (6%) - 2 (8%) -
Information Technology 2 (13%) - 2 (8%) -
Internet Software and Services - - 2 (8%) -
Aerospace 1 (6%) - 1 (4%) -
Apparel/Textiles 1 (6%) - 1 (4%) -
Business Services 1 (6%) - 1 (4%) -
Chemicals - - 1 (4%) -
Distribution 1 (6%) - 1 (4%) -
Electrical Equipment 1 (6%) - 1 (4%) -
Engineering 1 (6%) - 1 (4%) -
Financial Services 1 (6%) - 1 (4%) -
Food 1 (6%) - 1 (4%) -
Healthcare Services 1 (6%) - 1 (4%) -
Packaging - - 1 (4%) -
Total 16 - 26 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (94%) - 24 (92%) -
  Texas 3 (19%) - 4 (15%) -
  California 2 (13%) - 4 (15%) -
  Washington 2 (13%) - 2 (8%) -
  Minnesota 1 (6%) - 2 (8%) -
  Arizona - - 2 (8%) -
  Virginia 1 (6%) - 1 (4%) -
  Utah 1 (6%) - 1 (4%) -
  South Carolina 1 (6%) - 1 (4%) -
  Nebraska 1 (6%) - 1 (4%) -
  Illinois 1 (6%) - 1 (4%) -
  Georgia 1 (6%) - 1 (4%) -
  Colorado 1 (6%) - 1 (4%) -
  New York - - 1 (4%) -
  Florida - - 1 (4%) -
  District of Columbia - - 1 (4%) -
Canada 1 (6%) - 2 (8%) -
  Ontario 1 (6%) - 1 (4%) -
  Saskatchewan - - 1 (4%) -
Total 16 - 26 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (44%) - 10 (38%) -
Buyout (LBO, MBO, MBI) 5 (31%) - 6 (23%) -
Recapitalization 2 (13%) - 5 (19%) -
Secondary Buyout 2 (13%) - 4 (15%) -
Venture - - 1 (4%) -
Total 16 - 26 -

Exits by Deal Type

Type Total # Value
Trade Sale 5 (45%) -
Trade Sale - Public Company 3 (27%) 1.0B (100%)
Secondary Sale 2 (18%) -
Recapitalization 1 (9%) -
Total 11 $1.0B

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1
Legal Deals
Davis Polk & Wardwell LLP
 1

Deal Values

sell # Total
$100M to $1B 2 $919M
< $100M 1 $100M
TOTAL $1.0B
Largest Kony, Inc.
$559M (2019-08-28)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
7 100%
Exited to
PE Firm(s)
25%
3 25%
Strategic(s)
75%
9 75%

Investor Summary

Size

Middle-Market

PE Assets

600M USD

Specialist/Generalist

Generalist

Leadership

Jeff Sangalis

Head of ORIX Mezzanine & Private Equity

Brian Kerr

Managing Director

David Fang

Managing Director

Jeff Browning

Managing Director

Zoltan Berty

Managing Director

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