ORIX Private Equity Solutions Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, ORIX Private Equity Solutions has acquired 5 companies. It has also invested in 2 others.

ORIX Private Equity Solutions’ most common sectors for investment aresoftware (15%) and building materials (12%) . The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (23%). 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 14 companies. The Firm’s most common exit type is trade sale (60%). 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 Activity42
    • M&A Buy Activity27
    • M&A Sell Activity15
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (2.0/yr) # 17 3 3 3 1 - 27
Sell (2.8/yr) # 1 - 3 5 3 3 15
vol $460M $559M $1.0B
  42

Most Recent M&A

Company Date Value Type
L&S Mechanical 2021-09-02 - Secondary Buyout
Richardson, Texas · www.lsmech.com
ACL AirShop LLC 2021-04-22 - Secondary Buyout
Greenville, South Carolina · www.aclairshop.com
LCR Contractors 2021-01-20 - Add-on Acquisition
Hutto, Texas · www.lcrcontractors.com
Venafi, Inc. 2020-12-10 - Secondary Buyout
Salt Lake City, Utah · www.venafi.com
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
LCR Contractors 2019-03-15 - Recapitalization
Hutto, Texas · www.lcrcontractors.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 1 (8%) - 4 (15%) -
Building Materials 1 (8%) - 3 (11%) -
Construction - - 3 (11%) -
Apparel/Textiles 1 (8%) - 2 (7%) -
Information Technology 2 (15%) - 2 (7%) -
Internet Software and Services - - 2 (7%) -
Aerospace - - 1 (4%) -
Business Services 1 (8%) - 1 (4%) -
Chemicals - - 1 (4%) -
Consumer Products 1 (8%) - 1 (4%) -
Distribution 1 (8%) - 1 (4%) -
Electrical Equipment 1 (8%) - 1 (4%) -
Engineering 1 (8%) - 1 (4%) -
Financial Services 1 (8%) - 1 (4%) -
Food 1 (8%) - 1 (4%) -
Healthcare Services 1 (8%) - 1 (4%) -
Packaging - - 1 (4%) -
Total 13 - 27 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (92%) - 25 (93%) -
  Texas 2 (15%) - 5 (19%) -
  California 2 (15%) - 4 (15%) -
  Washington 2 (15%) - 2 (7%) -
  Minnesota 1 (8%) - 2 (7%) -
  Arizona - - 2 (7%) -
  Colorado 1 (8%) - 1 (4%) -
  Virginia 1 (8%) - 1 (4%) -
  Nebraska 1 (8%) - 1 (4%) -
  Illinois 1 (8%) - 1 (4%) -
  Georgia 1 (8%) - 1 (4%) -
  Utah - - 1 (4%) -
  South Carolina - - 1 (4%) -
  New York - - 1 (4%) -
  Florida - - 1 (4%) -
  District of Columbia - - 1 (4%) -
Canada 1 (8%) - 2 (7%) -
  Ontario 1 (8%) - 1 (4%) -
  Saskatchewan - - 1 (4%) -
Total 13 - 27 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (38%) - 10 (37%) -
Buyout (LBO, MBO, MBI) 4 (31%) - 6 (22%) -
Recapitalization 2 (15%) - 6 (22%) -
Secondary Buyout 2 (15%) - 4 (15%) -
Venture - - 1 (4%) -
Total 13 - 27 -

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (33%) -
Trade Sale 5 (33%) -
Trade Sale - Public Company 4 (27%) 1.0B (100%)
Recapitalization 1 (7%) -
Total 15 $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
Investor(s)
19%
5 (19%)
Exited to
Investor(s)
40%
6 (40%)
Strategic(s)
67%
10 (67%)

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