Owner Resource Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Owner Resource Group has invested in 1 company.

Owner Resource Group’s most common sectors for investment arebusiness services (27%) and machinery (14%) . The Firm’s most common investment types include growth capital (40%) and buyout (lbo, mbo, mbi) (34%). In total, Owner Resource Group has invested in 7 US states and 2 different countries.

The Firm’s most common exit type is trade sale (60%).

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M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity15
    • M&A Sell Activity5
  • Total Sectors Invested 8
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 15
  • M&A Advisors 2

Owner Resource Group

221 West 6th Street Suite 2000,
Austin, Texas 78701
United States
(512) 505-4180
www.orgroup.com
info@orgroup.com

Owner Resource Group is a private investment firm focused on acquiring small, profitable companies with at least $3 million of EBITDA. The Firm is a generalist investor but has a preference for engineering-intensive manufacturing, service-supported distribution, and niche services companies. Owner Resource Group is a long-term investor and typically acquires majority positions. Owner Resource Group was established in 2007 and is headquartered in Austin, Texas.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Digital Media, Distribution, Engineering, Machinery, Manufacturing, Media

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 12 2 - 1 - - 15
Sell (0.2/yr) # 4 1 - - - - 5
  20

Most Recent M&A

Company Date Value Type
Employer Flexible HR, Inc. 2022-05-05 - Growth Capital
Houston, Texas · www.employerflexible.com
Bill Gosling Outsourcing Corp. 2020-12-17 - Growth Capital
Barrie, Ontario · www.billgosling.com
Surestaff LLC 2020-11-02 - Growth Capital
Itasca, Illinois · www.sure-staff.com
Kmco LLC 2020-06-01 - Trade Sale
Houston, Texas · www.kmcoinc.com
OTR Wheel Engineering, Inc. 2019-07-19 - Growth Capital
Rome, Georgia · www.otrwheel.com
Richardson Molding, Inc. 2019-03-29 - Merger
Columbus, Indiana · www.richardsonmolding.com
K-Tec Earthmovers, Inc. 2018-07-26 - Growth Capital
Rosenort, Manitoba · www.ktec.com
Precision Hydraulic Cylinders, Inc. 2018-02-28 - Trade Sale
Beulaville, North Carolina · www.phc-global.com
US Med-Equip, Inc. 2017-11-29 - Growth Capital
Houston, Texas · www.usme.com
Richardson Molding, Inc. 2017-01-10 - Buyout (LBO, MBO, MBI)
Columbus, Indiana · www.richardsonmolding.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
ORG CHEM Group LLC 2014-01-09 MPR Services, Inc. 2021-08-17 1
Evansville, Indiana · www.chem-group.com Alvin, Texas · www.mprservices.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (30%) - 4 (27%) -
Chemicals 1 (10%) - 2 (13%) -
Machinery 1 (10%) - 2 (13%) -
Manufacturing 1 (10%) - 2 (13%) -
Staffing 2 (20%) - 2 (13%) -
Digital Media 1 (10%) - 1 (7%) -
Distribution - - 1 (7%) -
Engineering 1 (10%) - 1 (7%) -
Total 10 - 15 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (80%) - 13 (87%) -
  Texas 3 (30%) - 5 (33%) -
  Indiana 1 (10%) - 2 (13%) -
  Georgia 1 (10%) - 2 (13%) -
  New York 1 (10%) - 1 (7%) -
  New Jersey 1 (10%) - 1 (7%) -
  Illinois 1 (10%) - 1 (7%) -
  North Carolina - - 1 (7%) -
Canada 2 (20%) - 2 (13%) -
  Ontario 1 (10%) - 1 (7%) -
  Manitoba 1 (10%) - 1 (7%) -
Total 10 - 15 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (60%) - 6 (40%) -
Buyout (LBO, MBO, MBI) 2 (20%) - 5 (33%) -
Secondary Buyout 1 (10%) - 2 (13%) -
Add-on Acquisition 1 (10%) - 1 (7%) -
Divestiture - - 1 (7%) -
Total 10 - 15 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (40%) -
Divestiture 1 (20%) -
Merger 1 (20%) -
Trade Sale 1 (20%) -
Total 5 -

Top M&A Advisors

Financial Deals
Lincoln International
1
Westlake Securities LLC
1

M&A Connections

Deals
Acquired from
Investor(s)
13%
2 (13%)
Strategic(s)
7%
1 (7%)
Exited to
Strategic(s)
100%
5 (100%)

FAQ

When was Owner Resource Group founded?

Owner Resource Group was founded in 2007.

What type of investor is Owner Resource Group?

Owner Resource Group is a private equity firm.

Where is Owner Resource Group headquartered?

Owner Resource Group is headquartered in Austin, Texas.

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