Owner Resource Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Owner Resource Group has acquired 1 company. It has also invested in 3 others.

Owner Resource Group’s most common sectors for investment are business services (17%) and chemicals (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (42%) and growth capital (25%). In total, Owner Resource Group has invested in 6 US states and 2 different countries.

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

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity12
    • M&A Sell Activity3
  • Total Sectors Invested 8
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9
  • M&A Advisors 1

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 7 1 2 1 1 - 12
Sell (0.2/yr) # 2 - - - - 1 3
  15

Most Recent M&A

Company Date Value Type
Kmco LLC 2020-06-01 - Add-on Acquisition
Houston, Texas · www.kmcoinc.com
OTR Wheel Engineering, Inc. 2019-07-19 - Growth Capital
Rome, Georgia · www.otrwheel.com
K-Tec Earthmovers, Inc. 2018-07-26 - Growth Capital
Rosenort, Manitoba · www.ktec.com
US Med-Equip, Inc. 2017-11-29 - Growth Capital
Houston, Texas · www.usmedequip.com
Richardson Molding, Inc. 2017-01-10 - Buyout (LBO, MBO, MBI)
Columbus, Indiana · www.richardsonmolding.com
GC Services LP 2016-01-12 - Add-on Acquisition
Houston, Texas · www.gcserv.com
Gila LLC 2015-02-27 - Add-on Acquisition
Austin, Texas · www.gilacorp.com
Precision Hydraulic Cylinders, Inc. 2014-05-01 - Secondary Buyout
Beulaville, North Carolina · www.phc-global.com
Advantage Business Media LLC 2014-02-13 - Secondary Buyout
Rockaway, New Jersey · www.advantagebusinessmedia.com
ORG CHEM Group 2014-01-09 - Buyout (LBO, MBO, MBI)
Evansville, Indiana · www.chem-group.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (11%) - 2 (17%) -
Chemicals 1 (11%) - 2 (17%) -
Machinery 2 (22%) - 2 (17%) -
Manufacturing 2 (22%) - 2 (17%) -
Digital Media 1 (11%) - 1 (8%) -
Distribution - - 1 (8%) -
Engineering 1 (11%) - 1 (8%) -
Healthcare Services 1 (11%) - 1 (8%) -
Total 9 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (89%) - 11 (92%) -
  Texas 2 (22%) - 4 (33%) -
  Indiana 2 (22%) - 2 (17%) -
  Georgia 1 (11%) - 2 (17%) -
  North Carolina 1 (11%) - 1 (8%) -
  New York 1 (11%) - 1 (8%) -
  New Jersey 1 (11%) - 1 (8%) -
Canada 1 (11%) - 1 (8%) -
  Manitoba 1 (11%) - 1 (8%) -
Total 9 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (33%) - 5 (42%) -
Growth Capital 3 (33%) - 3 (25%) -
Secondary Buyout 2 (22%) - 2 (17%) -
Add-on Acquisition 1 (11%) - 1 (8%) -
Divestiture - - 1 (8%) -
Total 9 - 12 -

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
Westlake Securities LLC
 1

M&A Connections

Deals %
Acquired from
PE Firm(s)
67%
2 67%
Strategic(s)
33%
1 33%
Exited to
Strategic(s)
100%
3 100%

Investor Summary

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Jonathan Gormin

Co-founder & Managing Partner

Will Burnett

Co-founder & Managing Partner

Brad Esson

Managing Director

Gavin Gary

Managing Director

David Paschal

Principal

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