Palladium Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Palladium Equity Partners has acquired 4 companies. It has also invested in 4 others.

Palladium Equity Partners’ most common sectors for investment are food (22%) and financial services (15%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (54%) and growth capital (18%). In total, Palladium Equity Partners has invested in 18 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2008 when it acquired American Gilsonite for $74M.

In the last 3 years, Palladium Equity Partners has exited 5 companies. The Firm’s most common exit type is trade sale (37%). Palladium Equity Partners’ largest (disclosed) exit occurred in 2014 when it sold Mission Community Bancorp. for $56M.

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M&A Summary

  • M&A Total Activity66
    • M&A Buy Activity47
    • M&A Sell Activity19
  • Total Sectors Invested 22
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 21
  • M&A Advisors 10

Palladium Equity Partners LLC

1270 Avenue of the Americas, 31st Floor,
New York, New York 10020
United States
(212) 218-5150
www.palladiumequity.com
palladium@palladiumequity.com

Palladium Equity Partners is a private equity firm that looks to invest in businesses focused on the US Hispanic marketplace. Target sectors include business services, financial services, consumer/retail, food/restaurants, healthcare, manufacturing, and media. Palladium's target investment size is $50 to $150 million with an EBITDA of $10 to $75 million. The Firm will consider investing in mature, stable businesses as well as younger companies and turnaround situations. Palladium was formed in 1997 and maintains offices in New York City and Los Angeles.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Chemicals, Communications, Consumer Products, Financial Services, Food, Franchising, Healthcare Services, Manufacturing, Media, Medical Products, Metals/Mining, Packaging, Plastics, Restaurants, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Special Situations/Distressed

Geographic Preferences: East US, Midwest US, South US, West US, Latin/South America

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 10 75
Investment Size 50 150
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.8/yr) # 38 1 2 3 - 3 47
vol $74M $74M
Sell (1.0/yr) # 14 - - 3 2 - 19
vol $56M $56M
  66

Most Recent M&A

Company Date Value Type
Trachte, Inc. 2020-09-22 - Secondary Buyout
Oregon, Wisconsin · www.trachteusa.com
ALC Schools LLC 2020-03-02 - Divestiture
San Clemente, California · www.alcschools.com
Accupac, Inc. 2020-01-22 - Secondary Buyout
Mainland, Pennsylvania · www.accupac.com
Raben Tire Co. LLC 2019-12-16 - Add-on Acquisition
Evansville, Indiana · www.rabentire.com
Capital Contractors, Inc. 2019-04-02 - Add-on Acquisition
Melville, New York · www.capitalcontractors.com
Quirch Foods LLC 2018-12-20 - Growth Capital
Coral Gables, Florida · www.quirchfoods.com
Kymera International 2018-10-11 - Secondary Buyout
Research Triangle Park, North Carolina · www.kymerainternational.com
Spice World, Inc. 2018-07-10 - Growth Capital
Orlando, Florida · www.spiceworldinc.com
Pronto General Agency Ltd. 2018-05-10 - Add-on Acquisition
San Antonio, Texas · www.prontogeneralagency.com
Jordan Health Services 2018-04-10 - Merger
Addison, Texas · www.jhsi.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Kymera International 2018-10-11 Reading Alloys, Inc. 2020-01-07 1
Research Triangle Park, North Carolina · www.kymerainternational.com Robesonia, Pennsylvania · www.reading-alloys.com
TransForce, Inc. 2015-07-06 USA Drivers 2019-02-25 8
Alexandria, Virginia · www.transforce.com Birmingham, Alabama · www.usadrivers.com
TransForce, Inc. 2015-07-06 The CDL School, Inc. 2019-01-21 7
Alexandria, Virginia · www.transforce.com Coral Gables, Florida · www.cdlschool.com
TransForce, Inc. 2015-07-06 Drive360 Logistics 2019-01-07 6
Alexandria, Virginia · www.transforce.com Toronto, Ontario · www.drive360logistics.com
TransForce, Inc. 2015-07-06 Hire Edge Logistics Personnel 2018-12-18 5
Alexandria, Virginia · www.transforce.com Cherry Hill, New Jersey · www.hireedgedrivers.com
TransForce, Inc. 2015-07-06 Professional Development Associates, Inc. 2018-04-30 4
Alexandria, Virginia · www.transforce.com Bloomfield Hills, Michigan · www.safetyserve.com
TransForce, Inc. 2015-07-06 TruckingUnlimited.com 2018-01-02 3
Alexandria, Virginia · www.transforce.com West Hills, California · www.truckingunlimited.com
TransForce, Inc. 2015-07-06 Driving Ambition, Inc. 2017-09-25 2
Alexandria, Virginia · www.transforce.com Indianapolis, Indiana · www.drivingambitioninc.com
TransForce, Inc. 2015-07-06 K.A.S. Personnel Services, Inc. 2016-07-05 1
Alexandria, Virginia · www.transforce.com Brampton, Ontario · www.kasstaffing.com
Cannella Response Television LLC 2009-06-16 Media Properties Holdings, Inc. (dba MPH) 2016-02-04 1
Burlington, Wisconsin · www.drtv.com New York, New York · www.mph.tv

M&A by Sector

Sector Current # Value All-time # Value
Food 5 (22%) - 10 (21%) -
Financial Services 4 (17%) - 7 (15%) -
Automotive - - 4 (9%) -
Chemicals 1 (4%) 74M (100%) 3 (6%) 74M (100%)
Media 3 (13%) - 3 (6%) -
Business Services - - 2 (4%) -
Consumer Products 1 (4%) - 2 (4%) -
Manufacturing 1 (4%) - 2 (4%) -
Building Materials 1 (4%) - 1 (2%) -
Communications - - 1 (2%) -
Energy Services and Equipment 1 (4%) - 1 (2%) -
Healthcare Services - - 1 (2%) -
Insurance - - 1 (2%) -
Leisure 1 (4%) - 1 (2%) -
Marketing 1 (4%) - 1 (2%) -
Metals/Mining 1 (4%) - 1 (2%) -
Packaging - - 1 (2%) -
Restaurants - - 1 (2%) -
Retail 1 (4%) - 1 (2%) -
Software - - 1 (2%) -
Staffing 1 (4%) - 1 (2%) -
Transportation 1 (4%) - 1 (2%) -
Total 23 $74M 47 $74M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 22 (96%) 74M (100%) 46 (98%) 74M (100%)
  California 4 (17%) - 6 (13%) -
  New York 2 (9%) - 6 (13%) -
  Texas 1 (4%) - 5 (11%) -
  Florida 4 (17%) - 4 (9%) -
  Wisconsin 3 (13%) - 3 (6%) -
  Pennsylvania 2 (9%) - 3 (6%) -
  North Carolina 2 (9%) - 3 (6%) -
  Indiana - - 3 (6%) -
  Utah 2 (9%) 74M (100%) 2 (4%) 74M (100%)
  Virginia 1 (4%) - 2 (4%) -
  Michigan 1 (4%) - 2 (4%) -
  Washington - - 1 (2%) -
  South Carolina - - 1 (2%) -
  Ohio - - 1 (2%) -
  New Jersey - - 1 (2%) -
  Minnesota - - 1 (2%) -
  Massachusetts - - 1 (2%) -
  Georgia - - 1 (2%) -
Canada 1 (4%) - 1 (2%) -
  Alberta 1 (4%) - 1 (2%) -
Domestic 22 (96%) 74M (100%) 46 (98%) 74M (100%)
Cross-border 1 (4%) - 1 (2%) -
Total 23 $74M 47 $74M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 8 (35%) 74M (100%) 25 (53%) 74M (100%)
Growth Capital 7 (30%) - 8 (17%) -
Secondary Buyout 5 (22%) - 7 (15%) -
Recapitalization - - 3 (6%) -
Divestiture 2 (9%) - 2 (4%) -
PIPE 1 (4%) - 1 (2%) -
Stake Purchase - - 1 (2%) -
Total 23 $74M 47 $74M

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (32%) -
Trade Sale - Public Company 5 (26%) 56M (100%)
Trade Sale 3 (16%) -
Bankruptcy 1 (5%) -
IPO 1 (5%) -
Merger 1 (5%) -
Shut Down 1 (5%) -
Sold to Management 1 (5%) -
Total 19 $56M

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1
Lazard Ltd.
 1
Stifel, Nicolaus & Co., Inc.
 1
Legal Deals
Simpson Thacher & Bartlett LLP
 4
Kirkland & Ellis LLP
 3
Paul, Weiss, Rifkind, Wharton & Garrison LLP
 2

Deal Values

buy # Total
< $100M 1 $74M
TOTAL $74M
Largest American Gilsonite Co.
$74M (2008-03-17)
sell # Total
< $100M 1 $56M
TOTAL $56M
Largest Mission Community Bancorp.
$56M (2014-02-28)

M&A Connections

Deals %
Acquired from
PE Firm(s)
82%
9 82%
Strategic(s)
18%
2 18%
Exited to
PE Firm(s)
47%
7 47%
Strategic(s)
53%
8 53%

Investor Summary

Size

Large

PE Assets

3.2B USD

Established

1997

Specialist/Generalist

Generalist

Leadership

Marcos Rodriguez

Founder, Chairman & CEO

Adam Shebitz

Managing Director

Caleb Clark

Managing Director

Daniel Ilundain

Managing Director

Erik Scott

Managing Director

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