Palladium Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Palladium Equity Partners has acquired 5 companies. It has also invested in 2 others.

Palladium Equity Partners’ most common sectors for investment arefood (17%) and financial services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and growth capital (19%). In total, Palladium Equity Partners has invested in 20 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 6 companies. The Firm’s most common exit type is trade sale (39%). 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 Activity70
    • M&A Buy Activity49
    • M&A Sell Activity21
  • Total Sectors Invested 24
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 23
  • M&A Advisors 10

Palladium Equity Partners

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 is based in New York City.


Investment Criteria

Sectors of Interest: Automotive, Beverages, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Distribution, Energy Services and Equipment, Financial Services, Food, Franchising, Healthcare Services, Leisure, Manufacturing, Media, Medical Products, Metals/Mining, Packaging, Plastics, Restaurants, Retail, Software, Staffing, Transportation

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

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (2.0/yr) # 39 3 3 - 3 1 49
vol $74M $74M
Sell (1.2/yr) # 15 - 3 2 1 - 21
vol $56M $56M
  70

Most Recent M&A

Company Date Value Type
Health Connect America, Inc. 2021-08-10 - Secondary Buyout
Franklin, Tennessee · www.healthconnectamerica.com
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
DolEx Dollar Express, Inc. 2020-01-27 - Sold to Management
Arlington, Texas · www.dolex.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
Durham, North Carolina · www.kymerainternational.com
Spice World, Inc. 2018-07-10 - Growth Capital
Orlando, Florida · www.spiceworldinc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Kymera International 2018-10-11 Reading Alloys, Inc. 2020-01-07 1
Durham, North Carolina · www.kymerainternational.com Robesonia, Pennsylvania · www.reading-alloys.com
Cannella Response Television LLC 2009-06-16 Media Properties Holdings, Inc. (dba MPH) 2016-02-04 2
Burlington, Wisconsin · www.drtv.com New York, New York · www.mph.tv
Cannella Response Television LLC 2009-06-16 Media Properties Holdings 2016-01-28 1
Burlington, Wisconsin · www.drtv.com Temecula, California · www.revshare.com

M&A by Sector

Sector Current # Value All-time # Value
Food 3 (18%) - 8 (16%) -
Financial Services 1 (6%) - 7 (14%) -
Automotive - - 4 (8%) -
Chemicals - - 3 (6%) 74M (100%)
Business Services 1 (6%) - 3 (6%) -
Media 1 (6%) - 3 (6%) -
Consumer Products 1 (6%) - 2 (4%) -
Healthcare Services 1 (6%) - 2 (4%) -
Manufacturing - - 2 (4%) -
Beverages 1 (6%) - 1 (2%) -
Building Materials 1 (6%) - 1 (2%) -
Communications - - 1 (2%) -
Distribution 1 (6%) - 1 (2%) -
Energy Services and Equipment 1 (6%) - 1 (2%) -
Insurance - - 1 (2%) -
Leisure 1 (6%) - 1 (2%) -
Marketing - - 1 (2%) -
Metals/Mining 1 (6%) - 1 (2%) -
Packaging - - 1 (2%) -
Restaurants - - 1 (2%) -
Retail 1 (6%) - 1 (2%) -
Software - - 1 (2%) -
Staffing 1 (6%) - 1 (2%) -
Transportation 1 (6%) - 1 (2%) -
Total 17 - 49 $74M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (94%) - 48 (98%) 74M (100%)
  California 3 (18%) - 6 (12%) -
  New York 1 (6%) - 6 (12%) -
  Texas - - 5 (10%) -
  Florida 2 (12%) - 4 (8%) -
  Wisconsin 2 (12%) - 3 (6%) -
  Pennsylvania 2 (12%) - 3 (6%) -
  North Carolina 1 (6%) - 3 (6%) -
  Indiana - - 3 (6%) -
  Utah 1 (6%) - 2 (4%) 74M (100%)
  Virginia 1 (6%) - 2 (4%) -
  Michigan 1 (6%) - 2 (4%) -
  Tennessee 1 (6%) - 1 (2%) -
  Illinois 1 (6%) - 1 (2%) -
  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 (6%) - 1 (2%) -
  Alberta 1 (6%) - 1 (2%) -
Domestic 16 (94%) - 48 (98%) 74M (100%)
Cross-border 1 (6%) - 1 (2%) -
Total 17 - 49 $74M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (12%) - 22 (45%) 74M (100%)
Growth Capital 7 (41%) - 9 (18%) -
Secondary Buyout 6 (35%) - 8 (16%) -
Recapitalization - - 4 (8%) -
Stake Purchase - - 3 (6%) -
Divestiture 1 (6%) - 2 (4%) -
Venture 1 (6%) - 1 (2%) -
Total 17 - 49 $74M

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (29%) -
Trade Sale - Public Company 5 (24%) 56M (100%)
Trade Sale 4 (19%) -
Sold to Management 2 (10%) -
Bankruptcy 1 (5%) -
IPO 1 (5%) -
Merger 1 (5%) -
Shut Down 1 (5%) -
Total 21 $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
Greenberg Traurig LLP
 4
Kirkland & Ellis LLP
 3

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
Investor(s)
16%
8 (16%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
29%
6 (29%)
Strategic(s)
43%
9 (43%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

3.0B USD

Established

1997

Specialist/Generalist

Generalist

Leadership

Marcos Rodriguez

Founder, Chairman & CEO

Adam Shebitz

Partner

Caleb Clark

Partner

Chris Allen

Partner

Daniel Ilundain

Partner

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