Palm Beach Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Palm Beach Capital has acquired 1 company. It has also invested in 9 others.

Palm Beach Capital’s most common sectors for investment are distribution (16%) and business services (14%). The Firm’s most common investment types include growth capital (43%) and buyout (lbo, mbo, mbi) (32%). In total, Palm Beach Capital has invested in 8 US states. Its largest (disclosed) acquisition occurred in 2012 when it acquired Safariland for $124M.

In the last 3 years, Palm Beach Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (47%). Palm Beach Capital’s largest (disclosed) exit occurred in 2014 when it sold Unitrans International for $56M.

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M&A Summary

  • M&A Total Activity53
    • M&A Buy Activity38
    • M&A Sell Activity15
  • Total Sectors Invested 22
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11
  • M&A Advisors 4

Palm Beach Capital

525 South Flagler Drive, Suite 201,
West Palm Beach, Florida 33401
United States
(561) 659-9022
www.pbcap.com
smcgruder@pbcap.com

Palm Beach Capital (PBC) is a generalist private equity firm that specializes in making investments in smaller private companies with at least $5 million in EBITDA. PBC prefers low technology business with high revenue growth rates. Target companies are typically valued between $20 to $200 million. PBC looks to commit $5 to $50 million per investment. Palm Beach Capital was formed in 2001 and is headquartered in Palm Beach, Florida.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Communications, Consumer Products, Consumer Services, Distribution, Electronics, Energy Services and Equipment, Engineering, Financial Services, Forest Products, Franchising, Furniture, Healthcare Services, Information Technology, Insurance, Leisure, Life Science, Manufacturing, Marketing, Media, Packaging, Real Estate, Restaurants, Safety/Security, Software, Staffing, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 20 -
Target EBITDA 5 -
Investment Size 5 50
Enterprise Value 20 200
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.2/yr) # 27 - 2 5 3 1 38
vol $124M $124M
Sell (0.4/yr) # 13 1 - - 1 - 15
vol $56M $56M
  53

Most Recent M&A

Company Date Value Type
Allen Brothers Wholesale 2020-03-30 - Buyout (LBO, MBO, MBI)
Philadelphia, Pennsylvania · www.abdelivers.com
Consumer Products Distributors LLC 2019-09-30 - Growth Capital
Chicopee, Massachusetts · www.jpolep.com
Harold Levinson Associates LLC 2019-09-09 - Growth Capital
Farmingdale, New York · www.hladist.com
GFA International, Inc. 2019-05-01 - Growth Capital
Delray Beach, Florida · www.teamgfa.com
Neptune Research, Inc. (NRI) 2019-01-23 - Merger
Riviera Beach, Florida · www.neptuneresearch.com
Blue Team Restoration LLC 2018-10-23 - Growth Capital
Boca Raton, Florida · www.blueteamrestoration.com
JAE Restaurant Group LLC 2018-08-01 - Growth Capital
Pompano Beach, Florida · www.jaerestaurantgroup.com
Need It Now Delivers LLC 2018-06-05 - Growth Capital
Flushing, New York · www.nindelivers.com
Mears Transportation LLC 2018-04-04 - Growth Capital
Orlando, Florida · www.mearstransportation.com
Lyneer Staffing Solutions LLC 2018-02-27 - Growth Capital
Ewing Township, New Jersey · www.lyneer.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Safariland LLC 2012-07-30 VIEVU LLC 2018-05-04 1
Jacksonville, Florida · www.safariland.com Seattle, Washington · www.vievu.com
Safariland LLC 2012-07-30 LBA International Ltd. 2017-01-09 6
Jacksonville, Florida · www.safariland.com Northants, United Kingdom · www.lbainternational.com
Safariland LLC 2012-07-30 Aegis Engineering Ltd. 2017-01-09 5
Jacksonville, Florida · www.safariland.com Woolston, United Kingdom · www.aegis-eng.com
Safariland LLC 2012-07-30 Pacific Safety Products, Inc. 2017-01-09 4
Jacksonville, Florida · www.safariland.com Arnprior, Ontario · www.pacsafety.com
Safariland LLC 2012-07-30 United Uniform Co., Inc. 2016-02-22 3
Jacksonville, Florida · www.safariland.com Buffalo, New York · www.uniteduniform.com
Liberty Medical Holdings LLC 2014-11-26 Neighborhood Diabetes 2016-02-02 1
Port Saint Lucie, Florida · www.libertymedical.com Billerica, Massachusetts · www.sugartest.com
Safariland LLC 2012-07-30 Lawmen's Safety Supply, Inc. 2015-12-23 2
Jacksonville, Florida · www.safariland.com Raleigh, North Carolina · www.lawmens.com
Safariland LLC 2012-07-30 Rogers Holster Co. LLC 2015-09-30 1
Jacksonville, Florida · www.safariland.com Jacksonville, Florida
Digital Domain Holdings Ltd. (Digital Domain 3.0, Inc.) 2006-07-21 In-Three, Inc. 2010-11-10 1
Venice, California · www.digitaldomain.com Westlake Village, California · www.in-three.com

M&A by Sector

Sector Current # Value All-time # Value
Distribution 4 (29%) - 6 (16%) -
Business Services 2 (14%) - 5 (13%) -
Transportation 3 (21%) - 5 (13%) -
Engineering 1 (7%) - 3 (8%) -
Electronics - - 2 (5%) -
Safety/Security 1 (7%) 124M (100%) 1 (3%) 124M (100%)
Aerospace - - 1 (3%) -
Communications - - 1 (3%) -
Consumer Products - - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Forest Products - - 1 (3%) -
Furniture - - 1 (3%) -
Insurance - - 1 (3%) -
Leisure - - 1 (3%) -
Life Science - - 1 (3%) -
Marketing - - 1 (3%) -
Media 1 (7%) - 1 (3%) -
Packaging - - 1 (3%) -
Restaurants 1 (7%) - 1 (3%) -
Software - - 1 (3%) -
Staffing 1 (7%) - 1 (3%) -
Utilities - - 1 (3%) -
Total 14 $124M 38 $124M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) 124M (100%) 38 (100%) 124M (100%)
  Florida 7 (50%) 124M (100%) 26 (68%) 124M (100%)
  California 2 (14%) - 4 (11%) -
  New York 2 (14%) - 2 (5%) -
  New Jersey 1 (7%) - 2 (5%) -
  Pennsylvania 1 (7%) - 1 (3%) -
  Massachusetts 1 (7%) - 1 (3%) -
  Maryland - - 1 (3%) -
  Colorado - - 1 (3%) -
Total 14 $124M 38 $124M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (64%) - 16 (42%) -
Buyout (LBO, MBO, MBI) 2 (14%) - 12 (32%) -
Stake Purchase - - 6 (16%) -
Divestiture 1 (7%) 124M (100%) 2 (5%) 124M (100%)
Recapitalization 1 (7%) - 1 (3%) -
Special Situations/Distressed 1 (7%) - 1 (3%) -
Total 14 $124M 38 $124M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (47%) -
Trade Sale - Public Company 5 (33%) 56M (100%)
Trade Sale 2 (13%) -
Merger 1 (7%) -
Total 15 $56M

Top M&A Advisors

Financial Deals
EVE Partners LLC
 2
Morgan Joseph TriArtisan LLC
 1
Farlie Turner & Co.
 1
Legal Deals
Greenberg Traurig LLP
 1

Deal Values

buy # Total
$100M to $1B 1 $124M
TOTAL $124M
Largest Safariland LLC
$124M (2012-07-30)
sell # Total
< $100M 1 $56M
TOTAL $56M
Largest Unitrans International Corp.
$56M (2014-03-14)

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
2 100%
Exited to
PE Firm(s)
58%
7 58%
Strategic(s)
42%
5 42%

Investor Summary

Size

Middle-Market

PE Assets

325M USD

Established

2001

Specialist/Generalist

Generalist

Leadership

Shaun McGruder

Partner & Co-Founder

Nathan Ward

Partner & Co-Founder

James Harpel

Partner

Michael Schmickle

Partner

Michael Chalhub

Partner & COO

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