Palm Beach Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Palm Beach Capital has acquired 1 company. It has also invested in 5 others.

Palm Beach Capital’s most common sectors for investment arebusiness services (18%) and distribution (15%) . The Firm’s most common investment types include growth capital (45%) and buyout (lbo, mbo, mbi) (30%). 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 2 companies. The Firm’s most common exit type is secondary buyout (44%). 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 Activity56
    • M&A Buy Activity40
    • M&A Sell Activity16
  • Total Sectors Invested 22
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 13
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.2/yr) # 29 5 3 1 1 1 40
vol $124M $124M
Sell (0.4/yr) # 14 - 1 - - 1 16
vol $56M $56M
  56

Most Recent M&A

Company Date Value Type
Earth Systems LLC 2022-08-22 - Growth Capital
Lantana, Florida · www.earthsys.net
Need It Now Delivers LLC 2022-08-16 - Add-on Acquisition
Flushing, New York · www.nindelivers.com
Growve LLC 2021-05-18 - Growth Capital
Petersburg, Florida · www.growve.com
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
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
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

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (13%) - 7 (18%) -
Distribution 4 (27%) - 6 (15%) -
Transportation 2 (13%) - 5 (13%) -
Consumer Products 1 (7%) - 2 (5%) -
Electronics - - 2 (5%) -
Engineering 1 (7%) - 2 (5%) -
Safety/Security 1 (7%) 124M (100%) 1 (3%) 124M (100%)
Aerospace - - 1 (3%) -
Communications - - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Environmental 1 (7%) - 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%) -
Restaurants 1 (7%) - 1 (3%) -
Software - - 1 (3%) -
Staffing 1 (7%) - 1 (3%) -
Utilities - - 1 (3%) -
Total 15 $124M 40 $124M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) 124M (100%) 40 (100%) 124M (100%)
  Florida 9 (60%) 124M (100%) 28 (70%) 124M (100%)
  California 2 (13%) - 4 (10%) -
  New Jersey 1 (7%) - 2 (5%) -
  New York 1 (7%) - 2 (5%) -
  Massachusetts 1 (7%) - 1 (3%) -
  Pennsylvania 1 (7%) - 1 (3%) -
  Maryland - - 1 (3%) -
  Colorado - - 1 (3%) -
Total 15 $124M 40 $124M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 10 (67%) - 18 (45%) -
Buyout (LBO, MBO, MBI) 2 (13%) - 12 (30%) -
Stake Purchase - - 6 (15%) -
Divestiture 1 (7%) 124M (100%) 2 (5%) 124M (100%)
Recapitalization 1 (7%) - 1 (3%) -
Special Situations/Distressed 1 (7%) - 1 (3%) -
Total 15 $124M 40 $124M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (44%) -
Trade Sale - Public Company 5 (31%) 56M (100%)
Trade Sale 3 (19%) -
Merger 1 (6%) -
Total 16 $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
 2

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)
5%
2 (5%)
Exited to
Investor(s)
44%
7 (44%)
Strategic(s)
38%
6 (38%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

325M USD

Established

2001

Specialist/Generalist

Generalist

Leadership

Nathan Ward

Partner & Co-Founder

Shaun McGruder

Partner & Co-Founder

Christopher Felder

CFO

James Harpel

Partner

Michael Schmickle

Partner

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