Platform Partners Mergers and Acquisitions Summary

Private Equity Profile

Platform Partners’ most common sectors for investment are financial services (29%) and business services (15%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (22%). In total, Platform Partners has invested in 4 US states.

In the last 3 years, Platform Partners has exited 1 company. The Firm’s most common exit type is trade sale (34%). Platform Partners’ largest (disclosed) exit occurred in 2014 when it sold Santa Barbara Tax Products Group for $320M.

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity14
    • M&A Sell Activity9
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 12

Platform Partners LLC

1717 West Loop South, Suite 1900,
Houston, Texas 77002
United States
(713) 335-2300
www.platformllc.com
platformpartnersllc@platformllc.com

Platform Partners is a private holding company that makes investments in small to mid-sized companies with a history of 'operating profitability'. Platform looks for growth situations and seeks to invest up to $50 million of equity capital per transaction. Prospective transaction situations include management-led buyouts of private companies, recapitalization of family-owned companies, and growth capital commitments to pursue strategic acquisitions. The Firm will consider both majority and minority positions. Platform Partners was formed in 2006 and is based in Houston, Texas.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Communications, Financial Services, Marketing, Media

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Add-on Acquisition

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

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 12 - 2 - - - 14
Sell (0.4/yr) # 7 1 - - 1 - 9
vol $320M $320M
  23

Most Recent M&A

Company Date Value Type
Beneplace LLC 2019-10-08 - Add-on Acquisition
Austin, Texas · www.beneplace.com
General Healthcare Resources, Inc. 2017-05-11 - Buyout (LBO, MBO, MBI)
Plymouth, Pennsylvania · www.ghresources.com
Beneplace LLC 2017-04-18 - Buyout (LBO, MBO, MBI)
Austin, Texas · www.beneplace.com
Evergreen Industrial Services, Inc. 2016-06-20 - Secondary Buyout
La Porte, Texas · www.evergreenes.com
SmartSky Networks LLC 2015-10-23 - Growth Capital
Morrisville, North Carolina · www.smartskynetworks.com
Santa Barbara Tax Products Group LLC 2014-09-18 320M USD Add-on Acquisition
San Diego, California · www.sbtpg.com
Dynamic Glass LLC 2014-03-01 - Growth Capital
Houston, Texas · www.dynamicglass.com
Landmark FBO LLC ( Landmark Aviation ) 2012-09-14 - Secondary Buyout
Houston, Texas · www.landmarkaviation.com
Encino Energy LLC 2012-06-25 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.encinoenergy.com
Avalon Advisors LLC 2011-08-30 - Secondary Buyout
Houston, Texas · www.avalonadvisors.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Cadence Bancorp LLC 2010-07-01 State Bank Financial Corp. 2019-01-02 1
Houston, Texas · www.cbcbancorp.com Atlanta, Georgia · www.statebt.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 1 (20%) - 4 (29%) -
Business Services - - 2 (14%) -
Marketing - - 2 (14%) -
Aerospace - - 1 (7%) -
Communications 1 (20%) - 1 (7%) -
Construction 1 (20%) - 1 (7%) -
Healthcare Services 1 (20%) - 1 (7%) -
Information Technology - - 1 (7%) -
Oil/Gas Exploration 1 (20%) - 1 (7%) -
Total 5 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 14 (100%) -
  Texas 3 (60%) - 11 (79%) -
  Pennsylvania 1 (20%) - 1 (7%) -
  North Carolina 1 (20%) - 1 (7%) -
  Florida - - 1 (7%) -
Total 5 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (60%) - 7 (50%) -
Growth Capital 2 (40%) - 3 (21%) -
Recapitalization - - 2 (14%) -
Divestiture - - 1 (7%) -
Secondary Buyout - - 1 (7%) -
Total 5 - 14 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (33%) -
Trade Sale - Public Company 2 (22%) 320M (100%)
IPO 2 (22%) -
Trade Sale 2 (22%) -
Total 9 $320M

Deal Values

sell # Total
$100M to $1B 1 $320M
TOTAL $320M
Largest Santa Barbara Tax Products Group LLC
$320M (2014-09-18)

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
PE Firm(s)
50%
3 50%
Strategic(s)
50%
3 50%

Investor Summary

Size

Small

Established

2006

Specialist/Generalist

Generalist

Leadership

Fred Lummis

Co-Founder & Chairman

Frederick Brazelton

Co-Founder & CEO

Brad Morgan

Co-founder & President

Jeremy Newsom

Executive Vice President

Jorge Diaz

Operating partner

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