Arbor Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Arbor Investments has acquired 5 companies. It has also invested in 1 other.

Arbor Investments’ most common sectors for investment arefood (50%) and distribution (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (48%) and secondary buyout (24%). In total, Arbor Investments has invested in 16 US states and 3 different countries.

In the last 3 years, Arbor Investments has exited 5 companies. The Firm’s most common exit type is trade sale (57%). Arbor Investments’ largest (disclosed) exit occurred in 2005 when it sold Arriba Foods for $47M.

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M&A Summary

  • M&A Total Activity66
    • M&A Buy Activity34
    • M&A Sell Activity32
  • Total Sectors Invested 9
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 21
  • M&A Advisors 8

Arbor Investments

676 North Michigan Avenue Suite 3410,
Chicago, Illinois 60611
United States
(312) 981-3770
www.arborpic.com

Arbor Investments is a private equity group focused on acquiring profitable, middle-market companies in the food and beverage sector. Arbor considers all areas surrounding the food/beverage and related industries. Specific areas of interest include regional niche branded food products; vegetable, fruit, meat and dairy processors; ethnic food manufacturers and marketers; flavors and ingredients; baked goods; restaurant chains; co-packers for major retailers, foodservice companies; food packaging; grocery and specialty food retailers; and logistics providers to the food and beverage industries. Prospective companies generally lead their markets and are 'low-cost operators' with predictable cash-flows. Arbor Investments was formed in 1999 and has offices in Chicago, New York, and Atlanta.


Investment Criteria

Sectors of Interest: Beverages, Distribution, Food, Franchising, Packaging, Restaurants

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 15 75
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 28 - 5 - 1 - 34
Sell (1.2/yr) # 26 1 2 - 2 1 32
vol $47M $47M
  66

Most Recent M&A

Company Date Value Type
Concord Foods LLC 2024-03-07 - Trade Sale
Brockton, Massachusetts · www.concordfoods.com
New Carbon Co. LLC 2023-06-20 - Secondary Buyout
Glen Mills, Pennsylvania · www.goldenmalted.com
DPI Specialty Foods, Inc. 2023-05-24 - Trade Sale
Ontario, California · www.dpispecialtyfoods.com
Red Collar Pet Foods, Inc. 2023-02-07 - Trade Sale
Franklin, Tennessee · www.redcollarpet.com
OFD LLC 2021-12-15 - Secondary Buyout
Albany, Oregon · www.ofd.com
Carnivore Meat Co. LLC 2021-12-09 - Growth Capital
Green Bay, Wisconsin · www.carnivoremeat.com
Dr. G's Creations LLC 2021-11-15 - Recapitalization
Athens, Georgia · www.godoctorg.com
Fontaine Santé, Inc. 2021-11-04 - Buyout (LBO, MBO, MBI)
Saint-Laurent, Quebec · www.fontainesante.com
Bradshaw Home, Inc. 2021-10-25 - Secondary Buyout
Rancho Cucamonga, California · www.bradshawhome.com
Keyes Packaging Group, Inc. 2021-09-23 - Trade Sale
Wenatchee, Washington · www.keyespackaging.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Steelite International Ltd. 2019-12-20 Walco Stainless 2022-10-03 6
Staffordshire, United Kingdom · www.steelite.com Utica, New York · www.walcostainless.com
Crown Bakeries 2019-10-01 Specialty Bakers LLC - Baking Plant 2020-05-18 4
Brentwood, Tennessee · www.crownbakeries.com Smyrna, Georgia
Dunn Paper, Inc. 2016-08-26 Clearwater Paper Corp. - Ladysmith Wisconsin Facility 2018-08-21 1
Alpharetta, Georgia · www.dunnpaper.com Spokane, Washington

M&A by Sector

Sector Current # Value All-time # Value
Food 7 (64%) - 17 (50%) -
Distribution - - 5 (15%) -
Consumer Products 2 (18%) - 3 (9%) -
Packaging - - 3 (9%) -
Restaurants - - 2 (6%) -
Beverages 1 (9%) - 1 (3%) -
Forest Products 1 (9%) - 1 (3%) -
Franchising - - 1 (3%) -
Retail - - 1 (3%) -
Total 11 - 34 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (82%) - 31 (91%) -
  California 1 (9%) - 5 (15%) -
  Texas - - 3 (9%) -
  Illinois - - 3 (9%) -
  Georgia 2 (18%) - 2 (6%) -
  Wisconsin 1 (9%) - 2 (6%) -
  Tennessee 1 (9%) - 2 (6%) -
  Pennsylvania 1 (9%) - 2 (6%) -
  Florida 1 (9%) - 2 (6%) -
  Washington - - 2 (6%) -
  Minnesota - - 2 (6%) -
  Oregon 1 (9%) - 1 (3%) -
  North Carolina 1 (9%) - 1 (3%) -
  Virginia - - 1 (3%) -
  New York - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Massachusetts - - 1 (3%) -
Canada 1 (9%) - 2 (6%) -
  Quebec 1 (9%) - 1 (3%) -
  British Columbia - - 1 (3%) -
United Kingdom 1 (9%) - 1 (3%) -
Domestic 9 (82%) - 31 (91%) -
Cross-border 2 (18%) - 3 (9%) -
Total 11 - 34 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (9%) - 16 (47%) -
Secondary Buyout 5 (45%) - 8 (24%) -
Recapitalization 3 (27%) - 6 (18%) -
Divestiture - - 2 (6%) -
Growth Capital 2 (18%) - 2 (6%) -
Total 11 - 34 -

Exits by Deal Type

Type Total # Value
Trade Sale 14 (44%) -
Unknown 7 (22%) -
Secondary Sale 6 (19%) -
Trade Sale - Public Company 5 (16%) 47M (100%)
Total 32 $47M

Top M&A Advisors

Financial Deals
William Blair
 1
Duff & Phelps Corp.
 1
Jefferies
 1
Legal Deals
Kirkland & Ellis
 8
DLA Piper
 5
Winston & Strawn
 4

Deal Values

sell # Total
< $100M 1 $47M
TOTAL $47M
Largest Arriba Foods Inc.
$47M (2005-01-31)

M&A Connections

Deals
Acquired from
Investor(s)
24%
8 (24%)
Strategic(s)
6%
2 (6%)
Exited to
Investor(s)
19%
6 (19%)
Strategic(s)
56%
18 (56%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

3.2B USD

Established

1999

Specialist/Generalist

Specialist

Leadership

Gregory Purcell

CEO

John Camp

Managing Director

Alan Weed

Partner

Brody Lynn

Partner

Christopher Harned

Partner

FAQ

When was Arbor Investments founded?

Arbor Investments was founded in 1999.

What type of investor is Arbor Investments?

Arbor Investments is a private equity firm.

Where is Arbor Investments headquartered?

Arbor Investments is headquartered in Chicago, Illinois.

How much capital does Arbor Investments have under management?

Arbor Investments has 3.2B USD under management.

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