McNally Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, McNally Capital has acquired 1 company. It has also invested in 2 others.

McNally Capital’s most common sectors for investment areinformation technology (28%) and aerospace (10%) . The Firm’s most common investment types include growth capital (55%) and secondary buyout (28%). In total, McNally Capital has invested in 8 US states.

In the last 3 years, McNally Capital has exited 3 companies. The Firm’s most common exit type is trade sale (50%). McNally Capital’s largest (disclosed) exit occurred in 2023 when it sold Advanced Micro Instruments for $210M.

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity11
    • M&A Sell Activity4
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 3

McNally Capital

151 North Franklin Street, Suite 2650,
Chicago, Illinois 60606
United States
(312) 357-3710
www.mcnallycapital.com
info@mcnallycapital.com

McNally Capital is a family office that partners with other family offices to acquire and invest in lower middle-market business services and manufacturing companies. The Firm targets control or minority investments in US-based companies with $5 to $15 of EBITDA. Specific areas of interest include industrials, food/beverages, aerospace/defense, healthcare, energy, and packaging. McNally Capital was established in 2007 and is based in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Aerospace, Beverages, Business Services, Defense, Energy Services and Equipment, Food, Healthcare Services, Information Technology, Machinery, Manufacturing, Packaging, Staffing, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 15
Investment Size 10 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 7 1 1 1 1 - 11
Sell (0.8/yr) # - 1 1 - 1 1 4
vol $78M $210M $288M
  15

Most Recent M&A

Company Date Value Type
The Re-Sourcing Group 2024-01-17 - Secondary Sale
Valhalla, New York · www.myresourcing.com
Advanced Micro Instruments, Inc. 2023-12-28 210M USD Trade Sale
Costa Mesa, California · www.amio2.com
Xcelerate Solutions 2023-01-12 - Growth Capital
McLean, Virginia · www.xceleratesolutions.com
The Smith & Oby Co. 2022-03-07 - Growth Capital
Walton Hills, Ohio · www.smithandoby.com
ITS Logistics LLC 2021-06-15 - Secondary Sale
Sparks, Nevada · www.its4logistics.com
Orbis Operations LLC 2021-04-08 - Buyout (LBO, MBO, MBI)
McLean, Virginia · www.orbisoperations.com
Genesys Aerosystems Group, Inc. 2020-12-21 78M USD Trade Sale
Mineral Wells, Texas · www.genesys-aerosystems.com
The Re-Sourcing Group 2020-01-16 - Growth Capital
Valhalla, New York · www.myresourcing.com
Altamira Technologies Corp. 2019-07-24 - Secondary Buyout
McLean, Virginia · www.altamiracorp.com
Federal Data Systems 2018-07-19 - Growth Capital
Columbia, Maryland · www.feddatasystems.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 3 (50%) - 3 (27%) -
Aerospace - - 1 (9%) -
Construction 1 (17%) - 1 (9%) -
Machinery - - 1 (9%) -
Media - - 1 (9%) -
Safety/Security 1 (17%) - 1 (9%) -
Staffing - - 1 (9%) -
Technology Hardware 1 (17%) - 1 (9%) -
Transportation - - 1 (9%) -
Total 6 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 11 (100%) -
  Virginia 3 (50%) - 3 (27%) -
  Wisconsin 1 (17%) - 2 (18%) -
  Ohio 1 (17%) - 1 (9%) -
  Maryland 1 (17%) - 1 (9%) -
  Texas - - 1 (9%) -
  New York - - 1 (9%) -
  Nevada - - 1 (9%) -
  California - - 1 (9%) -
Total 6 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (50%) - 6 (55%) -
Secondary Buyout 2 (33%) - 3 (27%) -
Buyout (LBO, MBO, MBI) 1 (17%) - 2 (18%) -
Total 6 - 11 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (50%) 288M (100%)
Secondary Sale 2 (50%) -
Total 4 $288M

Top M&A Advisors

Legal Deals
Ropes & Gray
 4
McDermott Will & Emery
 1
Venable LLP
 1

Deal Values

sell # Total
$100M to $1B 1 $210M
< $100M 1 $78M
TOTAL $288M
Largest Advanced Micro Instruments, Inc.
$210M (2023-12-28)

M&A Connections

Deals
Acquired from
Investor(s)
27%
3 (27%)
Exited to
Investor(s)
50%
2 (50%)
Strategic(s)
50%
2 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Ward McNally

Co-Founder & Managing Partner

Brian Grogan

CFO

Adam Lerner

Partner

Ashley Kooyenga

Director of Business Development

Ravi Shah

Principal

FAQ

When was McNally Capital founded?

McNally Capital was founded in 2007.

What type of investor is McNally Capital?

McNally Capital is a private equity firm.

Where is McNally Capital headquartered?

McNally Capital is headquartered in Chicago, Illinois.

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