Spanos Barber Jesse Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Spanos Barber Jesse has invested in 1 company.

Spanos Barber Jesse’s most common sectors for investment areconsumer services (17%) and business services (9%) . The Firm’s most common investment types include growth capital (42%) and buyout (lbo, mbo, mbi) (25%). In total, Spanos Barber Jesse has invested in 8 US states.

In the last 3 years, Spanos Barber Jesse has exited 2 companies. The Firm’s most common exit type is trade sale (67%).

Join Mergr to view Spanos Barber Jesse’s full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity12
    • M&A Sell Activity3
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • M&A Advisors 2

Spanos Barber Jesse & Co.

2001 North Main Street, Suite 650,
Walnut Creek, California 94596
United States
(415) 848-1990
www.sbjcap.com
info@sbjcap.com

Spanos Barber Jesse & Co. (SBJ) is a private investment firm focused on lower middle-market consumer, business services and healthcare services companies. Prospective transaction types include buyouts, recapitalizations, acquisitions, and growth. SBJ looks to invest $10 to $50 million in companies generating sales up to $100 million and EBITDA of $3 to $15 million. Spanos Barber Jesse & Co. was founded in 2013 and is based in Walnut Creek, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Beverages, Business Services, Consumer Products, Consumer Services, Defense, Distribution, Education, Food, Gaming, Healthcare Services, Information Technology, Leisure, Marketing, Restaurants, Safety/Security, Staffing

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

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

Transaction Criteria Min Max
Target Revenue - 100
Target EBITDA 3 15
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 10 1 - 1 - - 12
Sell (0.4/yr) # 1 - - 1 1 - 3
  15

Most Recent M&A

Company Date Value Type
The Perfect Puree of Napa Valley LLC 2023-12-12 - Secondary Sale
Napa, California · www.perfectpuree.com
Troy Lee Designs LLC 2022-03-17 - Trade Sale
Corona, California · www.troyleedesigns.com
Rb Wine Associates LLC 2022-02-01 - Growth Capital
Healdsburg, California · www.rackandriddle.com
The Perfect Puree of Napa Valley LLC 2020-10-22 - Growth Capital
Napa, California · www.perfectpuree.com
CDM Fitness Holdings (Core Development and Management) 2019-06-13 - Buyout (LBO, MBO, MBI)
, Massachusetts
Moxie Management Group 2019-06-13 - Divestiture
, California
Apple Montessori Schools 2018-09-11 - Recapitalization
Fairfield, New Jersey · www.applemontessorischools.com
Resolvion 2018-07-31 - Buyout (LBO, MBO, MBI)
Charlotte, North Carolina · www.resolvion.com
STAT Health 2018-02-13 - Trade Sale
Bay Shore, New York · www.stathealthny.com
Under Canvas, Inc. 2017-11-28 - Recapitalization
Belgrade, Montana · www.undercanvas.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Resolvion 2018-07-31 Del Mar Recovery Solutions, Inc. 2019-11-11 1
Charlotte, North Carolina · www.resolvion.com Carlsbad, California · www.delmarrecovery.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Services 2 (22%) - 2 (17%) -
Apparel/Textiles 1 (11%) - 1 (8%) -
Beverages 1 (11%) - 1 (8%) -
Business Services 1 (11%) - 1 (8%) -
Consumer Products - - 1 (8%) -
Defense 1 (11%) - 1 (8%) -
Education 1 (11%) - 1 (8%) -
Food - - 1 (8%) -
Healthcare Services - - 1 (8%) -
Leisure 1 (11%) - 1 (8%) -
Restaurants 1 (11%) - 1 (8%) -
Total 9 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 12 (100%) -
  California 3 (33%) - 5 (42%) -
  New Jersey 1 (11%) - 1 (8%) -
  Montana 1 (11%) - 1 (8%) -
  Massachusetts 1 (11%) - 1 (8%) -
  Oregon 1 (11%) - 1 (8%) -
  Ohio 1 (11%) - 1 (8%) -
  North Carolina 1 (11%) - 1 (8%) -
  New York - - 1 (8%) -
Total 9 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (33%) - 5 (42%) -
Buyout (LBO, MBO, MBI) 3 (33%) - 3 (25%) -
Recapitalization 2 (22%) - 3 (25%) -
Divestiture 1 (11%) - 1 (8%) -
Total 9 - 12 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (67%) -
Secondary Sale 1 (33%) -
Total 3 -

Top M&A Advisors

Legal Deals
McGuireWoods LLP
 1
O'Melveny & Myers
 1

M&A Connections

Deals
Acquired from
Strategic(s)
8%
1 (8%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

300M USD

Established

2013

Specialist/Generalist

Generalist

Leadership

Gus Spanos

Co-Founder & Managing Director

Tom Barber

Co-Founder & Managing Director

Ben Landis

Managing Director

Bhairvee Shavdia

Managing Director

Bill Jesse

Managing Director

FAQ

When was Spanos Barber Jesse & Co. founded?

Spanos Barber Jesse & Co. was founded in 2013.

What type of investor is Spanos Barber Jesse & Co.?

Spanos Barber Jesse & Co. is a private equity firm.

Where is Spanos Barber Jesse & Co. headquartered?

Spanos Barber Jesse & Co. is headquartered in Walnut Creek, California.

How much capital does Spanos Barber Jesse & Co. have under management?

Spanos Barber Jesse & Co. has 300M USD under management.

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