RFE Investment Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, RFE Investment Partners has acquired 2 companies.

RFE Investment Partners’ most common sectors for investment are manufacturing (17%) and healthcare services (9%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and secondary buyout (21%). In total, RFE Investment Partners has invested in 15 US states. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M.

In the last 3 years, RFE Investment Partners has exited 4 companies. The Firm’s most common exit type is secondary buyout (59%). RFE Investment Partners’ largest (disclosed) exit occurred in 2013 when it sold DelStar Technologies for $232M.

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M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity24
    • M&A Sell Activity12
  • Total Sectors Invested 18
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 22
  • M&A Advisors 3

RFE Investment Partners

36 Grove St,
New Canaan, Connecticut 06840
United States
(203) 966-2800
www.rfeip.com
info@rfeip.com

RFE Investment Partners is a private equity firm focused on investing in lower middle-market service, manufacturing and healthcare service businesses. Prospective companies are generally profitable with annual cash-flow of at least $5 million. Target businesses also have proven management, defensible market positions, and 'a clearly identified and growing market'. RFE looks to commit $10 to $35 million of equity capital per transaction to support acquisitions, management led buyouts, and recapitalizations. RFE is licensed as a SBIC and was formed in 1979. RFE Investment Partners is based in New Canaan, Connecticut.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Building Materials, Business Services, Communications, Consumer Products, Consumer Services, Distribution, Electronics, Environmental, Food, Franchising, Healthcare Services, Machinery, Manufacturing, Media, Metals/Mining, Renewable Energy, Retail, Safety/Security, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Recapitalization

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 -
Investment Size 10 35
Enterprise Value 20 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.6/yr) # 21 1 - 2 - - 24
vol $437M $437M
Sell (0.8/yr) # 8 - 3 1 - - 12
vol $514M $514M
  36

Most Recent M&A

Company Date Value Type
ZRG Partners, Inc. 2018-12-17 - Recapitalization
Rochelle Park, New Jersey · www.zrgpartners.com
ShelterLogic Corp. 2018-06-22 - Secondary Buyout
Watertown, Connecticut · www.shelterlogic.com
ThreeBridge Solutions LLC 2018-01-04 - Recapitalization
Minneapolis, Minnesota · www.threebridge.com
Lectrus Corp. 2017-12-13 - Bankruptcy
Chattanooga, Tennessee · www.lectrus.com
Brook & Whittle Ltd. 2017-10-18 - Secondary Buyout
North Brandford, Connecticut · www.brookandwhittle.com
Wind River Environmental LLC 2017-04-04 - Secondary Buyout
Hudson, Massachusetts · www.wrenvironmental.com
EnsembleIQ 2016-02-17 - Buyout (LBO, MBO, MBI)
Chicago, Illinois · www.ensembleiq.com
Trident Motion Technologies 2015-09-30 - Consolidation
LaVergne, Tennessee · www.tridentmotion.com
Plantation Products, Inc. (Seed Holdings, Inc.) 2015-01-07 - Secondary Buyout
Norton, Massachusetts · www.plantationproducts.com
Squan Construction Services LLC 2014-10-14 - Growth Capital
Carlstadt, New Jersey · www.squan.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
ZRG Partners, Inc. 2018-12-17 Holker Watkin Ltd. 2019-07-09 2
Rochelle Park, New Jersey · www.zrgpartners.com London, United Kingdom · www.holkerwatkin.com
ZRG Partners, Inc. 2018-12-17 Dowd Associates, Inc. 2019-04-30 1
Rochelle Park, New Jersey · www.zrgpartners.com White Plains, New York · www.dowdassociates.com
ThreeBridge Solutions LLC 2018-01-04 3sage Consulting LLC 2019-01-03 3
Minneapolis, Minnesota · www.threebridge.com Alpharetta, Georgia · www.3sageconsulting.com
ThreeBridge Solutions LLC 2018-01-04 BlueLine Associates, Inc. 2018-11-07 2
Minneapolis, Minnesota · www.threebridge.com Cary, North Carolina · www.blueline-associates.com
ThreeBridge Solutions LLC 2018-01-04 LiftPoint Consulting, Inc. 2018-10-25 1
Minneapolis, Minnesota · www.threebridge.com Eden Prairie, Minnesota · www.liftpointconsulting.com
EnsembleIQ 2016-02-17 Lebhar Friedman, Inc. - Media, Digital & Event Assets 2018-06-28 3
Chicago, Illinois · www.ensembleiq.com New York, New York
Trident Motion Technologies 2015-09-30 Klauber Machine & Gear Co. 2016-06-01 2
LaVergne, Tennessee · www.tridentmotion.com Pacific, Missouri · www.klaubergear.com
EnsembleIQ 2016-02-17 Edgell Communications 2016-02-17 2
Chicago, Illinois · www.ensembleiq.com Randolph, New Jersey · www.edgl.com
EnsembleIQ 2016-02-17 Stagnito Business Information 2016-02-17 1
Chicago, Illinois · www.ensembleiq.com Chicago, Illinois · www.stagnitomedia.com
Trident Motion Technologies 2015-09-30 American Control Electronics LLC 2015-09-30 1
LaVergne, Tennessee · www.tridentmotion.com South Beloit, Illinois · www.americancontrolelectronics.com

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 3 (27%) - 4 (17%) -
Healthcare Services - - 2 (8%) -
Information Technology 2 (18%) - 2 (8%) -
Retail - - 2 (8%) -
Transportation - - 1 (4%) 176M (40%)
Chemicals - - 1 (4%) 114M (26%)
Business Services - - 1 (4%) 85M (19%)
Aerospace 1 (9%) 62M (100%) 1 (4%) 62M (14%)
Building Materials 1 (9%) - 1 (4%) -
Communications 1 (9%) - 1 (4%) -
Consumer Products - - 1 (4%) -
Environmental - - 1 (4%) -
Information Services - - 1 (4%) -
Marketing 1 (9%) - 1 (4%) -
Packaging - - 1 (4%) -
Safety/Security - - 1 (4%) -
Software 1 (9%) - 1 (4%) -
Staffing 1 (9%) - 1 (4%) -
Total 11 $62M 24 $437M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) 62M (100%) 24 (100%) 437M (100%)
  New Jersey 2 (18%) - 4 (17%) -
  Connecticut 1 (9%) 62M (100%) 3 (13%) 62M (14%)
  Michigan 2 (18%) - 2 (8%) -
  Georgia 2 (18%) - 2 (8%) -
  Tennessee 1 (9%) - 2 (8%) -
  Massachusetts - - 2 (8%) -
  Minnesota 1 (9%) - 1 (4%) -
  Maine 1 (9%) - 1 (4%) -
  Illinois 1 (9%) - 1 (4%) -
  Ohio - - 1 (4%) 176M (40%)
  Delaware - - 1 (4%) 114M (26%)
  California - - 1 (4%) 85M (19%)
  North Carolina - - 1 (4%) -
  Kentucky - - 1 (4%) -
  Florida - - 1 (4%) -
Total 11 $62M 24 $437M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (27%) - 11 (46%) 199M (46%)
Secondary Buyout 2 (18%) - 5 (21%) -
Recapitalization 2 (18%) - 3 (13%) -
Growth Capital 2 (18%) - 2 (8%) -
Going Private - - 1 (4%) 176M (40%)
Divestiture 1 (9%) 62M (100%) 1 (4%) 62M (14%)
Consolidation 1 (9%) - 1 (4%) -
Total 11 $62M 24 $437M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (58%) -
Trade Sale - Public Company 3 (25%) 514M (100%)
Bankruptcy 1 (8%) -
Trade Sale 1 (8%) -
Total 12 $514M

Top M&A Advisors

Financial Deals
C.W. Downer & Co.
1
BlackArch Partners LLC
1
Legal Deals
Finn Dixon & Herling LLP
1

Deal Values

buy # Total
$100M to $1B 2 $290M
< $100M 2 $147M
TOTAL $437M
Largest Kenan Advantage Group, Inc.
$176M (2001-01-26)
sell # Total
$100M to $1B 3 $514M
TOTAL $514M
Largest DelStar Technologies, Inc.
$232M (2013-11-18)

M&A Connections

Deals %
Acquired from
PE Firm(s)
93%
13 93%
Strategic(s)
7%
1 7%
Exited to
PE Firm(s)
76%
13 76%
Strategic(s)
24%
4 24%

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