Rosewood Private Investments Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Rosewood Private Investments has acquired 1 company.

Rosewood Private Investments’ most common sectors for investment are consumer products (15%) and food (15%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and special situations/distressed (29%). In total, Rosewood Private Investments has invested in 8 US states.

In the last 3 years, Rosewood Private Investments has exited 3 companies. The Firm’s most common exit type is secondary buyout (67%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity14
    • M&A Sell Activity9
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Rosewood Private Investments

2101 Cedar Springs Road, Suite 1600,
Dallas, Texas 75201
United States
(214) 849-9000
www.rosewoodpi.com

Rosewood Private Investments is a family-owned private investment firm focused on acquiring and building companies. The Firm will consider opportunities throughout the US and generally seeks to commit $50 to $100 million per transaction. Target companies typically possess experienced management and diverse customers. Rosewood does not have any sector preferences, however, the Firm will not invest in oil/gas, real estate, banking, insurance, and biotechnology. Rosewood Private Investments is based in Dallas, Texas.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Environmental, Food, Forest Products, Healthcare Services, Information Technology, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Restaurants, Transportation, Utilities

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

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

Transaction Criteria Min Max
Target Revenue 20 150
Target EBITDA 5 -
Investment Size 50 100
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 13 - 1 - - - 14
Sell (1.2/yr) # 3 3 1 - 2 - 9
  23

Most Recent M&A

Company Date Value Type
Novaria Group, Inc. 2019-11-25 - Secondary Buyout
Fort Worth, Texas · www.novariagroup.com
ATTOM Data Solutions 2019-01-08 - Secondary Buyout
Irvine, California · www.attomdata.com
Superior Environmental Solutions, Inc. 2017-06-13 - Recapitalization
Cincinnati, Ohio · www.sesinc.com
Andronico's Community Markets LLC 2017-03-15 - Add-on Acquisition
San Francisco, California · www.andronicos.com
File & ServeXpress Holdings LLC 2016-11-21 - Secondary Buyout
Irving, Texas · www.fileandservexpress.com
Renwood Mills LLC 2016-09-07 - Secondary Buyout
Newton, North Carolina · www.renwoodmills.com
ProSupps USA LLC 2016-01-01 - Secondary Buyout
Allen, Texas · www.prosupps.com
ExtraTech Systems LLC 2015-03-01 - Buyout (LBO, MBO, MBI)
Post Falls, Idaho · www.extratech.com
File & ServeXpress Holdings LLC 2015-02-14 - Buyout (LBO, MBO, MBI)
Irving, Texas · www.fileandservexpress.com
Vision-Ease Lens, Inc. (Vision Ease) 2014-09-18 - Secondary Buyout
Ramsey, Minnesota · www.vision-ease.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Superior Environmental Solutions, Inc. 2017-06-13 Resource-One 2020-02-18 1
Cincinnati, Ohio · www.sesinc.com Cincinnati, Ohio · www.resourceone-recycling.com
Innovations in Nutrition and Wellness (INW) 2014-02-12 ProTec Laboratory 2017-11-14 3
Carrollton, Texas · www.inw-group.com Quitman, Texas
Innovations in Nutrition and Wellness (INW) 2014-02-12 Healthy Natural, Inc. 2017-07-14 2
Carrollton, Texas · www.inw-group.com Scottsdale, Arizona · www.healthynatural.com
Innovations in Nutrition and Wellness (INW) 2014-02-12 United 1 International Laboratories LLC 2014-02-12 1
Carrollton, Texas · www.inw-group.com Carrollton, Texas · www.united1labs.com
States Industries LLC 2010-10-29 Drawer Box Specialties, Inc. 2012-12-04 1
Eugene, Oregon · www.statesind.com Orange, California · www.dbsdrawers.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 2 (14%) -
Food - - 2 (14%) -
Machinery 1 (20%) - 2 (14%) -
Automotive - - 1 (7%) -
Environmental 1 (20%) - 1 (7%) -
Forest Products 1 (20%) - 1 (7%) -
Information Services - - 1 (7%) -
Internet Software and Services - - 1 (7%) -
Life Science 1 (20%) - 1 (7%) -
Retail - - 1 (7%) -
Technology Hardware 1 (20%) - 1 (7%) -
Total 5 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 14 (100%) -
  Texas 2 (40%) - 5 (36%) -
  California - - 3 (21%) -
  Oregon 1 (20%) - 1 (7%) -
  Ohio 1 (20%) - 1 (7%) -
  Idaho 1 (20%) - 1 (7%) -
  Tennessee - - 1 (7%) -
  North Carolina - - 1 (7%) -
  Minnesota - - 1 (7%) -
Total 5 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (20%) - 5 (36%) -
Special Situations/Distressed 1 (20%) - 4 (29%) -
Secondary Buyout 1 (20%) - 2 (14%) -
Consolidation 1 (20%) - 1 (7%) -
Divestiture - - 1 (7%) -
Recapitalization 1 (20%) - 1 (7%) -
Total 5 - 14 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (67%) -
Recapitalization 1 (11%) -
Trade Sale 1 (11%) -
Trade Sale - Public Company 1 (11%) -
Total 9 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
2 100%
Exited to
PE Firm(s)
75%
9 75%
Strategic(s)
25%
3 25%

Investor Summary

Size

Small

Specialist/Generalist

Generalist

Leadership

G.T. Barden

Managing Director

Derry Burns

Director

Marquez Bela

Director

Austin Santoro

Vice President

Matt Denny

Vice President

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