Rosewood Private Investments Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Rosewood Private Investments has acquired 2 companies.

Rosewood Private Investments’ most common sectors for investment are food (19%) and consumer products (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and special situations/distressed (25%). In total, Rosewood Private Investments has invested in 10 US states.

In the last 3 years, Rosewood Private Investments has exited 3 companies. The Firm’s most common exit type is secondary buyout (70%).

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M&A Summary

  • M&A Total Activity26
    • M&A Buy Activity16
    • M&A Sell Activity10
  • Total Sectors Invested 12
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.6/yr) # 13 1 - - 2 - 16
Sell (0.8/yr) # 6 1 - 2 - 1 10
  26

Most Recent M&A

Company Date Value Type
Innovations in Nutrition and Wellness 2021-03-29 - Secondary Buyout
Carrollton, Texas · www.inw-group.com
General Informatics 2020-11-11 - Recapitalization
Baton Rouge, Louisiana · www.geninf.com
Living Ecology 2020-10-01 - Buyout (LBO, MBO, MBI)
Henderson, Nevada
Novaria Group, Inc. 2019-11-25 - Secondary Buyout
North Richland Hills, 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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
General Informatics 2020-11-11 EMCO Technologies - PC Sales & Managed Services Division 2021-05-04 1
Baton Rouge, Louisiana · www.geninf.com Baton Rouge, Louisiana

M&A by Sector

Sector Current # Value All-time # Value
Food 1 (17%) - 3 (19%) -
Consumer Products - - 2 (13%) -
Machinery 1 (17%) - 2 (13%) -
Automotive - - 1 (6%) -
Environmental 1 (17%) - 1 (6%) -
Forest Products 1 (17%) - 1 (6%) -
Information Services - - 1 (6%) -
Information Technology 1 (17%) - 1 (6%) -
Internet Software and Services - - 1 (6%) -
Life Science - - 1 (6%) -
Retail - - 1 (6%) -
Technology Hardware 1 (17%) - 1 (6%) -
Total 6 - 16 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 16 (100%) -
  Texas 1 (17%) - 5 (31%) -
  California - - 3 (19%) -
  Oregon 1 (17%) - 1 (6%) -
  Ohio 1 (17%) - 1 (6%) -
  Nevada 1 (17%) - 1 (6%) -
  Louisiana 1 (17%) - 1 (6%) -
  Idaho 1 (17%) - 1 (6%) -
  Tennessee - - 1 (6%) -
  North Carolina - - 1 (6%) -
  Minnesota - - 1 (6%) -
Total 6 - 16 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (33%) - 6 (38%) -
Special Situations/Distressed 1 (17%) - 4 (25%) -
Recapitalization 2 (33%) - 2 (13%) -
Secondary Buyout 1 (17%) - 2 (13%) -
Consolidation - - 1 (6%) -
Divestiture - - 1 (6%) -
Total 6 - 16 -

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (70%) -
Recapitalization 1 (10%) -
Trade Sale 1 (10%) -
Trade Sale - Public Company 1 (10%) -
Total 10 -

M&A Connections

Deals
Acquired from
Investor(s)
13%
2 (13%)
Exited to
Investor(s)
80%
8 (80%)
Strategic(s)
30%
3 (30%)

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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