Rosewood Private Investments Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Rosewood Private Investments has acquired 1 company. It has also invested in 1 other.

Rosewood Private Investments’ most common sectors for investment are consumer products (25%) and food (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and growth capital (19%). In total, Rosewood Private Investments has invested in 9 US states. Its largest (disclosed) acquisition occurred in 2017 when it acquired Healthy Natural for $18M.

In the last 3 years, Rosewood Private Investments has exited 1 company. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity24
    • M&A Buy Activity16
    • M&A Sell Activity8
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7
  • M&A Advisors 1

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 $10 to $50 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, Communications, Construction, Consumer Products, Consumer Services, Food, Forest Products, Internet Software and Services, Leisure, Machinery, Restaurants

Target Transaction Types: Buyout (LBO, MBO, MBI), 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 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.6/yr) # 13 - 3 - - - 16
vol $18M $18M
Sell (1.0/yr) # 3 3 1 - 1 - 8
  24

Most Recent M&A

Company Date Value Type
Novaria Group, Inc. 2019-11-25 - Secondary Buyout
Fort Worth, Texas · www.novariagroup.com
ProTec Laboratory 2017-11-14 - Growth Capital
Quitman, Texas · www.proteclab.com
Healthy Natural, Inc. 2017-07-14 18M USD Divestiture
Scottsdale, Arizona · www.healthynatural.com
Superior Environmental Solutions, Inc. 2017-06-14 - Recapitalization
Cincinnati, Ohio · www.superiorenvironmentalsolutions.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 - Add-on Acquisition
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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Superior Environmental Solutions, Inc. 2017-06-14 Resource-One 2020-02-18 1
Cincinnati, Ohio · www.superiorenvironmentalsolutions.com Cincinnati, Ohio · www.resourceone-recycling.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 (25%) 18M (100%) 4 (25%) 18M (100%)
Food - - 2 (13%) -
Internet Software and Services 1 (13%) - 2 (13%) -
Machinery 1 (13%) - 2 (13%) -
Automotive - - 1 (6%) -
Environmental 1 (13%) - 1 (6%) -
Forest Products 1 (13%) - 1 (6%) -
Medical Products 1 (13%) - 1 (6%) -
Retail - - 1 (6%) -
Technology Hardware 1 (13%) - 1 (6%) -
Total 8 $18M 16 $18M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) 18M (100%) 16 (100%) 18M (100%)
  Texas 3 (38%) - 6 (38%) -
  California 1 (13%) - 3 (19%) -
  Arizona 1 (13%) 18M (100%) 1 (6%) 18M (100%)
  Oregon 1 (13%) - 1 (6%) -
  Ohio 1 (13%) - 1 (6%) -
  Idaho 1 (13%) - 1 (6%) -
  Tennessee - - 1 (6%) -
  North Carolina - - 1 (6%) -
  Minnesota - - 1 (6%) -
Total 8 $18M 16 $18M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (25%) - 6 (38%) -
Growth Capital 3 (38%) - 3 (19%) -
Special Situations/Distressed - - 3 (19%) -
Divestiture 1 (13%) 18M (100%) 2 (13%) 18M (100%)
Recapitalization 2 (25%) - 2 (13%) -
Total 8 $18M 16 $18M

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (50%) -
Trade Sale 2 (25%) -
Recapitalization 1 (13%) -
Trade Sale - Public Company 1 (13%) -
Total 8 -

Top M&A Advisors

Legal Deals
Gardere Wynne Sewell LLP
1

Deal Values

buy # Total
< $100M 1 $18M
TOTAL $18M
Largest Healthy Natural, Inc.
$18M (2017-07-14)

M&A Connections

Deals %
Acquired from
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%
Exited to
PE Firm(s)
67%
6 67%
Strategic(s)
33%
3 33%

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