Rotunda Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Rotunda Capital Partners has acquired 6 companies.

Rotunda Capital Partners’ most common sectors for investment aredistribution (24%) and financial services (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (42%) and recapitalization (24%). In total, Rotunda Capital Partners has invested in 13 US states.

In the last 3 years, Rotunda Capital Partners has exited 4 companies. The Firm’s most common exit type is trade sale (43%). Rotunda Capital Partners’ largest (disclosed) exit occurred in 2013 when it sold Financial Pacific Leasing for $158M.

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M&A Summary

  • M&A Total Activity24
    • M&A Buy Activity17
    • M&A Sell Activity7
  • Total Sectors Invested 12
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 10
  • M&A Advisors 1

Rotunda Capital Partners

Three Bethesda Metro Center Suite 830,
Bethesda, Maryland 20814
United States
www.rotundacapital.com

Rotunda Capital Partners is a private equity firm which invests equity and debt capital in established and profitable lower middle market companies. The Company targets businesses valued between $30 and $150 million with defensible market positions and strong growth prospects. Sectors of interest include financial services, business services, manufacturing, government services, insurance services, logistics and distribution, retail, and consumer. Rotunda Capital Partners is based in Bethesda, Maryland with an additional office in Chicago.


Investment Criteria

Sectors of Interest: Business Services, Distribution, E-Commerce, Environmental, Financial Services, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 30 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.6/yr) # 9 2 2 - 3 1 17
Sell (0.8/yr) # 3 - 3 - - 1 7
vol $158M $158M
  24

Most Recent M&A

Company Date Value Type
StreetShares, Inc. 2022-03-10 - Add-on Acquisition
Reston, Virginia · www.streetshares.com
Siegel Egg Co. 2022-01-06 - Buyout (LBO, MBO, MBI)
North Billerica, Massachusetts · www.siegelegg.com
Refrigeration Sales Corp. 2021-06-23 - Buyout (LBO, MBO, MBI)
Valley View, Ohio · www.refrigerationsales.net
American Equipment Holdings 2021-06-10 - Consolidation
, Utah · www.americanequipmentholdings.com
Storm Smart Industries 2021-04-05 - Buyout (LBO, MBO, MBI)
Fort Myers, Florida · www.stormsmart.com
Trinity3 Technology LLC 2019-11-26 - Recapitalization
Saint Paul, Minnesota · www.trinity3.com
Motis Brands Co. 2019-05-08 - Consolidation
Germantown, Wisconsin · www.motisbrands.com
Discount Ramps LLC (DRC Holdings) 2019-05-08 - Merger
Germantown, Wisconsin · www.discountramps.com
Race Ramps LLC 2019-05-08 - Merger
Escanaba, Michigan · www.raceramps.com
Munch's Supply Co., Inc. 2019-04-12 - Secondary Buyout
Hillside, Illinois · www.munchsupply.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Motis Brands Co. 2019-05-08 Discount Ramps LLC (DRC Holdings) 2019-05-08 1
Germantown, Wisconsin · www.motisbrands.com Germantown, Wisconsin · www.discountramps.com
Amware Fulfillment LLC 2014-05-28 Iron Mountain, Inc. - Fulfillment Services Unit 2018-10-02 2
Lawrenceville, Georgia · www.amwarelogistics.com Boston, Massachusetts

M&A by Sector

Sector Current # Value All-time # Value
Distribution 3 (27%) - 4 (24%) -
Financial Services 1 (9%) - 2 (12%) -
Transportation 1 (9%) - 2 (12%) -
Automotive 1 (9%) - 1 (6%) -
Building Materials 1 (9%) - 1 (6%) -
Business Services - - 1 (6%) -
E-Commerce - - 1 (6%) -
Environmental 1 (9%) - 1 (6%) -
Food 1 (9%) - 1 (6%) -
Internet Software and Services - - 1 (6%) -
Machinery 1 (9%) - 1 (6%) -
Technology Hardware 1 (9%) - 1 (6%) -
Total 11 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 17 (100%) -
  Georgia 3 (27%) - 3 (18%) -
  Minnesota 2 (18%) - 2 (12%) -
  Wisconsin 1 (9%) - 2 (12%) -
  Utah 1 (9%) - 1 (6%) -
  Ohio 1 (9%) - 1 (6%) -
  Massachusetts 1 (9%) - 1 (6%) -
  Indiana 1 (9%) - 1 (6%) -
  Florida 1 (9%) - 1 (6%) -
  Washington - - 1 (6%) -
  Virginia - - 1 (6%) -
  Texas - - 1 (6%) -
  North Carolina - - 1 (6%) -
  Illinois - - 1 (6%) -
Total 11 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (45%) - 7 (41%) -
Recapitalization 2 (18%) - 4 (24%) -
Growth Capital 2 (18%) - 3 (18%) -
Consolidation 2 (18%) - 2 (12%) -
Venture - - 1 (6%) -
Total 11 - 17 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (43%) 158M (100%)
Merger 2 (29%) -
Secondary Sale 2 (29%) -
Total 7 $158M

Top M&A Advisors

Financial Deals
Lincoln International
 1

Deal Values

sell # Total
$100M to $1B 1 $158M
TOTAL $158M
Largest Financial Pacific Leasing, Inc.
$158M (2013-06-04)

M&A Connections

Deals
Acquired from
Investor(s)
6%
1 (6%)
Exited to
Investor(s)
29%
2 (29%)
Strategic(s)
57%
4 (57%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

195M USD

Specialist/Generalist

Specialist

Leadership

John Fruehwirth

Co-founder & Managing Partner

Dan Lipson

Co-founder & Partner

Rona Kennedy

CFO

Bob Wickham

Partner

Corey Whisner

Partner

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