Rotunda Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Rotunda Capital Partners has acquired 5 companies. It has also invested in 1 other.

Rotunda Capital Partners’ most common sectors for investment aredistribution (16%) and financial services (11%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (22%). In total, Rotunda Capital Partners has invested in 14 US states.

In the last 3 years, Rotunda Capital Partners has exited 5 companies. The Firm’s most common exit type is secondary buyout (46%). 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 Activity30
    • M&A Buy Activity19
    • M&A Sell Activity11
  • Total Sectors Invested 14
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9
  • 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 ≤ '18 '19 '20 '21 '22 '23 T
Buy (1.6/yr) # 11 2 - 3 2 1 19
Sell (1.6/yr) # 3 3 - - 4 1 11
vol $158M $158M
  30

Most Recent M&A

Company Date Value Type
Bron Tapes, Inc. 2023-03-21 - Buyout (LBO, MBO, MBI)
Denver, Colorado · www.brontapes.com
Amware Fulfillment LLC 2023-03-01 - Add-on Acquisition
Lawrenceville, Georgia · www.amwarelogistics.com
U.S. Waterproofing 2022-11-10 - Growth Capital
Schaumburg, Illinois · www.uswaterproofing.com
FreshEdge 2022-10-04 - Secondary Buyout
Indianapolis, Indiana · www.freshedgefoods.com
Motis Brands Co. 2022-05-24 - Secondary Buyout
Germantown, Wisconsin · www.motisbrands.com
StreetShares, Inc. 2022-03-10 - Add-on Acquisition
Reston, Virginia · www.streetshares.com
MacQueen Equipment LLC 2022-01-18 - Secondary Buyout
St. Paul, Minnesota · www.macqueeneq.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
Salt Lake City, Utah · www.amquipinc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
American Equipment Holdings 2021-06-10 Pacific Crane & Hoist 2021-06-10 3
Salt Lake City, Utah · www.amquipinc.com Brea, California · www.pacificcranehoist.com

M&A by Sector

Sector Current # Value All-time # Value
Distribution 2 (22%) - 3 (16%) -
Financial Services 1 (11%) - 2 (11%) -
Food 1 (11%) - 2 (11%) -
Transportation - - 2 (11%) -
Automotive - - 1 (5%) -
Building Materials 1 (11%) - 1 (5%) -
Business Services - - 1 (5%) -
Construction 1 (11%) - 1 (5%) -
Consumer Products 1 (11%) - 1 (5%) -
E-Commerce - - 1 (5%) -
Environmental 1 (11%) - 1 (5%) -
Information Technology 1 (11%) - 1 (5%) -
Internet Software and Services - - 1 (5%) -
Retail - - 1 (5%) -
Total 9 - 19 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 19 (100%) -
  Georgia 2 (22%) - 3 (16%) -
  Minnesota 1 (11%) - 2 (11%) -
  Illinois 1 (11%) - 2 (11%) -
  Wisconsin - - 2 (11%) -
  Utah 1 (11%) - 1 (5%) -
  Ohio 1 (11%) - 1 (5%) -
  Massachusetts 1 (11%) - 1 (5%) -
  Florida 1 (11%) - 1 (5%) -
  Colorado 1 (11%) - 1 (5%) -
  Washington - - 1 (5%) -
  Virginia - - 1 (5%) -
  Texas - - 1 (5%) -
  North Carolina - - 1 (5%) -
  Indiana - - 1 (5%) -
Total 9 - 19 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (44%) - 8 (42%) -
Growth Capital 3 (33%) - 4 (21%) -
Recapitalization 1 (11%) - 4 (21%) -
Consolidation 1 (11%) - 2 (11%) -
Venture - - 1 (5%) -
Total 9 - 19 -

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (45%) -
Trade Sale - Public Company 3 (27%) 158M (100%)
Merger 2 (18%) -
Trade Sale 1 (9%) -
Total 11 $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)
5%
1 (5%)
Exited to
Investor(s)
45%
5 (45%)
Strategic(s)
45%
5 (45%)

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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