Salem Investment Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

Salem Investment Partners’ most common sectors for investment arebusiness services (13%) and consumer products (10%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (73%) and secondary buyout (10%). In total, Salem Investment Partners has invested in 20 US states.

In the last 3 years, Salem Investment Partners has exited 2 companies. The Firm’s most common exit type is trade sale (38%). Salem Investment Partners’ largest (disclosed) exit occurred in 2022 when it sold Quality Aluminum Products for $54M.

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M&A Summary

  • M&A Total Activity62
    • M&A Buy Activity54
    • M&A Sell Activity8
  • Total Sectors Invested 30
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 17

Salem Investment Partners

7900 Triad Center Drive, Suite 333,
Greensboro, North Carolina 27409
United States
(336) 245-4747
www.salemip.com
pmartin@salemip.com

Salem Investment Partners specializes in debt and equity investments in privately-held, middle-market businesses across the Southeast and Mid-Atlantic regions of the US. Salem looks to invest $2 to $10 million per transaction to help support growth, acquisitions, recapitalizations, and buyouts. Sectors of interest include business services, light manufacturing, consumer products, and distribution. Salem Investment Partners was formed in 1999 and is based in Greensboro, North Carolina.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Building Materials, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Distribution, E-Commerce, Electrical Equipment, Electronics, Energy Services and Equipment, Food, Forest Products, Furniture, Healthcare Services, Information Technology, Life Science, Machinery, Manufacturing, Marketing, Plastics, Safety/Security, Software, Staffing, Test/Measurement Equipment

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 1 -
Investment Size 2 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.4/yr) # 52 2 - - - - 54
Sell (0.8/yr) # 4 2 - 1 1 - 8
vol $54M $54M
  62

Most Recent M&A

Company Date Value Type
Quality Aluminum Products, Inc. 2022-08-23 54M USD Trade Sale
Flat Rock, Michigan · www.qualityaluminum.com
Insight 2 Design LLC 2021-11-30 - Recapitalization
Overland Park, Kansas · www.insight2design.com
Sterling Card Solutions 2019-06-01 - Buyout (LBO, MBO, MBI)
Nolensville, Tennessee · www.sterlingcardsolutions.com
Generx Generators 2019-05-01 - Buyout (LBO, MBO, MBI)
Oldsmar, Florida · www.generxgenerators.com
Heritage Sportswear, Inc. 2019-04-24 - Bankruptcy
Hebron, Ohio · www.heritagesportswear.com
Connectivity Wireless Solutions 2019-03-25 - Secondary Sale
Duluth, Georgia · www.connectivitywireless.com
Spaulding Clinical Research LLC 2018-12-01 - Buyout (LBO, MBO, MBI)
West Bend, Wisconsin · www.spauldingclinical.com
TGaS Advisors 2018-09-06 - Trade Sale
East Norriton, Pennsylvania · www.tgas.com
Connectivity Wireless Solutions 2018-08-01 - Buyout (LBO, MBO, MBI)
Duluth, Georgia · www.connectivitywireless.com
Edge Technologies, Inc. 2018-06-01 - Buyout (LBO, MBO, MBI)
Arlington, Virginia · www.edgeti.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Decora Industries, Inc. 2015-05-29 DUCO Technologies, Inc. - Point-of-Purchase Assets 2018-09-26 1
Philadelphia, Pennsylvania · www.dd-usa.com Grand Prairie, Texas

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (12%) - 7 (13%) -
Consumer Products 4 (12%) - 5 (9%) -
Apparel/Textiles - - 4 (7%) -
Software 2 (6%) - 3 (6%) -
Automotive 1 (3%) - 2 (4%) -
Building Materials 1 (3%) - 2 (4%) -
Distribution - - 2 (4%) -
E-Commerce 2 (6%) - 2 (4%) -
Electrical Equipment 2 (6%) - 2 (4%) -
Electronics 2 (6%) - 2 (4%) -
Food 2 (6%) - 2 (4%) -
Information Technology - - 2 (4%) -
Staffing 2 (6%) - 2 (4%) -
Chemicals - - 1 (2%) -
Communications - - 1 (2%) -
Construction 1 (3%) - 1 (2%) -
Consumer Services - - 1 (2%) -
Education 1 (3%) - 1 (2%) -
Energy Services and Equipment 1 (3%) - 1 (2%) -
Forest Products - - 1 (2%) -
Furniture 1 (3%) - 1 (2%) -
Life Science 1 (3%) - 1 (2%) -
Machinery 1 (3%) - 1 (2%) -
Manufacturing 1 (3%) - 1 (2%) -
Marketing - - 1 (2%) -
Metals/Mining 1 (3%) - 1 (2%) -
Plastics 1 (3%) - 1 (2%) -
Real Estate 1 (3%) - 1 (2%) -
Semiconductors 1 (3%) - 1 (2%) -
Test/Measurement Equipment 1 (3%) - 1 (2%) -
Total 34 - 54 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 34 (100%) - 54 (100%) -
  North Carolina 6 (18%) - 12 (22%) -
  Georgia 3 (9%) - 5 (9%) -
  Virginia 4 (12%) - 4 (7%) -
  Florida 3 (9%) - 4 (7%) -
  Michigan 3 (9%) - 4 (7%) -
  Tennessee 3 (9%) - 3 (6%) -
  Pennsylvania 2 (6%) - 3 (6%) -
  Ohio 2 (6%) - 3 (6%) -
  Texas 1 (3%) - 2 (4%) -
  South Carolina 1 (3%) - 2 (4%) -
  Illinois 1 (3%) - 2 (4%) -
  New Jersey - - 2 (4%) -
  Colorado 1 (3%) - 1 (2%) -
  California 1 (3%) - 1 (2%) -
  Wisconsin 1 (3%) - 1 (2%) -
  New York 1 (3%) - 1 (2%) -
  Montana 1 (3%) - 1 (2%) -
  Maryland - - 1 (2%) -
  Kansas - - 1 (2%) -
  Indiana - - 1 (2%) -
Total 34 - 54 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 24 (71%) - 39 (72%) -
Secondary Buyout 2 (6%) - 5 (9%) -
Growth Capital 2 (6%) - 4 (7%) -
Recapitalization 4 (12%) - 4 (7%) -
Special Situations/Distressed 1 (3%) - 1 (2%) -
Venture 1 (3%) - 1 (2%) -
Total 34 - 54 -

Exits by Deal Type

Type Total # Value
Bankruptcy 2 (25%) -
Trade Sale 2 (25%) -
Trade Sale - Public Company 1 (13%) 54M (100%)
Recapitalization 1 (13%) -
Secondary Sale 1 (13%) -
Sold to Management 1 (13%) -
Total 8 $54M

Deal Values

sell # Total
< $100M 1 $54M
TOTAL $54M
Largest Quality Aluminum Products, Inc.
$54M (2022-08-23)

M&A Connections

Deals
Acquired from
Investor(s)
11%
6 (11%)
Exited to
Investor(s)
25%
2 (25%)
Strategic(s)
38%
3 (38%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

450M USD

Established

1999

Specialist/Generalist

Generalist

Leadership

Phillip Martin

Founder & Partner

David Faris

Partner

Kevin Jessup

Partner

Brad Morton

CFO

Logan Trotter

Principal

FAQ

When was Salem Investment Partners founded?

Salem Investment Partners was founded in 1999.

What type of investor is Salem Investment Partners?

Salem Investment Partners is a mezzanine finance firm.

Where is Salem Investment Partners headquartered?

Salem Investment Partners is headquartered in Greensboro, North Carolina.

How much capital does Salem Investment Partners have under management?

Salem Investment Partners has 450M USD under management.

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