Sand Oak Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

Sand Oak Capital Partners’ most common sector for investment is construction (100%). The Firm’s most common investment types include growth capital (100%). In total, Sand Oak Capital Partners has invested in 1 US state.

In the last 3 years, Sand Oak Capital Partners has exited 1 company. The Firm’s most common exit type is recapitalization (100%).

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M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Sand Oak Capital Partners LLC

P.O. Box 15185,
Sarasota, Florida 34277
United States
www.sandoak.com
info@sandoak.com

Sand Oak Capital is a private investment firm focused on investing in and acquiring lower middle-market manufacturing and industrial companies. Specific areas of interest include industrial services, industrial manufacturing, building materials, capital equipment, distribution, environmental services, testing/inspection, packaging components, and engineering. Sand Oak prefers majority positions, but will consider select minority investment opportunities. The Firm's target investment size is $10 to $50 million per transaction. Sand Oak Capital was formed in 2009 and is based in Skaneateles, New York.


Investment Criteria

Sectors of Interest: Building Materials, Consumer Products, Distribution, Engineering, Environmental, Machinery, Manufacturing, Packaging, Plastics, Test/Measurement Equipment, 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 20 200
Target EBITDA - -
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.2/yr) # - - - 1 - - 1
  2

Most Recent M&A

Company Date Value Type
LCR Contractors 2019-03-15 - Recapitalization
Hutto, Texas · www.lcrcontractors.com
LCR Contractors 2016-01-16 - Growth Capital
Hutto, Texas · www.lcrcontractors.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Construction - - 1 (100%) -
Total - - 1 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 1 (100%) -
  Texas - - 1 (100%) -
Total - - 1 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 1 (100%) -
Total - - 1 -

Exits by Deal Type

Type Total # Value
Recapitalization 1 (100%) -
Total 1 -

M&A Connections

Deals
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Size

Small

Established

2009

Specialist/Generalist

Generalist

Leadership

Jeremy Schwimmer

Partner

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