Satori Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Satori Capital has invested in 7 companies.

Satori Capital’s most common sectors for investment areconsumer products (18%) and business services (12%) . The Firm’s most common investment types include growth capital (53%) and buyout (lbo, mbo, mbi) (36%). In total, Satori Capital has invested in 9 US states.

In the last 3 years, Satori Capital has exited 2 companies. The Firm’s most common exit type is secondary buyout (34%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity17
    • M&A Sell Activity6
  • Total Sectors Invested 13
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

Satori Capital

2501 N. Harwood Street 20th Floor,
Dallas, Texas 75201
United States
(214) 390-6270
www.satoricapital.com
info@satoricapital.com

Satori Capital is a private investment firm that looks to partner with management teams to pursue profitable, growth-oriented companies with $5 to $50 million of EBITDA. The Firm does not have any sector preferences and generally looks for situations where there is an opportunity for accelerated growth. The Firm will consider majority or minority positions and prefers businesses operating in the US. Satori Capital was formed in 2008 and is based in Dallas, Texas.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Products, Consumer Services, E-Commerce, Education, Financial Services, Food, Healthcare Services, Information Technology, Machinery, Manufacturing, Marketing, Medical Products, Metals/Mining, Software, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 50
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.8/yr) # 8 2 2 1 2 2 17
Sell (0.6/yr) # 3 1 - 2 - - 6
  23

Most Recent M&A

Company Date Value Type
Redbud Brands 2022-05-31 - Growth Capital
Austin, Texas · www.redbudbrands.com
R. Torre & Co., Inc. 2022-01-18 - Growth Capital
San Leandro, California · www.torani.com
Formulife, Inc. 2021-07-20 - Growth Capital
Allen, Texas · www.formulifesupplements.com
Komline-Sanderson Corp. 2021-04-01 - Growth Capital
Peapack, New Jersey · www.komline.com
TenderHeart Health Outcomes 2020-08-01 - Secondary Buyout
Austin, Texas · www.tenderheart.com
24 Hour Fitness 2020-06-15 - Bankruptcy
San Ramon, California · www.24hourfitness.com
Accelerated Learning Solutions 2020-05-29 - Growth Capital
Orlando, Florida · www.als-education.com
KD Hobo 2019-11-05 - Growth Capital
Annapolis, Maryland · www.hobobags.com
Able Machinery Movers LLC 2019-01-11 - Growth Capital
Grapevine, Texas · www.ablemachinerymovers.com
The Lovesac Co. 2018-06-26 - IPO
Stamford, Connecticut · www.lovesac.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 2 (20%) - 3 (18%) -
Business Services 2 (20%) - 2 (12%) -
Machinery 2 (20%) - 2 (12%) -
Beverages 1 (10%) - 1 (6%) -
Chemicals - - 1 (6%) -
Communications - - 1 (6%) -
Consumer Services - - 1 (6%) -
Education 1 (10%) - 1 (6%) -
Food 1 (10%) - 1 (6%) -
Furniture - - 1 (6%) -
Healthcare Services - - 1 (6%) -
Marketing 1 (10%) - 1 (6%) -
Metals/Mining - - 1 (6%) -
Total 10 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 17 (100%) -
  Texas 4 (40%) - 7 (41%) -
  California 1 (10%) - 2 (12%) -
  Arizona 1 (10%) - 2 (12%) -
  New Jersey 1 (10%) - 1 (6%) -
  Maryland 1 (10%) - 1 (6%) -
  Illinois 1 (10%) - 1 (6%) -
  Florida 1 (10%) - 1 (6%) -
  Massachusetts - - 1 (6%) -
  Connecticut - - 1 (6%) -
Total 10 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (70%) - 9 (53%) -
Buyout (LBO, MBO, MBI) 2 (20%) - 6 (35%) -
Secondary Buyout 1 (10%) - 2 (12%) -
Total 10 - 17 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (33%) -
Bankruptcy 1 (17%) -
IPO 1 (17%) -
Trade Sale 1 (17%) -
Unknown 1 (17%) -
Total 6 -

M&A Connections

Deals
Acquired from
Investor(s)
12%
2 (12%)
Exited to
Investor(s)
33%
2 (33%)
Strategic(s)
17%
1 (17%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

200M USD

Established

2008

Specialist/Generalist

Generalist

Leadership

Randy Eisenman

Co-Founder & Managing Partner

Sunny Vanderbeck

Co-Founder & Managing Partner

Willie Houston

CFO / COO

John Grafer

Partner

Erik Holmsen

Director

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