Shepard Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

Shepard Capital Partners’ most common sectors for investment are financial services (20%) and manufacturing (20%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and growth capital (40%). In total, Shepard Capital Partners has invested in 3 US states.

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

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity5
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Shepard Capital Partners LLC

1414 W. Swann Avenue, Suite 100,
Tampa, Florida 33606
United States
(813) 202-8128
www.shepardcap.com
info@shepardcap.com

Shepard Capital Partners is a private equity firm focused on small-cap profitable acquisitions in the Southeast US. The Firm targets companies with at least $1 million of EBITDA, recurring revenue business models, and sustainable competitive advantages. Shepard Capital has no stated sector preferences. Shepard Capital Partners was established in 2007 and is headquartered in Tampa, Florida.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Consumer Products, Consumer Services, Financial Services, Renewable Energy, Retail, Software

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

Geographic Preferences: South US

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.2/yr) # - - - - - 1 1
  6

Most Recent M&A

Company Date Value Type
MNGH LLC 2020-02-19 - Secondary Buyout
Tampa, Florida · www.uownleasing.com
Sun Financial LLC 2014-11-21 - Buyout (LBO, MBO, MBI)
, United States
MNGH LLC 2014-04-17 - Growth Capital
Tampa, Florida · www.uownleasing.com
Burlington Technologies, Inc. 2012-10-01 - Buyout (LBO, MBO, MBI)
Burlington, North Carolina · www.burlingtontechnologies.com
International Auto Distributors LLC 2012-09-13 - Growth Capital
Tampa, Florida · www.thecarstop.net
Comcom Systems, Inc. 2012-02-10 - Recapitalization
Clearwater, Florida · www.comcomsystems.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services - - 1 (20%) -
Manufacturing 1 (25%) - 1 (20%) -
Renewable Energy 1 (25%) - 1 (20%) -
Retail 1 (25%) - 1 (20%) -
Software 1 (25%) - 1 (20%) -
Total 4 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 5 (100%) -
  Florida 2 (50%) - 3 (60%) -
  North Carolina 1 (25%) - 1 (20%) -
Total 4 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (50%) - 2 (40%) -
Growth Capital 1 (25%) - 2 (40%) -
Recapitalization 1 (25%) - 1 (20%) -
Total 4 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

M&A Connections

Deals %
Exited to
PE Firm(s)
100%
1 100%

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