Smith Whiley Mergers and Acquisitions Summary

Private Equity Profile

Smith Whiley’s most common sectors for investment are consumer products (23%) and chemicals (12%). The Firm’s most common investment types include secondary buyout (34%) and growth capital (23%). In total, Smith Whiley has invested in 7 US states.

In the last 3 years, Smith Whiley has exited 3 companies. The Firm’s most common exit type is secondary buyout (43%).

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M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity9
    • M&A Sell Activity7
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11

Smith Whiley & Co.

242 Trumbull Street,8th Floor,
Hartford, Connecticut 06103
United States
(860) 548-2513
www.smithwhiley.com
colette.nakhoul@smithwhiley.com

Smith Whiley & Co. is a generalist private equity firm focused on equity and subordinated debt investments in mid-sized businesses located throughout the US. Smith Whiley was formed in 1994 and is based in Hartford, Connecticut.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Chemicals, Construction, Consumer Products, Consumer Services, Distribution, Electrical Equipment, Food, Machinery, Manufacturing, Marketing, Packaging, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 4 -
Investment Size 3 15
Enterprise Value 25 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 9 - - - - - 9
Sell (0.6/yr) # 4 - 2 1 - - 7
  16

Most Recent M&A

Company Date Value Type
ShelterLogic Corp. 2018-06-22 - Secondary Buyout
Watertown, Connecticut · www.shelterlogic.com
Brook & Whittle Ltd. 2017-10-18 - Secondary Buyout
North Brandford, Connecticut · www.brookandwhittle.com
Spencer N Enterprises, Inc. 2017-09-18 - Add-on Acquisition
El Monte, California
VanDeMark Chemical, Inc. 2012-12-11 - Secondary Buyout
Lockport, New York · www.vdmchemical.com
Tooling Technology LLC 2012-02-02 - Recapitalization
Fort Loramie, Ohio · www.toolingtechgroup.com
ShelterLogic Corp. 2011-09-16 - Secondary Buyout
Watertown, Connecticut · www.shelterlogic.com
VSA Partners, Inc. 2010-11-30 - Recapitalization
Chicago, Illinois · www.vsapartners.com
Western Express Holdings, Inc. 2010-04-16 - Unknown
Nashville, Tennessee · www.westernexp.com
Spencer N Enterprises, Inc. 2009-08-26 - Recapitalization
El Monte, California
Brook & Whittle Ltd. 2009-03-02 - Recapitalization
North Brandford, Connecticut · www.brookandwhittle.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 2 (22%) -
Chemicals - - 1 (11%) -
Electrical Equipment - - 1 (11%) -
Machinery - - 1 (11%) -
Manufacturing 1 (100%) - 1 (11%) -
Marketing - - 1 (11%) -
Packaging - - 1 (11%) -
Transportation - - 1 (11%) -
Total 1 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 9 (100%) -
  Illinois 1 (100%) - 2 (22%) -
  Connecticut - - 2 (22%) -
  Tennessee - - 1 (11%) -
  Ohio - - 1 (11%) -
  New York - - 1 (11%) -
  Massachusetts - - 1 (11%) -
  California - - 1 (11%) -
Total 1 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 1 (100%) - 3 (33%) -
Growth Capital - - 2 (22%) -
Recapitalization - - 2 (22%) -
Buyout (LBO, MBO, MBI) - - 1 (11%) -
Divestiture - - 1 (11%) -
Total 1 - 9 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (43%) -
Recapitalization 2 (29%) -
Trade Sale 1 (14%) -
Unknown 1 (14%) -
Total 7 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
4 100%
Exited to
PE Firm(s)
89%
8 89%
Strategic(s)
11%
1 11%

Investor Summary

Size

Middle-Market

PE Assets

500M USD

Established

1994

Specialist/Generalist

Generalist

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