Socius Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Socius Capital’s most common sectors for investment arebusiness services (40%) and electrical equipment (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (60%) and growth capital (40%). In total, Socius Capital has invested in 4 US states.

In the last 3 years, Socius Capital has exited 2 companies. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity5
    • M&A Sell Activity3
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Socius Capital LLC

Ketchum, Idaho 83340
United States
(415) 235-3260
www.sociuscapital.com
jeff@sociuscapital.com

Socius Capital is lower middle-market private equity investor that targets stable, profitable businesses in the manufacturing, distribution, and services sectors. The Firm prefers opportunities in the Southern US with recurring business models, defensible barriers to entry, and non-cyclical revenue. Transaction situations include management buyouts, recapitalizations, shareholder liquidity needs, and growth capital financings. Socius Capital is based in Ketchum, Idaho.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Distribution, Electrical Equipment, Environmental, Healthcare Services, Machinery, Manufacturing

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

Geographic Preferences: South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 2 -
Investment Size 3 15
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.4/yr) # 1 - - 1 - 1 3
  8

Most Recent M&A

Company Date Value Type
Western Machine Works LLC 2023-03-28 - Trade Sale
Portland, Oregon · www.westernmachine.com
Pioneer Recycling Services LLC 2021-12-28 - Secondary Sale
Tacoma, Washington · www.pioneerrs.com
Western Machine Works LLC 2018-04-02 - Buyout (LBO, MBO, MBI)
Portland, Oregon · www.westernmachine.com
Pioneer Recycling Services LLC 2014-12-05 - Growth Capital
Tacoma, Washington · www.pioneerrs.com
Precision Machine & Manufacturing Co. LLC 2014-03-17 - Buyout (LBO, MBO, MBI)
Eugene, Oregon · www.premach.com
Wazee Companies, LLC 2013-01-02 - Trade Sale
Denver, Colorado · www.wazeeco.com
Wazee Companies, LLC 2009-03-23 - Buyout (LBO, MBO, MBI)
Denver, Colorado · www.wazeeco.com
Pacific Pharmacy Group 2007-12-03 - Growth Capital
Mission Viejo, California · www.pacificpharmacygroup.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (50%) - 2 (40%) -
Electrical Equipment - - 1 (20%) -
Environmental - - 1 (20%) -
Machinery 1 (50%) - 1 (20%) -
Total 2 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 5 (100%) -
  Oregon 1 (50%) - 2 (40%) -
  California 1 (50%) - 1 (20%) -
  Washington - - 1 (20%) -
  Colorado - - 1 (20%) -
Total 2 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 3 (60%) -
Growth Capital 1 (50%) - 2 (40%) -
Total 2 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (33%) -
Trade Sale 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Total 3 -

M&A Connections

Deals
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Specialist/Generalist

Generalist

Leadership

David Woodward

Co-Founder & Managing Director

Jeffrey Lamb

Co-Founder & Managing Director

Stephen Hill

Managing Director

FAQ

What type of investor is Socius Capital LLC?

Socius Capital LLC is a private equity firm.

Where is Socius Capital LLC headquartered?

Socius Capital LLC is headquartered in Ketchum, Idaho.

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