Socius Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Socius Capital has acquired 1 company.

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

The Firm’s most common exit type is trade sale (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 5

Socius Capital

P. O. Box 7680 , Idaho ,
Ketchum, Idaho 83340
United States
(415) 235-3260
www.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, Distribution, Healthcare Services, Manufacturing

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

Geographic Preferences: East US, Midwest US, 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # 4 - 1 - - - 5
Sell (0.0/yr) # 1 - - - - - 1
  6

Most Recent M&A

Company Date Value Type
Western Machine Works, Inc. 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 - Add-on Acquisition
Eugene, Oregon · www.premach.com
Wazee Companies, LLC 2013-01-02 - Add-on Acquisition
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 (25%) - 1 (20%) -
Electrical Equipment - - 1 (20%) -
Environmental 1 (25%) - 1 (20%) -
Healthcare Services 1 (25%) - 1 (20%) -
Machinery 1 (25%) - 1 (20%) -
Total 4 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 5 (100%) -
  Oregon 2 (50%) - 2 (40%) -
  Washington 1 (25%) - 1 (20%) -
  California 1 (25%) - 1 (20%) -
  Colorado - - 1 (20%) -
Total 4 - 5 -

Acquisitions by Deal Type

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

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (100%) -
Total 1 -

M&A Connections

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

Investor Summary

Size

Small

Specialist/Generalist

Generalist

Leadership

David Woodward

Co-Founder and Managing Director

Jeffrey Lamb

Co-Founder and Managing Director

Stephen Hill

Managing Director

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