Sole Source Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Sole Source Capital has acquired 7 companies.

Sole Source Capital’s most common sectors for investment are business services (29%) and distribution (29%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (72%) and add-on acquisition (15%). In total, Sole Source Capital has invested in 5 US states.

In the last 3 years, Sole Source Capital 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 Activity8
    • M&A Buy Activity7
    • M&A Sell Activity1
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Sole Source Capital LLC

1299 Ocean Avenue, Suite 410,
Santa Monica, California 90401
United States
(310) 929-2450
www.solesourcecapital.com
info@solesourcecapital.com

Sole Source Capital is a private investment group focused on taking control positions in established companies with sustainable competitive advantages. The Firm looks to commit up to $75 million per transaction and will consider a variety of investment situations including management buyouts, divestitures, and special situations. Sectors of interest include manufacturing, distribution, automation, environmental services, motion control equipment, oil/gas exploration, energy services, refining/midstream, agriculture, mining services, logistics, metal services, manufacturing, and specialty chemicals. Sole Source Capital was formed in 2016 and is headquartered in Santa Monica, California.


Investment Criteria

Sectors of Interest: Agriculture, Business Services, Chemicals, Distribution, Energy Services and Equipment, Environmental, Information Technology, Machinery, Manufacturing, Metals/Mining, Oil/Gas Exploration, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Special Situations/Distressed

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 20
Investment Size - 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.4/yr) # - - 2 1 2 2 7
Sell (0.2/yr) # - - - 1 - - 1
  8

Most Recent M&A

Company Date Value Type
Peak-Ryzex, Inc. 2021-04-09 - Secondary Buyout
Columbia, Maryland · www.peak-ryzex.com
Optical Phusion, Inc. 2021-04-09 - Buyout (LBO, MBO, MBI)
Littleton, Massachusetts · www.opticalphusion.com
Dallas Plastics 2020-10-07 - Add-on Acquisition
Mesquite, Texas · www.dallasplastics.com
Supply Chain Services LLC 2020-05-06 - Buyout (LBO, MBO, MBI)
Oakdale, Minnesota · www.supplychainservices.com
Worldwide Produce 2019-10-25 - Buyout (LBO, MBO, MBI)
Los Angeles, California · www.wwproduce.com
Individual FoodService 2019-10-17 - Secondary Buyout
Bell, California · www.individualfoodservice.com
Individual FoodService 2018-06-27 - Buyout (LBO, MBO, MBI)
Bell, California · www.individualfoodservice.com
Premier Flow Control LLC 2018-02-16 - Buyout (LBO, MBO, MBI)
Corsicana, Texas · www.premierflowcontrol.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (33%) - 2 (29%) -
Distribution 1 (17%) - 2 (29%) -
Information Technology 2 (33%) - 2 (29%) -
Plastics 1 (17%) - 1 (14%) -
Total 6 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 7 (100%) -
  Texas 2 (33%) - 2 (29%) -
  California 1 (17%) - 2 (29%) -
  Minnesota 1 (17%) - 1 (14%) -
  Massachusetts 1 (17%) - 1 (14%) -
  Maryland 1 (17%) - 1 (14%) -
Total 6 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (67%) - 5 (71%) -
Add-on Acquisition 1 (17%) - 1 (14%) -
Secondary Buyout 1 (17%) - 1 (14%) -
Total 6 - 7 -

Exits by Deal Type

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

M&A Connections

Deals
Acquired from
Investor(s)
14%
1 (14%)
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Size

Small

PE Assets

160M USD

Established

2016

Specialist/Generalist

Generalist

Leadership

David Fredston

Managing Partner

Bruno Adoric

CFO & CCO

Todd Ferguson

Managing Director, Operations

Scott Sussman

Partner, M&A

Dewey Turner III

Partner, Operations

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