Sole Source Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Sole Source Capital has acquired 8 companies.

Sole Source Capital’s most common sectors for investment arebusiness services (25%) and distribution (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (75%) and add-on acquisition (13%). In total, Sole Source Capital has invested in 6 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 Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 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 (1.6/yr) # - - 2 1 2 3 8
Sell (0.2/yr) # - - - 1 - - 1
  9

Most Recent M&A

Company Date Value Type
I.D. Images LLC 2021-08-03 - Buyout (LBO, MBO, MBI)
Brunswick, Ohio · www.idimages.com
Peak Technologies, Inc. 2021-04-09 - Secondary Buyout
Columbia, Maryland · www.peaktech.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 (29%) - 2 (25%) -
Distribution 1 (14%) - 2 (25%) -
Information Technology 2 (29%) - 2 (25%) -
Packaging 1 (14%) - 1 (13%) -
Plastics 1 (14%) - 1 (13%) -
Total 7 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 8 (100%) -
  Texas 2 (29%) - 2 (25%) -
  California 1 (14%) - 2 (25%) -
  Ohio 1 (14%) - 1 (13%) -
  Minnesota 1 (14%) - 1 (13%) -
  Massachusetts 1 (14%) - 1 (13%) -
  Maryland 1 (14%) - 1 (13%) -
Total 7 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (71%) - 6 (75%) -
Add-on Acquisition 1 (14%) - 1 (13%) -
Secondary Buyout 1 (14%) - 1 (13%) -
Total 7 - 8 -

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
KeyBanc Capital Markets
 1

M&A Connections

Deals
Acquired from
Investor(s)
13%
1 (13%)
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

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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