M&A Deal Summary |
|
|---|---|
| Date | 2011-11-01 |
| Target | Nelbud |
| Sector | Business Services |
| Buyer(s) |
Source Capital
Merion Investment Partners Monroe Capital |
| Sellers(s) |
KLH Capital
Plexus Capital |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2002 |
| Size | Small |
| Type | Sector Agnostic |
Source Capital is a private equity firm that invests in mature, smaller companies in a variety of sectors. The Firm generally looks to support management-backed leveraged acquisitions, recapitalizations, growth financings, and various turnaround situations. Source Capital's broad industry focus includes business services, consumer, distribution/supply, healthcare, and light manufacturing. The Firm prefers control investments, but will selectively review minority situations. Target companies are typically profitable with at least $2 million in EBITDA. Source Capital will not invest in venture deals, high tech, or real estate. Source Capital was formed in 2002 and is based in Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 43 |
| Sector: Business Services M&A | 2 of 5 |
| Type: Secondary Buyout M&A Deals | 3 of 4 |
| State: Indiana M&A | 2 of 2 |
| Country: United States M&A | 14 of 43 |
| Year: 2011 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-08-01 |
Renew Recycling
Clayton, North Carolina, United States Renew Recycling is a recycler of ferrous and non-ferrous metals with primary yard. Wise Recycling buys scrap metal from peddlers, scrap dealers and manufacturing companies, provides for the transportation of the materials to its facilities and processes the material for sale. Renew Recycling is based in Clayton, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-04-02 |
Vital Smiles of Georgia
Norcross, Georgia, United States Vital Smiles of Georgia is a dental practice management company that focuses on children’s oral health services by providing operative and preventative care. Vital Smiles of Georgia is based in Norcross, Georgia. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 425M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Merion Investment Partners is a mezzanine finance firm that provides subordinated debt to middle-market growth Companies generating at least $10 million in sales and at least $2 million in EBITDA. Merion focuses on opportunities in business services, specialty manufacturing, and healthcare services and products. Merion's invests in the range of $4 and $20 million per transaction. Merion Investment Partners was formed in 2003 and is based in King of Prussia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 39 |
| Sector: Business Services M&A | 3 of 5 |
| Type: Secondary Buyout M&A Deals | 1 of 2 |
| State: Indiana M&A | 1 of 2 |
| Country: United States M&A | 13 of 39 |
| Year: 2011 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-09-16 |
ShelterLogic
Watertown, Connecticut, United States ShelterLogic is a manufacturer and marketer of fabric-covered, steel frame shelters and canopies for diverse consumer and commercial applications, including sheds, garages, greenhouses, and pop-up canopies. ShelterLogic was founded in 1991 and is based in Watertown, Connecticut. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-01-12 |
Shades of Light
Richmond, Virginia, United States Shades of Light is a designer and retailer, catalog & e-commerce, of lighting and other home furnishings sold to individuals and interior design companies. Shades of Light was founded in 1986 and is based in Richmond, Virginia. |
Buy | - |
| Category | Lender |
|---|---|
| Founded | 2004 |
| PE ASSETS | 14.1B USD |
| Size | Mega |
| Type | Sector Agnostic |
Monroe Capital is a provider of senior and junior debt and equity co-investments to middle-market companies in the US and Canada. Investment types include unitranche financings, cash flow and enterprise value based loans, asset based loans, acquisition facilities, mezzanine debt, second lien or last-out loans and equity co-investments. Monroe Capital is a generalist investor and will consider companies in the healthcare, technology, media, retail, consumer sectors. Monroe Capital was formed in 2004 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 135 |
| Sector: Business Services M&A | 2 of 13 |
| Type: Secondary Buyout M&A Deals | 3 of 21 |
| State: Indiana M&A | 1 of 1 |
| Country: United States M&A | 27 of 134 |
| Year: 2011 M&A | 7 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-09-30 |
Brook Furniture Rental
Lake Forest, Illinois, United States Brook Furniture Rental primarily rents furniture, accessories and related services to individuals, corporations and small companies in the “rent-to-rent” segment of the furniture rental industry. The “rent-to-rent” segments serve both corporate and individual customers who desire flexibility in meeting their temporary and transitional needs. Brook Furniture Rental was founded in 1979 and is based in Lake Forest, Illinois. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-01-11 |
Benton
Douglasville, Georgia, United States Benton is a distribution and pipeline contractor in the design, build and testing of premium quality pipeline construction across the United States. Benton was founded in 1961 and is based in Douglasville, Georgia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 700M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
KLH Capital is a private investment firm focused on smaller company investments in a variety of growing industry sectors. KLH helps provide management teams with capital to facilitate recapitalizations, management buy-outs/buy-ins, family successions, and other ownership transitions. KLH generally pursues companies with $4 to $20 million in pre-tax earnings and will consider opportunities across the US. KLH will not invest in start-ups, high technology, software, biotech, restaurants, retail, real estate development, oil and gas operations, or new construction businesses. KLH Capital is based in Tampa, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 18 of 30 |
| Sector: Business Services M&A | 2 of 4 |
| Type: Secondary Buyout M&A Deals | 7 of 14 |
| State: Indiana M&A | 2 of 2 |
| Country: United States M&A | 18 of 30 |
| Year: 2011 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-08-29 |
Energy Hardware Holdings
Greer, South Carolina, United States Energy Hardware is a value-added, global distributor of fasteners, machined parts, seals, and gaskets to the worldwide power generation industry. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-02-25 |
Federal Resources
Stevensville, Maryland, United States Federal Resources is a supplier of highly technical safety and security solutions primarily serving the U.S. military, federal government, and state and local first responders. The company offers procurement & distribution expertise as a provider of technical solutions for highly attractive growth segments of defense, Homeland Security, and first responder markets. It also offers differentiated life cycle sustainment, including consultative support services that create a network of valuable offerings throughout a customer's mission life cycle, including guidance through complex government procurement processes. Federal Resources' end markets include CBRNE (chemical, biological, radiological, nuclear & explosive, and emergency preparedness), C4ISR (command, control, communications, computers, intelligence, and surveillance & reconnaissance), and MRO (maintenance, repair, and operations). Federal Resources was formed in 1986 and is based in Stevensville, Maryland. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1995 |
| PE ASSETS | 2.2B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Plexus Capital is a private equity firm that invests in buyouts, acquisitions, recapitalizations and growth financings in the form of junior and/or equity capital. Plexus focuses on lower middle-market businesses located in the Mid-Atlantic and Southeast areas of the US. The Firm looks for businesses companies in the business services, consumer services, manufacturing, value-added distribution, and healthcare sectors with up to $2 to $15 million of cash-flow. Plexus Capital was formed in 1995 and is based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 44 |
| Sector: Business Services M&A | 2 of 8 |
| Type: Secondary Buyout M&A Deals | 2 of 11 |
| State: Indiana M&A | 1 of 2 |
| Country: United States M&A | 5 of 44 |
| Year: 2011 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-11-01 |
Protect Plus Industries
Hickory, North Carolina, United States Protect Plus Industries is a manufacturer and distributor of retail air filters and related products for home HVAC systems. Protect Plus Industries was founded in 2003 and is based in Hickory, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-12-01 |
Ingram Medical
Sandy, Utah, United States Ingram Medical LLC is an online pharmacy which directly distributes diabetes testing products to patients. |
Buy | - |
