Southlake Equity Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Southlake Equity Group has acquired 1 company.

Southlake Equity Group’s most common sectors for investment are manufacturing (67%) and medical products (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and growth capital (34%). In total, Southlake Equity Group has invested in 5 US states.

In the last 3 years, Southlake Equity Group has exited 1 company. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity6
    • M&A Sell Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Southlake Equity Group LLC

1121 S. Carroll Avenue, Suite 230,
Southlake, Texas 76092
United States
(817) 328-3600
www.southlakeequity.com
info@southlakeequity.com

Southlake Equity Group LLC is a private equity firm focuses on lower middle market manufacturing, distribution and services companies headquartered in the South Central US, Primarily in Texas region. The Firm looks to invests $20 - $50 million in companies with an enterprise value of $20 - $200 million and revenues of between $25 - $200 million. Specific areas of interest include consumer products, business services, healthcare services or devices, Industrial components / assemblies, scientific /industrial instruments, furniture, shelving and storage fixtures, specialty packaging / converters, specialty printing / publishing, building materials manufacturing , fabricated rubber / plastic products and fabricated metal products. The Firm will not invest in restaurants, high-tech, commodities, real estate, and financial services. The verity types of transaction include buy-outs, corporate divestitures, recapitalizations, MBOs and corporate rollups. The Southlake Equity Group LLC was formed in 2007 and is based in Southlake, Texas.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Consumer Products, Distribution, Franchising, Furniture, Healthcare Services, Life Science, Manufacturing, Metals/Mining, Packaging, Plastics, Publishing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 25 200
Target EBITDA - -
Investment Size 20 50
Enterprise Value 20 200
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 4 1 - - 1 - 6
Sell (0.4/yr) # 2 1 - - 1 - 4
  10

Most Recent M&A

Company Date Value Type
Silica Services LLC 2019-10-28 - Divestiture
Sanders, Arizona · www.silicaservicesinc.com
Titan Spine LLC 2019-05-09 - Add-on Acquisition
Mequon, Wisconsin · www.titanspine.com
Titan Spine LLC 2016-07-13 - Growth Capital
Mequon, Wisconsin · www.titanspine.com
American Trailer Work, Inc. 2016-01-04 - Secondary Buyout
Sumner, Texas · www.americantrailerworks.com
Waples Manufacturing, Inc. (TRJ) 2014-10-08 - Secondary Buyout
Fort Worth, Texas · www.waples.com
RC Trailers, Inc. 2012-09-01 - Buyout (LBO, MBO, MBI)
Middlebury, Indiana · www.rctrailers.com
Carry-On Trailer Corp. 2011-01-12 - Secondary Buyout
Lavonia, Georgia · www.carry-ontrailer.com
PJ Trailers, Inc. 2011-01-12 - Merger
Sumner, Texas · www.pjtrailers.com
American Trailer Work, Inc. 2011-01-12 - Growth Capital
Sumner, Texas · www.americantrailerworks.com
PJ Trailers, Inc. 2008-06-01 - Buyout (LBO, MBO, MBI)
Sumner, Texas · www.pjtrailers.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 2 (67%) - 4 (67%) -
Medical Products - - 1 (17%) -
Oil/Gas Exploration 1 (33%) - 1 (17%) -
Total 3 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 6 (100%) -
  Texas - - 2 (33%) -
  Indiana 1 (33%) - 1 (17%) -
  Georgia 1 (33%) - 1 (17%) -
  Arizona 1 (33%) - 1 (17%) -
  Wisconsin - - 1 (17%) -
Total 3 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (33%) - 2 (33%) -
Growth Capital - - 2 (33%) -
Divestiture 1 (33%) - 1 (17%) -
Secondary Buyout 1 (33%) - 1 (17%) -
Total 3 - 6 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (50%) -
Merger 1 (25%) -
Trade Sale - Public Company 1 (25%) -
Total 4 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%
Exited to
PE Firm(s)
86%
6 86%
Strategic(s)
14%
1 14%

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