Spanos Barber Jesse Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Spanos Barber Jesse has acquired 5 companies. It has also invested in 1 other.

Spanos Barber Jesse’s most common sectors for investment are consumer services (20%) and apparel/textiles (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (30%) and growth capital (30%). In total, Spanos Barber Jesse has invested in 8 US states.

In the last 3 years, Spanos Barber Jesse has exited 1 company. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity10
    • M&A Sell Activity1
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4
  • M&A Advisors 2

Spanos Barber Jesse & Co.

2001 North Main Street, Suite 650,
Walnut Creek, California 94596
United States
(415) 848-1990
www.sbjcap.com
info@sbjcap.com

Spanos Barber Jesse & Co. (SBJ) is a private investment firm focused on lower middle-market consumer, business services and healthcare services companies. Prospective transaction types include buyouts, recapitalizations, acquisitions, and growth. SBJ looks to invest $10 to $50 million in companies generating sales up to $100 million and EBITDA of $3 to $15 million. Spanos Barber Jesse & Co. was founded in 2013 and is based in Walnut Creek, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Beverages, Business Services, Consumer Products, Consumer Services, Defense, Distribution, Education, Food, Gaming, Healthcare Services, Information Technology, Leisure, Marketing, Restaurants, Safety/Security, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - 100
Target EBITDA 3 15
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.8/yr) # 1 3 2 2 2 - 10
Sell (0.2/yr) # - - - 1 - - 1
  11

Most Recent M&A

Company Date Value Type
CDM Fitness Holdings (Core Development and Management) 2019-06-13 - Buyout (LBO, MBO, MBI)
, Massachusetts
Moxie Management Group 2019-06-13 - Divestiture
, California
Apple Montessori Schools 2018-09-11 - Recapitalization
Fairfield, New Jersey · www.applemontessorischools.com
Resolvion 2018-07-31 - Buyout (LBO, MBO, MBI)
Charlotte, North Carolina · www.resolvion.com
STAT Health 2018-02-13 - Add-on Acquisition
Bay Shore, New York · www.stathealthny.com
Under Canvas, Inc. 2017-11-28 - Recapitalization
Belgrade, Montana · www.undercanvas.com
DENNIS Uniform Manufacturing Co. 2017-11-16 - Growth Capital
Portland, Oregon · www.dennisuniform.com
Troy Lee Designs, Inc. 2016-12-07 - Growth Capital
Corona, California · www.troyleedesigns.com
Swensons Drive-In Restaurants 2016-05-18 - Growth Capital
Akron, Ohio · www.swensonsdriveins.com
STAT Health 2016-05-06 - Recapitalization
Bay Shore, New York · www.stathealthny.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Resolvion 2018-07-31 Del Mar Recovery Solutions, Inc. 2019-11-11 1
Charlotte, North Carolina · www.resolvion.com Carlsbad, California · www.delmarrecovery.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Services 2 (22%) - 2 (20%) -
Apparel/Textiles 1 (11%) - 1 (10%) -
Business Services 1 (11%) - 1 (10%) -
Consumer Products 1 (11%) - 1 (10%) -
Defense 1 (11%) - 1 (10%) -
Education 1 (11%) - 1 (10%) -
Healthcare Services - - 1 (10%) -
Leisure 1 (11%) - 1 (10%) -
Restaurants 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 10 (100%) -
  California 3 (33%) - 3 (30%) -
  Oregon 1 (11%) - 1 (10%) -
  Ohio 1 (11%) - 1 (10%) -
  North Carolina 1 (11%) - 1 (10%) -
  New Jersey 1 (11%) - 1 (10%) -
  Montana 1 (11%) - 1 (10%) -
  Massachusetts 1 (11%) - 1 (10%) -
  New York - - 1 (10%) -
Total 9 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (33%) - 3 (30%) -
Growth Capital 3 (33%) - 3 (30%) -
Recapitalization 2 (22%) - 3 (30%) -
Divestiture 1 (11%) - 1 (10%) -
Total 9 - 10 -

Exits by Deal Type

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

Top M&A Advisors

Legal Deals
McGuireWoods LLP
1
O'Melveny & Myers LLP
1

M&A Connections

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

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