Spanos Barber Jesse Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Spanos Barber Jesse has acquired 2 companies. It has also invested in 2 others.

Spanos Barber Jesse’s most common sectors for investment areconsumer services (17%) and apparel/textiles (9%) . The Firm’s most common investment types include growth capital (42%) and buyout (lbo, mbo, mbi) (25%). 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 Activity14
    • M&A Buy Activity12
    • M&A Sell Activity2
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.2/yr) # 6 2 2 1 - 1 12
Sell (0.4/yr) # - 1 - - - 1 2
  14

Most Recent M&A

Company Date Value Type
Troy Lee Designs LLC 2022-03-17 - Add-on Acquisition
Corona, California · www.troyleedesigns.com
Rb Wine Associates LLC 2022-02-01 - Growth Capital
Healdsburg, California · www.rackandriddle.com
The Perfect Puree of Napa Valley LLC 2020-10-22 - Growth Capital
Napa, California · www.perfectpuree.com
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
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 (20%) - 2 (17%) -
Apparel/Textiles 1 (10%) - 1 (8%) -
Beverages 1 (10%) - 1 (8%) -
Business Services 1 (10%) - 1 (8%) -
Consumer Products - - 1 (8%) -
Defense 1 (10%) - 1 (8%) -
Education 1 (10%) - 1 (8%) -
Food 1 (10%) - 1 (8%) -
Healthcare Services - - 1 (8%) -
Leisure 1 (10%) - 1 (8%) -
Restaurants 1 (10%) - 1 (8%) -
Total 10 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 12 (100%) -
  California 4 (40%) - 5 (42%) -
  Oregon 1 (10%) - 1 (8%) -
  Ohio 1 (10%) - 1 (8%) -
  North Carolina 1 (10%) - 1 (8%) -
  New Jersey 1 (10%) - 1 (8%) -
  Montana 1 (10%) - 1 (8%) -
  Massachusetts 1 (10%) - 1 (8%) -
  New York - - 1 (8%) -
Total 10 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (40%) - 5 (42%) -
Buyout (LBO, MBO, MBI) 3 (30%) - 3 (25%) -
Recapitalization 2 (20%) - 3 (25%) -
Divestiture 1 (10%) - 1 (8%) -
Total 10 - 12 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (100%) -
Total 2 -

Top M&A Advisors

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

M&A Connections

Deals
Acquired from
Strategic(s)
8%
1 (8%)
Exited to
Strategic(s)
100%
2 (100%)

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