Spell Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Spell Capital Partners has acquired 5 companies. It has also invested in 3 others.

Spell Capital Partners’ most common sectors for investment are manufacturing (18%) and electrical equipment (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and growth capital (30%). In total, Spell Capital Partners has invested in 21 US states.

In the last 3 years, Spell Capital Partners has exited 5 companies. The Firm’s most common exit type is trade sale (55%). Spell Capital Partners’ largest (disclosed) exit occurred in 2007 when it sold Copperfield for $213M.

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M&A Summary

  • M&A Total Activity75
    • M&A Buy Activity51
    • M&A Sell Activity24
  • Total Sectors Invested 24
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 33
  • M&A Advisors 4

Spell Capital Partners LLC

222 South Ninth Street, Suite 2880,
Minneapolis, Minnesota 55402
United States
(612) 371-9650
www.spellcapital.com
bill@spellcapital.com

Spell Capital Partners is a private equity firm that targets control investments in lower middle-market manufacturing and distribution businesses. Spell targets companies with at least $5 million in annual revenues and minimum EBITDA of $1 million. The Firm's target equity investment size range is $2 to $15 million. Spell prefers opportunities located in the upper-midwestern states of Minnesota, Iowa, Wisconsin, North Dakota, South Dakota, Indiana, Illinois, and Nebraska. Spell Capital Partners was formed in 1988 and is based in Minneapolis, Minnesota.


Investment Criteria

Sectors of Interest: Automotive, Building Materials, Business Services, Chemicals, Consumer Products, Distribution, Education, Electrical Equipment, Energy Services and Equipment, Environmental, Food, Internet Software and Services, Machinery, Manufacturing, Media, Metals/Mining, Plastics, Safety/Security, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 5 -
Target EBITDA 1 -
Investment Size 2 15
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.0/yr) # 41 2 3 2 2 1 51
Sell (1.4/yr) # 17 2 - 3 1 1 24
vol $213M $213M
  75

Most Recent M&A

Company Date Value Type
All About Learning Press, Inc. 2020-08-03 - Growth Capital
Eagle River, Wisconsin · www.allaboutlearningpress.com
Animal Adventure, Inc. 2020-02-19 - Add-on Acquisition
Hopkins, Minnesota · www.animaladventure.com
Ameribest Home Care, Inc. 2019-09-20 - Add-on Acquisition
Philadelphia, Pennsylvania · www.ameribesthomecare.com
Brandywine Communications, Inc. 2019-08-22 - Buyout (LBO, MBO, MBI)
Tustin, California · www.brandywinecomm.com
Complete Packaging, Inc. 2019-07-10 - Growth Capital
, Michigan · www.completepkg.com
Polar Plastics, Inc. 2018-11-01 - Growth Capital
Oakdale, Minnesota · www.polar-plastics.com
Pearson Candy Co. 2018-11-01 - Secondary Buyout
St. Paul, Minnesota · www.pearsonscandy.com
Adler Hot Oil Services LLC 2018-10-29 - Add-on Acquisition
Vernal, Utah
All Safe Global, Inc. 2018-10-11 - Recapitalization
Wyoming, Minnesota · www.allsafe.net
AC Business Media, Inc. 2018-08-30 - Secondary Buyout
Fort Atkinson, Wisconsin · www.acbusinessmedia.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
American Surgical Assistants, Inc. 2011-03-23 Chesapeake Medical Staffing LLC 2018-01-19 2
Houston, Texas · www.asainc.us Timonium, Maryland · www.cms24-7.com
Lone Star Distribution, Inc. 2015-06-28 Europa Sports Products, Inc. 2016-02-24 1
Pompano Beach, Florida · www.lonestardistribution.com Charlotte, North Carolina · www.europasports.com
American Card Services, Inc. 2012-06-01 Production Services Associates LLC 2014-07-09 2
St. Louis, Missouri · www.americancardservices.net Buffalo Grove, Illinois · www.psacards.com
American Card Services, Inc. 2012-06-01 Vesta Card Manufacturing 2013-12-01 1
St. Louis, Missouri · www.americancardservices.net Scottsdale, Arizona
Alliance Recycling Group 2013-11-01 EOS Metals, Inc. 2013-11-01 1
Minneapolis, Minnesota · www.alliancesteelco.com Minneapolis, Minnesota · www.eosmetals.com
American Surgical Assistants, Inc. 2011-03-23 ProAssist Surgical Associates LLC 2013-08-26 1
Houston, Texas · www.asainc.us McKinney, Texas · www.proassistsa.com

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 5 (18%) - 9 (18%) -
Electrical Equipment 2 (7%) - 5 (10%) -
Business Services 3 (11%) - 4 (8%) -
Plastics 2 (7%) - 4 (8%) -
Food 2 (7%) - 3 (6%) -
Healthcare Services 2 (7%) - 3 (6%) -
Machinery - - 3 (6%) -
Consumer Products 1 (4%) - 2 (4%) -
Distribution 1 (4%) - 2 (4%) -
Packaging 2 (7%) - 2 (4%) -
Apparel/Textiles 1 (4%) - 1 (2%) -
Automotive - - 1 (2%) -
Building Materials 1 (4%) - 1 (2%) -
Chemicals - - 1 (2%) -
E-Commerce 1 (4%) - 1 (2%) -
Education - - 1 (2%) -
Energy Services and Equipment - - 1 (2%) -
Environmental 1 (4%) - 1 (2%) -
Internet Software and Services 1 (4%) - 1 (2%) -
Marketing - - 1 (2%) -
Metals/Mining 1 (4%) - 1 (2%) -
Publishing 1 (4%) - 1 (2%) -
Staffing - - 1 (2%) -
Technology Hardware 1 (4%) - 1 (2%) -
Total 28 - 51 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 28 (100%) - 51 (100%) -
  Minnesota 5 (18%) - 10 (20%) -
  Wisconsin 4 (14%) - 7 (14%) -
  Texas 4 (14%) - 4 (8%) -
  Pennsylvania 3 (11%) - 4 (8%) -
  Iowa 1 (4%) - 3 (6%) -
  Illinois 1 (4%) - 3 (6%) -
  Maryland - - 3 (6%) -
  Florida 2 (7%) - 2 (4%) -
  California 2 (7%) - 2 (4%) -
  New Jersey - - 2 (4%) -
  Tennessee 1 (4%) - 1 (2%) -
  Nevada 1 (4%) - 1 (2%) -
  Missouri 1 (4%) - 1 (2%) -
  Michigan 1 (4%) - 1 (2%) -
  Georgia 1 (4%) - 1 (2%) -
  Alabama 1 (4%) - 1 (2%) -
  Utah - - 1 (2%) -
  South Dakota - - 1 (2%) -
  Indiana - - 1 (2%) -
  Connecticut - - 1 (2%) -
  Colorado - - 1 (2%) -
Total 28 - 51 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (36%) - 23 (45%) -
Growth Capital 10 (36%) - 15 (29%) -
Recapitalization 6 (21%) - 8 (16%) -
Secondary Buyout 2 (7%) - 3 (6%) -
Divestiture - - 1 (2%) -
Going Private - - 1 (2%) -
Total 28 - 51 -

Exits by Deal Type

Type Total # Value
Trade Sale 11 (46%) 213M (100%)
Secondary Sale 9 (38%) -
Trade Sale - Public Company 2 (8%) -
Recapitalization 1 (4%) -
Unknown 1 (4%) -
Total 24 $213M

Top M&A Advisors

Financial Deals
Lincoln International
2
Stout Risius Ross LLC
1
R.L. Hulett & Co., Inc.
1
Legal Deals
Briggs and Morgan, P.A.
1

Deal Values

sell # Total
$100M to $1B 1 $213M
TOTAL $213M
Largest Copperfield LLC
$213M (2007-03-10)

M&A Connections

Deals %
Acquired from
PE Firm(s)
80%
4 80%
Strategic(s)
20%
1 20%
Exited to
PE Firm(s)
46%
12 46%
Strategic(s)
54%
14 54%

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