Stellus Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stellus Capital Management has acquired 9 companies. It has also invested in 3 others.

Stellus Capital Management’s most common sectors for investment aremarketing (22%) and transportation (11%) . The Firm’s most common investment types include secondary buyout (27%) and buyout (lbo, mbo, mbi) (22%). In total, Stellus Capital Management has invested in 13 US states.

In the last 3 years, Stellus Capital Management has exited 2 companies. The Firm’s most common exit type is trade sale (60%).

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M&A Summary

  • M&A Total Activity24
    • M&A Buy Activity19
    • M&A Sell Activity5
  • Total Sectors Invested 13
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 15

Stellus Capital Management

4400 Post Oak Parkway, Suite 2200,
Houston, Texas 77027
United States
(713) 292-5400
www.stelluscapital.com
Info@stelluscapital.com

Stellus Capital Management is a provider of debt and equity capital to middle-market companies headquartered throughout the US and Canada. For credit commitments, Stellus looks to provide $10 to $50 million of capital to help support buyouts, acquisitions, recapitalization, growth opportunities, rescue financing, distressed situations, as well as bridge loans. Sectors' of interest for Stellus' credit practice includes business services, energy, general industrial, government, healthcare, software and specialty finance. Stellus' equity practice seeks to provide $30 to $50 million to small and mid-sized energy (upstream, oilfield services, midstream) companies. Stellus Capital was originally formed in 2004 as Laminar Direct Capital and operated as the direct investing unit of D.E. Shaw. The Group became independent in 2012. Stellus has offices in Houston, New York City, and Washington DC.


Investment Criteria

Sectors of Interest: Business Services, Energy Services and Equipment, Financial Services, Healthcare Services, Machinery, Oil/Gas Exploration, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 8 -
Investment Size 30 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (2.6/yr) # 6 1 2 3 7 - 19
Sell (0.4/yr) # 3 - 1 - 1 - 5
  24

Most Recent M&A

Company Date Value Type
Onpoint Industrial Services 2022-11-28 - Secondary Buyout
Deer Park, Texas · www.onpoint-us.com
Curion LLC 2022-08-25 - Recapitalization
Chamblee, Georgia · www.curioninsights.com
Baker Manufacturing Co. 2022-07-12 - Secondary Buyout
Evansville, Wisconsin · www.bakermfg.com
Heat Makes Sense, Inc. 2022-05-12 - Buyout (LBO, MBO, MBI)
Brooklyn, New York · www.loveamika.com
Eva NYC 2022-05-12 - Buyout (LBO, MBO, MBI)
Brooklyn, New York · www.eva-nyc.com
Pearl Media 2022-04-28 - Acquisition Financing
Montclair, New Jersey · www.pearlmedia.com
Bishop Lifting Products, Inc. 2022-02-02 - Divestiture
Houston, Texas · www.lifting.com
Munch's Supply Co., Inc. 2022-01-11 - Add-on Acquisition
Hillside, Illinois · www.munchsupply.com
Ledge Lounger, Inc. 2021-11-10 - Recapitalization
Katy, Texas · www.ledgeloungers.com
Gen3 Marketing LLC 2021-09-21 - Secondary Buyout
Blue Bell, Pennsylvania · www.gen3marketing.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Elliott Aviation 2020-02-03 Elliott Aviation - FBO assets and operations 2022-09-22 1
Milan, Illinois · www.elliottaviation.com Des Moines, Iowa

M&A by Sector

Sector Current # Value All-time # Value
Marketing 4 (31%) - 4 (21%) -
Consumer Products 2 (15%) - 2 (11%) -
Distribution - - 2 (11%) -
Transportation - - 2 (11%) -
Aerospace 1 (8%) - 1 (5%) -
Automotive - - 1 (5%) -
Business Services 1 (8%) - 1 (5%) -
Consumer Services 1 (8%) - 1 (5%) -
Furniture 1 (8%) - 1 (5%) -
Machinery 1 (8%) - 1 (5%) -
Manufacturing 1 (8%) - 1 (5%) -
Media - - 1 (5%) -
Software 1 (8%) - 1 (5%) -
Total 13 - 19 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 19 (100%) -
  Texas 3 (23%) - 4 (21%) -
  New York 2 (15%) - 2 (11%) -
  Pennsylvania 1 (8%) - 2 (11%) -
  Illinois 1 (8%) - 2 (11%) -
  District of Columbia 1 (8%) - 1 (5%) -
  Arizona 1 (8%) - 1 (5%) -
  Wisconsin 1 (8%) - 1 (5%) -
  Virginia 1 (8%) - 1 (5%) -
  New Jersey 1 (8%) - 1 (5%) -
  Georgia 1 (8%) - 1 (5%) -
  California - - 1 (5%) -
  Indiana - - 1 (5%) -
  Florida - - 1 (5%) -
Total 13 - 19 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 3 (23%) - 5 (26%) -
Buyout (LBO, MBO, MBI) 3 (23%) - 4 (21%) -
Recapitalization 3 (23%) - 4 (21%) -
Growth Capital 2 (15%) - 2 (11%) -
Acquisition Financing 1 (8%) - 1 (5%) -
Divestiture 1 (8%) - 1 (5%) -
Special Situations/Distressed - - 1 (5%) -
Venture - - 1 (5%) -
Total 13 - 19 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (80%) -
Secondary Sale 1 (20%) -
Total 5 -

M&A Connections

Deals
Acquired from
Investor(s)
32%
6 (32%)
Strategic(s)
5%
1 (5%)
Exited to
Investor(s)
20%
1 (20%)
Strategic(s)
80%
4 (80%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.5B USD

Established

2004

Specialist/Generalist

Generalist

Leadership

Dean D’Angelo

Founding Partner

Joshua Davis

Founding Partner

Todd Overbergen

Founding Partner

W. Todd Huskinson

Founding Partner

Adam Pollock

Managing Director

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