Stellus Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stellus Capital Management has acquired 4 companies. It has also invested in 1 other.

Stellus Capital Management’s most common sectors for investment aretransportation (19%) and distribution (19%) . The Firm’s most common investment types include recapitalization (28%) and secondary buyout (28%). In total, Stellus Capital Management has invested in 8 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 Activity16
    • M&A Buy Activity11
    • M&A Sell Activity5
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 12

Stellus Capital Management

4400 Post Oak Parkway, Suite 2200,
Houston, Texas 77027
United States
(713) 292-5400
www.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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.0/yr) # 6 - 1 2 2 - 11
Sell (0.6/yr) # 2 1 - 1 - 1 5
  16

Most Recent M&A

Company Date Value Type
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
Cars Protection Plus, Inc. 2020-10-01 - Secondary Buyout
Murrysville, Pennsylvania · www.carsprotectionplus.com
3Pillar Global, Inc. 2020-03-10 - Growth Capital
Fairfax, Virginia · www.3pillarglobal.com
Elliott Aviation 2020-02-03 - Recapitalization
Milan, Illinois · www.elliottaviation.com
Munch's Supply Co., Inc. 2019-04-12 - Secondary Buyout
Hillside, Illinois · www.munchsupply.com
Fleetgistics, Inc. 2018-11-14 - Add-on Acquisition
Orlando, Florida · www.fleetgistics.com
Cars Protection Plus, Inc. 2015-12-31 - Recapitalization
Murrysville, Pennsylvania · www.carsprotectionplus.com
Aurora Parts & Accessories LLC 2015-09-30 - Secondary Buyout
Lebanon, Indiana · www.auroraparts.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Distribution - - 2 (18%) -
Transportation - - 2 (18%) -
Aerospace 1 (20%) - 1 (9%) -
Automotive - - 1 (9%) -
Consumer Services 1 (20%) - 1 (9%) -
Furniture 1 (20%) - 1 (9%) -
Marketing 1 (20%) - 1 (9%) -
Media - - 1 (9%) -
Software 1 (20%) - 1 (9%) -
Total 5 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 11 (100%) -
  Texas 1 (20%) - 2 (18%) -
  Pennsylvania 1 (20%) - 2 (18%) -
  Illinois 1 (20%) - 2 (18%) -
  Virginia 1 (20%) - 1 (9%) -
  Arizona 1 (20%) - 1 (9%) -
  Indiana - - 1 (9%) -
  Florida - - 1 (9%) -
  California - - 1 (9%) -
Total 5 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 2 (40%) - 3 (27%) -
Secondary Buyout 1 (20%) - 3 (27%) -
Buyout (LBO, MBO, MBI) 1 (20%) - 2 (18%) -
Growth Capital 1 (20%) - 1 (9%) -
Special Situations/Distressed - - 1 (9%) -
Venture - - 1 (9%) -
Total 5 - 11 -

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)
27%
3 (27%)
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

Robert Ladd

Managing Partner, Chairman & CEO

Adam Pollock

Managing Director

Colin Baker

Managing Director

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