Sterling Investment Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Sterling Investment Partners has acquired 1 company. It has also invested in 4 others.

Sterling Investment Partners’ most common sectors for investment are business services (24%) and distribution (20%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and secondary buyout (32%). In total, Sterling Investment Partners has invested in 19 US states. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M.

In the last 3 years, Sterling Investment Partners has exited 2 companies. The Firm’s most common exit type is secondary buyout (62%). Sterling Investment Partners’ largest (disclosed) exit occurred in 2008 when it sold The CBORD Group for $367M.

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M&A Summary

  • M&A Total Activity43
    • M&A Buy Activity25
    • M&A Sell Activity18
  • Total Sectors Invested 13
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 13
  • M&A Advisors 5

Sterling Investment Partners

285 Riverside Avenue, Suite 300,
Westport, Connecticut 06880-4806
United States
(203) 226-8711
www.sterlinglp.com

Sterling Investment Partners is a private equity firm that seeks investments in middle-market businesses with strong market share and high growth potential. Sterling looks for companies generating revenues of $100 to $500 million and EBITDA of $10 to $40 million. Sectors of interest include outsourcing/business services, niche manufacturing & industrial, transportation & logistics, unique distribution, technology-related, energy services, and consumer products & services. Sterling Investment Partners dates back to 1991 and is based in Westport, Connecticut.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Construction, Consumer Products, Consumer Services, Distribution, Education, Electrical Equipment, Electronics, Energy Services and Equipment, Food, Internet Software and Services, Machinery, Manufacturing, Marine, Marketing, Metals/Mining, Oil/Gas Exploration, Restaurants, Retail, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Acquisition Financing, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue 100 500
Target EBITDA 15 40
Investment Size 75 200
Enterprise Value 150 400
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 20 - 2 - 2 1 25
vol $411M $411M
Sell (0.4/yr) # 16 - 1 - 1 - 18
vol $647M $647M
  43

Most Recent M&A

Company Date Value Type
AIMS Companies 2020-04-13 - Growth Capital
Scottsdale, Arizona · www.aimscompanies.com
HeartLand 2019-08-30 - Growth Capital
Mission Woods, Kansas · www.HeartLandcompany.com
Lipari Foods LLC 2019-01-08 - Secondary Buyout
Warren, Michigan · www.liparifoods.com
Marcone Appliance Parts Co. 2019-01-02 - Growth Capital
St Louis, Missouri · www.marcone.com
All My Sons Moving & Storage 2017-09-01 - Buyout (LBO, MBO, MBI)
Carrollton, Texas · www.allmysons.com
Service Logic LLC 2017-07-31 - Secondary Buyout
Denver, Colorado · www.servicelogic.com
Belnick, Inc. 2017-02-02 - Growth Capital
Canton, Georgia · www.belnickinc.com
Aurora Parts & Accessories LLC 2015-09-30 - Secondary Buyout
Lebanon, Indiana · www.auroraparts.com
Power Stop LLC 2015-06-01 - Buyout (LBO, MBO, MBI)
Bedford Park, Illinois · www.powerstop.com
Lazer Spot, Inc. 2015-02-18 - Secondary Buyout
Alpharetta, Georgia · www.lazerspot.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (25%) - 6 (24%) 85M (21%)
Distribution 2 (25%) - 5 (20%) -
Transportation - - 3 (12%) 176M (43%)
Retail - - 2 (8%) 150M (37%)
Automotive 1 (13%) - 1 (4%) -
Consumer Services 1 (13%) - 1 (4%) -
Furniture 1 (13%) - 1 (4%) -
Internet Software and Services - - 1 (4%) -
Manufacturing - - 1 (4%) -
Marketing - - 1 (4%) -
Metals/Mining - - 1 (4%) -
Restaurants 1 (13%) - 1 (4%) -
Technology Hardware - - 1 (4%) -
Total 8 - 25 $411M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 25 (100%) 411M (100%)
  California 1 (13%) - 3 (12%) 85M (21%)
  Georgia 1 (13%) - 2 (8%) -
  Ohio - - 2 (8%) 176M (43%)
  New York - - 2 (8%) 150M (37%)
  New Jersey - - 2 (8%) -
  Texas 1 (13%) - 1 (4%) -
  Missouri 1 (13%) - 1 (4%) -
  Kansas 1 (13%) - 1 (4%) -
  Indiana 1 (13%) - 1 (4%) -
  Illinois 1 (13%) - 1 (4%) -
  Arizona 1 (13%) - 1 (4%) -
  Pennsylvania - - 1 (4%) -
  Nevada - - 1 (4%) -
  Michigan - - 1 (4%) -
  Massachusetts - - 1 (4%) -
  Maryland - - 1 (4%) -
  Florida - - 1 (4%) -
  Connecticut - - 1 (4%) -
  Colorado - - 1 (4%) -
Total 8 - 25 $411M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (25%) - 10 (40%) 235M (57%)
Secondary Buyout 2 (25%) - 8 (32%) -
Growth Capital 4 (50%) - 5 (20%) -
Going Private - - 2 (8%) 176M (43%)
Total 8 - 25 $411M

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (67%) -
IPO 3 (17%) -
Trade Sale - Public Company 2 (11%) 647M (100%)
Bankruptcy 1 (6%) -
Total 18 $647M

Top M&A Advisors

Financial Deals
Robert W. Baird & Co., Inc.
1
Harris Williams & Co.
1
Goldman Sachs Investment Banking Division
1
Legal Deals
Fulbright & Jaworski LLP
2

Deal Values

buy # Total
$100M to $1B 2 $326M
< $100M 1 $85M
TOTAL $411M
Largest Kenan Advantage Group, Inc.
$176M (2001-01-26)
sell # Total
$100M to $1B 2 $647M
TOTAL $647M
Largest The CBORD Group, Inc.
$367M (2008-03-17)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
12 100%
Exited to
PE Firm(s)
83%
15 83%
Strategic(s)
17%
3 17%

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