Stoic Holdings Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Stoic Holdings has acquired 2 companies.

Stoic Holdings’ most common sectors for investment are manufacturing (67%) and machinery (34%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Stoic Holdings has invested in 3 US states.

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Stoic Holdings

3879 Tennyson St.,
Denver, Colorado 80222
United States
www.stoicholdings.com

Stoic Holdings is a private investment firm focused on acquiring and growing profitable (> $3 million) lower middle-market companies. The Firm will consider investments across North America and prefers companies with healthy margins, sustainable competitive advantages, and scalable business models. Industries of interest include manufacturing, business services, value-added distribution, and healthcare services. Stoic Holdings was formed in 2014 and is headquartered in Denver, Colorado.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Healthcare Services, Machinery, Manufacturing, Test/Measurement Equipment

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Recapitalization

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.4/yr) # 1 - 1 - - 1 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Accredited Home Elevator 2021-01-14 - Buyout (LBO, MBO, MBI)
Barnegat, New Jersey · www.accelevator.com
Arctic Industries LLC 2018-03-30 - Buyout (LBO, MBO, MBI)
Miami, Florida · www.arcticwalkins.com
Store It Cold LLC 2015-10-26 - Buyout (LBO, MBO, MBI)
Marshfield, Massachusetts · www.storeitcold.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 2 (67%) - 2 (67%) -
Machinery 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 3 (100%) -
  New Jersey 1 (33%) - 1 (33%) -
  Massachusetts 1 (33%) - 1 (33%) -
  Florida 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (100%) - 3 (100%) -
Total 3 - 3 -

Investor Summary

Size

Small

Established

2014

Specialist/Generalist

Generalist

Leadership

Michael Dworkis

Co-Founding Partner

Ryan Berk

Co-Founding Partner

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