Stoic Holdings Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stoic Holdings has invested in 1 company.

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

In the last 3 years, Stoic Holdings has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 2 - 1 - - - 3
Sell (0.2/yr) # - - - - - 1 1
  4

Most Recent M&A

Company Date Value Type
Arctic Industries LLC 2024-02-20 - Secondary Sale
Azusa, California · www.arcticwalkins.com
Accredited Home Elevator 2021-01-14 - Growth Capital
Barnegat, New Jersey · www.accelevator.com
Arctic Industries LLC 2018-03-30 - Buyout (LBO, MBO, MBI)
Azusa, California · 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 1 (50%) - 2 (67%) -
Machinery 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 3 (100%) -
  New Jersey 1 (50%) - 1 (33%) -
  Massachusetts 1 (50%) - 1 (33%) -
  California - - 1 (33%) -
Total 2 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 2 (67%) -
Growth Capital 1 (50%) - 1 (33%) -
Total 2 - 3 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

Top M&A Advisors

Financial Deals
Brown Gibbons Lang & Co.
 1

M&A Connections

Deals
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2014

Specialist/Generalist

Generalist

Leadership

Michael Dworkis

Co-Founding Partner

Ryan Berk

Co-Founding Partner

FAQ

When was Stoic Holdings founded?

Stoic Holdings was founded in 2014.

What type of investor is Stoic Holdings?

Stoic Holdings is a private equity firm.

Where is Stoic Holdings headquartered?

Stoic Holdings is headquartered in Denver, Colorado.

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