Swift River Investments Mergers and Acquisitions Summary

Private Equity Profile

Swift River Investments’ most common sectors for investment are energy services and equipment (50%) and consumer products (25%). The Firm’s most common investment types include growth capital (25%) and joint venture (25%). In total, Swift River Investments has invested in 2 US states and 2 different countries.

The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity4
    • M&A Sell Activity2
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Swift River Investments

53 Williams Street,
Upton, Massachusetts 01568
United States
(508) 320-1399
www.swiftriverinvestments.com
info@srinvestments.com

Swift River Investments is a family controlled private equity firm that invests in smaller middle-market companies. Target businesses typically have minimum revenues of $10 million and at least $1 million of EBITDA. Areas of interest include premium consumer products and services, healthcare, and business services. Swift River will not invest in start-ups, technology companies, distressed situations, real estate developments, or unprofitable companies. Swift River was formed in 2005 and is based in Bolton, Massachusetts.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Energy Services and Equipment, Healthcare Services, Internet Software and Services, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 1 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 4 - - - - - 4
Sell (0.0/yr) # 2 - - - - - 2
  6

Most Recent M&A

Company Date Value Type
iLEVEL Solutions LLC 2015-07-23 - Add-on Acquisition
New York, New York · www.ilevelsolutions.com
ROC Service Company LLC 2015-04-29 - Secondary Buyout
Bridgeport, Texas · www.rocserviceco.com
GAMO Outdoor USA, Inc. 2013-08-02 - Secondary Buyout
Rogers, Arkansas · www.gamousa.com
iLEVEL Solutions LLC 2010-07-19 - Growth Capital
New York, New York · www.ilevelsolutions.com
Allied-Horizontal Wireline Services 2010-05-12 - Joint Venture
Houston, Texas · www.alliedwireline.com
ROC Service Company LLC 2009-10-01 - Recapitalization
Bridgeport, Texas · www.rocserviceco.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Energy Services and Equipment 1 (50%) - 2 (50%) -
Consumer Products 1 (50%) - 1 (25%) -
Internet Software and Services - - 1 (25%) -
Total 2 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 3 (75%) -
  Texas 1 (50%) - 2 (50%) -
  New York - - 1 (25%) -
Spain 1 (50%) - 1 (25%) -
  Arkansas 1 (50%) - 1 (25%) -
Domestic 1 (50%) - 3 (75%) -
Cross-border 1 (50%) - 1 (25%) -
Total 2 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 1 (25%) -
Joint Venture 1 (50%) - 1 (25%) -
Recapitalization - - 1 (25%) -
Secondary Buyout 1 (50%) - 1 (25%) -
Total 2 - 4 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
Trade Sale 1 (50%) -
Total 2 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%

Investor Summary

Size

Small

Established

2005

Specialist/Generalist

Generalist

Leadership

David James

Founder & Managing Partner

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