Ten Oaks Group Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Ten Oaks Group has acquired 4 companies.

Ten Oaks Group’s most common sectors for investment arebuilding materials (25%) and manufacturing (25%) . The Firm’s most common investment types include divestiture (100%). In total, Ten Oaks Group has invested in 3 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2021 when it acquired Forward Air - Pool Distribution Business for $20M.

Join Mergr to view Ten Oaks Group’s full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 4
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 4

Ten Oaks Group

1133 Metropolitan Ave,
Charlotte, North Carolina 28204
United States
www.tenoaksgroup.com

Ten Oaks Group is a two family, family office focused on acquiring corporate divestitures. The Firm is sector agnostic and will consider profitable business units across North America with up to $50 million of EBITDA. Ten Oaks Group is based in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Distribution, Financial Services, Food, Internet Software and Services, Manufacturing, Software, Technology Hardware, Transportation

Target Transaction Types: Divestiture

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - 35
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.8/yr) # - - - 1 2 1 4
vol $11M $20M $31M
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Togama S.A.U. 2022-05-11 - Divestiture
Villarreal, Spain · www.togamamosaic.com
Forward Air Corp. - Pool Distribution Business 2021-02-12 20M USD Divestiture
Greeneville, Tennessee
Worthington Industries, Inc. - Oil & Gas Equipment Business 2021-02-01 - Divestiture
Bremen, Ohio
Standex International Corp. - Refrigerated Solutions Group 2020-03-13 11M USD Divestiture
New Albany, Mississippi
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Transportation 1 (25%) 20M (65%) 1 (25%) 20M (65%)
Manufacturing 1 (25%) 11M (35%) 1 (25%) 11M (35%)
Building Materials 1 (25%) - 1 (25%) -
Oil/Gas Exploration 1 (25%) - 1 (25%) -
Total 4 $31M 4 $31M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (75%) 31M (100%) 3 (75%) 31M (100%)
  Tennessee 1 (25%) 20M (65%) 1 (25%) 20M (65%)
  Mississippi 1 (25%) 11M (35%) 1 (25%) 11M (35%)
  Ohio 1 (25%) - 1 (25%) -
Spain 1 (25%) - 1 (25%) -
Total 4 $31M 4 $31M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Divestiture 4 (100%) 31M (100%) 4 (100%) 31M (100%)
Total 4 $31M 4 $31M

Deal Values

buy # Total
< $100M 2 $31M
TOTAL $31M
Largest Forward Air Corp. - Pool Distribution Business
$20M (2021-02-12)

M&A Connections

Deals
Acquired from
Strategic(s)
100%
4 (100%)

Investor Summary

Investor Type

Family Office

Size

Small

Specialist/Generalist

Generalist

Leadership

Matt Magan

Partner

Michael Hahn

Partner

Anthony Lorubbio

Operating partner

John Ioannou

Operating partner

John Moorefield

Operating partner

 Subscribe to unlock this and 185,641
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.4K Private Equity Firms
  • 176K M&A Transactions
  • 181K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 66K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal