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.

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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

Ten Oaks Management, LLC

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, Building Materials, Business Services, Distribution, Financial Services, Food, Internet Software and Services, Manufacturing, Oil/Gas Exploration, 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 - 50
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 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 - Pool Distribution Business 2021-02-12 20M USD Divestiture
Greeneville, Tennessee
Worthington Industries - Oil & Gas Equipment Business 2021-02-01 - Divestiture
Bremen, Ohio
Standex International - 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 - 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

FAQ

What type of investor is Ten Oaks Group?

Ten Oaks Group is a family office.

Where is Ten Oaks Group headquartered?

Ten Oaks Group is headquartered in Charlotte, North Carolina.

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