The Gladstone Companies Mergers and Acquisitions Summary

Lender Profile

The Gladstone Companies’ most common sectors for investment aremanufacturing (22%) and food (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and secondary buyout (31%). In total, The Gladstone Companies has invested in 14 US states. Its largest (disclosed) acquisition occurred in 2006 when it acquired ACME Cryogenics for $23M.

In the last 3 years, The Gladstone Companies has exited 6 companies. The Firm’s most common exit type is secondary buyout (45%). The Gladstone Companies’ largest (disclosed) exit occurred in 2010 when it sold A. Stucki for $52M.

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M&A Summary

  • M&A Total Activity41
    • M&A Buy Activity23
    • M&A Sell Activity18
  • Total Sectors Invested 17
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 22
  • M&A Advisors 2

The Gladstone Companies

1521 Westbranch Drive Suite 100,
McLean, Virginia 22102
United States
(703) 287-5800
www.gladstonecompanies.com
gladstone@gladstonecompanies.com

The Gladstone Companies manages a series of publicly traded investment vehicles and looks to make debt and equity investments in US-based small to middle-market businesses. The Firm focuses on second lien debt, mezzanine debt, secured and unsecured subordinated loans, equity and real estate sale leasebacks. Target investments generally range from $5 to $30 million in companies with over $3 million in EBITDA. Target sectors include manufacturing, industrial products, business and government Services, media, communications, consumer products and services, healthcare services, transportation, specialty chemicals, and energy services. The Gladstone Companies was formed in 2001 and is based in McLean, Virginia.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Defense, Energy Services and Equipment, Engineering, Healthcare Services, Information Services, Manufacturing, Media, Real Estate, Software, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA 3 -
Investment Size 5 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.0/yr) # 23 - - - - - 23
vol $73M $73M
Sell (1.6/yr) # 10 2 - 5 1 - 18
vol $52M $52M
  41

Most Recent M&A

Company Date Value Type
Circuitronics, Inc. 2022-02-02 - Bankruptcy
Farmers Branch, Texas · www.circuitronics.com
SOG Specialty Knives & Tools LLC 2021-12-20 - Trade Sale
Lynnwood, Washington · www.sogknives.com
Head Country, Inc. 2021-07-06 - Unknown
Ponca City, Oklahoma · www.headcountry.com
Ag Trucking, Inc. 2021-06-02 - Trade Sale
Goshen, Indiana · www.agtrucking.com
Edge Adhesives Holdings, Inc. 2021-05-17 - Trade Sale
Forth Worth, Texas · www.edgeadhesives.com
Frontier Packaging, Inc. 2021-01-06 - Secondary Sale
Tukwila, Washington · www.frontierpackaging.com
Nth Degree, Inc. 2019-12-03 - Secondary Sale
Duluth, Georgia · www.nthdegree.com
Alloy Die Casting Co. 2019-08-26 - Secondary Sale
Buena Park, California · www.adc-aerospace.com
Cambridge Sound Management, Inc. 2018-12-20 - Trade Sale
Waltham, Massachusetts · www.cambridgesound.com
LogoSportswear, Inc. 2018-11-01 - Trade Sale
Cheshire, Connecticut · www.logosoftwear.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 1 (50%) - 5 (22%) 41M (57%)
Food - - 2 (9%) -
Packaging - - 2 (9%) -
Technology Hardware - - 1 (4%) 20M (28%)
Internet Software and Services - - 1 (4%) 11M (16%)
Building Materials - - 1 (4%) -
Business Services - - 1 (4%) -
Chemicals - - 1 (4%) -
Consumer Products - - 1 (4%) -
Consumer Services - - 1 (4%) -
Distribution - - 1 (4%) -
Electrical Equipment - - 1 (4%) -
Machinery - - 1 (4%) -
Medical Products - - 1 (4%) -
Metals/Mining - - 1 (4%) -
Software 1 (50%) - 1 (4%) -
Transportation - - 1 (4%) -
Total 2 - 23 $73M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 23 (100%) 73M (100%)
  California - - 5 (22%) -
  Massachusetts 1 (50%) - 2 (9%) 20M (28%)
  Ohio 1 (50%) - 2 (9%) -
  Pennsylvania - - 2 (9%) 23M (31%)
  Washington - - 2 (9%) -
  Texas - - 2 (9%) -
  Minnesota - - 1 (4%) 18M (25%)
  Connecticut - - 1 (4%) 11M (16%)
  Arkansas - - 1 (4%) -
  Oklahoma - - 1 (4%) -
  Missouri - - 1 (4%) -
  Michigan - - 1 (4%) -
  Indiana - - 1 (4%) -
  Georgia - - 1 (4%) -
Total 2 - 23 $73M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 9 (39%) 20M (28%)
Secondary Buyout - - 7 (30%) 41M (57%)
Recapitalization 1 (50%) - 3 (13%) -
Divestiture - - 2 (9%) 11M (16%)
Growth Capital - - 2 (9%) -
Total 2 - 23 $73M

Exits by Deal Type

Type Total # Value
Secondary Sale 8 (44%) 52M (100%)
Trade Sale 5 (28%) -
Trade Sale - Public Company 3 (17%) -
Bankruptcy 1 (6%) -
Unknown 1 (6%) -
Total 18 $52M

Top M&A Advisors

Financial Deals
Prestwick Partners LLC
 2
BB&T Capital Markets
 1

Deal Values

buy # Total
< $100M 4 $73M
TOTAL $73M
Largest ACME Cryogenics, Inc.
$23M (2006-12-28)
sell # Total
< $100M 1 $52M
TOTAL $52M
Largest A. Stucki Co.
$52M (2010-06-29)

M&A Connections

Deals
Acquired from
Investor(s)
35%
8 (35%)
Strategic(s)
9%
2 (9%)
Exited to
Investor(s)
44%
8 (44%)
Strategic(s)
44%
8 (44%)

Investor Summary

Investor Type

Lender

Size

Large

PE Assets

2.0B USD

Established

2001

Specialist/Generalist

Generalist

Leadership

David Gladstone

Founder, Chairman & CEO

Terry Lee Brubaker

COO & Vice Chairman

Mike McQuigg

Executive Vice President & Senior Managing Director (Gladstone Capital)

Kyle Largent

Executive Vice President & Senior Managing Director (Gladstone Investment)

Aditi Loretta

CAO (Gladstone Land)

FAQ

When was The Gladstone Companies founded?

The Gladstone Companies was founded in 2001.

What type of investor is The Gladstone Companies?

The Gladstone Companies is a lender.

Where is The Gladstone Companies headquartered?

The Gladstone Companies is headquartered in McLean, Virginia.

How much capital does The Gladstone Companies have under management?

The Gladstone Companies has 2.0B USD under management.

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