M&A Deal Summary |
|
|---|---|
| Date | 2018-07-16 |
| Target | Berry Aviation |
| Sector | Airlines |
| Buyer(s) |
Acorn Growth Companies
Congruent Investment Partners Independent Bankers Capital Fund Omega Capital Management |
| Sellers(s) |
Independent Bankers Capital Fund
Main Street Capital |
| Deal Type | Secondary Buyout |
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Acorn Growth Company is a private equity group focused on aerospace and defense opportunities. Acorn looks specifically for companies engaged in aerospace parts manufacturing, aircraft modification and upgrades, engineering services, logistics, procurement and maintenance, repair, and overhaul. Acorn Growth was established in 2005 and is headquartered in Oklahoma City, Oklahoma.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 17 |
| Sector (Airlines) | 1 of 1 |
| Type (Secondary Buyout) | 2 of 2 |
| State (Texas) | 2 of 2 |
| Country (United States) | 11 of 14 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-09-25 |
CIS Secure
Ashburn, Virginia, United States CIS Secure is a provider of secure communications equipment and computing solutions for a wide range of U.S. government customers. CIS is focused on modifying Commercial-off-the-Shelf (“COTS”) communications and network equipment to support stringent government requirements to protect sensitive and classified information from illicit capture or manipulation. CIS Secure was founded in 1992 and is based in Ashburn, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-14 |
DIMO
New Castle, Delaware, United States DIMO is a value-added distributor of operationally critical parts and higher-level assemblies for power, electromechanical, life support, and mission-specific aircraft systems. DIMO was founded in 1994 and is based in New Castle, Delaware. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2009 |
| Size | Small |
| Type | Sector Agnostic |
Congruent Investment Partners is a private investment firm focused on debt and equity investments in mid-sized US companies. Congruent looks to invest in transactions valued from $5 to $50 million and is an opportunistic investor, willing to consider a variety of assets (oil/gas reserves, commercial real estate). Other areas of interest include software, business services, banking, healthcare, waste, media, food, data centers, and cell towers. Congruent Investment Partners was established in 2009 and is based in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 4 |
| Sector (Airlines) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 1 |
| State (Texas) | 2 of 3 |
| Country (United States) | 3 of 4 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-10-30 |
Winzer
Plano, Texas, United States Winzer is a distributor of fasteners and consumable maintenance supplies. The company serves customers engaged in maintenance, repair, and operations activities across a diverse range of end markets including industrial, automotive, institutional, and government. Winzer has a unique business model, whereby it markets and sells its products through a network of nearly 300 independent, route-based franchisees. Winzer was established in 1978 and is based in Plano, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-28 |
AAA Fabrication
Kemp, Texas, United States AAA Fabrication is primarily focuses on providing custom metal fabricated products to customers in the Texas market and beyond, serving many industries including food, environmental, hospitality, logistics, and chemicals, among many others. AAA Fabrication was founded in 2010 and is based in Kemp, Texas. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 100M USD |
| Size | Small |
| Type | Sector Agnostic |
Independent Bankers Capital Fund LP (IBCF) is a private equity partnership that provides equity and junior capital to established lower-middle-market companies primarily in the Southwestern United States. IBC seeks to invest in companies with revenues of $10 to $50 million. Prospective companies are generally profitable with at least $2 million of EBITDA. IBCF targets investments in profitable manufacturing, distribution, or in some cases, service businesses. The Firm looks to invest in the range of $3 to $12 million per transaction. The Group prefers financing change of control, recapitalization and later-stage growth capital needs. IBCF was formed in 1998 and is based in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 23 of 25 |
| Sector (Airlines) | 2 of 2 |
| Type (Secondary Buyout) | 2 of 2 |
| State (Texas) | 18 of 20 |
| Country (United States) | 23 of 25 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-17 |
Dependable Auto Shippers
Mesquite, Texas, United States Dependable Auto Shippers, Inc. is an automobile transport company in the United States, regularly transporting more than 100,000 personally owned vehicles per year. DAS uses it fleet of more than 150 trucks and 90 owned and leased terminals to service two principal types of customers: families who are relocating within the United States and individuals who either buy or sell automobiles using the internet. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-08 |
Capital Precast
San Marcos, Texas, United States Capital Precast is a manufacturer of precast concrete underground utility products. Capital Precast's 80,000 square-foot manufacturing facility has been recognized by the National Precast Concrete Association as one of the top 25 out of 400+ precast concrete manufacturing plants in the U.S. for the past four years. Capital Precast consistently offers strong technical expertise, superior customer service, and best-in-class quality. Capital Precast was founded in 1997 and is based in San Marcos, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2013 |
| PE ASSETS | 30M USD |
| Size | Small |
| Type | Sector Agnostic |
Omega Capital Management LLC is a private equity firm focused on lower middle-market companies in Oklahoma and surrounding states. The Firm looks to invest in businesses generating sales greater than $5 million. Omega Capital pursues a variety of transaction types, including management buyouts, recapitalizations, acquisition financings, and growth financings. Omega Capital was founded in 2013 and is based in Tulsa, Oklahoma.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector (Airlines) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 1 |
| State (Texas) | 1 of 1 |
| Country (United States) | 4 of 4 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-26 |
Raisbeck Engineering
Seattle, Washington, United States Raisbeck Engineering is a developer, marketer and manufacturer of performance improvement systems for some of the most prolific commercial and general aviation aircraft models in the market today. Raisbeck Engineering was founded in 1982 and is based in Seattle, Washington. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-03-19 |
CareATC
Tulsa, Oklahoma, United States CareATC is a technology-driven employee population health management company. CareATC offers customized solutions for employers, including on-site health clinics, personal health assessments and wellness programs, that help reduce healthcare costs by promoting health, preventing disease and providing a shorter path to care. CareATC was founded in 1998 and is based in Tulsa, Oklahoma. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 100M USD |
| Size | Small |
| Type | Sector Agnostic |
Independent Bankers Capital Fund LP (IBCF) is a private equity partnership that provides equity and junior capital to established lower-middle-market companies primarily in the Southwestern United States. IBC seeks to invest in companies with revenues of $10 to $50 million. Prospective companies are generally profitable with at least $2 million of EBITDA. IBCF targets investments in profitable manufacturing, distribution, or in some cases, service businesses. The Firm looks to invest in the range of $3 to $12 million per transaction. The Group prefers financing change of control, recapitalization and later-stage growth capital needs. IBCF was formed in 1998 and is based in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 7 |
| Sector (Airlines) | 1 of 1 |
| Type (Secondary Buyout) | 4 of 4 |
| State (Texas) | 6 of 6 |
| Country (United States) | 7 of 7 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-17 |
Dependable Auto Shippers
Mesquite, Texas, United States Dependable Auto Shippers, Inc. is an automobile transport company in the United States, regularly transporting more than 100,000 personally owned vehicles per year. DAS uses it fleet of more than 150 trucks and 90 owned and leased terminals to service two principal types of customers: families who are relocating within the United States and individuals who either buy or sell automobiles using the internet. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-08 |
Capital Precast
San Marcos, Texas, United States Capital Precast is a manufacturer of precast concrete underground utility products. Capital Precast's 80,000 square-foot manufacturing facility has been recognized by the National Precast Concrete Association as one of the top 25 out of 400+ precast concrete manufacturing plants in the U.S. for the past four years. Capital Precast consistently offers strong technical expertise, superior customer service, and best-in-class quality. Capital Precast was founded in 1997 and is based in San Marcos, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 3.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Main Street Capital Holdings is a public investment firm that invests in mid-market companies to support ownership transitions, recapitalizations, strategic acquisitions, business expansion and other growth initiatives. Main Street looks for businesses opearting in basic industries with positive cash-flow and and defensible competitive advantages. Main Street generally invests $5 to $75 million in companies with $10 to $150 million of revenue and EBITDA of $3 to $20 million. Investments are usually in the form of term debt and/or direct equity. Main Street Capital Corporation was formed in 1997 and is based in Houston, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 34 of 45 |
| Sector (Airlines) | 1 of 1 |
| Type (Secondary Buyout) | 8 of 11 |
| State (Texas) | 17 of 19 |
| Country (United States) | 34 of 45 |
| Year (2018) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-12 |
Impact Telecom
Greenwood Village, Colorado, United States Impact Telecom is a provider of commercial telecommunications services by delivering flexible and effective solutions to the marketplace. The company targets engage in complementary commercial telecommunications activities and operate a retail telecommunications business. Impact Telecom was formed in 2005 and is based in Greenwood Village, Colorado. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-05 |
Tedder Industries
Post Falls, Idaho, United States Tedder Industries creates personal and comfortable solutions primarily for the open and concealed carry consumer market. The Company offers high-quality, competitively priced firearm holsters and accessories for a wide variety of carrying methods. Tedder Industries was founded in 2010 and is based in Post Falls, Idaho. |
Buy | - |
