M&A Deal Summary |
|
|---|---|
| Date | 2014-06-17 |
| Target | TASI |
| Sector | Test/Measurement Equipment |
| Buyer(s) | Berwind |
| Sellers(s) |
ClearLight Partners
Black Canyon Capital Industrial Growth Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Robert W. Baird & Co., Inc. (Financial) |
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| Category | Family Office |
|---|---|
| Founded | 1886 |
| Size | Large |
| Type | Sector Agnostic |
Berwind Corporation is a family-owned private investment firm focused on building a diversified portfolio of highly successful manufacturing and service companies. Target companies should be leaders in their respective markets, with strong organic growth prospects, and consistently high margins. Specific areas of interest include pharmaceutical, specialty chemical, office and craft, automotive, and natural resources. Acquisitions of any size are considered if they are assimilated into an existing Berwind company. Potential new platform companies range in value between $300 and $1500 million. Berwind Corporation dates back to 1886 and is based in Philadelphia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 12 |
| Sector (Test/Measurement Equipment) | 1 of 1 |
| Type (Secondary Buyout) | 4 of 6 |
| State (Ohio) | 2 of 2 |
| Country (United States) | 9 of 11 |
| Year (2014) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-11-27 |
National Pen
San Diego, California, United States National Pen Co. LLC is a manufacturer and marketer of custom writing instruments for small and medium businesses. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-04-15 |
Caplugs
Buffalo, New York, United States Caplugs is a designer, manufacturer and marketer of injection-molded plastic and vinyl protection products. Caplugs has six manufacturing processes, including injection molding, vinyl-dip molding, vinyl coating, extrusion, compression molding, and die-cutting that offer customers a wide range of options and bring value as a long-term partner. Caplugs has ten global manufacturing facilities in New York, Pennsylvania, California, Texas, Holland, Belgium, Australia, Canada, and China. Caplugs was founded in 1948 and is headquartered in Buffalo, New York. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 900M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
ClearLight Partners LLC is a private equity firm that invests in mid-sized companies with strong cash-flow margins and limited capital intensity. ClearLight looks for US and Canadian headquartered companies with annual revenues between $25 and $250 million and EBITDA of $4 and $15 million. ClearLight targets investments across a broad range of industries with a particular interest in specialty manufacturing and distribution, business services, education and training, healthcare services, specialty finance, and consumer products and services. The Firm's target investment size is $10 to $50 million per transaction. ClearLight Partners was formed in 2000 and is based in Newport Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 10 |
| Sector (Test/Measurement Equipment) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 3 |
| State (Ohio) | 1 of 1 |
| Country (United States) | 3 of 10 |
| Year (2014) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-10-15 |
Taymax Fitness Holdings
Belmont, New Hampshire, United States Taymax is a Planet Fitness franchisee with more than 100 locations across Texas, Tennessee, Alabama, Georgia, Florida, Pennsylvania, California and Ontario, Canada. Planet Fitness pioneered the high-value, low-price fitness club model and is the leading player in the segment with over 2,000 locations across North America. Taymax Fitness Holdings was founded in 2009 and is based in Belmont, New Hampshire. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-04 |
Apple & Eve
Port Washington, New York, United States Apple & Eve is the privately held producer of 100% fruit juice products in the United States. The company offers more than one hundred different juice products sold under a number of brands including Apple & Eve, Apple & Eve Organics, Sesame Street, Northland, and Seneca. The Company’s products are sold through a variety of channels including grocery, club, mass merchandise, convenience and foodservice. |
Sell | $150M |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 1.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Black Canyon is a private investment firm that targets both equity and debt/mezzanine related investments in middle-market companies. Sectors of interest include business services, consumer products, financial services, industrial/niche manufacturing, healthcare, media, restaurants, and retail. Black Canyon's target investment size is $25 to $50 million in businesses with at least $5 million of EBITDA. Prospective investment situations can include leveraged buyouts, management buyouts, recapitalizations/refinancings, and growth/acquisition financings. Black Canyon Capital was formed in 2004 and is based in Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 7 |
| Sector (Test/Measurement Equipment) | 1 of 1 |
| Type (Secondary Buyout) | 3 of 4 |
| State (Ohio) | 1 of 1 |
| Country (United States) | 6 of 7 |
| Year (2014) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-01-31 |
Malibu Boats
Loudon, Tennessee, United States Malibu Boats is a designer and manufacturer of sport boats. Malibu Boats was founded in 1982 and is based in Loudon, Tennessee. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-04-10 |
Jefferson Dental & Orthodontics
Dallas, Texas, United States Jefferson Dental & Orthodontics provide compassionate, high-quality, affordable and convenient dental and orthodontic care at our more than 70 Jefferson Dental and The Smile Center offices throughout Texas and Oklahoma City. Jefferson Dental & Orthodontics was founded in 1967 and is based in Dallas, Texas. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 3.4B USD |
| Size | Large |
| Type | Sector Focused |
Industrial Growth Partners (IGP) is a private equity firm that invests in privately held, lower middle-market manufacturing and manufacturing services companies. Specific areas of interest include industrial components and equipment, electrical and electronic equipment, process instrumentation and controls, analytical instruments and measuring devices, filtration and pumps, specialty chemicals, plastics, and healthcare/safety equipment. Prospective transaction situations include management buyouts, leveraged buyouts, corporate divestitures, recapitalizations, management buy-ins, and growth capital financings. Target companies typically are profitable and have annual revenues up to $250 million. IGP was formed in 1997 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 17 of 33 |
| Sector (Test/Measurement Equipment) | 4 of 4 |
| Type (Secondary Buyout) | 9 of 14 |
| State (Ohio) | 3 of 4 |
| Country (United States) | 17 of 33 |
| Year (2014) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-06 |
Sanders Industries
Long Beach, California, United States Sanders Industries, Inc., through its subsidiaries, manufactures and markets specialty polymers and metals. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-10-31 |
Grakon
Seattle, Washington, United States Grakon LLC is a designer and manufacturer of highly-engineered and customized lighting systems and components for transportation markets. Grakon was founded in 1977 and is based in Seattle, Washington. |
Buy | - |
