M&A Deal Summary

Brentwood Associates Acquires Excelligence Learning

On January 7, 2015, private equity firm Brentwood Associates acquired retailer Excelligence Learning

Acquisition Highlights
  • This is Brentwood Associates’ 7th transaction in the Retail sector.
  • This is Brentwood Associates’ 26th transaction in the United States.
  • This is Brentwood Associates’ 8th transaction in California.

M&A Deal Summary
Date 2015-01-07
Target Excelligence Learning
Sector Retail
Buyer(s) Brentwood Associates
Deal Type Secondary Buyout
Advisor(s) William Blair (Financial)
Norton Rose Fulbright (Legal)

Target

Excelligence Learning

Monterey, California, United States
Excelligence Learning is a developer, manufacturer, distributor, and multi-channel retailer of educational products. The company provides a full-line selection of branded, private label, and proprietary products across several categories, including arts and crafts, infant and toddler, active play, dramatic play, furniture and equipment, math, language, and science. Excelligence Learning was formed in 1985 and is headquartered in Monterey, California.

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Buyer(S) 1

Buyer

Brentwood Associates

Los Angeles, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1972
PE ASSETS 2.4B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Brentwood Associates is a private equity firm focused on long-term investments in middle-market growth companies. Brentwood typically targets investments in consumer-related businesses. Specific areas of interest include action sports/outdoor lifestyle products, business services, consumer products/services, direct marketing, distribution, education, health/wellness, marketing services, specialty media, specialty retail, and sporting goods. Brentwood's preferred equity investment size is $50 to $200 million. Brentwood Associates was formed in 1972 and is based in Los Angeles.

DEAL STATS #
Overall 29 of 48
Sector (Retail) 7 of 9
Type (Secondary Buyout) 5 of 11
State (California) 8 of 12
Country (United States) 26 of 45
Year (2015) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-10-16 Z Gallerie

Gardena, California, United States

Z Gallerie is focused on designing and sourcing proprietary products that encompass the best design ideas from around the world. The company’s specific and distinct merchandise offering attracts both affluent and aspirational customers, and can create an entire room that is both fashionable and stunning. Z Gallerie has an enthusiastic culture and strong management team that has been delivering unique, on-trend products at affordable price points for over 35 years. Z Gallerie was formed in 1979 and is based in Gardena, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-02 Spectrum Clubs

El Segundo, California, United States

Spectrum Clubs, Inc. operates 23 upscale athletic clubs with 12 locations in the Los Angeles, CA market and 11 locations in San Antonio, TX.

Sell -
Mergr

Product

Company

Legal