Investment Summary |
|
|---|---|
| Date | 2021-12-07 |
| Target | Millennium |
| Sector | Distribution |
| Investor(s) |
Carlson Private Capital Partners
Broadview Group |
| Deal Type | Stake Purchase |
| Advisor(s) | Craig-Hallum (Financial) |
SEARCH BY
| Category | Family Office |
|---|---|
| Founded | 2018 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Carlson Private Capital Partners is a family office focused on acquiring and investing in profitable, industry-leading businesses in the US and Canada. The Firm targets founder or family owned businesses with $50 to $500 million of revenue and $8 to $40 million of EBITDA. Carlson also looks to work with management teams seeking to transition from private equity ownership to a longer-term investor. Carlson Private Capital Partners was formed in 2018 and is headquartered in Minnetonka, Minnesota.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 6 |
| Sector: Distribution M&A | 2 of 2 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: Wisconsin M&A | 1 of 1 |
| Country: United States M&A | 4 of 6 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-04-13 |
Street Smart Rental
Lino Lakes, Minnesota, United States Street Smart Rental offers short-term and long-term rental options for traffic control companies across the country and Canada. Street Smart Rental was founded in 1999 and is based in Lino Lakes, Minnesota. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-21 |
Thermo Systems
East Windsor, New Jersey, United States Thermo Systems is a global automation control systems integrator. Thermo Systems was founded in 1998 and is based in East Windsor, New Jersey. |
Buy | - |
Broadview Group is a private equity firm providing long-term capital to middle-market businesses across North America. The Firm's services include growth capital investment, strategic guidance, and operational support, enabled by a permanent capital structure that prioritizes long-term value over predefined exit timelines. Broadview’s sector experience encompasses niche manufacturing, specialty distribution, business services, industrial services, food, and agriculture. Broadview Group was founded in 2020 and is headquartered in St.?Louis, Missouri.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 3 |
| Sector: Distribution M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: Wisconsin M&A | 1 of 1 |
| Country: United States M&A | 1 of 3 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-25 |
Certified Recycling
Anaheim, California, United States Certified Recycling is a provider of recycling and waste solutions services. Certified Recycling offers waste reduction services to over 1,000 customers in a variety of industries with our core focus being to provide significant cost savings to our clients while helping them achieve their environmental goals and stay in compliance with local, state, and federal mandates for their waste programs. Certified Recycling was established in 1977 and is based in Anaheim, California. |
Buy | - |
