M&A Deal Summary |
|
|---|---|
| Date | 2023-11-07 |
| Target | Unitech Composites |
| Sector | Aerospace |
| Buyer(s) | Charger Investment Partners |
| Sellers(s) |
The Edgewater Funds
Caltius Structured Capital Acorn Growth Companies |
| Deal Type | Secondary Buyout |
| Advisor(s) | KAL Capital Markets LLC (Financial) |
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Charger Investment Partners is a private investment firm focused on middle-market private and public transactions across North America. The Firm will consider a variety of transaction situations including corporate divestitures, recapitalizations, management buyouts and private sales. Prospective companies are generally profitable with sales up to $350 million and EBITDA up to $35 million. Charger Investment Partners is based in Hermosa Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 7 |
| Sector (Aerospace) | 1 of 1 |
| Type (Secondary Buyout) | 2 of 4 |
| State (Idaho) | 1 of 1 |
| Country (United States) | 5 of 7 |
| Year (2023) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-17 |
CMI
Marietta, Georgia, United States CMI is a manufacturer of marine vinyl sheet piling and benefits. CMI’s product line includes vinyl, composite, and aluminum sheet piling for cut-off & containment, flood protection, and water control as well as aluminum docks and access bridges used primarily for access to marine locations. CMI customers include distributors, contractors, engineering firms, commercial institutions (hotels, oil refineries, etc), and government entities. CMI was founded in 1987 and is based in Marietta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-21 |
SBG Holdings
Rockford, Tennessee, United States SBG Holdings is a holding company of subsidiary trade brands providing consumables and associated equipment for the ongoing maintenance, conversion and placement of concrete flooring and other hardscapes through its industry-leading brands of SASE and Bartell Global. SBG Holdings is based in Rockford, Tennessee. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1991 |
| PE ASSETS | 2.8B USD |
| Size | Large |
| Type | Sector Agnostic |
The Edgewater Funds is a private equity firm that targets investments in profitable, middle-market growth companies. Target companies typically have revenues of $20 to $500 million in revenue and EBITDA of $5 to $30 million. The Firm will consider minority and control investments in the form of growth capital financings and traditional buyouts. Edgewater looks for North American businesses operating in a variety of industries. Sectors of interest include business services; financial and government services; consumer products and services; healthcare; IT services and software; and industrial/manufacturing. Edgewater was formed in 1991 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 41 of 42 |
| Sector (Aerospace) | 1 of 1 |
| Type (Secondary Buyout) | 16 of 16 |
| State (Idaho) | 1 of 1 |
| Country (United States) | 40 of 41 |
| Year (2023) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-01 |
Turbine Engine Specialists
Fort Worth, Texas, United States Turbine Engine Specialists is an aftermarket solutions provider of inventory-supported maintenance, repair, overhaul, rental, and distribution services to the global private aviation market. TES was founded in 2001 and is based in Fort Worth, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-30 |
Silver State
Las Vegas, Nevada, United States Silver State provides aftermarket heating, ventilation, air conditioning, refrigeration and plumbing services to a large base of commercial customers across the Southwestern United States. Silver State was founded in 2003 and is based in Las Vegas, Nevada. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Caltius Structured Capital is an investment firm focused on providing junior debt and minority equity to lower middle-market companies throughout North America. The Firm looks to invest between $7 to $50 million in companies with revenues of $15 to $250 million. The Firm pursues a variety of transaction types, including management buyouts, growth financings, and acquisition financings. Sectors of interest include business services, consumer products/services, healthcare services, manufacturing, tech-enabled services, and staffing. Caltius Structured Capital was formed in 1997 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 32 of 32 |
| Sector (Aerospace) | 1 of 1 |
| Type (Secondary Buyout) | 13 of 13 |
| State (Idaho) | 3 of 3 |
| Country (United States) | 32 of 32 |
| Year (2023) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-01-05 |
Profitable Ideas Exchange
Bozeman, Montana, United States Profitable Ideas Exchange is a provider of business development services for consulting and professional services firms. Profitable Ideas Exchange was founded in 2001 and is based in Bozeman, Montana. |
Buy | - |
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 | 6 of 6 |
| Sector (Aerospace) | 2 of 2 |
| Type (Secondary Buyout) | 3 of 3 |
| State (Idaho) | 3 of 3 |
| Country (United States) | 5 of 5 |
| Year (2023) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-11 |
EirTrade
Dublin, Ireland EirTrade is a global aviation asset managers, leasing companies, airlines, and other industry participants, a full suite of end-of-life solutions for aviation assets with expertise and a robust track record across multiple aeroengine and airframe models. EirTrade was formed in 2010 and is based in Dublin, Ireland. |
Buy | - |
