M&A Deal Summary |
|
|---|---|
| Date | 2006-01-03 |
| Target | Shari’s Management |
| Sector | Restaurants |
| Buyer(s) |
Circle Peak Capital
Onex Falcon The Carlyle Group CapitalSource |
| Sellers(s) |
Fairmont Capital
Nicolet Capital Partners Windjammer Capital |
| Deal Type | Secondary Buyout |
| Deal Value | 80M USD |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2002 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Circle Peak Capital is a private investment firm that makes control investments in mid-sized private companies. Circle Peak looks for opportunities in the consumer, industrial, and financial service sectors with low technology risk and high potential for internal growth. The Firm looks to invest alongside others to support management buyouts, acquisition platforms, and recapitalizations involving junior capital commitments. Circle Peak looks to commit up to $100 million in businesses with up to $500 million in revenue. Circle Peak does not invest in biotech, utilities, oil/gas, high technology, drugs, or transportation companies. Circle Peak Capital was formed in 2002 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 6 |
| Sector (Restaurants) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 2 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 2 of 6 |
| Year (2006) | 1 of 3 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-08-15 |
Hill & Valley
Rock Island, Illinois, United States Hill & Valley, Inc. is a baker of sugar free and no-sugar added pies, cookies, and cakes. |
Buy | $30M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-05-03 |
Luxury Optical Holdings
Las Vegas, Nevada, United States Luxury Optical Holdings is a retailer of luxury eyewear with specialty boutiques in key markets across the United States. LOH’s key retail concepts include Robert Marc, Optica, Scene, Morgenthal Frederics, Davante and AuCourant. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 4.5B USD |
| Size | Large |
| Type | Sector Agnostic |
Onex Falcon is a mezzanine finance firm that provides junior capital for North American businesses. Falcon looks to provide $30 to $150 million of subordinated debt to companies with EBITDA of at least $10 million. Falcon has no specific industry focus. Investment proceeds are typically used to support LBOs/MBOs, growth and acquisition financings, restructuring, recapitalizations, take privates, and generational ownership transfers. Onex Falcon was formed in 2000 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 56 |
| Sector (Restaurants) | 1 of 1 |
| Type (Secondary Buyout) | 3 of 8 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 16 of 53 |
| Year (2006) | 2 of 8 |
| Size (of disclosed) | 5 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-01-01 |
Flatiron Financial Services
Centennial, Colorado, United States Doing business as Peak5, Flatiron Financial Services is a loan servicing provider located in Centennial, Colorado. The company serves over 200 clients in 48 states using its advanced technology and unsurpassed customer service to fully customize services for each client. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-07-01 |
Bravo Sports
Santa Fe Springs, California, United States Bravo Sports is a manufacturer of sporting goods and outdoor categories. Bravo provides branded consumer products such as scooters, skateboards, skates, and canopies to a blue-chip customer base across the mass merchants, sporting goods and big-box retailers. Bravo Sports was founded in 1965 and is based in Santa Fe Springs, California. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 435.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 210 of 744 |
| Sector (Restaurants) | 1 of 11 |
| Type (Secondary Buyout) | 11 of 130 |
| State (Oregon) | 1 of 2 |
| Country (United States) | 123 of 349 |
| Year (2006) | 1 of 51 |
| Size (of disclosed) | 123 of 137 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-01-01 |
Vidéotron Telecom
Montreal, Quebec, Canada Vidéotron Telecom Ltée was a facilities-based competitive local exchange carrier providing local, long distance, Internet access and data services to businesses in the province of Quebec, Canada. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-01-16 |
Hispanic Teleservices
Houston, Texas, United States Hispanic Teleservices Corporation (HTC) is a specialized provider of outsourced contact center services for companies serving the US Hispanic market. HTC helps clients grow their Hispanic market share by offering a solution that integrates scalable inbound bilingual contact center services with specialized professional services. |
Buy | - |
CapitalSource, Inc. is a commercial finance company specialized in to the healthcare, re-discount, finance, real estate, and corporate finance sectors. By combining a broad array of financial products, a large and permanent balance sheet, an execution-focused business model and a commitment to rigorous and thoughtful research and analysis, CapitalSource delivers unique and valuable financial solutions to small to mid-size businesses seeking to grow.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector (Restaurants) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 1 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 2 of 3 |
| Year (2006) | 1 of 2 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-10-21 |
DTLR Villa
Hanover, Maryland, United States DTLR Villa is a specialty retailer targeting the young urban male with over 70 stores in six regions: Atlanta, Baltimore, Chicago, North Carolina, Virginia, and Washington, D.C. DTLR Villa values the urban lifestyle and is committed to bringing the hottest urban fashions to the streets. The Company’s products include footwear, apparel, and accessories. DTLR Villa was formed in 1982 and is based in Hanover, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-02-01 |
Citizens of Humanity
Huntington Park, California, United States Citizens of Humanity is a designer and distributor of premium denim and other apparel. Known for their classic style, vintage look and outstanding quality, Citizens of Humanity is headquartered in Huntington Park, California. The Company's denim line, which comes in a variety of fits, colors and levels of distress, can be found at upscale specialty clothing boutiques and other high-end retail stores. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1986 |
| Size | Small |
| Type | Sector Agnostic |
Fairmont Capital is a private equity firm that seeks investments in middle-market consumer related businesses. Fairmont targets companies with at least $10 million in annual revenue. Prospective transactions are typically valued between $5 and $300 million. Fairmont will consider investment situations that include leveraged acquisitions and management buyouts, going private restructurings, co-investments with other private equity firms, and recapitalizations. Industry sectors of interest include manufacturing, retail, restaurant chains, distribution, and service. Fairmont will not invest in high technology, financial services, real estate, and start-ups. Fairmont Capital is based in Brea, California.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 4 |
| Sector (Restaurants) | 3 of 3 |
| Type (Secondary Buyout) | 3 of 4 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 3 of 4 |
| Year (2006) | 1 of 1 |
| Size (of disclosed) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-10-19 |
Garden Fresh
San Diego, California, United States Garden Fresh offers a broad variety of fresh food alternatives in an all-you-care-to-eat format. Each day begins fresh at the more than 100 company-owned restaurants in 11 states. More than 300 million guests since 1978 have helped us be number one in fresh produce and salads, made-from-scratch soups, hot pastas, freshly baked breads and muffins, fresh fruit, desserts, and more. Guests have the freedom to create their own wholesome meal in a one-of-a-kind dining experience in a friendly atmosphere and all at an everyday value. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-03-22 |
Stampede
Bridgeview, Illinois, United States Stampede is a provider of value-added beef products for a nationwide blue-chip customer base that includes leading national restaurant chains, quick service restaurants, foodservice distributors, home delivery networks and grocery retailers. Stampede customizes its protein products to specifications which include portion size, tenderizing, seasoning, marinating, breading, cooking, and packaging. Stampede was founded in 1995 and is based in Bridgeview, Illinois. |
Buy | $127M |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Nicolet Capital Partners LLC is a private equity firm that invests in established companies headquartered in the US. Nicolet focuses on companies with distinct and sustainable market positions, revenues between $30 - $300 and EBITDA greater than $7 million. The Firm provides both debt and equity capital. Nicolet will consider minority and majority positions and looks to invest $15 to $50 million per transaction. Specific areas of interest include manufacturing, distribution, business services and consumer products. The Firm will consider a variety of transaction types, including buyouts, growth capital financings, and recapitalizations. Nicolet Capital Partners LLC is formed 2005 and is based in Evanston, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 7 |
| Sector (Restaurants) | 1 of 1 |
| Type (Secondary Buyout) | 2 of 4 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 2 of 7 |
| Year (2006) | 1 of 1 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-12-01 |
American Fire Protection Group
Edina, Minnesota, United States American Fire Protection Group, Inc. is a fire protection industry. American Fire Protection Group provides quality of protection for any facility through a wide variety of fire suppression systems, from basic wet pipe sprinkler systems and dry pipe sprinkler systems to complex special hazards systems, such as foam and chemical suppression systems. |
Sell | $42M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-10-31 |
Transcendia
Franklin Park, Illinois, United States Transcendia, Inc. is a converter and distributor of synthetic films in North America. It provides specialized manufacturing and converting services including liquid and extrusion coating, select sheet extrusion, and a wide-range of precision converting including slitting, sheeting, magnetic striping, security and specialty printing. |
Buy | $100M |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1990 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Windjammer Capital Investors is a private investment firm that invests control equity, minority equity, and/or subordinated debt in growing middle-market businesses. The Firm seeks to invest between $50 and $200 million of equity or subordinated debt in companies that generate at least $8 million of EBITDA. Windjammer focuses on North American-based opportunities and prefers companies with scalable business models, differentiated products/services, and that operate in defensible markets. Broad sectors of interest include manufacturing, business services and value-added distribution. Windjammer does not invest in high technology, real estate, and financial services companies. Windjammer Capital Investors was formed in 1990 and has offices in Waltham, Massachusetts and Newport Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 26 |
| Sector (Restaurants) | 1 of 1 |
| Type (Secondary Buyout) | 4 of 12 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 7 of 26 |
| Year (2006) | 1 of 3 |
| Size (of disclosed) | 8 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-12-01 |
American Fire Protection Group
Edina, Minnesota, United States American Fire Protection Group, Inc. is a fire protection industry. American Fire Protection Group provides quality of protection for any facility through a wide variety of fire suppression systems, from basic wet pipe sprinkler systems and dry pipe sprinkler systems to complex special hazards systems, such as foam and chemical suppression systems. |
Sell | $42M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-03-16 |
Athena Diagnostics
Marlborough, Massachusetts, United States Athena Diagnostics, Inc. is a developer and provider of proprietary molecular diagnostic and immunodiagnostic tests and services. |
Sell | $283M |
