Investment Summary |
|
|---|---|
| Date | 2022-03-07 |
| Target | Catalina Finer Foods |
| Sector | Food |
| Investor(s) |
Lake Country Capital
Midwest Growth Partners Gemini Investors Spring Capital Partners Farragut Capital Partners Cadence Bancorporation |
| Deal Type | Growth Capital |
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| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2017 |
| PE ASSETS | 182M USD |
| Size | Small |
| Type | Sector Agnostic |
Lake Country Capital is a debt and equity investment firm providing transitional and growth capital to US lower middle-market companies. The firm targets businesses with over $2 million in EBITDA across a variety of industries, including the manufacturing, business services, consumer-related and medical/healthcare sectors. Lake Country Capital works in partnership with management teams, business owners and private equity firms to finance growth initiatives, recapitalizations and ownership transitions. Lake Country Capital was established in 2017 and has offices in Minneapolis and Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector (Food) | 1 of 1 |
| Type (Growth Capital) | 1 of 1 |
| State (Florida) | 1 of 1 |
| Country (United States) | 2 of 2 |
| Year (2022) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-30 |
Creative Tent
Henderson, Nevada, United States Creative Tent is a designer and manufacturer of highly engineered tension fabric, clear-span structures deployable for a wide range of defense, aerospace, government, and commercial applications. Creative Tent was founded in 2004 and is based in Henderson, Nevada. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2013 |
| PE ASSETS | 325M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Midwest Growth Partners is a private equity firm focused on investing in established, growing businesses throughout rural areas across the country. The Firm targets businesses operating in the food, agriculture, manufacturing, and distribution sectors with $4 to $100 million in revenue. Midwest Growth Partners provides a variety of debt and equity capital and seeks to commit $500k to $10 million per investment. Midwest Growth Partners was formed in 2013 and is headquartered in Des Moines, Iowa.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 15 |
| Sector (Food) | 3 of 4 |
| Type (Growth Capital) | 6 of 7 |
| State (Florida) | 1 of 1 |
| Country (United States) | 11 of 15 |
| Year (2022) | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-28 |
Superior Metal Products
Omaha, Nebraska, United States Superior Metal Products is a precision machining business, including assembly, kitting, light fabrication and testing. Superior Metal Products was founded in 1971 and is based in Omaha, Nebraska. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-24 |
Adams
Gonzales, Texas, United States Adams is a full-service dry and wet flavor manufacturer and distributor of seasonings, spices, panko, extracts, and food coloring. Adams was founded in 1888 and is based in Gonzales, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1993 |
| PE ASSETS | 700M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Gemini Investors is a middle-market private equity firm that targets investments in growing and established businesses. Areas of interest include technology, business services, consumer services, healthcare, education, manufacturing and distribution. Gemini looks for companies with $5 to $50 million in annual revenue and typically makes investments of $3 to $8 million in the form of preferred stock and/or subordinated debt. Prospective transaction types include growth capital, recapitalization and buyout situations. Gemini Investors was formed in 1993 and is based in Wellesley, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 93 of 96 |
| Sector (Food) | 5 of 5 |
| Type (Growth Capital) | 28 of 29 |
| State (Florida) | 6 of 7 |
| Country (United States) | 93 of 96 |
| Year (2022) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-09 |
Phoenix Aromas
Norwood, New Jersey, United States Phoenix Aromas is a value-added distributor of essential oils, aroma chemicals, absolutes, and oleoresins. These flavor and fragrance components serve as the foundation of hundreds of end products in the growing markets of food & beverage, fragrance, and personal care. Phoenix Aromas was founded in 1994 and is based in Norwood, New Jersey. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-08 |
Satellite Phone Store
Bradenton, Florida, United States Satellite Phone Store is a satellite phone, internet, equipment, and Mobile Satellite Services (MSS) retailer. The Company boasts strong partnerships with MSS providers, including Inmarsat, Iridium, Kymeta, Globalstar, and Thuraya with relationships spanning 15-years. Satellite Phone Store was formed in 2003 and is based in Bradenton, Florida. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 600M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Spring Capital Partners is a mezzanine finance provider for small to medium-sized businesses. Spring invests $2 to $20 million, primarily in the form of subordinated debt with equity features in each transaction. The Firm does not have an industry focus. Spring Capital looks for businesses located in the Mid-Atlantic US with revenues between $10 and $150 million. Spring Capital Partners was formed in 1999 and has offices in Baltimore, Maryland and Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 40 of 45 |
| Sector (Food) | 1 of 1 |
| Type (Growth Capital) | 14 of 16 |
| State (Florida) | 4 of 4 |
| Country (United States) | 40 of 45 |
| Year (2022) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-01-19 |
Pierce Washington
Mill Valley, California, United States Pierce Washington is a software system integrator executing enterprise-level configure-price-quote (CPQ) and digital commerce implementations. Pierce Washington was founded in 2005 and is based in Mill Valley, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-08-16 |
Perimeter Insect Guard
Stonewall, Mississippi, United States Perimeter Insect Guard is a provider of insecticide treatment services for uniforms and garments, primarily used by the various branches of the U.S. Military. The Company treats uniforms with an EPA approved chemical mixture that repels insects, protecting against numerous pathogens such as malaria, Zika virus, Dengue fever, and Lyme disease. Perimeter Insect Guard was founded in 2006 and is based in Stonewall, Mississippi. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2011 |
| PE ASSETS | 1.7B USD |
| Size | Large |
| Type | Sector Agnostic |
Farragut Capital Partners LLC is a private investment firm that provides mezzanine and equity capital to help finance buyouts, generational transfers, growth capital financings, and recapitalizations. The Firm prefers asset-light businesses with unique and defensible market positions, stable business models, and reasonable capital expenditure and working capital needs. Sectors of interest include light and niche manufacturing, business services, distribution & logistics, and media. Farragut's target investment size is $2 to $10 million. Farragut Capital Partners was formed in 2011 and is based in Washington, District of Columbia.
| DEAL STATS | # |
|---|---|
| Overall | 84 of 97 |
| Sector (Food) | 4 of 6 |
| Type (Growth Capital) | 23 of 28 |
| State (Florida) | 3 of 4 |
| Country (United States) | 84 of 97 |
| Year (2022) | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-02-09 |
Ignite Digital Services
North Charleston, South Carolina, United States Ignite Digital Services provides analytics, data science, and program support services to the national security sector. Ignite Digital Services was founded in 2006 and is based in North Charleston, South Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-15 |
GTA Containers
South Bend, Indiana, United States GTA is a manufacturer of flexible containers and secondary containment systems, tactical fuel and water systems, and vehicle covers, liners, and doors for military and commercial applications. GTA Containers was founded in 1988 and is based in South Bend, Indiana. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1885 |
| Sector | Financial Services |
| Employees | 1,800 |
| Revenue | 924M USD (2020) |
Cadence Bancorporation is a bank holding company established to acquire and operate failed or distressed U.S. banks. Cadence Bancorporation provides consumers, small and middle-market businesses, and commercial clients with a full range of innovative banking and financial solutions, and serves as a sound source of capital for leading companies. Cadence Bancorporation was founded in 1885 and is based in Houston, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector (Food) | 1 of 1 |
| Type (Growth Capital) | 1 of 1 |
| State (Florida) | 1 of 1 |
| Country (United States) | 2 of 2 |
| Year (2022) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-02 |
Cadence Bank - Seven Branches
Houston, Texas, United States Cadence Bank branches provide corporations, middle-market companies, small businesses, and consumers with a full range of innovative banking and financial solutions. |
Sell | - |
