Investment Summary |
|
|---|---|
| Date | 2025-03-04 |
| Target | Carl’s Place |
| Sector | Manufacturing |
| Investor(s) |
Fulton Capital
Merit Capital Partners |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| Size | Small |
| Type | Sector Agnostic |
Fulton Capital is a private equity firm small to mid-sized companies with revenues between $10 and $100 million. Prospective companies are profitable with a minimum EBITDA of $2 million and up to $10 million. Fulton looks for control investment situations and prefers opportunities located in the US. Sectors of interest include niche manufacturing, logistics, distribution, and service. Fulton Capital is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 7 |
| Sector: Manufacturing M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 1 of 1 |
| State: Wisconsin M&A | 2 of 2 |
| Country: United States M&A | 7 of 7 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-07 |
AFX
Waukegan, Illinois, United States AFX designs, assembles, and distributes lighting fixtures that serve the contemporary and decorative lighting markets for lite commercial and residential installations. AFX was founded in 1938 and is based in Waukegan, Illinois. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1993 |
| PE ASSETS | 2.5B USD |
| Size | Large |
| Type | Sector Agnostic |
Merit Capital Partners is a private investment firm that targets investments in middle market manufacturing, distribution, and service based businesses. Merit looks for companies generating at least $20 million in sales and at least $4 million in EBITDA. Merit can provide both equity and junior capital financing and looks to commit at least $15 million per transaction. Prospective transaction situations include management buyouts, recapitalizations, growth financings, divestitures, unsponsored transactions, and ESOPs. Merit Capital will not invest in start-ups, turnarounds, real estate, specialty retail, or oil/gas opportunities. Merit Capital was originally known as William Blair Mezzanine Capital and became independent in 2004. Merit Capital Partners was formed in 1993 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 105 of 105 |
| Sector: Manufacturing M&A | 13 of 13 |
| Type: Growth Capital M&A Deals | 9 of 9 |
| State: Wisconsin M&A | 19 of 19 |
| Country: United States M&A | 104 of 104 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-22 |
Kemper Equipment
Honey Brook, Pennsylvania, United States Kemper Equipment is a designer, manufacturer, and assembler of integrated, material handling and processing systems, solutions, and equipment for use in the minerals and aggregates processing sector throughout the U.S. Kemper also provides aftermarket replacement and maintenance parts and services for its equipment and systems. Kemper Equipment was founded in 1981 and is based in Honey Brook, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-19 |
Elgen
Closter, New Jersey, United States Elgen manufactures and markets ductwork accessory products that are used by HVAC contractors in commercial buildings. Elgen offers a combination of standard parts and custom components tailored to meet its customers' specific product requirements. Elgen is based in Closter, New Jersey. |
Sell | $93M |
