M&A Deal Summary |
|
|---|---|
| Date | 2014-06-11 |
| Target | Baja Fresh |
| Sector | Restaurants |
| Buyer(s) |
GarMark Partners
L Catterton Partners JHW Greentree Capital JPB Partners |
| Sellers(s) | Wendy s |
| Deal Type | Divestiture |
SEARCH BY
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Agnostic |
GarMark Partners is a private investment firm that makes debt and equity investments in a wide range of companies. The Firm invests in businesses at various stages of development to facilitate acquisitions, divestitures, recapitalizations, turnarounds or growth. Garmark typically invests between $5 and $30 million with an EBITDA $3 and $25 million. The firm prefers to invest in the sectors of manufacturing/industrial products, distribution, business services, consumer brands, food/nutrition products, transportation, healthcare, retail, and restaurants. GarMark Partners was formed in 1997 and is based in Stamford, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 23 of 38 |
| Sector: Restaurants M&A | 2 of 2 |
| Type: Divestiture M&A Deals | 3 of 3 |
| State: California M&A | 2 of 4 |
| Country: United States M&A | 21 of 36 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-03-26 |
Anchor Drilling Fluids
Tulsa, Oklahoma, United States Anchor Drilling Fluids is an onshore drilling fluids and fluid handling service company in United States, providing engineered drilling fluid solutions and well site services to oil and natural gas land drillers. Anchor Drilling Fluids was founded in 1984 and is based in Tulsa, Oklahoma. |
Sell | $235M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-07-02 |
Forest Resources
Hartford City, Illinois, United States Forest Resources LLC is a holding company engaged in manufacturing industrial packaging products, including recycled corrugated medium, kraft, crepe and specialty packaging papers as well as corrugated boxes. |
Sell | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 1989 |
| PE ASSETS | 37.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
L Catterton is a private equity firm that targets investments in consumer-related companies located throughout North America. L Catterton looks for businesses with identifiable brands and operating in 'defensible and extensible' positions within growth industry segments. Specific sectors of interest include branded consumables, food/beverages, consumer services, restaurants, media and marketing, household durables, specialty retail, mass merchant retail, and luxury/apparel. Prospective transactions include management buyouts, recapitalizations, turnarounds, and growth financings. L Catterton was formed in 1990 and is based in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 93 of 223 |
| Sector: Restaurants M&A | 17 of 30 |
| Type: Divestiture M&A Deals | 3 of 5 |
| State: California M&A | 11 of 25 |
| Country: United States M&A | 70 of 134 |
| Year: 2014 M&A | 10 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-05-13 |
I and love and you
Boulder, Colorado, United States I and love and you is a producer and supplier of pet food products. I and love and you make super-premium pet food products that are made with real meat, fish, or poultry and contain no grains, fillers, or anything artificial. I and love and you was founded in 2011 and is based in Boulder, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-09 |
Pain Doctor
Scottsdale, Arizona, United States Pain Doctor is a pain management company that provides standardized care and high quality service for patients in pain. The Company offers a full suite of services and treatment plans that are tailored to each patient, and include multi-disciplinary medical evaluations, orthotics, MRI, steroid injections, behavioral therapy, acupuncture and more. Pain Doctor is based in Scottsdale, Arizona. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1946 |
| Size | Small |
| Type | Sector Agnostic |
JHW Greentree Capital is the small business investment arm of investment firm JH Whitney. JHW Greentree is focused on buyouts, turnarounds, acquisitions, and recapitalizations of lower middle-market companies operating in a variety of industries. The Firm looks to commit up to $15 million of equity per transaction in businesses with $10 to $100 million of revenues. Broad sectors of interest include, consumer products specialty retail, healthcare services, specialty manufacturing and business services. Parent JH Whitney was originally established in 1946 and is headquartered in New Canaan, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector: Restaurants M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 2 of 2 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 6 of 6 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-12-20 |
Satellite Tracking of People
Houston, Texas, United States Satellite Tracking of People LLC is the provider of Global Positioning Satellite (GPS) tracking systems and services to the corrections and law enforcement agencies wishing to take advantage of the most recent technological developments in the field of offender monitoring. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-09 |
Baja Fresh
Irvine, California, United States Baja Fresh is a chain of fast-casual Tex Mex restaurants. Baja Fresh was formed in 1990 and is based in Irvine, California. |
Sell | - |
| Category | Asset Manager |
|---|---|
| Founded | 1995 |
| Size | Small |
| Type | Sector Agnostic |
JPB Capital Partners LLC is the private equity affiliate of merchant bank JPB Enterprises. JPB Capital looks to invest in lower middle-market businesses located in the Mid-Atlantic and Southeast regions of the US. Target businesses typically have revenues of $10 to $100 million and EBITDA greater than $2 million. Sectors of interest include distribution, business services, food/beverage, manufacturing, and specialty contracting. The Firm prefers control positions. The firm invests in the range of $3 to $10 million per transaction. JPB Capital Partners is located in Columbia, Maryland.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 34 |
| Sector: Restaurants M&A | 7 of 9 |
| Type: Divestiture M&A Deals | 1 of 2 |
| State: California M&A | 2 of 2 |
| Country: United States M&A | 27 of 34 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-04-11 |
ZIPS Cleaners
Savage, Maryland, United States ZIPS Cleaners provides a dry cleaning experience that maintains high-quality services at one low price for any garment and operates 46 stores in the Mid-Atlantic region. ZIPS Cleaners was founded in 1996 and is based in Savage, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-31 |
Ticknors
Beachwood, Ohio, United States Ticknors is a specialty retailer of upscale men's clothing operating in mall-based locations from eight stores. Ticknors was founded in 1993 and is based in Beachwood, Ohio. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1969 |
| Sector | Restaurants |
| Employees | 4,833 |
| Revenue | 2.2B USD (2024) |
Wendy's is a major quick-service hamburger company. The Wendy’s system includes more than 6,500 franchise and Company restaurants in the U.S. and 29 other countries and U.S. territories worldwide. Wendy’s was founded in 1969 and is based in Dublin, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 8 |
| Sector: Restaurants M&A | 4 of 7 |
| Type: Divestiture M&A Deals | 3 of 7 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 3 of 7 |
| Year: 2014 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-02-17 |
Wendy s 70 Restaurants
Texas, United States 70 Restaurants in Dallas-Ft. Worth Metroplex of Wendy's International, Inc. comprises a portfolio of 70 restaurants that offer dining services in the Dallas-Ft. Worth Metroplex. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-02 |
The New Bakery Co.
Zanesville, Ohio, United States The New Bakery Company, LLC produces and distributes bakery products. |
Sell | - |
