Investment Summary |
|
|---|---|
| Date | 2016-09-09 |
| Target | Baja Fresh |
| Sector | Restaurants |
| Investor(s) | MTY |
| Sellers(s) |
GarMark Partners
L Catterton Partners JHW Greentree Capital JPB Partners |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1979 |
| Sector | Restaurants |
| Employees | 7,632 |
| Revenue | 1.2B CAD (2024) |
MTY is an operator of quick?service, fast?casual, and casual dining restaurants. MTY was incorporated in 1979 and is based in Saint-Laurent, Canada.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 48 |
| Sector: Restaurants M&A | 22 of 40 |
| Type: Add-on Acquisition M&A Deals | 22 of 43 |
| State: California M&A | 2 of 5 |
| Country: United States M&A | 3 of 10 |
| Year: 2016 M&A | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-09 |
La Salsa Fresh Mexican Grill
Irvine, California, United States La Salsa Fresh Mexican Grill is an operator of restaurants in the USA, Dubai and Singapore. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-11-29 |
La Diperie
Montréal, Quebec, Canada La Diperie is an exciting concept where ice cream treats and fine chocolates meet to create an extraordinary expenses. Company currently franchises five restaurants in Quebec and Ontario. |
Buy | - |
| 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 | 19 of 21 |
| Sector: Restaurants M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 13 of 14 |
| State: California M&A | 2 of 2 |
| Country: United States M&A | 17 of 19 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-13 |
Advanced Solutions International
Alexandria, Virginia, United States Advanced Solutions International is a provider of web-based software for member and donor-based not-for-profits and have served nearly 4000 clients and millions of users worldwide. Advanced Solutions International was founded in 1991 and is based in Alexandria, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-03 |
Dutchland Plastics
Oostburg, Wisconsin, United States Dutchland Plastics is a provider of custom rotational molding services and related secondary operations to a wide range of customers across a diverse cross section of markets including, but not limited to, recreational equipment, industrial equipment, and lawn and garden. Dutchland Plastics was founded in 1967 and is based in Oostburg, Wisconsin. |
Buy | - |
| 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 | 39 of 105 |
| Sector: Restaurants M&A | 6 of 14 |
| Type: Add-on Acquisition M&A Deals | 17 of 49 |
| State: California M&A | 6 of 12 |
| Country: United States M&A | 36 of 76 |
| Year: 2016 M&A | 4 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-02 |
Velvet Taco
Plano, Texas, United States Velvet Taco is a restaurant concept set out to elevate through globally-inspired recipes and the freshest ingredients. Velvet Taco was founded in 2011 and is based in Plano, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-19 |
NJOY
Scottsdale, Arizona, United States NJOY is an electronic cigarette brand in America and is known as the industry's "Gold Standard" due to its products, patent-pending technology, superior branding, and experienced management team. NJOY was formed in 2006 and is based in Scottsdale, Arizona. |
Sell | - |
| 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 | 8 of 8 |
| Sector: Restaurants M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 5 of 5 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 8 of 8 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-11 |
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. |
Buy | - |
| 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 | 19 of 23 |
| Sector: Restaurants M&A | 4 of 5 |
| Type: Add-on Acquisition M&A Deals | 4 of 5 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 19 of 23 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-03-29 |
South Moon Under
Annapolis, Maryland, United States South Moon Under is a provider of an eclectic mix of men's and women's clothing, swimwear, accessories, jewelry, and gifts for the home. South Moon Under was founded in 1968 and is based in Annapolis, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-03-22 |
Hometown Hospice & Homecare
Brookfield, Wisconsin, United States Hometown Hospice & Homecare, Inc. provides both hospice and homecare services in the greater Milwaukee, Wisconsin area. The Company is certified by both Medicare and Medicaid. Hometown provides routine hospice services in homes, assisted living facilities, and skilled nursing facilities. In addition to routine services, the Company offers a Life Enhancement Program that utilizes a holistic approach to patient care by incorporating lifelong interests into the hospice plan of care. From a home care perspective, Hometown provides skilled nursing, physical therapy, occupational therapy, speech therapy, and home health aides all tailored to meet the specifics of each patient’s plan of care as prescribed by their doctor. Hometown was formed in 2013 and is headquartered in Brookfield, Wisconsin. |
Buy | - |
