M&A Deal Summary |
|
|---|---|
| Date | 2021-03-04 |
| Target | Leonard |
| Sector | Retail |
| Buyer(s) |
Kinderhook Industries
Twin Brook Capital Partners |
| Sellers(s) | Copeley Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | Piper Sandler & Co. (Financial) K&L Gates (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 8.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Kinderhook Industries targets control investments in companies valued between $25 to $250 million. Prospective transaction situations include acquiring non-core divisions of public companies, existing small capitalization companies lacking institutional support, management buyouts of entrepreneurial-owned businesses, and troubled companies. Sectors of interest include consumer products and services, media, packaging, industrial products, communications, and business services. Kinderhook Industries was formed in 2003 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 51 of 66 |
| Sector (Retail) | 2 of 2 |
| Type (Secondary Buyout) | 10 of 13 |
| State (North Carolina) | 2 of 2 |
| Country (United States) | 50 of 64 |
| Year (2021) | 4 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-13 |
AKG
Vernon Hills, Illinois, United States AKG is a remanufacturer and distributor of replacement automotive keyless entry remotes, other key replacements, and related equipment. AKG sells into a variety of end markets through several sales channels and customer-facing brands. With a diverse set of supplier relationships, the Company provides a comprehensive product offering for over 95% of the vehicles on the road. AKG is based in Vernon Hills, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-07 |
Synzi
Saint Petersburg, Florida, United States Synzi offers a patient program management framework that combines video, email, texting, and secure messaging communication modalities for healthcare organizations to address specific patient needs easily, efficiently, and seamlessly. Synzi is based in St. Petersburg, Florida. |
Sell | $43M |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2014 |
| PE ASSETS | 22.3B USD |
| Size | Mega |
| Type | Sector Agnostic |
Twin Brook Capital Partners is a provider of senior financing to small and mid-sized profitable companies. The Firm looks to offer a variety of credit and equity solutions including revolvers, senior loans, unitranche loans, mezzanine financing, and equity co-investment to US-based companies with $3 to $50 million in EBITDA. Target sectors include industrial, manufacturing, business services, financial services, insurance, aerospace/defense, distribution, healthcare, and software/tech enabled services. Twin Brook Capital Partners is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 25 |
| Sector (Retail) | 1 of 1 |
| Type (Secondary Buyout) | 8 of 10 |
| State (North Carolina) | 2 of 2 |
| Country (United States) | 15 of 24 |
| Year (2021) | 1 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-08 |
PaperTech
Bingham Farms, Michigan, United States PaperTech is a manufacturer of paperboard packaging products for major food brands, contract food packagers, food service operations, as well as for commercial bakeries, quick-serve restaurants, and “take-and-bake” pizza companies. PaperTech was founded in 1999 and is based in Bingham Farms, Michigan. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-14 |
Canadian Orthodontic Partners
Etobicoke, Ontario, Canada Canadian Orthodontic Partners is the largest specialty dental services organization providing management services to orthodontic practices throughout Canada, supporting locations in five provinces, from coast to coast. The Company’s partner practices provide excellent clinical care and an elevated patient experience. Canadian Orthodontic Partners is based in Etobicoke, Ontario. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| Size | Small |
| Type | Sector Agnostic |
Copeley Capital Management Company, Inc. is a generalist private equity firm that invests in 'high-quality', privately-held companies. Types of investment situations that Copeley will consider include recapitalizations of family-owned companies, owner/operator transitions, corporate divestitures, and growth capital financings. The Firm looks for companies that have operating earnings between $2 to $10 million. Copeley Capital was formed in 2003 and is located in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector (Retail) | 1 of 1 |
| Type (Secondary Buyout) | 2 of 2 |
| State (North Carolina) | 1 of 1 |
| Country (United States) | 2 of 2 |
| Year (2021) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-19 |
Leonard
Mount Airy, North Carolina, United States Leonard is a full-service retailer of truck accessories, trailers, and sheds in the United States. The Company offers high-quality, complementary, specialized products geared towards professionals, do-it-yourself and do-it-for-me consumers, and truck enthusiasts. Leonard’s sheds are manufactured in the Company’s Mount Airy, North Carolina facility and its trailers are contract manufactured in the United States. Leonard was founded in 1963 and is based in Mount Airy, North Carolina. |
Buy | - |
