M&A Deal Summary

Monument Microcap Partners Acquires Kelly Roofing

On October 6, 2020, private equity firm Monument Microcap Partners acquired building materials company Kelly Roofing

Acquisition Highlights
  • This is Monument Microcap Partners’ 1st transaction in the Building Materials sector.
  • This is Monument Microcap Partners’ 3rd transaction in the United States.
  • This is Monument Microcap Partners’ 2nd transaction in Florida.

M&A Deal Summary
Date 2020-10-06
Target Kelly Roofing
Sector Building Materials
Buyer(s) Monument Microcap Partners
Deal Type Recapitalization

Target

Kelly Roofing

Bonita Springs, Florida, United States
Kelly Roofing installs replacement residential and commercial roofing systems, and repairs existing roofs in Florida. Their services include roof replacement, roof repair, accessories (gutters, skylights, roof cleaning, etc.), inspection and insurance claims, and emergency repair work. Kelly Roofing was founded in 1972 and is based in Bonita Springs, Florida.

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Buyer(S) 1

Buyer

Monument Microcap Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2018
Size Small
Type Sector Agnostic
DESCRIPTION

Monument Microcap Partners is a private investment firm focused on acquiring small ($1 to $5 million of EBITDA) businesses throughout the US and Canada. The Firm looks to partner with and work alongside management to pursue growth opportunities (organic and add-ons) as well as improve operations. Broad areas of interest include niche manufacturing, business services, and value-added distribution. Monument Microcap Partners was established in 2018 and is headquartered in Indianapolis, Indiana.

DEAL STATS #
Overall 3 of 10
Sector (Building Materials) 1 of 3
Type (Recapitalization) 3 of 5
State (Florida) 2 of 3
Country (United States) 3 of 10
Year (2020) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-05-29 Command Investigations

Lake Mary, Florida, United States

Command Investigations is a private investigation company that offers surveillance, medical canvasses, social media investigations, and other investigative services to the insurance defense community. Command is best known for its unparalleled customer service and unmatched turnaround times. With offices in Orlando, Atlanta, Los Angeles, and New York, Command offers national service with a local feel. Command Investigations was founded in 2012 and is based in Lake Mary, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-01 Synergy IOM

Dallas, Texas, United States

Synergy IOM provides Intraoperative Neurophysiological Monitoring (IONM) for spinal, cranial, and pain management surgical procedures in Texas. IONM monitors and tracks a patient’s nervous system, spinal cord, and brain during surgery to provide guidance to a surgeon and anesthesiologist and reduce risks to a patient. Synergy IOM is based in Dallas, Texas.

Buy -
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