M&A Deal Summary |
|
|---|---|
| Date | 2013-09-30 |
| Target | BodyBilt |
| Sector | Furniture |
| Buyer(s) |
Patriot Capital
Freestone Partners |
| Sellers(s) | Independent Bankers Capital Fund |
| Deal Type | Secondary Buyout |
| Advisor(s) | Quarton Partners LLC (Financial) |
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| Category | Private Equity Firm |
|---|---|
| Size | Large |
| Type | Sector Agnostic |
Patriot Capital is a private investment firm that provides equity and junior capital to support acquisitions, growth capital financings, management buyouts, and recapitalizations of middle-market companies. The Firm looks to invest $5 to $25 million in businesses generating revenues of $10 to $200 million. Areas of interest include business and consumer services, consumer products, niche manufacturing and distribution, education, e-commerce, application software, transportation, and telecom services. Patriot focuses its investment activity with the Mid-Atlantic, Midwest, and Southern areas of the US. Patriot Capital is based in Baltimore, Maryland.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 107 |
| Sector (Furniture) | 1 of 1 |
| Type (Secondary Buyout) | 3 of 14 |
| State (Texas) | 6 of 14 |
| Country (United States) | 48 of 107 |
| Year (2013) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-01-16 |
ExpertPlan
East Windsor, New Jersey, United States ExpertPlan provides private-label retirement solutions to the financial services industry. The company's Web-based 401(k) platform enables ExpertPlan's clients in the financial services industry to service small companies in a more cost-effective and user-friendly manner and provide a broader array of product choices. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-11-01 |
KLMK Group
Richmond, Virginia, United States KLMK Group is a provider of facility consulting, project advisory and facility activation solutions to the healthcare industry. The company, which is based in Richmond, Virginia, serves healthcare systems throughout the U.S. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| Size | Small |
| Type | Sector Agnostic |
Freestone Partners is a private equity firm that targets growth-oriented companies operating in basic industries. Sectors of interest include manufacturing, distribution, and commercial/industrial services. Freestone prefers platform investments located in the southwestern and southeastern areas of the US. Prospective companies are generally profitable with proven management and generate $10 to $50 million in annual sales. The Firm's target investment size is Freestone $3 to $8 million per transaction. Freestone Partners is based in Houston, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 8 |
| Sector (Furniture) | 1 of 1 |
| Type (Secondary Buyout) | 2 of 2 |
| State (Texas) | 5 of 7 |
| Country (United States) | 5 of 8 |
| Year (2013) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-11-30 |
Cyclone Steel Services
Houston, Texas, United States Cyclone Steel Services is a provider of steel plate processing services primarily to the petrochemical and oil and gas industries. Cyclone specializes in full-service precision cutting and value-added processing of steel plates for a range of critical applications utilizing oxy-fuel, plasma, and high-definition plasma technologies. Cyclone Steel Services was founded in 1979 and is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-05-19 |
Service Refrigeration
Humble, Texas, United States Service Refrigeration Company was founded in 1986 by current president W.L. “Butch” Edmonds Jr. The company has grown steadily over the past 26 years and currently has over 180 full- time employees in five service regions across Texas. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 100M USD |
| Size | Small |
| Type | Sector Agnostic |
Independent Bankers Capital Fund LP (IBCF) is a private equity partnership that provides equity and junior capital to established lower-middle-market companies primarily in the Southwestern United States. IBC seeks to invest in companies with revenues of $10 to $50 million. Prospective companies are generally profitable with at least $2 million of EBITDA. IBCF targets investments in profitable manufacturing, distribution, or in some cases, service businesses. The Firm looks to invest in the range of $3 to $12 million per transaction. The Group prefers financing change of control, recapitalization and later-stage growth capital needs. IBCF was formed in 1998 and is based in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 7 |
| Sector (Furniture) | 1 of 1 |
| Type (Secondary Buyout) | 3 of 4 |
| State (Texas) | 3 of 6 |
| Country (United States) | 4 of 7 |
| Year (2013) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-12-01 |
Burrow Global
Houston, Texas, United States Burrow Global is a full service engineering, procurement, construction, and facility services firm with specialties in process automation, turnaround management, industrial buildings, and plant commissioning and start-up. Burrow Global is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-10-01 |
Professional Services
DeSoto, Texas, United States Professional Services is a provider of repairs and installation of Heating, Air Conditioning, Ventilation, and Plumbing Systems. Professional Services is based in DeSoto, Texas. |
Buy | - |
