M&A Deal Summary |
|
|---|---|
| Date | 2021-06-10 |
| Target | American Equipment |
| Sector | Distribution |
| Buyer(s) |
Rotunda Capital Partners
Patriot Capital Brookside Capital Partners Centerfield Capital Partners |
| Deal Type | Consolidation |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2009 |
| PE ASSETS | 600M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Rotunda Capital Partners is a private equity firm which invests equity and debt capital in established and profitable lower middle market companies. The Company targets businesses valued between $50 and $200 million with defensible market positions and strong growth prospects. Sectors of interest include financial services, business services, manufacturing, government services, insurance services, logistics and distribution, retail, and consumer. Rotunda Capital Partners is based in Bethesda, Maryland with an additional office in Chicago.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 26 |
| Sector: Distribution M&A | 3 of 6 |
| Type: Consolidation M&A Deals | 2 of 2 |
| State: Utah M&A | 1 of 1 |
| Country: United States M&A | 15 of 26 |
| Year: 2021 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-05 |
Storm Smart
Fort Myers, Florida, United States Storm Smart is a manufacturer and installer of code-approved hurricane protection products and lifestyle improvement solutions, professional installations, and exceptional customer service. Storm Smart was founded in 1996 and is based in Fort Myers, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-23 |
Refrigeration Sales
Valley View, Ohio, United States Refrigeration Sales is a wholesale distributor of heating, ventilation, air conditioning, and refrigeration equipment. Refrigeration Sales is based in Valley View, Ohio. |
Buy | - |
| 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 | 95 of 112 |
| Sector: Distribution M&A | 5 of 6 |
| Type: Consolidation M&A Deals | 6 of 7 |
| State: Utah M&A | 1 of 2 |
| Country: United States M&A | 95 of 112 |
| Year: 2021 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-15 |
Advantage Engineers
Columbia, Maryland, United States Advantage Engineers LLC specialized in telecommunications, environmental and geotechnical engineering and consulting services for various end markets. Services offered include, but are not limited to, telecom site acquisition and engineering, laboratory and material testing, design and construction phase investigations and site assessments. Advantage Engineers was founded in 2001 and is based in Mechanicsburg, Pennsylvania. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-08 |
Quality Harvest Foods
Portland, Oregon, United States Quality Harvest Foods is a developer and contract manufacturer of frozen, filled baked snacks and handheld meals sticks, bites, pull-aparts, and calzones in a variety of dough flavors, product shapes, fillings (including cheese and fruit), and topicals. The company’s products, sold by branded food manufacturers through foodservice and retail grocery channels, are available in individual oven/microwave safe wrappers, multipacks, resealable pouches, and bulk packaging formats. Quality Harvest Foods was formed in 1964 and is based in Portland, Oregon. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 1.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Brookside Capital Partners is an investment management firm focused on stable lower-middle market companies in the US. The Firm typically commits $5 to $30 million per transaction to support buyouts, leveraged recapitalizations, strategic acquisitions and growth. Potential businesses generally have revenue greater than $15 million, and EBITDA of at least $4 million. Industries of interest include business services, consumer, distribution, healthcare, manufacturing, and transportation and logistics. Brookside Capital Partners was established in 2001 and is based in Stamford, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 45 of 68 |
| Sector: Distribution M&A | 3 of 6 |
| Type: Consolidation M&A Deals | 2 of 4 |
| State: Utah M&A | 1 of 1 |
| Country: United States M&A | 45 of 68 |
| Year: 2021 M&A | 3 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-10 |
Pyramid Healthcare
Duncansville, Pennsylvania, United States Pyramid Healthcare is a provider of drug/alcohol and mental health treatment for adults and adolescents with 21 treatment facilities throughout Pennsylvania. Pyramid Healthcare is based in Duncansville, Pennsylvania. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-17 |
AAA Distributor
Philadelphia, Pennsylvania, United States AAA Distributor is a distributor, wholesaler, and retailer of kitchen, bathroom, and flooring home improvement and remodeling products. AAA Distributor was founded in 2003 and is based in Philadelphia, Pennsylvania. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 1.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Centerfield Capital Partners is a private investment firm that provides subordinated debt and equity capital to mid-market companies. Prospective transactions include acquisition financings, management buyouts, shareholder liquidity needs, recapitalizations, corporate divestitures, ESOP financings, and sponsored/unsponsored transactions. Centerfield generally invests in companies with sales of $15 to $100 million and EBITDA of $3 to $15 million. Target sectors include manufacturing, business services, healthcare services, and transportation/distribution. Centerfield will not invest in early stage businesses, turnaround situations, retail, real estate, and finance companies. Centerfield Capital Partners was founded in 2001 and is based in Indianapolis, Indiana.
| DEAL STATS | # |
|---|---|
| Overall | 72 of 100 |
| Sector: Distribution M&A | 8 of 12 |
| Type: Consolidation M&A Deals | 3 of 3 |
| State: Utah M&A | 1 of 1 |
| Country: United States M&A | 72 of 100 |
| Year: 2021 M&A | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-05 |
Ska Fabricating
Durango, Colorado, United States Ska Fabricating is a provider of mission-critical packaging machinery equipment. Ska Fab has provided over 1,000 businesses with depalletizers and other specialized packaging line equipment in all 50 states, 7 provinces, and 23 countries. Ska Fabricating was founded in 2012 and is based in Durango, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-24 |
BCD International
Vernon Hills, Illinois, United States BCD International provides mission-critical and purpose-built video surveillance data storage appliances to security integrators, private label/OEMs, and distributors. BCD International was founded in 1999 and is based in Vernon Hills, Illinois. |
Buy | - |
