M&A Deal Summary

Swander Pace Capital, Jefferson Capital and United Natural Foods Acquire Branch Brook Holdings

On April 26, 2012, private equity firm Swander Pace Capital, private equity firm Jefferson Capital and United Natural Foods acquired consumer products company Branch Brook Holdings

Acquisition Highlights
  • This is Swander Pace Capital’s 10th, Jefferson Capital’s 1st and United Natural Foods’ 1st transaction in the Consumer Products sector.
  • This is Swander Pace Capital’s 27th, Jefferson Capital’s 9th and United Natural Foods’ 2nd transaction in the United States.
  • This is Swander Pace Capital’s 2nd, Jefferson Capital’s 1st and United Natural Foods’ 1st transaction in New Jersey.

M&A Deal Summary

Date 2012-04-26
Target Branch Brook Holdings
Sector Consumer Products
Buyer(s) Swander Pace Capital
Jefferson Capital
United Natural Foods
Deal Type Buyout (LBO, MBO, MBI)

Target

Branch Brook Holdings

Bedminster, New Jersey, United States
Branch Brook Holdings is a producer of organic and natural consumer products. Branch Brook Holdings invests in organic, natural, and specialty consumer product companies in North America. Branch Brook Holdings was founded in 2012 and is based in Bedminster, New Jersey.

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Buyer(S) 3

Buyer

Swander Pace Capital

San Francisco, California, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1996
PE ASSETS 1.8B USD
Size Large
Type Sector Focused
DESCRIPTION

Swander Pace Capital (SPC) is a private equity firm focused on investing in North American middle-market consumer products companies. SPC looks for companies exhibiting strong growth potential and sales of up to $500 million. Specific areas of interest include food/beverage, household products, health living, packaging, personal care, pet products, sporting goods, specialty apparel, and specialty distribution. Prospective investment situations include management-led buyouts, consolidations, divestitures, turnarounds, recapitalizations, and growth capital financings. SPC was formed in 1996 and has offices in San Francisco, California; Bedminster, New Jersey; and Ontario, Canada.


DEAL STATS #
Overall 31 of 51
Sector (Consumer Products) 10 of 16
Type (Buyout (LBO, MBO, MBI)) 21 of 33
State (New Jersey) 2 of 2
Country (United States) 27 of 41
Year (2012) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2012-04-16 Marketfare Foods

Phoenix, Arizona, United States

Marketfare Foods LLC is a provider of frozen and fresh sandwiches, burritos, and chili and cheese sauces. Marketfare sells products across a wide range of distribution channels including convenience stores, warehouse clubs, foodservice, grocery stores, and vending.

Sell $36M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2012-09-20 Kicking Horse Coffee

Invermere, British Columbia, Canada

Kicking Horse Coffee Co. Ltd. is an organic and fair-trade coffee roaster in Canada in the retail channel. Kicking Horse Coffee Co. Ltd. was founded in 1996 and is based in Invermere, Canada.

Buy -
Buyer

Jefferson Capital

Richmond, Virginia, United States

Category Private Equity Firm
Founded 1988
PE ASSETS 200M USD
Size Small
Type Sector Agnostic
DESCRIPTION

Jefferson Capital Partners (JCP) is a private equity firm that invests in growth financings, management buyouts, and recapitalizations of growing companies. JCP generally looks to invest between $2 and $7 million in companies with up to $75 million in annual revenue. Sectors of interest include consumer products, business services, education, healthcare, and information technology. The Firm's investment horizon is three to seven years. The predecessor to Jefferson Capital Partners was originally established in 1989. Jefferson is based in Richmond, Virginia.


DEAL STATS #
Overall 9 of 10
Sector (Consumer Products) 1 of 1
Type (Buyout (LBO, MBO, MBI)) 1 of 1
State (New Jersey) 1 of 1
Country (United States) 9 of 10
Year (2012) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-03-04 NotifyMD

Franklin, Tennessee, United States

NotifyMD, Inc. is a provider of HIPAA compliant medical communication services in the United States. NotifyMD provides healthcare communication solutions that combine a human touch and the appropriate technology to create a unique experience for our clients and their patients. NotifyMD was founded in 1986 and is based in Franklin, Tennessee.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-10-08 Waples Manufacturing

Fort Worth, Texas, United States

Waples Manufacturing is an outsourced contract manufacturer that provides highly customized, complex-shaped products from a multitude of materials for small lot and medium volume requirements. Waples provides precision machined solutions for the oil & gas, mining, construction, aerospace, defense, and printing end markets. Waples Manufacturing was founded in 1964 and is based in Fort Worth, Texas.

Buy -
Buyer

United Natural Foods

Providence, Rhode Island, United States

Category Company
Founded 1976
Sector Distribution
Employees29,455
Revenue 30.3B USD (2023)
DESCRIPTION
Entrance to United Natural Foods' corporate headquarters in Providence, Rhode Island.
Entrance to United Natural Foods' corporate headquarters in Providence, Rhode Island.

United Natural Foods is an independent US distributor of natural, organic and specialty foods and related products including nutritional supplements, personal care items and organic produce. In addition to distribution services, UNFI provides a range of value-added services for customers and suppliers, including marketing and promotional tools, merchandising, category management and store support services. United Natural Foods was founded in 1976 and is based in Providence, Rhode Island.


DEAL STATS #
Overall 2 of 8
Sector (Consumer Products) 1 of 1
Type (Buyout (LBO, MBO, MBI)) 1 of 1
State (New Jersey) 1 of 2
Country (United States) 2 of 8
Year (2012) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-10-05 Millbrook Distribution Services

New York, New York, United States

Millbrook Distribution Services is a value added service merchandising companies, distributing health and beauty care items, general merchandise, and specialty and natural food products to more than 13,000 retail outlets in 42 states.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2013-09-26 Trudeau Distributing

Burnsville, Minnesota, United States

Trudeau Distributing Co. is a specialty retail food distributors serving grocery stores and other distributors in the Midwest. The Company has built a reputation for food distribution excellence in its core Upper Midwestern markets and is a valued resource for its retail grocery customers. Trudeau distributes a wide range of specialty food products, including meats, frozen foods, dairy, deli, dry grocery, natural and organic.

Buy -