Wafra Partners Mergers and Acquisitions Summary

Private Equity Profile

Wafra Partners’ most common sectors for investment are consumer products (34%) and electrical equipment (12%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and secondary buyout (23%). In total, Wafra Partners has invested in 12 US states and 2 different countries.

In the last 3 years, Wafra Partners has exited 1 company. The Firm’s most common exit type is trade sale (50%). Wafra Partners’ largest (disclosed) exit occurred in 2013 when it sold Architectural Testing for $91M.

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M&A Summary

  • M&A Total Activity26
    • M&A Buy Activity18
    • M&A Sell Activity8
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 8
  • M&A Advisors 2

Wafra Partners LLC

345 Park Ave, 41st Floor,
New York, New York 10154-0101
United States
(212) 759-3700
www.wafrapartners.com
info@wafra.com

Wafra Partners LP is the private equity investment arm of asset management firm Wafra Investment Advisory Group. Wafra Partners seeks control and minority investments in middle-market businesses and focuses its efforts on specialty services, niche manufacturing and consumer-driven companies. Prospective businesses generate at least $20 million in annual revenue and $4 million of EBITDA. The Firm looks to commit up to $40 million per investment. Targeted transaction situations include control acquisitions and recapitalizations, expansion financings, industry consolidations, corporate divestitures, and co-investments with financial/strategic investors. Wafra Partners was established in 1993 and is based in New York City.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Communications, Consumer Products, Consumer Services, Distribution, Education, Electrical Equipment, Engineering, Furniture, Manufacturing, Publishing, Safety/Security

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue 20 -
Target EBITDA 4 -
Investment Size - -
Enterprise Value 20 -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 16 2 - - - - 18
Sell (0.4/yr) # 6 1 - - 1 - 8
vol $121M $121M
  26

Most Recent M&A

Company Date Value Type
Phelps Industries LLC 2019-02-18 - Secondary Buyout
Rockford, Illinois · www.phelpspet.com
Winning Streak Sports LLC 2016-10-19 - Buyout (LBO, MBO, MBI)
Lenexa, Kansas · www.wssdecor.com
Century Fire Protection LLC 2016-04-06 - Add-on Acquisition
Duluth, Georgia · www.centuryfp.com
Interactivation Health Networks LLC (dba The Wellness Network) 2016-01-22 - Buyout (LBO, MBO, MBI)
Eau Claire, Washington · www.thewellnessnetwork.net
InterMed Group, Inc. 2015-12-23 - Buyout (LBO, MBO, MBI)
Lake Worth, Florida · www.intermedgroup.com
Freedom Scientific, Inc. 2015-09-01 - Secondary Buyout
St. Petersburg, Florida · www.freedomscientific.com
Best Lighting Holding Co., Inc. 2015-07-21 - Secondary Buyout
Pataskala, Ohio · www.bestlighting.net
Advanced Sleep Concepts, Inc. 2015-01-14 - Add-on Acquisition
Rome, Georgia · www.advancedsleepconcepts.com
Mitchell Gold + Bob Williams 2014-12-17 - Secondary Buyout
Taylorsville, North Carolina · www.mgandbw.com
Atronix, Inc. 2014-07-22 - Buyout (LBO, MBO, MBI)
Billerica, Massachusetts · www.atronix.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Interactivation Health Networks LLC (dba The Wellness Network) 2016-01-22 Med School Tutors LLC 2019-03-11 3
Eau Claire, Washington · www.thewellnessnetwork.net New York, United States · www.medschooltutors.com
InterMed Group, Inc. 2015-12-23 Horizon CSA LLC 2019-01-24 1
Lake Worth, Florida · www.intermedgroup.com Mooresville, North Carolina · www.horizon-csa.com
All Island Media, Inc. 2010-11-04 Pennysaver, Inc. 2018-01-23 1
Hicksville, New York · www.lipennysaver.com Hanover, Maryland · www.mdpennysaver.com
Interactivation Health Networks LLC (dba The Wellness Network) 2016-01-22 Milner-Fenwick, Inc. 2017-05-02 2
Eau Claire, Washington · www.thewellnessnetwork.net Hunt Valley, Maryland · www.milner-fenwick.com
Microdynamics Group, Inc. 2006-07-20 PPS Business Corp. (dba ProSORT Services) 2017-02-15 1
Naperville, Illinois · www.microdg.com Naperville, Illinois · www.prosort.com
Interactivation Health Networks LLC (dba The Wellness Network) 2016-01-22 IQ Health LLC (Bundoo) 2016-11-22 1
Eau Claire, Washington · www.thewellnessnetwork.net Palm Beach, Florida · www.bundoo.com
Integrated Cable Assembly Holdings, Inc. 2014-05-01 Midwest Harness & Cable Corp. 2016-01-01 3
, United States · www.icaholdings.com Naperville, Illinois · www.midwestharness.com
Integrated Cable Assembly Holdings, Inc. 2014-05-01 The Wire Shop, Inc. 2015-07-10 2
, United States · www.icaholdings.com Fort Valley, Georgia · www.thewireshopinc.com
Integrated Cable Assembly Holdings, Inc. 2014-05-01 Velocity Manufacturing, Inc. 2015-03-01 1
, United States · www.icaholdings.com Exeter, New Hampshire · www.velocitymfginc.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 2 (18%) - 6 (33%) -
Electrical Equipment 1 (9%) - 2 (11%) -
Building Materials 1 (9%) - 1 (6%) -
Business Services 1 (9%) - 1 (6%) -
Communications 1 (9%) - 1 (6%) -
Education 1 (9%) - 1 (6%) -
Furniture - - 1 (6%) -
Healthcare Services 1 (9%) - 1 (6%) -
Medical Products 1 (9%) - 1 (6%) -
Publishing 1 (9%) - 1 (6%) -
Safety/Security - - 1 (6%) -
Technology Hardware 1 (9%) - 1 (6%) -
Total 11 - 18 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 17 (100%) -
  Georgia 1 (9%) - 3 (18%) -
  New York 2 (18%) - 2 (12%) -
  Illinois 1 (9%) - 2 (12%) -
  Florida 1 (9%) - 2 (12%) -
  Washington 1 (9%) - 1 (6%) -
  Virginia 1 (9%) - 1 (6%) -
  Texas 1 (9%) - 1 (6%) -
  Massachusetts 1 (9%) - 1 (6%) -
  Kansas 1 (9%) - 1 (6%) -
  Ohio - - 1 (6%) -
  North Carolina - - 1 (6%) -
Total 11 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (64%) - 12 (67%) -
Secondary Buyout 2 (18%) - 4 (22%) -
Divestiture 1 (9%) - 1 (6%) -
Growth Capital 1 (9%) - 1 (6%) -
Total 11 - 18 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (50%) -
Trade Sale - Public Company 2 (25%) 91M (75%)
Trade Sale 2 (25%) 30M (25%)
Total 8 $121M

Top M&A Advisors

Financial Deals
The Peakstone Group
1
Sperry, Mitchell & Co., Inc.
1

Deal Values

sell # Total
< $100M 2 $121M
TOTAL $121M
Largest Architectural Testing, Inc.
$91M (2013-12-26)

M&A Connections

Deals %
Acquired from
PE Firm(s)
83%
5 83%
Strategic(s)
17%
1 17%
Exited to
PE Firm(s)
56%
5 56%
Strategic(s)
44%
4 44%

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