Weinberg Capital Group Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Weinberg Capital Group has acquired 2 companies.

Weinberg Capital Group’s most common sectors for investment aremanufacturing (25%) and consumer products (17%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and consolidation (17%). In total, Weinberg Capital Group has invested in 8 US states.

In the last 3 years, Weinberg Capital Group has exited 4 companies. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity12
    • M&A Sell Activity8
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 13
  • M&A Advisors 2

Weinberg Capital Group

5005 Rockside Road, Suite 1140,
Cleveland, Ohio 44131
United States
(216) 503-8302
www.weinbergcap.com

Weinberg Capital Group is a Midwestern US-based investment firm focused on real estate and private equity investments. Weinberg's private equity group targets control investments in lower middle-market, North American, profitable companies with $10 to $100 million of revenue. Sectors of interest include manufacturing, business services, medical and healthcare, aviation services, consumer products, and value-added distribution. Weinberg's real estate group targets opportunities in retail, multi-family, office, and industrial properties. Weinberg Capital Group was formed in 2003 and is based in Cleveland, Ohio.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Consumer Products, Distribution, Financial Services, Furniture, Healthcare Services, Manufacturing, Marketing, Medical Products, Packaging, Real Estate, Retail, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Special Situations/Distressed

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

Transaction Criteria Min Max
Target Revenue 15 100
Target EBITDA 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.4/yr) # 10 - 1 - - 1 12
Sell (0.8/yr) # 4 - 2 - 2 - 8
  20

Most Recent M&A

Company Date Value Type
Drake Waterfowl Systems 2021-09-20 - Buyout (LBO, MBO, MBI)
Olive Branch, Mississippi · www.drakewaterfowl.com
Mechanical Servants LLC 2020-08-26 - Add-on Acquisition
Glendale Heights, Illinois · www.cvalet.com
AeroRepair Corp. 2020-01-14 - Secondary Buyout
Londonderry, New Hampshire · www.aerorepaircorp.com
Encore Bank N.A. 2018-10-26 - Merger
Naples, Florida · www.encorebank.com
Alex N. Sill Co. LLC 2018-08-01 - Buyout (LBO, MBO, MBI)
Cleveland, Ohio · www.sill.com
Carl's Patio, Inc. 2018-01-31 - Add-on Acquisition
Boca Raton, Florida · www.carls-patio.com
New Channel Direct Corp. 2016-12-01 - Add-on Acquisition
Hinckley, Ohio · www.newchanneldirect.com
North American Kitchen Solutions, Inc. 2016-04-04 - Recapitalization
Elyria, Ohio · www.hoodmart.com
Mechanical Servants LLC 2015-03-03 - Buyout (LBO, MBO, MBI)
Glendale Heights, Illinois · www.cvalet.com
Advanced Sleep Concepts, Inc. 2015-01-14 - Add-on Acquisition
Rome, Georgia · www.advancedsleepconcepts.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
H-D Advanced Manufacturing Co. 2012-12-11 Firstmark Corp. 2018-09-19 1
Houston, Texas · www.h-dam.com Chatsworth, California · www.firstmarkcorp.com

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 3 (60%) - 3 (25%) -
Consumer Products 1 (20%) - 2 (17%) -
Aerospace - - 1 (8%) -
Automotive - - 1 (8%) -
Distribution - - 1 (8%) -
Financial Services - - 1 (8%) -
Insurance 1 (20%) - 1 (8%) -
Retail - - 1 (8%) -
Transportation - - 1 (8%) -
Total 5 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 12 (100%) -
  Ohio 3 (60%) - 4 (33%) -
  Florida - - 2 (17%) -
  Texas 1 (20%) - 1 (8%) -
  Mississippi 1 (20%) - 1 (8%) -
  New York - - 1 (8%) -
  New Hampshire - - 1 (8%) -
  Illinois - - 1 (8%) -
  Georgia - - 1 (8%) -
Total 5 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (60%) - 8 (67%) -
Consolidation 1 (20%) - 2 (17%) -
Recapitalization 1 (20%) - 1 (8%) -
Special Situations/Distressed - - 1 (8%) -
Total 5 - 12 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (50%) -
Secondary Sale 2 (25%) -
IPO 1 (13%) -
Merger 1 (13%) -
Total 8 -

Top M&A Advisors

Financial Deals
KeyBanc Capital Markets
 1
Legal Deals
Benesch, Friedlander, Coplan & Aronoff LLP
 1

M&A Connections

Deals
Exited to
Investor(s)
25%
2 (25%)
Strategic(s)
63%
5 (63%)

Investor Summary

Investor Type

Family Office

Size

Small

Established

2003

Specialist/Generalist

Generalist

Leadership

Ronald Weinberg, Jr.

Managing Director & Principal

John Herman

Director & Principal

Ronald Weinberg

Director & Principal

Nicholas Leiby

Director

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