Weinberg Capital Group Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Weinberg Capital Group has acquired 1 company.

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 3 companies. The Firm’s most common exit type is trade sale (45%).

Join Mergr to view Weinberg Capital Group’s full profile and discover more small family office investors just like it.

M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity12
    • M&A Sell Activity9
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 16
  • 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 ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.2/yr) # 11 - - 1 - - 12
Sell (0.6/yr) # 6 - 2 - 1 - 9
  21

Most Recent M&A

Company Date Value Type
North American Kitchen Solutions, Inc. 2022-11-10 - Secondary Sale
Elyria, Ohio · www.hoodmart.com
Drake Waterfowl Systems 2021-09-20 - Buyout (LBO, MBO, MBI)
Olive Branch, Mississippi · www.drakewaterfowl.com
Mechanical Servants LLC 2020-08-26 - Trade Sale
Glendale Heights, Illinois · www.cvalet.com
AeroRepair Corp. 2020-01-14 - Secondary Sale
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 - Trade Sale
Boca Raton, Florida · www.carls-patio.com
New Channel Direct Corp. 2016-12-01 - Trade Sale
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
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 2 (50%) - 3 (25%) -
Consumer Products 1 (25%) - 2 (17%) -
Aerospace - - 1 (8%) -
Automotive - - 1 (8%) -
Distribution - - 1 (8%) -
Financial Services - - 1 (8%) -
Insurance 1 (25%) - 1 (8%) -
Retail - - 1 (8%) -
Transportation - - 1 (8%) -
Total 4 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 12 (100%) -
  Ohio 2 (50%) - 4 (33%) -
  Florida - - 2 (17%) -
  Texas 1 (25%) - 1 (8%) -
  Mississippi 1 (25%) - 1 (8%) -
  New York - - 1 (8%) -
  New Hampshire - - 1 (8%) -
  Illinois - - 1 (8%) -
  Georgia - - 1 (8%) -
Total 4 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (75%) - 8 (67%) -
Consolidation 1 (25%) - 2 (17%) -
Recapitalization - - 1 (8%) -
Special Situations/Distressed - - 1 (8%) -
Total 4 - 12 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (44%) -
Secondary Sale 3 (33%) -
IPO 1 (11%) -
Merger 1 (11%) -
Total 9 -

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)
33%
3 (33%)
Strategic(s)
56%
5 (56%)

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

FAQ

When was Weinberg Capital Group founded?

Weinberg Capital Group was founded in 2003.

What type of investor is Weinberg Capital Group?

Weinberg Capital Group is a family office.

Where is Weinberg Capital Group headquartered?

Weinberg Capital Group is headquartered in Cleveland, Ohio.

 Subscribe to unlock this and 197,042
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 188K M&A Transactions
  • 193K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 74K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal