Wellfleet Capital Partners Mergers and Acquisitions Summary

Merchant Bank Profile

Wellfleet Capital Partners’ most common sectors for investment areconsumer products (34%) and healthcare services (34%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and growth capital (34%). In total, Wellfleet Capital Partners has invested in 2 US states.

In the last 3 years, Wellfleet Capital Partners has exited 1 company. The Firm’s most common exit type is trade sale (100%). Wellfleet Capital Partners’ largest (disclosed) exit occurred in 2021 when it sold Building Engines for $300M.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity3
    • M&A Sell Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

Wellfleet Capital Partners

245 First Street, 18th Floor,
Cambridge, Massachusetts 02142
United States
www.wellfleetcapital.com
info@wellfleetcapital.com

Wellfleet Capital Partners is a merchant banking firm focused on advising and investing in lower middle-market businesses with $10 to $150 million in revenues and EBITDA of at least $1.5 million. The Firm looks for companies with defensible market positions and high operating margins. Sectors of interest include business services, branded consumer products, healthcare, food/beverage, niche manufacturing, and value-added distribution. Wellfleet will consider opportunities throughout the US and Canada. The Firm was formed in 1995 and is based in Cambridge, Massachusetts.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Chemicals, Consumer Products, Consumer Services, Distribution, Education, Food, Healthcare Services, Manufacturing, Marketing, Software, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue 10 150
Target EBITDA 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.2/yr) # 3 - - - 1 - 4
vol $300M $300M
  7

Most Recent M&A

Company Date Value Type
Building Engines, Inc. 2021-10-21 300M USD Add-on Acquisition
Boston, Massachusetts · www.buildingengines.com
Senior Whole Health LLC 2017-07-13 - Add-on Acquisition
Cambridge, Massachusetts · www.seniorwholehealth.com
Building Engines, Inc. 2016-10-06 - Growth Capital
Boston, Massachusetts · www.buildingengines.com
Senior Whole Health LLC 2011-11-08 - Secondary Buyout
Cambridge, Massachusetts · www.seniorwholehealth.com
Perrone Group 2011-07-14 - Add-on Acquisition
Braintree, Massachusetts · www.perronegrp.com
Americus Dental Labs, Inc. 2006-10-01 - Add-on Acquisition
Jamaica, New York · www.americuslab.com
Buy-Rite Designs, Inc. 2005-09-16 - Buyout (LBO, MBO, MBI)
Freehold, New Jersey
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 1 (33%) -
Healthcare Services - - 1 (33%) -
Software - - 1 (33%) -
Total - - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 3 (100%) -
  Massachusetts - - 2 (67%) -
  New Jersey - - 1 (33%) -
Total - - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 1 (33%) -
Growth Capital - - 1 (33%) -
Secondary Buyout - - 1 (33%) -
Total - - 3 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (50%) 300M (100%)
Trade Sale 2 (50%) -
Total 4 $300M

Deal Values

sell # Total
$100M to $1B 1 $300M
TOTAL $300M
Largest Building Engines, Inc.
$300M (2021-10-21)

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)
Exited to
Strategic(s)
100%
4 (100%)

Investor Summary

Investor Type

Merchant Bank

Size

Small

Established

1995

Specialist/Generalist

Generalist

Leadership

P. H. Benjamin Chang

Founder & Managing Principal

Greg Sneddon

Principal

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