Representative Co-Investments:
-
Safety Insurance (NASDAQ: SAFT)
Management buyout transaction.
Closed in under 90 days during harsh economic environment.
Equity value grew from $135M to over $500M, then IPO.
-
Fitness club chain (name confidential)
Growth recapitalization transaction of a regional health club chain driven by shareholder’s desire for liquidity and growth capital.
Equity value grew from $70M to $600M, still private
-
Packaging products (name confidential)
Generational recapitalization driven by shareholder’s need for liquidity, estate planning and desire to transition the business to the next generation of family management.
Equity value grew from $48M to $210M, still private
Additional notable industry experience:
- Air ambulance
- Recapitalization for growth & liquidity
- Bus manufacturing
- Turnaround capital and operational expertise
- Capital equipment manufacturing
- Provided shareholder liquidity event
- Gear manufacturing
- Provided shareholder liquidity event
- Home appliance manufacturing
- Provided shareholder liquidity event
- IT consulting & training
- Backed management buyout and multiple future acquisitions
- Pest control products manufacturing
- Recapitalization for growth & liquidity with multiple future acquisitions
- Promotional products manufacturing
- Recapitalization for growth & liquidity with multiple future acquisitions
- Restaurant franchising
- Recapitalization for growth & liquidity
- Steel galvanizing
- Backed management buyout