O2 Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, O2 Investment Partners has invested in 6 companies.

O2 Investment Partners’ most common sectors for investment aremanufacturing (17%) and business services (17%) . The Firm’s most common investment types include growth capital (63%) and buyout (lbo, mbo, mbi) (34%). In total, O2 Investment Partners has invested in 13 US states and 2 different countries.

In the last 3 years, O2 Investment Partners has exited 4 companies. The Firm’s most common exit type is trade sale (60%). O2 Investment Partners’ largest (disclosed) exit occurred in 2017 when it sold Greco Aluminum Railings for $28M.

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M&A Summary

  • M&A Total Activity34
    • M&A Buy Activity24
    • M&A Sell Activity10
  • Total Sectors Invested 15
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 14
  • M&A Advisors 2

O2 Investment Partners

40900 Woodward Avenue, Suite 200,
Bloomfield Hills, Michigan 48304
United States
(248) 554-4228
www.o2investment.com

O2 Investment Partners is a Midwest US-based private equity group that acquires majority interests in small and mid-sized businesses operating in traditional industries, including manufacturing, niche distribution, select service and technology businesses. Target companies typically have stable cash flows, sustainable and defensible business models, and growth potential. O2 Investment Partners was formed in the year 2010 and is based in Bloomfield Hills, Michigan.


Investment Criteria

Sectors of Interest: Chemicals, Distribution, Education, Environmental, Financial Services, Information Technology, Manufacturing, Medical Products, Plastics

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Acquisition Financing

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

Transaction Criteria Min Max
Target Revenue 5 75
Target EBITDA 2 10
Investment Size - -
Enterprise Value 5 75
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.8/yr) # 15 3 3 3 - - 24
Sell (1.0/yr) # 5 1 3 1 - - 10
vol $28M $28M
  34

Most Recent M&A

Company Date Value Type
4M Building Solutions 2022-12-01 - Growth Capital
St. Louis, Missouri · www.4-m.com
BerlinRosen 2022-01-28 - Growth Capital
New York, New York · www.berlinrosen.com
Modular Devices, Inc. 2022-01-20 - Growth Capital
Indianapolis, Indiana · www.modulardevices.com
Alpha Precision Group LLC 2022-01-10 - Trade Sale
Ridgway, Pennsylvania · www.alphasintered.com
Mantis Innovation Group LLC 2021-12-16 - Secondary Sale
Houston, Texas · www.mantisinnovation.com
Packaging Concepts & Design, Inc. 2021-12-06 - Trade Sale
Troy, Michigan · www.pcdpackaging.com
Stronghouse Solutions 2021-11-02 - Growth Capital
Eden Prairie, Minnesota · poweredbystronghouse.com
unWired Broadband, Inc. 2021-07-27 - Growth Capital
Fresno, California · www.getunwired.com
EIS Holdings 2021-07-20 - Secondary Sale
Fort Worth, Texas · www.eisholdings.com
Flip Electronics 2021-01-12 - Growth Capital
Roswell, Georgia · www.flipelectronics.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (29%) - 4 (17%) -
Manufacturing - - 4 (17%) -
Distribution 2 (14%) - 3 (13%) -
Aerospace 2 (14%) - 2 (8%) -
Building Materials - - 1 (4%) -
Chemicals - - 1 (4%) -
Communications 1 (7%) - 1 (4%) -
Construction 1 (7%) - 1 (4%) -
Environmental - - 1 (4%) -
Healthcare Services 1 (7%) - 1 (4%) -
Marketing 1 (7%) - 1 (4%) -
Packaging - - 1 (4%) -
Renewable Energy - - 1 (4%) -
Software 1 (7%) - 1 (4%) -
Technology Hardware 1 (7%) - 1 (4%) -
Total 14 - 24 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) - 23 (96%) -
  Michigan 1 (7%) - 4 (17%) -
  Minnesota 2 (14%) - 3 (13%) -
  Kentucky 2 (14%) - 2 (8%) -
  Georgia 2 (14%) - 2 (8%) -
  California 2 (14%) - 2 (8%) -
  Illinois 1 (7%) - 2 (8%) -
  Texas - - 2 (8%) -
  New York 1 (7%) - 1 (4%) -
  Missouri 1 (7%) - 1 (4%) -
  Indiana 1 (7%) - 1 (4%) -
  South Carolina 1 (7%) - 1 (4%) -
  Maine - - 1 (4%) -
  Pennsylvania - - 1 (4%) -
Canada - - 1 (4%) -
  Ontario - - 1 (4%) -
Domestic 14 (100%) - 23 (96%) -
Cross-border - - 1 (4%) -
Total 14 - 24 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 11 (79%) - 15 (63%) -
Buyout (LBO, MBO, MBI) 3 (21%) - 8 (33%) -
Secondary Buyout - - 1 (4%) -
Total 14 - 24 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (40%) -
Trade Sale - Public Company 3 (30%) 28M (100%)
Trade Sale 3 (30%) -
Total 10 $28M

Top M&A Advisors

Financial Deals
William Blair
 1
Legal Deals
Honigman
 1

Deal Values

sell # Total
< $100M 1 $28M
TOTAL $28M
Largest Greco Aluminum Railings Ltd.
$28M (2017-02-28)

M&A Connections

Deals
Acquired from
Investor(s)
4%
1 (4%)
Exited to
Investor(s)
40%
4 (40%)
Strategic(s)
60%
6 (60%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2011

Specialist/Generalist

Generalist

Leadership

Jay Hansen

Co-Founder & Managing Partner

Luke Plumpton

Managing Partner

Todd Fink

Managing Partner

Judy Wallace

CFO & CCO

Joseph Vallee

Partner

FAQ

When was O2 Investment Partners founded?

O2 Investment Partners was founded in 2011.

What type of investor is O2 Investment Partners?

O2 Investment Partners is a private equity firm.

Where is O2 Investment Partners headquartered?

O2 Investment Partners is headquartered in Bloomfield Hills, Michigan.

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