Gladstone Investment Mergers and Acquisitions Summary

Business Development Company Profile

In the last 3 years, Gladstone Investment has acquired 3 companies.

Gladstone Investment’s most common sectors for investment arebusiness services (13%) and consumer products (13%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (59%) and secondary buyout (9%). In total, Gladstone Investment has invested in 17 US states. Its largest (disclosed) acquisition occurred in 2015 when it acquired Counsel Press for $33M.

The Firm’s most common exit type is secondary buyout (34%).

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M&A Summary

  • M&A Total Activity27
    • M&A Buy Activity24
    • M&A Sell Activity3
  • Total Sectors Invested 17
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11
  • M&A Advisors 1

Gladstone Investment Corporation

Gladstone Investment Corporation

1521 Westbranch Drive, Suite 100,
McLean, Virginia 22102
United States
(703) 287-5893
www.gladstoneinvestment.com
investment@gladstonecompanies.com


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA 3 20
Investment Size - 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.0/yr) # 19 2 1 2 - - 24
vol $78M $78M
Sell (0.0/yr) # 3 - - - - - 3
  27

Most Recent M&A

Company Date Value Type
Home Concepts Holdings LLC 2023-05-22 - Buyout (LBO, MBO, MBI)
Santa Barbara, California · www.homeconceptsmagazine.com
Cordant Health Solutions 2023-04-10 - Secondary Buyout
Denver, Colorado · www.cordantsolutions.com
Dema Plumbing, Inc. 2022-07-06 - Buyout (LBO, MBO, MBI)
Centennial, Colorado · www.demaplumbing.com
Utah Pacific Bridge & Steel LLC 2021-07-30 - Buyout (LBO, MBO, MBI)
Lindon, Utah · www.utahpacificbridge.com
Nocturne Villa Rentals, Inc. 2021-06-08 - Consolidation
Telluride, Colorado · www.nocturneluxuryvillas.com
Mason West, Inc. 2020-07-09 - Buyout (LBO, MBO, MBI)
Placentia, California · www.masonwest.com
The Maids International LLC 2020-03-09 - Buyout (LBO, MBO, MBI)
Omaha, Nebraska · www.maids.com
Horizon Facilities Services LLC 2019-07-24 - Buyout (LBO, MBO, MBI)
Allentown, Pennsylvania · www.managedlabor.net
Jackrabbit, Inc. 2019-05-07 - Secondary Buyout
Ripon, California · www.jackrabbitequipment.com
Educators Resource, Inc. 2018-11-30 - Buyout (LBO, MBO, MBI)
Mobile, Alabama · www.educatorsresource.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
PSI Molded Plastics 2015-08-04 Precision Southeast, Inc. 2017-12-06 1
Wolfeboro, New Hampshire · www.psimp.com Myrtle Beach, South Carolina · www.precisionsoutheast.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (16%) 33M (54%) 3 (13%) 33M (42%)
Consumer Products 3 (16%) - 3 (13%) -
Engineering 2 (11%) 28M (46%) 2 (8%) 28M (36%)
Manufacturing 1 (5%) - 2 (8%) -
Plastics 1 (5%) - 2 (8%) -
Machinery - - 1 (4%) 18M (23%)
Aerospace 1 (5%) - 1 (4%) -
Apparel/Textiles 1 (5%) - 1 (4%) -
Chemicals - - 1 (4%) -
Construction 1 (5%) - 1 (4%) -
Consumer Services 1 (5%) - 1 (4%) -
Distribution 1 (5%) - 1 (4%) -
Healthcare Services 1 (5%) - 1 (4%) -
Marketing 1 (5%) - 1 (4%) -
Publishing 1 (5%) - 1 (4%) -
Real Estate 1 (5%) - 1 (4%) -
Transportation - - 1 (4%) -
Total 19 $61M 24 $78M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 19 (100%) 61M (100%) 24 (100%) 78M (100%)
  California 2 (11%) - 4 (17%) 18M (23%)
  Colorado 3 (16%) - 3 (13%) -
  New Hampshire 2 (11%) - 2 (8%) -
  Oklahoma 1 (5%) 28M (46%) 2 (8%) 28M (36%)
  New York 1 (5%) 33M (54%) 1 (4%) 33M (42%)
  Washington 1 (5%) - 1 (4%) -
  Utah 1 (5%) - 1 (4%) -
  Pennsylvania 1 (5%) - 1 (4%) -
  North Carolina 1 (5%) - 1 (4%) -
  Nebraska 1 (5%) - 1 (4%) -
  Michigan 1 (5%) - 1 (4%) -
  Massachusetts 1 (5%) - 1 (4%) -
  Kansas 1 (5%) - 1 (4%) -
  Georgia 1 (5%) - 1 (4%) -
  Alabama 1 (5%) - 1 (4%) -
  Texas - - 1 (4%) -
  South Carolina - - 1 (4%) -
Total 19 $61M 24 $78M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 12 (63%) - 14 (58%) 18M (23%)
Divestiture 2 (11%) 33M (54%) 2 (8%) 33M (42%)
Recapitalization 2 (11%) 28M (46%) 2 (8%) 28M (36%)
Secondary Buyout 2 (11%) - 2 (8%) -
Acquisition Financing - - 1 (4%) -
Consolidation 1 (5%) - 1 (4%) -
Growth Capital - - 1 (4%) -
Special Situations/Distressed - - 1 (4%) -
Total 19 $61M 24 $78M

Exits by Deal Type

Type Total # Value
Merger 1 (33%) -
Secondary Sale 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Total 3 -

Top M&A Advisors

Financial Deals
Prestwick Partners LLC
 1

Deal Values

buy # Total
< $100M 3 $78M
TOTAL $78M
Largest Counsel Press, Inc.
$33M (2015-03-31)

M&A Connections

Deals
Acquired from
Investor(s)
8%
2 (8%)
Strategic(s)
8%
2 (8%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Business Development Company

Size

Small

Established

2005

Specialist/Generalist

Generalist

Leadership

David Dullum

President

Peter Roushdy

Executive Vice President & Managing Director

Kyle Largent

Executive Vice President & Senior Managing Director

Christopher Lee

Managing Director

David Glazer

Managing Director

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