Hersh Family Investments Mergers and Acquisitions Summary

Family Office Profile

Hersh Family Investments’ most common sectors for investment arefinancial services (23%) and healthcare services (23%) . The Firm’s most common investment types include growth capital (56%) and buyout (lbo, mbo, mbi) (34%). In total, Hersh Family Investments has invested in 6 US states.

The Firm’s most common exit type is trade sale (67%). Hersh Family Investments’ largest (disclosed) exit occurred in 2011 when it sold Highlands Bancshares for $71M.

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity9
    • M&A Sell Activity3
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

Hersh Family Investments

Freedom Place At Old Parkland 4143 Maple Avenue Suite 350,
Irving, Texas 75219
United States
(972) 432-3800
www.hershfi.com
info@hershfi.com

NLM Capital is a private investment firm focused on acquiring mid-sized businesses in the water resources/infrastructure services, education, healthcare, and real estate sectors. NLM seeks profitable businesses with experienced management and strong market positions with growth prospects. NLM's looks to commit $3 to $30 million of equity per deal, with a total target transaction size of $15 to $150 million. NLM will not invest in businesses with limited revenues or that are engaged in direct retail, restaurants, or oil/natural gas. NLM was formed in 2004 and is based in Irving, Texas.


Investment Criteria

Sectors of Interest: Business Services, Education, Energy Services and Equipment, Environmental, Financial Services, Healthcare Services, Infrastructure, Manufacturing, Real Estate

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 - -
Target EBITDA - -
Investment Size 3 30
Enterprise Value 15 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 9 - - - - - 9
Sell (0.0/yr) # 3 - - - - - 3
vol $71M $71M
  12

Most Recent M&A

Company Date Value Type
Envy Gaming, Inc. 2017-08-09 - Growth Capital
Dallas, Texas · www.teamenvyus.com
Avadyne Health, Inc. 2016-04-18 - Recapitalization
Moline, Illinois · www.avadynehealth.com
Sapling Learning, Inc. 2012-11-07 - Add-on Acquisition
Austin, Texas · www.saplinglearning.com
Highlands Bancshares, Inc. 2011-12-14 71M USD Add-on Acquisition
Dallas, Texas · www.thehighlandsbank.com
Sapling Learning, Inc. 2010-09-11 - Growth Capital
Austin, Texas · www.saplinglearning.com
Greenstone Resource Partners LLC 2010-07-01 - Growth Capital
Phoenix, Arizona · www.greenstonerp.com
Benchmark Revenue Management, Inc. 2010-07-01 - Growth Capital
Moline, Illinois · www.benchmarkrevenue.com
Highlands Bancshares, Inc. 2010-05-01 - Recapitalization
Dallas, Texas · www.thehighlandsbank.com
Millmark Education Corp. 2008-05-01 - Buyout (LBO, MBO, MBI)
Washington, District of Columbia · www.millmarkeducation.com
Miller Drilling Co., Inc. 2008-01-01 - Buyout (LBO, MBO, MBI)
Lawrenceburg, Tennessee · www.millerdrilling.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Education - - 2 (22%) -
Financial Services - - 2 (22%) -
Healthcare Services - - 2 (22%) -
Business Services - - 1 (11%) -
Energy Services and Equipment - - 1 (11%) -
Media 1 (100%) - 1 (11%) -
Total 1 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 9 (100%) -
  Texas 1 (100%) - 3 (33%) -
  Illinois - - 2 (22%) -
  Tennessee - - 1 (11%) -
  District of Columbia - - 1 (11%) -
  California - - 1 (11%) -
  Arizona - - 1 (11%) -
Total 1 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 1 (100%) - 5 (56%) -
Buyout (LBO, MBO, MBI) - - 3 (33%) -
Recapitalization - - 1 (11%) -
Total 1 - 9 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (33%) 71M (100%)
Recapitalization 1 (33%) -
Trade Sale 1 (33%) -
Total 3 $71M

Deal Values

sell # Total
< $100M 1 $71M
TOTAL $71M
Largest Highlands Bancshares, Inc.
$71M (2011-12-14)

M&A Connections

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

Investor Summary

Investor Type

Family Office

Size

Small

PE Assets

100M USD

Established

2004

Specialist/Generalist

Generalist

Leadership

Kenneth Hersh

Chairman

Randy Chappel

Managing Director

Rick O'Brien

President & Chief Investment Officer

Andrew Frohman

Vice President

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