Mosaic Capital Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

Mosaic Capital Partners’ most common sectors for investment aresafety/security (13%) and staffing (13%) . The Firm’s most common investment types include secondary buyout (38%) and buyout (lbo, mbo, mbi) (25%). In total, Mosaic Capital Partners has invested in 8 US states.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Mosaic Capital Partners

101 S. Tryon Street, Suite 2620,
Charlotte, North Carolina 28280
United States
(704) 626-6419
www.mosaic-cp.com
info@mosaic-cp.com

Mosaic Capital Partner is a private investment firm focused on providing equity and mezzanine capital to lower middle-market companies with at least $10 million in revenue. The Firm has a special interest in companies with ESOPs and will consider businesses operating in a range of sectors including business services, chemicals, consumer products, environmental, food/beverages, healthcare services, distribution, machinery, and niche manufacturing. The Firm's geographic preference is businesses in the Southeast, Midwest, and Mid-Atlantic US. Mosaic Capital Partners was formed in 2011 and is headquartered in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Agriculture, Beverages, Business Services, Chemicals, Consumer Products, Distribution, Engineering, Environmental, Food, Healthcare Services, Life Science, Manufacturing, Safety/Security, Transportation

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

Geographic Preferences: East US, Midwest US, South US

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA 3 12
Investment Size 10 25
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 7 1 - - - - 8
Sell (0.2/yr) # - 1 - - - - 1
  9

Most Recent M&A

Company Date Value Type
ETAK Systems LLC 2021-03-04 - Add-on Acquisition
Charlotte, North Carolina · www.etaksystems.com
NuSource Financial LLC 2021-02-16 - Secondary Buyout
Eden Prairie, Minnesota · www.nusourcefinancial.com
Custom Profile, Inc. 2019-04-25 - Secondary Buyout
Grand Rapids, Michigan · www.custom-profile.com
Sayers Technology LLC 2018-04-16 - Recapitalization
Vernon Hills, Illinois · www.sayers.com
Pete's Living Greens 2016-01-12 - Growth Capital
Carpinteria, California · www.eatpetes.com
Linxx Global Solutions, Inc. 2015-04-28 - Buyout (LBO, MBO, MBI)
Virginia Beach, Virginia · www.linxxglobal.com
ETAK Systems LLC 2015-02-04 - Secondary Buyout
Charlotte, North Carolina · www.etaksystems.com
Express Medical Transporters 2014-08-05 - Growth Capital
St. Louis, Missouri · www.rideemt.com
The Apothecary Shoppe LLC 2014-01-07 - Buyout (LBO, MBO, MBI)
Tulsa, Oklahoma · www.apothecarytulsa.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Agriculture - - 1 (13%) -
Engineering - - 1 (13%) -
Healthcare Services 1 (20%) - 1 (13%) -
Information Technology 1 (20%) - 1 (13%) -
Life Science - - 1 (13%) -
Plastics 1 (20%) - 1 (13%) -
Safety/Security 1 (20%) - 1 (13%) -
Staffing 1 (20%) - 1 (13%) -
Total 5 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 8 (100%) -
  Missouri 1 (20%) - 1 (13%) -
  Minnesota 1 (20%) - 1 (13%) -
  Michigan 1 (20%) - 1 (13%) -
  Illinois 1 (20%) - 1 (13%) -
  Virginia 1 (20%) - 1 (13%) -
  North Carolina - - 1 (13%) -
  California - - 1 (13%) -
  Oklahoma - - 1 (13%) -
Total 5 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 2 (40%) - 3 (38%) -
Buyout (LBO, MBO, MBI) 1 (20%) - 2 (25%) -
Growth Capital 1 (20%) - 2 (25%) -
Recapitalization 1 (20%) - 1 (13%) -
Total 5 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
50%
4 (50%)
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Small

Established

2011

Specialist/Generalist

Generalist

Leadership

Stephen Buchanan

Founder & Managing Partner

Bill Hayes

Founder & Partner

Joseph Strycharz

Founder & Partner

Keith Butcher

Founder & Partner

Ian Mohler

Partner

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