Sole Source Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Sole Source Capital has acquired 2 companies.

Sole Source Capital’s most common sectors for investment aredistribution (30%) and information technology (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (80%) and add-on acquisition (10%). In total, Sole Source Capital has invested in 6 US states.

In the last 3 years, Sole Source Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity10
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Advisors 1

Sole Source Capital LLC

4143 Maple Avenue, Suite 240,
Dallas, Texas 75219
United States
(214) 617-4745
www.solesourcecapital.com
info@solesourcecapital.com

Sole Source Capital is a private investment group focused on taking control positions in established companies with sustainable competitive advantages. The Firm looks to commit up to $75 million per transaction and will consider a variety of investment situations including management buyouts, divestitures, and special situations. Sectors of interest include manufacturing, distribution, automation, environmental services, motion control equipment, oil/gas exploration, energy services, refining/midstream, agriculture, mining services, logistics, metal services, manufacturing, and specialty chemicals. Sole Source Capital was formed in 2016 and is headquartered in Santa Monica, California.


Investment Criteria

Sectors of Interest: Agriculture, Business Services, Chemicals, Distribution, Energy Services and Equipment, Environmental, Information Technology, Machinery, Manufacturing, Metals/Mining, Oil/Gas Exploration, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Special Situations/Distressed

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 20
Investment Size - 75
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) # 5 3 1 1 - - 10
Sell (0.2/yr) # 1 - - 1 - - 2
  12

Most Recent M&A

Company Date Value Type
Lee Fish USA 2023-03-06 - Buyout (LBO, MBO, MBI)
El Segundo, California · www.leefishusa.com
Worldwide Produce 2023-02-09 - Secondary Buyout
Los Angeles, California · www.wwproduce.com
Westwood Laboratories, Inc. 2022-10-17 - Buyout (LBO, MBO, MBI)
Azusa, California · www.westwoodlabs.com
I.D. Images LLC 2021-08-03 - Buyout (LBO, MBO, MBI)
Brunswick, Ohio · www.idimages.com
Peak Technologies, Inc. 2021-04-09 - Secondary Buyout
Columbia, Maryland · www.peaktech.com
Optical Phusion, Inc. 2021-04-09 - Buyout (LBO, MBO, MBI)
Littleton, Massachusetts · www.opticalphusion.com
Dallas Plastics 2020-10-07 - Add-on Acquisition
Mesquite, Texas · www.dallasplastics.com
Supply Chain Services LLC 2020-05-06 - Buyout (LBO, MBO, MBI)
Oakdale, Minnesota · www.supplychainservices.com
Worldwide Produce 2019-10-25 - Buyout (LBO, MBO, MBI)
Los Angeles, California · www.wwproduce.com
Individual FoodService 2019-10-17 - Secondary Buyout
Bell, California · www.individualfoodservice.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Peak Technologies, Inc. 2021-04-09 Graphic Label LLC 2022-04-07 8
Columbia, Maryland · www.peaktech.com Yakima, Washington · www.graphiclabel.com

M&A by Sector

Sector Current # Value All-time # Value
Distribution 1 (13%) - 3 (30%) -
Business Services 2 (25%) - 2 (20%) -
Information Technology 2 (25%) - 2 (20%) -
Consumer Products 1 (13%) - 1 (10%) -
Packaging 1 (13%) - 1 (10%) -
Plastics 1 (13%) - 1 (10%) -
Total 8 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 10 (100%) -
  California 2 (25%) - 4 (40%) -
  Texas 2 (25%) - 2 (20%) -
  Ohio 1 (13%) - 1 (10%) -
  Minnesota 1 (13%) - 1 (10%) -
  Massachusetts 1 (13%) - 1 (10%) -
  Maryland 1 (13%) - 1 (10%) -
Total 8 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (75%) - 8 (80%) -
Add-on Acquisition 1 (13%) - 1 (10%) -
Secondary Buyout 1 (13%) - 1 (10%) -
Total 8 - 10 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (100%) -
Total 2 -

Top M&A Advisors

Financial Deals
KeyBanc Capital Markets
 1

M&A Connections

Deals
Acquired from
Investor(s)
10%
1 (10%)
Exited to
Investor(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

160M USD

Established

2016

Specialist/Generalist

Generalist

Leadership

David Fredston

Founder & CEO

Bruno Adoric

CFO & CCO

Scott Sussman

CIO

Ian Thomas

Managing Director

Sumil Menon

Managing Director, Investor Relations

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