Stellex Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stellex Capital Management has acquired 6 companies.

Stellex Capital Management’s most common sectors for investment aremachinery (18%) and marine (14%) . The Firm’s most common investment types include secondary buyout (35%) and divestiture (22%). In total, Stellex Capital Management has invested in 11 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2020 when it acquired Officine Maccaferri for $10M.

In the last 3 years, Stellex Capital Management has exited 1 company. The Firm’s most common exit type is trade sale (34%). Stellex Capital Management’s largest (disclosed) exit occurred in 2019 when it sold Morbark for $352M.

Join Mergr to view Stellex Capital Management’s full profile and discover more large private equity firm investors just like it.

M&A Summary

  • M&A Total Activity26
    • M&A Buy Activity23
    • M&A Sell Activity3
  • Total Sectors Invested 14
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 10
  • M&A Advisors 10

Stellex Capital Management

900 Third Avenue, 14th Floor,
New York, New York 10022
United States
(212) 710-2323
www.stellexcapital.com
info@stellexcapital.com

Stellex Capital Management is a private equity firm focused on acquiring middle-market companies throughout North America and Europe. Stellex looks to invest $25 to $150 million in transactions valued up to $500 million. Sectors of interest include manufacturing, industrial, business services, aerospace, defense, government services, automotive, consumer products, distribution, and transportation. Prospective transaction situations include buyouts, turnarounds, recapitalizations, corporate divestitures, consolidations, and secondary purchases. Stellex Capital Management was formed in 2014 and is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Consumer Products, Defense, Distribution, Leisure, Machinery, Manufacturing, Marine, Oil/Gas Exploration, Transportation

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

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue 100 -
Target EBITDA - -
Investment Size 25 150
Enterprise Value 100 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (2.0/yr) # 13 4 5 1 - - 23
vol $10M $10M
Sell (0.2/yr) # 2 - - 1 - - 3
vol $352M $352M
  26

Most Recent M&A

Company Date Value Type
DB Santasalo Sarl 2023-03-08 - Secondary Buyout
Huddersfield, United Kingdom · www.dbsantasalo.com
Titan Acquisition Holdings 2023-02-03 - Secondary Buyout
Portland, Oregon · www.vigor.net
G2 Web Services LLC 2022-12-13 - Divestiture
Bellevue, Washington · www.g2webservices.com
Fintellix Solutions Pvt. Ltd. 2022-12-13 - Divestiture
Bengaluru, India · www.fintellix.com
Lundquist Consulting, Inc. 2022-12-13 - Divestiture
Burlingame, California · www.lciinc.com
RTC Aerospace 2022-03-21 - Secondary Buyout
Chatsworth, California · www.rtcaerospace.com
P3 Services LLC 2022-01-26 - Secondary Buyout
Auburn, Washington · www.p3services.com
IMIA Group Holdings LLC 2021-11-11 - Secondary Buyout
Daphne, Alabama · www.imiallc.com
Go To Logistics, Inc. 2021-05-17 - Secondary Buyout
Northlake, Illinois · www.gotologistics.net
Custom Made Meals LLC 2021-05-10 - Secondary Buyout
Denver, Colorado · www.custommademeals.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Fenix Parts, Inc. 2018-04-18 Cox Truck and Van, Inc. - Certain Assets 2019-07-16 12
Hurst, Texas · www.fenixparts.com Gainesville, Georgia
Custom Glass Solutions LLC 2018-10-22 NASG Holdings, Inc. 2019-05-06 2
Worthington, Ohio · www.customglasssolutions.com Trumbauersville, Pennsylvania · www.naspecialtyglass.com
Fenix Parts, Inc. 2018-04-18 Fenix Parts, Inc. - Canadian Operations of Recycling & Reselling OEM Automotive Products 2019-03-13 1
Hurst, Texas · www.fenixparts.com Westchester, Illinois
AFG Holdings, Inc. 2012-12-27 Advanced Measurements, Inc. 2017-06-30 2
Houston, Texas · www.afglobalcorp.com Calgary, Alberta · www.advmeas.com
Dominion Hospitality LLC 2016-11-01 Chapman Group 2016-11-03 1
Attleborough, United Kingdom · www.dominionhospitality.co.uk , United Kingdom

M&A by Sector

Sector Current # Value All-time # Value
Machinery 3 (15%) - 4 (17%) -
Marine 1 (5%) - 3 (13%) -
Transportation 3 (15%) - 3 (13%) -
Aerospace 2 (10%) - 2 (9%) -
Manufacturing 2 (10%) - 2 (9%) -
Engineering 1 (5%) 10M (100%) 1 (4%) 10M (100%)
Automotive 1 (5%) - 1 (4%) -
Business Services 1 (5%) - 1 (4%) -
Construction 1 (5%) - 1 (4%) -
Energy Services and Equipment 1 (5%) - 1 (4%) -
Food 1 (5%) - 1 (4%) -
Internet Software and Services 1 (5%) - 1 (4%) -
Leisure 1 (5%) - 1 (4%) -
Software 1 (5%) - 1 (4%) -
Total 20 $10M 23 $10M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (75%) - 18 (78%) -
  California 3 (15%) - 3 (13%) -
  Texas 3 (15%) - 3 (13%) -
  Alabama 2 (10%) - 2 (9%) -
  Washington 2 (10%) - 2 (9%) -
  Michigan 1 (5%) - 2 (9%) -
  Ohio 1 (5%) - 1 (4%) -
  Indiana 1 (5%) - 1 (4%) -
  Illinois 1 (5%) - 1 (4%) -
  Colorado 1 (5%) - 1 (4%) -
  Virginia - - 1 (4%) -
  Oregon - - 1 (4%) -
Italy 2 (10%) 10M (100%) 2 (9%) 10M (100%)
United Kingdom 2 (10%) - 2 (9%) -
India 1 (5%) - 1 (4%) -
Total 20 $10M 23 $10M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 7 (35%) - 8 (35%) -
Divestiture 5 (25%) - 5 (22%) -
Buyout (LBO, MBO, MBI) 2 (10%) - 3 (13%) -
Growth Capital 1 (5%) - 2 (9%) -
Special Situations/Distressed 1 (5%) 10M (100%) 1 (4%) 10M (100%)
Consolidation 1 (5%) - 1 (4%) -
Going Private 1 (5%) - 1 (4%) -
Recapitalization 1 (5%) - 1 (4%) -
Stake Purchase 1 (5%) - 1 (4%) -
Total 20 $10M 23 $10M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (33%) 352M (100%)
Merger 1 (33%) -
Secondary Sale 1 (33%) -
Total 3 $352M

Top M&A Advisors

Financial Deals
Evercore Group LLC
 1
Deloitte
 1
Oppenheimer & Co.
 1
Legal Deals
Milbank LLP
 2
K&L Gates LLP
 2
Benesch, Friedlander, Coplan & Aronoff LLP
 1

Deal Values

buy # Total
< $100M 1 $10M
TOTAL $10M
Largest Officine Maccaferri SpA
$10M (2020-12-03)
sell # Total
$100M to $1B 1 $352M
TOTAL $352M
Largest Morbark LLC
$352M (2019-09-11)

M&A Connections

Deals
Acquired from
Investor(s)
35%
8 (35%)
Strategic(s)
22%
5 (22%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

2.6B USD

Established

2014

Specialist/Generalist

Generalist

Leadership

Michael Stewart

Founder & Managing Partner

Ray Whiteman

Founder & Managing Partner

Courtney Mehrotra

Head of Investor Relations

David Waxman

Managing Director

Irina Krasik

Managing Director

 Subscribe to unlock this and 193,848
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 184K M&A Transactions
  • 189K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 72K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal