Private Equity Investments for Lower-Middle-Market Companies
Private Equity Investments for Lower-Middle-Market Companies
Private Equity Investments for Lower-Middle-Market Companies
It’s a common misconception that private equity (PE) and venture capital (VC) funds are interchangeable when choosing to make an investment. Both PE funds and VC funds involve investing institutional and accredited investors’ capital in private companies with the belief that the investment will generate a meaningful return. However, PE and VC are two distinct … Read more
Challenge: Too Much Demand, too few resources, and too little time Since Chemlock Nutrition’s first sale to the animal nutrition industry in 2013, the company’s primary focus has been to leverage its MIT-trained chemistry expertise and chemical production insights into developing high-purity and innovative feed additives for the animal and livestock feed industry. By 2020, Chemlock was … Read more
Challenge: Sustaining growth through transition The owners at Teron Lighting, Inc. (TLI) were transitioning into retirement and sought to diversify their wealth. They needed a partner to aid with succession planning, and that’s where Roebling Capital Partners was able to lend our expert resources. The company, while financially strong, was somewhat unsophisticated from a systems … Read more
At the most basic level, private equity is the ownership of shares in a private company, while public equity is the ownership of shares in a public company. Public companies have shares that are traded freely on a stock exchange, whereas private company shares are traded only via private transactions. There are many similarities between … Read more
“Opportunity is missed by most people because it is dressed in overalls and looks like work.” —Thomas A. Edison The sentiment above captures the essence of Roebling Capital Partners’ approach to building business value in the Lower-Middle-Market (LMM). Because while all the businesses we and our affiliates invest in show a history of profitability, there … Read more
© 2022 Roebling Capital Partners. All Rights Reserved.
Company Name
Longstreth Sporting Goods
Website
longstrethfieldhockey.com
Location
Philadelphia, PA
Categories
Active, Value-Added Distribution
Date of Close
August 31, 2023
Longstreth Sporting Goods is a value-added, omni-channel women’s field hockey equipment distributor that carries impressive brand equity and name recognition in the sector. The Company employs 20 full time employees and has been committed to supporting the development of domestic field hockey for over 40 years. The Company’s omni-channel sales approach boasts revenue streams from E-commerce, Wholesale, Group Sales, and Retail customers.
Investment Thesis
RVA™ Approach
Company Name
The Porch Swing Company
Website
theporchswingcompany.com
Location
Tampa, FL
Categories
Active, Consumer Products
Date of Close
February 18, 2022
The Porch Swing Company is one of the largest ecommerce retailers of porch swings and outdoor patio furniture in the U.S. The company’s products are superior-quality, easy-to-assemble, Amish-crafted outdoor furniture, including porch swings, swing beds, gliders, rocking chairs, and more.
Transaction Dynamics
Partnership with the founder to recapitalize the business and position it for future growth. Additionally, RCP partnered with Cincinnati-based operating partners to bolster the day-to-day operational management function. Both the founder and the operating partners made notable investments in the company as part of the transaction.
RVA™ Approach
Company Name
Teron Lighting, Inc. (TLI, LLC)
Website
teronlighting.com
Location
Cincinnati, OH
Categories
Active, Light Manufacturing
Date of Close
April 16, 2021
Cincinnati-based TLI, LLC is a nationally recognized leader in manufacturing energy-efficient, environmentally friendly lighting products. With over 40 years of experience in the design and manufacture of commercial-grade lighting fixtures, TLI is positioned for substantial growth in product and market initiatives.
Transaction Dynamics
RCP provided a solution to the legacy ownership group whereby they could transition out of the business and retire. We partnered with new and existing management, who have notable equity consideration, to align interests and propel growth into the future.
“My brother Michael and I wanted to ensure that the company, and every employee, are protected through this transition. I am happy to have Roebling behind us because they will stand behind the growth and the team.”
Company Name
All Claims Repairs, LLC
Website
allclaimsrepairs.com
Location
Deerfield Beach, FL
Categories
Active, Business Services
Date of Close
December 20, 2020
All Claims Repairs is a licensed and insured general contractor specializing in water extraction, mold remediation, and water and fire damage restoration. The company also provides consulting services such as expert testimony and umpiring services to litigated claims. The company works with residential and commercial property owners, insurance companies, and insurance claims professionals to evaluate and restore damaged properties.
Transaction Dynamics
Partnership with the existing owners to recapitalize the business to accelerate growth. The owners/management made a significant investment in the company as part of the transaction.
Investment Thesis
RVA™ Approach
“When we decided to expand our services, we went looking for a financial partner who could help us get to the next level. Roebling’s philosophy mirrored ours. They approached the partnership with a focus on maintaining our culture and preserving our legacy while we collectively push toward expansion into new territories. We are extremely excited to work with the Roebling team to take All Claims to the next level of growth.” ”
Company Name
Chemlock Nutrition
Website
chemlocknutrition.com
Location
Cincinnati, OH
Categories
Active, Value-Added Distribution
Date of Close
June 14, 2021
Chemlock Nutrition formulates and provides high-purity, specialty feed additives for end-use in the livestock feed industry. Since entering the industry in 2013, Chemlock is one of the fastest-growing feed additive and ingredient companies in the U.S., having more than tripled its revenue in the last three years.
Transaction Dynamics
Partnership with the founders/owners to recapitalize the company and position it for sustained long-term growth. The founders made a significant investment in the company as part of the transaction and will continue in their existing capacity going forward.
Investment Thesis
RVA™ Approach
“Our business is growing so rapidly that it has outgrown the size of our team. With the addition of outside capital, we can fund more research and staff that will help us close the gap between current meat/dairy production limitations and evolving consumer demand/climate change.”