Private Equity Investments for Lower-Middle-Market Companies
Private Equity Investments for Lower-Middle-Market Companies
Private Equity Investments for Lower-Middle-Market Companies
Mr. Carlson is Co-founder, CEO and Managing Partner of Roebling Capital Partners (“RCP”). He leverages two decades of experience in buy-and sell-side M&A transactions, corporate finance, strategy, and capital markets.
An exceptionally skilled negotiator, Mr. Carlson has structured and successfully brought to close countless M&A and lower-middle-market private equity transactions. He is a master at deal structuring, company positioning, transaction consequences, transaction risk mitigation, negotiations, due diligence, financial analysis and modeling, and portfolio-monitoring.
Currently, Mr. Carlson is Managing Director and Shareholder at VonLehman, a CPA and Advisory Firm based in Northern Kentucky, where he is focused on M&A advisory services.
In this and previous roles, he has originated new relationships and transactions with local business owners and their trusted advisors and has built innumerable relationships with the business community through his philanthropic and personal activities.
As a native Kentuckian, Mr. Carlson participates in a number of locally-based professional and civic organizations that encourage and empower youth, provide businesses with resources and needed capital and assist those with healthcare needs. He is a founding member of A Greater Cincinnati, co-founder of Southeastern Young Association in Nashville/Charlotte and member and past President of the St. Elizabeth Foundation Young Patrons Guild.
He is Co-Chair of the Executive Challenge component of the American Heart Association’s annual Heart Chase event, participates in the Lion’s Club of Fort Thomas, KY and is active in Accounting for Kids.
Focused on advancing and assisting those in need in Northern Kentucky, Mr. Carlson serves on the board of Life Learning Center, is active in the Northern Kentucky Giving Circle and is a member of the Northern Kentucky Chamber of Commerce Leadership Northern Kentucky Class of 2020.
The partners of Roebling Capital have a wide and distinguished range of direct investing, operations, real estate
and entrepreneurial experiences that we leverage for you throughout the investment process.
Numerous variables influence the volume of M&A transactions completed each
It’s a common misconception that private equity (PE) and venture
Challenge: Too Much Demand, too few resources, and too little
Challenge: Sustaining growth through transition The owners at Teron Lighting,
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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.”
