February 25, 2021

2020 Year in Review

The CapStreet model of partnering with business owners and management teams to drive business transformation continued in 2020. Our team worked diligently through the year to build long-term value for all of our stakeholders. We believe our companies are well positioned for 2021.

Recent Achievements Include:

  • One new platform investment
  • One portfolio company strategic merger
  • Three new CapStreet team members
  • Five portfolio add-on acquisitions
  • Fifteen portfolio company executives recruited
  • Twenty-one strategic technology initiatives completed

New Platform Acquisition


 
TradePending
HEADQUARTERS:

Chapel Hill metropolitan area, North Carolina

OUTSOURCED BUSINESS SERVICE:

TradePending builds innovative software for car dealers, helping them source leads, source used car inventory, and merchandise online inventory.

 

Add-Ons


Ontellus
HEADQUARTERS:

Houston, TX

SOFTWARE & TECH-ENABLED:

Provider of tech-enabled records retrieval services to insurance carriers, self-insured corporations and law firms in the United States

ACQUIRED

COMPANY:

INTERTEL/MasterTrace

HEADQUARTERS:

St. Louis, MO

 
OnPoint
HEADQUARTERS:

Deer Park, TX

INDUSTRIAL:

Provider of safety, logistics and planning services designed to support complex maintenance activities in the refining and petrochemical industries

ACQUIRED

COMPANY:

Scope Management Solutions

HEADQUARTERS:

Santa Fe, TX

OnPoint
HEADQUARTERS:

Deer Park, TX

INDUSTRIAL:

Provider of safety, logistics and planning services designed to support complex maintenance activities in the refining and petrochemical industries

ACQUIRED

COMPANY:

Innovative Ventilation Systems, Inc.

HEADQUARTERS:

Beaumont, TX

 
PCS
HEADQUARTERS:

Houston, TX

SOFTWARE & TECH-ENABLED:

Developer and direct marketer of software for the North American inland trucking industry offering an integrated enterprise-wide, management platform including dispatch, fleet management, and accounting solutions

ACQUIRED

COMPANY:

Ultraship TMS

HEADQUARTERS:

Fair Lawn, NJ

 
HugerRush
HEADQUARTERS:

Houston, TX

SOFTWARE & TECH-ENABLED:

A provider of integrated point of sale (“POS”) software solutions for restaurant and other hospitality merchants in the United States with solutions including online ordering, loyalty, reporting, merchant payment services, and financing

ACQUIRED

COMPANY:

OrdrAi

HEADQUARTERS:

Northville, MI

 

Merger


 
Allredi
HEADQUARTERS:

Pasadena, TX

INDUSTRIAL:

A top North American distributor of surface preparation, abrasives and safety products allowing better service and solutions with 24 locations throughout the U.S. and Canada

MERGER

COMPANY:

Marco Group International and APE Companies

HEADQUARTERS:

Deer Park, TX

 

Firm Additions


Wayne Washburn
Eric Williams

Principal, Strategy & Research

Eric will lead CapStreet's due diligence strategy and research efforts. Prior to joining CapStreet, Eric worked at The Sterling Group for six years and was previously a Consultant with Investor Group Services. He received a Bachelor of Arts in Economics and Political Science from Swarthmore College, and a Master of Business Administration from the Tuck School at Dartmouth College.

 
Bob San Julian
Rushana Cypert

Vice President, Investor Relations

Rushana will lead Investor Relations for CapStreet. Prior to CapStreet, Rushana was an Investor Relations professional at Quantum Energy Partners. Prior to Quantum, Rushana was an Associate at KPMG LLC’s Economic and Valuation Services Group. She holds a Bachelor of Administration from the University of Houston and an Master of Business Administration from Rice University.

 
Bob San Julian
Baqir Momin

Associate

Prior to joining CapStreet, Baqir was an analyst in Wells Fargo Securities’ Technology Mergers & Acquisitions Group where he worked with clients on evaluating and executing mergers, acquisitions and leverage buyouts in the technology sector. Baqir received a Bachelor of Arts in Economics, cum laude, from the University of California, Berkley.

Industry Focus


Industrial Distribution
Industrial Distribution

Identified opportunities include:

  • Value-Added Distribution
    • Value-add capabilities
    • Opportunities for industry consolidation
  • Industrial Services
    • Recurring revenue
    • Provide key services and related products
 
Software & Tech-Enabled
Software & Tech-Enabled

Identified opportunities include:

  • Unique and compelling business models
  • Outsourced business processes
  • Opportunities to accelerate organic growth
  • Ability to enhance or deploy technology
  • Strategic M&A opportunities to create scale and expand profitability
  • High levels of customer retention

About The CapStreet Group


Investment Criteria

If you have potential investment opportunities that meet the following CapStreet Group Investment Criteria, we would welcome the opportunity to speak with you.

  • Entrepreneur, family or employee owned businesses
  • $3 - $20 million of EBITDA
  • Industrial, software and tech-enabled service companies
 

Contact Us

Please feel free to reach out to Michelle Lewis, to learn more about The CapStreet Group or share information about your business.

Michelle A. Lewis, Principal, Business Development
713-332-2748