Bell Home Solutions
For over 90 years, Bell Home Solutions has employed only the finest plumbers, electricians and heating / cooling technicians and remodel experts in Denver.
After three generations, the Bell family sold the business and real estate to the existing management team and Socius Capital.
Western Machine Works
Western provides industrial repair and maintenance services primarily to the pulp and paper, wind energy, marine and hydroelectric sectors. They are the largest independent provider of services to repair or rebuild the rolls used in the manufacture of paper and packaging.
Socius Capital, existing senior management and another institutional investor acquired the company from a retired inactive owner.
Pioneer Recycling Services
Pioneer provides recycling processing services throughout the Pacific northwest. Pioneer owns and operates facilities in Tacoma, Washington and Clackamas, Oregon.
Socius led the transaction that allowed two highly experienced outside managers to acquire the facilities from a large paper company that no longer considered the assets strategic.
Socius Capital’s investment was fully returned through a senior debt raise 3 years after funding. We retain a significant equity position in the company.
Precision Machine and Manufacturing
Precision manufactures high quality rotary valves, rotary feeders and screw conveyors used in material handling operations throughout North America. The company’s products are designed to be particularly effective in harsh operating environments.
Socius acquired the company in concert with existing management from a retiring owner.
Wazee operates a major electric motor and generator sales and service business. They also provide full drivetrain service for turbines serving America’s wind power industry.
The transaction can be characterized as a generational transfer, with Socius backing a son in the acquisition of the business from his father.
Following considerable organic and acquisition-driven growth, Wazee was acquired by Timken four years after our initial investment.
Intertech is a leading plastics molding manufacturer with a particular emphasis on large tonnage, inefficient-to-ship products. Over its history, the business has developed core competencies in injection molding, blow molding, contract assembly, pad printing, and fulfillment services.
Socius Capital’s growth financing was used by the company to purchase additional injection molding equipment to fulfill the needs of a major big box retailer that had consolidated product sourcing to Intertech.
Intertech undertook a refinancing to replace Socius with lower cost capital.
Pacific Pharmacy Group
Pacific Pharmacy operates independent pharmacies located in medical office buildings and hospital campuses in Southern California.
Socius helped facilitate a growth financing that was used to acquire and open new pharmacies.
On the Scene Productions
OTSP is a pioneer in the field of electronic publicity.
Socius and existing management worked with an ESOP structure to acquire the company from its two founders.