Tracked deals
11
11 tracked deals across 2017-2026.
Charlotte, North Carolina, United States
Mosaic Capital Partners is an employee-ownership private equity firm focused on acquiring lower middle-market companies through Employee Stock Ownership Plan (ESOP) or Employee Ownership Trust (EOT) buyouts.
Tracked deals
11
11 tracked deals across 2017-2026.
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Recapitalization
5 recapitalization · 3 addon · 1 buyout
Last 7 years
Supporting Data
Mosaic Capital Partners invested in Southern Shade Tree Co., Inc., a full-service landscaping company operating throughout the Carolinas. Southern Shade Tree management retained meaningful ownership and continues to lead the business under Mosaic’s employee-ownership approach, including the creation of an Employee Ownership Trust.
Simultaneously with its investment in Southern Shade Tree, Mosaic and SST completed the acquisition of Atlantic Coast Landscaping Services, LLC, an eastern North Carolina landscaping operation. Atlantic Coast’s leaders remain in their roles and the employees are made eligible to participate in the new Employee Ownership Trust.
Mosaic Capital Partners has invested in the newly formed IE Group Holdings, Inc. ESOP (Ickler Electric), enabling a transition to employee ownership while founder Randy Minnier remains President and CEO. Financial partners on the transaction included UMB Bank and Lafayette Square, and Capstone Partners served as financial advisor to Ickler Electric; the Company employs nearly 350 people and is headquartered in Poway, California.
Best Friends Pet Care, a portfolio company of Mosaic Capital Partners, has acquired Paws Pet Resort, a regional pet resort and services company based in Sioux Falls, South Dakota. Peakstone served as exclusive M&A advisor to Paws Pet Resort; terms were not disclosed. The deal is an add-on to Best Friends Pet Care's platform to expand its pet care footprint and service offering.
Mosaic Capital Partners led an investment into the newly formed Gautier Steel Holdings Inc. ESOP, supporting the combination of two mills operating in Johnstown, Pennsylvania. Financial partners in the transaction included Tecum Capital, Salem Investment Partners and Patriot Capital, and CEO Glen Buckley will continue to lead the business while employees receive substantial retirement benefits through the ESOP.
Mosaic Capital Partners announced an investment in the newly formed Zero Waste Recycling ESOP, enabling employee ownership while providing capital to support growth. Financial partners on the transaction included Lafayette Square, Morgan Stanley Private Credit and Impact Engine; CEO Will Simmons will continue to lead the business from its two processing facilities in Charlotte, North Carolina and Lancaster, South Carolina.
Mosaic Capital Partners led an employee stock ownership plan (ESOP) to acquire NuSource Financial, a bank-technology and ATM/branch transformation provider headquartered in Eden Prairie, Minnesota, from Tonka Bay Equity Partners. Stellus Capital Management provided first-lien term loan financing and a structured equity co-investment to support the transaction; Pagemill Partners served as NuSource's financial advisor.
Mosaic Capital Partners announced an ESOP-backed acquisition of Boston Barricade Holdings, Inc., enabling founders Bob and Cynthia Putnam to provide liquidity and transition ownership to employees while retaining Bob Putnam as CEO. Boston Barricade is a nationwide provider of modular barricade systems, retail graphics and installation services headquartered in Vero Beach, Florida; Boxwood Partners served as the company’s financial advisor.
Mosaic Capital Partners led the creation of an Employee Stock Ownership Plan (ESOP) to acquire Custom Profile Holdings, a Grand Rapids-based manufacturer of plastic profile extrusions. Graycliff Partners provided $12.5 million of subordinated debt and structured equity to support the ESOP transaction, which transferred ownership from prior investor Blackford Capital and provides liquidity and growth capital to the business and employee-owners.
Mosaic Capital Partners announced an ESOP acquisition of Best Friends Pet Hotel, a national pet hotel operator with 30 U.S. locations and ~90,000 active clients, enabling employees to become owners. Industry veteran Reed Howlett joined as an investor and board member; ICG Capital Securities served as Best Friends' financial advisor.
ETAK Systems, a Charlotte-based portfolio company of Mosaic Capital Partners, has acquired an Ohio-based provider of wireless tower construction and site-acquisition engineering services. The add-on expands ETAK's geographic coverage into the Ohio Valley, adds tower crews and site management capabilities, and allows ETAK to integrate drone mapping and 3D modeling into the target's site-acquisition work.
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