Transaction overview

New Water Capital, a private equity firm based in Boca Raton, Florida, completed its acquisition of BulkSak International on August 2, 2023. The deal value was undisclosed but is part of New Water's broader strategy to build a transportation packaging solutions platform. BulkSak, headquartered in Gastonia, North Carolina with a manufacturing facility in Malvern, Arkansas, specializes in the manufacture and distribution of Flexible Intermediate Bulk Containers (FIBCs) and related products for industries such as chemical and food. The acquisition includes all operations of BulkSak, formerly part of Sonoco, which provides FIBC and complementary transportation packaging solutions under the BulkSak® brand.

Deal structure and financing

The details regarding the equity and debt split, lead banks involved in financing, leverage metrics, seller retained stake, lock-up terms, and IPO optionality are not publicly disclosed. Given New Water Capital's focus on lower middle market companies with revenues ranging from $30 million to $300 million, it is likely that a combination of private equity capital and possibly some debt financing was used for the acquisition. The absence of information about specific financial terms suggests that this may be an arm’s length transaction between closely held entities, where details remain confidential.

Strategic context

The rationale behind New Water's acquisition of BulkSak centers on enhancing its transportation packaging solutions platform. By integrating BulkSak with existing portfolio companies such as BulkLift and Bagwell Supply Ltd., New Water aims to streamline procurement for customers while improving quality, service, and product expertise in the FIBC market. The addition of BulkSak brings a premier provider of specialty small bags, liners, dunnage bags, reusable plastic transportation pallets, and other polypropylene-based products into the platform, expanding the range of offerings available to clients across various industries.

Regulatory path

There is no publicly available information regarding regulatory reviews or any required remedies for this acquisition. Given that New Water Capital focuses on lower middle market companies in North America, it is likely that the deal was reviewed under U.S. merger control laws and possibly state-level competition rules if BulkSak operates across multiple states within the United States. However, with an undisclosed value and focus on a specialized niche sector, the likelihood of triggering formal regulatory scrutiny is low.