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DSG acquires Source Atlantic to bolster Canadian presence

EditorNatashya Angelica
Published 10/07/2024, 22:16
DSGR
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FORT WORTH, Texas - Distribution Solutions Group, Inc. (NASDAQ:DSGR), known as DSG, announced an agreement through its subsidiary Lawson Products (NASDAQ:DSGR) Canada to acquire Source Atlantic Limited, a leading distributor in the Canadian MRO (maintenance, repair, and operations) market. The acquisition, expected to close in the third quarter of 2024, is subject to regulatory approval and customary closing conditions.

Source Atlantic, based in Saint John, New Brunswick (NYSE:BC), reported CAD$250 million in sales for the most recent fiscal year. This move is part of DSG's strategy to expand its operational footprint in Canada, building upon its existing Western Canada presence through Bolt Supply, another wholly-owned subsidiary.

Bryan King, Chairman and CEO of DSG, expressed enthusiasm for the partnership, highlighting Source Atlantic's long-standing legacy and the potential to strengthen DSG's North American presence. Cesar Lanuza, President & CEO of Lawson Products, noted the acquisition's alignment with their high-touch, specialty distribution platform, enhancing product offerings and customer experience across Canada.

Steve Drummond, President of Source Atlantic, also welcomed the acquisition, anticipating benefits for employees, customers, and vendor partners.

The purchase will be funded through DSG's existing cash and credit facilities and is expected to be immediately accretive to DSG's adjusted earnings per share. However, it is not anticipated to materially impact DSG's financial reporting.

DSG is a prominent specialty distribution company serving various markets, including MRO, OEM, and industrial technologies. With around 3,700 employees, DSG operates from multiple distribution and service centers across North America, Europe, Asia, South America, and the Middle East.

This news article is based on a press release statement and contains forward-looking statements, which involve inherent risks and uncertainties. Actual results could differ materially from those projected in these statements.

In other recent news, Distribution Solutions Group (DSG) reported a significant increase in their first quarter 2024 sales, with consolidated revenue reaching $416.1 million, marking a 19.5% rise from the previous year. However, the company's organic growth rate was 4.7%, falling short of expectations due to underperformance in certain markets.

CEO Bryan King outlined the company's long-term strategy, aiming to raise total sales to over $3.3 billion in the next five years through organic and inorganic growth. DSG's recent acquisitions of Emergent Safety Supply and S&S Automotive are expected to expand product offerings and customer value. The company is also undergoing sales force transformations and process optimizations to enhance profitability.

Despite challenges in the technology end market, DSG anticipates flat to low single-digit organic sales growth in Q2, but expects positive growth in the latter half of the year. The company is actively recruiting sales representatives to increase productivity, and remains committed to improving margin profiles and capital allocation, including debt reduction and share repurchases. These are part of the recent developments in DSG's growth strategy.

InvestingPro Insights

As Distribution Solutions Group, Inc. (NASDAQ:DSGR) gears up for its strategic acquisition of Source Atlantic Limited, the market is observing the company's financial health and growth prospects. According to InvestingPro data, DSG's market capitalization stands at a robust $1.36 billion, reflecting investor confidence in the company's market position. Despite recent market volatility, DSG's revenue growth remains strong, with a 21.75% increase over the last twelve months as of Q1 2024, underscoring the company's expanding operations.

InvestingPro Tips suggest that while DSG is not currently profitable, with a negative P/E ratio of -66.2, net income is expected to grow this year, indicating potential for future profitability. Additionally, the company's liquid assets surpass its short-term obligations, which may provide financial stability as it integrates Source Atlantic into its operations. However, it is worth noting that the stock is currently trading at a high EBIT valuation multiple, and two analysts have revised their earnings estimates downwards for the upcoming period.

For investors interested in a deeper dive into DSG's financial metrics and future outlook, there are more InvestingPro Tips available at https://www.investing.com/pro/DSGR. Take advantage of the exclusive offer to use coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, which includes additional tips to inform your investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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