Deal Timeline

Plotted by close date where disclosed, otherwise announcement. Select any marker to jump to the deal entry.

The Acquisition Playbook.

Three patterns run through O REILLY AUTOMOTIVE's acquisitions — what it looks for, how it pays, and how it folds in what it buys.

01
Acquisition criteria
One transformational deal, then disciplined tuck-ins.
O'Reilly grows overwhelmingly through organic store openings, with M&A reserved for selective expansion. The 2008 CSK Auto merger was the rare transformational move that made O'Reilly the third-largest national auto parts retailer overnight; nearly every other deal is a regional chain bolt-on of a few dozen stores.
CSK Auto CorporationMidwest Auto Parts DistributorsVIP Parts, Tires & ServiceBond Auto PartsBennett Auto Supply
02
Capital deployment
Buying customer-service cultures, not just stores.
Across Bond, Bennett, Mayasa and Vast-Auto, O'Reilly's announcements repeatedly emphasize that the target was a decades-old, family-operated business built on the same culture of hard work and excellent customer service. Acquired management teams are typically retained to keep operating the business after close.
CSK Auto CorporationMidwest Auto Parts DistributorsVIP Parts, Tires & ServiceBond Auto PartsBennett Auto Supply
03
Integration approach
From regional U.
S. roll-up to North American platform. Early deals filled in U.S. regions — New England (VIP, Bond), Florida (Bennett), the West (CSK). Beginning in 2019, O'Reilly used acquisitions to enter new countries: Mayasa marked its inaugural expansion outside the United States, and Vast-Auto its entrance into Canada.
CSK Auto CorporationMidwest Auto Parts DistributorsVIP Parts, Tires & ServiceBond Auto PartsBennett Auto Supply

The Full Deal Book

9 acquisitions — each with the deal value, financing structure, target revenue, and executive commentary where disclosed.

01 CSK Auto Corporation · Phoenix, Arizona (Western United States) $1.0B
Announced Apr 2008 Closed Jul 2008 Stock-for-stock exchange offer plus $1.00 cash per share
Western U.S. store networknational retail platformdual-market (DIY + professional) reach

CSK Auto Corporation (NYSE: CAO) was one of the largest specialty retailers of auto parts and accessories in the Western United States, operating under the Checker, Schuck's, Kragen and Murray's brands. Under the merger agreement, CSK shareholders received $11.00 of O'Reilly common stock (subject to a collar) plus $1.00 in cash per share. Each CSK share was converted into 0.4285 of an O'Reilly share plus $1.00 in cash. The combination created the third-largest national auto parts retailer with approximately 3,200 stores and pro forma 2007 revenues of approximately $4.4 billion. approximately $1.0 billion (including ~$500 million of assumed debt).

Why it was attractive
  • Highly complementary Western U.S. footprint with minimal geographic overlap
  • giving O'Reilly an instant national platform
Today is an exciting day for both O'Reilly and CSK shareholders. As a combined company, we will be even stronger and more competitive, with the ability to better meet the continuing evolution of the automotive aftermarket industry.Greg Henslee — Chief Executive Officer, O'Reilly Automotive
The benefits of this transaction are very compelling. After careful consideration of a number of viable alternatives, our Board has determined that partnering with O'Reilly is clearly the best course of action for our shareholders.Larry Mondry — President and Chief Executive Officer, CSK Auto
02 Midwest Auto Parts Distributors · St. Paul, Minnesota $61M
Announced May 2005 Closed May 2005 All cash
Regional auto parts distribution

Midwest Auto Parts Distributors, headquartered in St. Paul, Minnesota, was a specialty retailer that supplied automotive aftermarket parts across the upper Midwest, operating a chain of stores backed by two distribution centers in Minneapolis, Minnesota and Billings, Montana. Its footprint spanned six states not previously served by O'Reilly - Minnesota, Montana, North Dakota, South Dakota, Wisconsin and Wyoming. O'Reilly acquired all outstanding stock of parent W.E. Lahr Company and its Midwest subsidiary, adding roughly 72 stores and extending the company's reach into the northern-central U.S. $61 million in cash.

03 VIP Parts, Tires & Service · Lewiston, Maine (Maine, New Hampshire, Massachusetts) Not disclosed
Announced Dec 2012 Closed Dec 2012
56-store New England retail networkMaine distribution centerautomotive parts sales and distribution operations

O'Reilly entered into a definitive agreement to purchase the auto-parts-related assets of VIP Parts, Tires & Service, New England's largest privately held automotive parts and accessories chain. Based in Lewiston, Maine, VIP operated 56 stores across Maine, New Hampshire and Massachusetts plus a Maine distribution center. After completion, VIP retained the tire and service components of the business while O'Reilly owned and operated the automotive parts sales and distribution operations. VIP traces to a 1958 founding and was acquired by Quirk Tire in 2001.

Why it was attractive
  • New England's largest privately held parts and accessories chain with a 56-store footprint and a regional distribution center
04 Bond Auto Parts · Vermont, New Hampshire, Massachusetts and New York Not disclosed
Announced Oct 2016 Closed Dec 2016
48-store Northeastern retail network

Concurrent with its third-quarter 2016 earnings release, O'Reilly announced a definitive agreement to purchase substantially all of the assets of Bond Auto Parts, a privately held automotive parts supplier operating 48 stores in Vermont, New Hampshire, Massachusetts and New York. The purchase was expected to be completed before the end of 2016.

Why it was attractive
  • A 60-year-old
  • customer-service-driven regional chain that fit O'Reilly's culture and extended its Northeastern footprint
Over the past 60 years, the Bond family has built a very successful business based on a culture of providing excellent customer service, which makes their company a perfect fit with O'Reilly. I would like to welcome the Bond team members to O'Reilly.O'Reilly Automotive Q3 2016 earnings press release
05 Bennett Auto Supply, Inc. · Pompano Beach, Florida (southern Florida) Not disclosed
Announced Nov 2018 Closed Jan 2019
33-store southern Florida retail network

Alongside an additional $1 billion share-repurchase authorization, O'Reilly announced a definitive agreement to purchase substantially all of the auto-parts-related assets of Bennett Auto Supply, Inc., a privately held automotive parts supplier headquartered in Pompano Beach, Florida that operated 33 stores in southern Florida. The asset purchase was expected to be completed by the end of 2018.

Why it was attractive
  • A 61-year-old premier regional supplier with 33 stores that strengthened O'Reilly's profitable growth in the Florida market
We are very excited to announce we have entered into a definitive agreement to purchase substantially all of the assets of Bennett Auto Supply, a highly respected, privately held automotive parts supplier operating 33 stores in southern Florida. Over the past 61 years, the Bennett family has built a very successful business based on a culture of providing excellent customer service and is a premier parts supplier in their markets.Greg Johnson — CEO and Co-President, O'Reilly Automotive
06 Mayasa (Mayoreo de Autopartes y Aceites, S.A. de C.V.) · Guadalajara, Jalisco, Mexico Not disclosed
Announced Aug 2019 Closed Nov 2019 Stock purchase
Mexican market entryfive distribution centers20 company-owned stores2000+ independent jobber relationships

O'Reilly entered into a definitive stock purchase agreement with the shareholders of Mayoreo de Autopartes y Aceites, S.A. de C.V. ('Mayasa'), headquartered in Guadalajara, Jalisco, Mexico, to acquire all of the outstanding shares of Mayasa and affiliated entities. Mayasa was founded in 1954 and operated five distribution centers supporting 20 company-owned stores and serving over 2,000 independent jobber locations throughout Mexico, with more than 1,100 team members. The acquisition represented O'Reilly's inaugural expansion outside the United States and was expected to close in the fourth quarter of 2019, subject to regulatory approvals.

Why it was attractive
  • A 65-year-old family-operated supplier with five distribution centers
  • 20 stores and 2
  • 000+ jobber locations that opened O'Reilly's first international market
We are excited to announce we have entered into a definitive agreement to purchase Mayasa, a highly respected, family operated auto parts supplier in Mexico, which operates five distribution centers that support 20 company owned stores and over 2,000 independent jobber locations throughout Mexico.Greg Johnson — CEO and Co-President, O'Reilly Automotive
07 Groupe Del Vasto (Vast-Auto Distribution) · Montreal, Quebec, Canada (Eastern Canada) Not disclosed
Announced Dec 2023 Closed Jan 2024 Stock purchase
Canadian market entrytwo distribution centerssix satellite warehouses23 company-owned storesEastern Canada independent partner network

O'Reilly entered into a definitive stock purchase agreement with the shareholders of Groupe Del Vasto, headquartered in Montreal, Quebec, Canada, to acquire all of its outstanding shares and affiliated entities. Groupe Del Vasto operates as Vast-Auto Distribution and had served the Canadian automotive aftermarket for more than 35 years, running two distribution centers and six satellite warehouses that support a network of 23 company-owned stores plus hundreds of independent partners across Eastern Canada. The acquisition marked O'Reilly's entrance into the Canadian market and was expected to close in January 2024.

Why it was attractive
  • A 35-year-old
  • family-owned distributor with a built-out distribution and store network that opened O'Reilly's first Canadian market
We are excited to announce our purchase agreement with Vast-Auto, a highly respected, family-owned and operated auto parts supplier in Canada. This strategic acquisition represents another important milestone in O'Reilly's rich history, as we extend our footprint into Canada and continue our long track record of profitable growth throughout North America.Greg Johnson — CEO, O'Reilly Automotive
This is a significant milestone and fantastic opportunity for Vast-Auto and will be a catalyst to accelerate our expansion throughout Canada. Our company has always been committed to a strong culture, hard work, and exceptional customer service and these values align perfectly with O'Reilly's culture.Mauro Cifelli — President and CEO, Vast-Auto
08 Hi-Lo Automotive, Inc. · Houston, Texas $91M
Closed Jan 1998 Cash merger; O'Reilly acquired 100% of the outstanding capital stock of Hi-Lo Automotive, Inc. Equity purchase price of approximately $47.8 million

O'Reilly completed a merger with Hi-Lo Automotive, Inc. and its subsidiaries on January 30, 1998 (effective January 31, 1998), acquiring 100% of the outstanding capital stock. Hi-Lo was a Houston, Texas headquartered specialty retailer and supplier of automotive products operating 189 stores in Texas (165), Louisiana (17) and California (7), plus a 375,000 square foot distribution center in Houston. Hi-Lo had sales of approximately $238.3 million for the year ended December 31, 1997.

09 Mid-State Automotive Distributors, Inc. · Tennessee $20.5M
Closed Oct 2001 Stock purchase; O'Reilly purchased all of the outstanding stock of Mid-State Automotive Distributors, Inc. for approximately $20.5 million, including acquisition costs. Accounted for under the purchase method of accounting.

Effective October 1, 2001, O'Reilly purchased all of the outstanding stock of Mid-State Automotive Distributors, Inc., a specialty retailer that supplied automotive aftermarket parts throughout the southeastern United States. The acquisition added 82 stores and included distribution centers in Nashville, Tennessee and Knoxville, Tennessee.

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