M&A Deal Summary

AEA Investors Acquires Burt s Bees

On November 24, 2003, private equity firm AEA Investors acquired consumer products company Burt s Bees

Acquisition Highlights
  • This is AEA Investors’ 3rd transaction in the Consumer Products sector.
  • This is AEA Investors’ 10th transaction in the United States.
  • This is AEA Investors’ 1st transaction in North Carolina.
Investment Fate
  • Burt s Bees was sold to a publicly-traded strategic buyer in 2008 for 925M USD.

M&A Deal Summary
Date 2003-11-24
Target Burt s Bees
Sector Consumer Products
Buyer(s) AEA Investors
Deal Type Buyout (LBO, MBO, MBI)

Target

Burt s Bees

Morrisville, North Carolina, United States
Burt's Bees product display at a Walgreens pharmacy in Duluth, Minnesota.
Burt's Bees product display at a Walgreens pharmacy in Duluth, Minnesota.
Burt's Bees, Inc. manufactures natural personal care products. It offers lip care products, including lip balms and creams, lip glosses, lip colors, and lip shimmers; face care products, including facial cleansers, exfoliates, facial toners, complexion mists, moisturizers, and eye creams; and body care products, including washes and soaps, moisturizing body lotions, oils, hand soaps, hand moisturizers, foot care products, and bath products.

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Buyer(S) 1

Buyer

AEA Investors

New York, New York, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1968
PE ASSETS 19.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

AEA Investors is a private investment firm focused on investing in and acquiring businesses headquartered primarily in the US, Europe, and China. AEA looks for companies operating in stable to growing industries with a proven ability to generate positive cash-flow. Broad sectors of interest include value-added industrial products/services, specialty chemicals, consumer products, and services. In addition to its primary middle-market private equity fund, AEA maintains additional funds targeted towards mezzanine financing, senior secured debt, and small business buyouts. AEA Investors was formed in 1968 and is based in New York City.

DEAL STATS #
Overall 13 of 119
Sector (Consumer Products) 3 of 11
Type (Buyout (LBO, MBO, MBI)) 7 of 38
State (North Carolina) 1 of 4
Country (United States) 10 of 104
Year (2003) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2002-03-20 Dal-Tile International

Suite 1704, Texas, United States

One of the US’s largest makers of ceramic tiles, Dal-Tile sells its floor, wall, quarry, and mosaic tiles under the Daltile and American Olean brand names.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2004-04-21 Leiner Health Products

Carson, California, United States

Leiner Health Products, Inc. is a manufacturer and marketer of vitamins, minerals and nutritional supplements and over the counter ('OTC') pharmaceuticals.

Sell USD650M
Mergr

Product

Company

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