AURELIUS Equity Opportunities SE KGaA Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, AURELIUS Equity Opportunities SE KGaA has acquired 17 companies.

AURELIUS Equity Opportunities SE KGaA’s most common sectors for investment arebusiness services (8%) and consumer products (8%) . The Firm’s most common investment types include divestiture (54%) and buyout (lbo, mbo, mbi) (34%). In total, AURELIUS Equity Opportunities SE KGaA has invested in 1 US state and 13 different countries. Its largest (disclosed) acquisition occurred in 2021 when it acquired McKesson - UK Businesses for $734M.

In the last 3 years, AURELIUS Equity Opportunities SE KGaA has exited 5 companies. The Firm’s most common exit type is trade sale (65%). AURELIUS Equity Opportunities SE KGaA’s largest (disclosed) exit occurred in 2019 when it sold SOLIDUS SOLUTIONS Holding B.V. for $372M.

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M&A Summary

  • M&A Total Activity80
    • M&A Buy Activity63
    • M&A Sell Activity17
  • Total Sectors Invested 27
  • Total Countries Invested 13
  • M&A Buy/Sell Connections 41
  • M&A Advisors 18

AURELIUS Equity Opportunities SE & Co. KGaA

Ludwig-Ganghofer-Straße 6,
Grünwald, 82031
Germany
+49 (89) 4520527 0
www.aureliusinvest.com
info@aureliusinvest.de

The AURELIUS Group is an independent investment firm focused on buyouts and spin-offs of Western European middle-market to large companies. The Firm looks to invest €5 to €80 million per transaction in companies valued up to €250 million. AURELIUS is a generalist investor but has a preference for opportunities in the chemicals, information technology, consumer products, business services, and industrials sectors. The AURELIUS Group was formed in 2006 and is based in Grünwald, Germany.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Chemicals, Consumer Products, Consumer Services, Electronics, Environmental, Information Technology, Machinery, Manufacturing, Media, Restaurants

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, United Kingdom, Western Europe, Nordic, Asia/Pacific, Central Asia/India

Transaction Criteria Min Max
Target Revenue 50 1,000
Target EBITDA - -
Investment Size 5 80
Enterprise Value - 250
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (4.0/yr) # 43 3 6 7 3 1 63
vol $248M $905M $104M $140M $1.4B
Sell (1.6/yr) # 9 3 1 - 4 - 17
vol $320M $372M $71M $144M $907M
  80

Most Recent M&A

Company Date Value Type
TM Group Ltd. 2023-07-11 140M GBP Divestiture
Swindon, United Kingdom · www.tmgroup.co.uk
Briar Chemicals Ltd. 2022-10-11 94M EUR Trade Sale
Norwich, United Kingdom · www.briarchemicals.com
Agfa-Gevaert - Offset Solutions division 2022-08-30 104M EUR Divestiture
Mortsel, Belgium
Transform Hospital Group Ltd. 2022-08-16 - Secondary Sale
Manchester, United Kingdom · www.transformhospitalgroup.com
Reuss-Seifert & Hammerl Group 2022-06-13 - Trade Sale
Sprockhövel, Germany · www.reuss-seifert.de
McKesson UK 2022-04-07 - Buyout (LBO, MBO, MBI)
Coventry, United Kingdom · www.mckesson.uk
AKAD Bildungsgesellschaft mbH 2022-03-01 51M EUR Trade Sale
Stuttgart, Germany · www.akad.de
Saint-Gobain Building Distribution Ltd. 2022-02-17 - Divestiture
Leicestershire, United Kingdom · www.ctdtiles.co.uk
Minova International Ltd. 2021-12-12 128M EUR Divestiture
Addlestone, United Kingdom · www.minovaglobal.com
McKesson Corp. - UK Businesses 2021-11-01 734M GBP Divestiture
, United Kingdom
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
PMC Isochem 2010-02-22 Wychem Ltd. 2021-12-13 3
Vert Le Petit, France · www.isochem.eu Suffolk, United Kingdom · www.wychem.com
Office Depot Europe B.V. 2016-09-23 Office Depot Europe B.V. - Spanish Direct Business Unit 2020-07-31 2
Venlo, Netherlands · www.officedepot.eu Ourense, Spain
Connect Books Ltd. 2018-02-15 Wordery.com Ltd. 2020-05-04 1
Norwich, United Kingdom · www.bertrams.com Norwich, United Kingdom · www.wordery.com
Office Depot Europe B.V. 2016-09-23 Office Depot Europe B.V. - CEE Business 2019-09-26 1
Venlo, Netherlands · www.officedepot.eu Venlo, Netherlands
PMC Isochem 2010-02-22 Isochem SAS - Pharma Business 2017-12-04 2
Vert Le Petit, France · www.isochem.eu Vert Le Petit, France
PMC Isochem 2010-02-22 Framochem Kft 2014-08-01 1
Vert Le Petit, France · www.isochem.eu Szerviz ut 5, Hungary

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (8%) 104M (9%) 5 (8%) 104M (7%)
Consumer Products 3 (6%) - 5 (8%) -
Healthcare Services 3 (6%) 734M (64%) 4 (6%) 734M (53%)
Building Materials 3 (6%) - 4 (6%) -
Distribution 4 (8%) - 4 (6%) -
Retail 4 (8%) - 4 (6%) -
Information Technology - - 3 (5%) 248M (18%)
Chemicals 3 (6%) 128M (11%) 3 (5%) 128M (9%)
Automotive 3 (6%) - 3 (5%) -
Education 1 (2%) - 3 (5%) -
Construction 2 (4%) 42M (4%) 2 (3%) 42M (3%)
Apparel/Textiles 2 (4%) - 2 (3%) -
Electrical Equipment 2 (4%) - 2 (3%) -
Environmental 2 (4%) - 2 (3%) -
Media 1 (2%) - 2 (3%) -
Packaging 1 (2%) - 2 (3%) -
Technology Hardware 2 (4%) - 2 (3%) -
Transportation 2 (4%) - 2 (3%) -
Software 1 (2%) 140M (12%) 1 (2%) 140M (10%)
Aerospace 1 (2%) - 1 (2%) -
Diversified 1 (2%) - 1 (2%) -
Energy Services and Equipment 1 (2%) - 1 (2%) -
Forest Products 1 (2%) - 1 (2%) -
Machinery 1 (2%) - 1 (2%) -
Manufacturing 1 (2%) - 1 (2%) -
Marine 1 (2%) - 1 (2%) -
Staffing 1 (2%) - 1 (2%) -
Total 51 $1.1B 63 $1.4B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 21 (41%) 1.0B (91%) 22 (35%) 1.0B (75%)
Germany 15 (29%) - 21 (33%) -
Netherlands 2 (4%) - 4 (6%) 248M (18%)
Belgium 3 (6%) 104M (9%) 3 (5%) 104M (7%)
Switzerland 1 (2%) - 3 (5%) -
France 2 (4%) - 2 (3%) -
Denmark 2 (4%) - 2 (3%) -
United States 1 (2%) - 1 (2%) -
  Colorado 1 (2%) - 1 (2%) -
Spain 1 (2%) - 1 (2%) -
Italy 1 (2%) - 1 (2%) -
Ireland 1 (2%) - 1 (2%) -
Norway 1 (2%) - 1 (2%) -
Sweden - - 1 (2%) -
Total 51 $1.1B 63 $1.4B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Divestiture 27 (53%) 1.1B (100%) 34 (54%) 1.4B (100%)
Buyout (LBO, MBO, MBI) 16 (31%) - 21 (33%) -
Secondary Buyout 5 (10%) - 5 (8%) -
Stake Purchase 3 (6%) - 3 (5%) -
Total 51 $1.1B 63 $1.4B

Exits by Deal Type

Type Total # Value
Trade Sale 10 (59%) 463M (51%)
Secondary Sale 4 (24%) 372M (41%)
Divestiture 1 (6%) 50M (5%)
Trade Sale - Public Company 1 (6%) 23M (2%)
Sold to Management 1 (6%) -
Total 17 $907M

Top M&A Advisors

Financial Deals
Rothschild Global Advisory
 5
PwC Corporate Finance LLC
 4
Deloitte
 3
Legal Deals
DLA Piper
 3
Travers Smith LLP
 2
Mayer Brown
 2

Deal Values

buy # Total
$100M to $1B 5 $1.4B
< $100M 1 $42M
TOTAL $1.4B
Largest McKesson Corp. - UK Businesses
$734M (2021-11-01)
sell # Total
$100M to $1B 2 $620M
< $100M 5 $288M
TOTAL $907M
Largest SOLIDUS SOLUTIONS Holding B.V.
$372M (2019-06-28)

M&A Connections

Deals
Acquired from
Investor(s)
8%
5 (8%)
Strategic(s)
54%
34 (54%)
Exited to
Investor(s)
24%
4 (24%)
Strategic(s)
71%
12 (71%)

Investor Summary

Investor Type

Asset Manager

Size

Middle-Market

Established

2006

Specialist/Generalist

Generalist

Leadership

Matthias Täubl

CEO

Richard Schulze-Muth

CFO

Anke Hartmann

Director Human Resources

Cecilia Hummel

Director Recruiting

Marco Dietel

Director Tax

FAQ

When was AURELIUS Equity Opportunities SE & Co. KGaA founded?

AURELIUS Equity Opportunities SE & Co. KGaA was founded in 2006.

What type of investor is AURELIUS Equity Opportunities SE & Co. KGaA?

AURELIUS Equity Opportunities SE & Co. KGaA is an asset manager.

Where is AURELIUS Equity Opportunities SE & Co. KGaA headquartered?

AURELIUS Equity Opportunities SE & Co. KGaA is headquartered in Grünwald, Germany.

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