Berggruen Holdings Mergers and Acquisitions Summary

Private Equity Profile

Berggruen Holdings’ most common sectors for investment are agriculture (10%) and business services (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (64%) and divestiture (19%). In total, Berggruen Holdings has invested in 3 US states and 8 different countries.

The Firm’s most common exit type is trade sale (50%). Berggruen Holdings’ largest (disclosed) exit occurred in 2009 when it sold FGX International for $565M.

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity10
    • M&A Sell Activity4
  • Total Sectors Invested 10
  • Total Countries Invested 8
  • M&A Buy/Sell Connections 5

Berggruen Holdings

(212)380-2230
www.berggruenholdings.com
eh@berggruenholdings.com

Berggruen Holdings, Inc. is a private holding company that seeks investments in private equity, real estate, alternative energy, stocks and bonds, hedge funds, and other private equity funds. Berggruen's direct private equity group targets investments in mid-market, cash-flow positive businesses operating in a wide variety of industries. The Firm can invest up to $200 million per transaction and will consider opportunities in the US, Europe, Asia, and other emerging markets. Berggruen Holdings looks to partner with management teams when pursuing opportunities. Berggruen Holdings, Inc. was established in 1986 and has offices in New York, Los Angeles, London, Berlin, Tel Aviv, Mumbai, and Istanbul.


Investment Criteria

Sectors of Interest: Agriculture, Business Services, Consumer Products, Consumer Services, Education, Financial Services, Forest Products, Furniture, Healthcare Services, Insurance, Leisure, Machinery, Media, Metals/Mining, Real Estate, Retail

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Special Situations/Distressed

Geographic Preferences: East US, Midwest US, South US, West US, United Kingdom, Western Europe, Eastern Europe, Asia/Pacific, Australia/New Zealand, Central Asia/India

Transaction Criteria Min Max
Target Revenue - 5,000
Target EBITDA - 250
Investment Size - 200
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 9 - - - 1 - 10
Sell (0.0/yr) # 4 - - - - - 4
vol $565M $565M
  14

Most Recent M&A

Company Date Value Type
TLC Companies 2019-03-05 - Secondary Buyout
Brooklyn Center, Minnesota · www.tlccompanies.com
Karstadt AG 2013-01-01 - Add-on Acquisition
Essen, Germany · www.karstadt.de
Bonded Services Group LLC 2011-06-30 - Secondary Buyout
Fort Lee, New Jersey · www.bonded.com
Karstadt AG 2010-09-30 - Buyout (LBO, MBO, MBI)
Essen, Germany · www.karstadt.de
Phoenix Group Holdings Plc 2010-07-01 - IPO
St Helier, Channel Islands · www.thephoenixgroup.com
BC Equipment Trading Co. Pvt. Ltd. 2010-01-01 - Buyout (LBO, MBO, MBI)
Mumbai, India · www.berggruenholdings.com
FGX International, Inc. 2009-12-16 565M USD Add-on Acquisition
Smithfield, Rhode Island · www.fgxi.com
Berggruen Farming Pty Ltd. 2008-02-01 - Buyout (LBO, MBO, MBI)
, Australia
LeYa SA 2008-01-01 - Buyout (LBO, MBO, MBI)
Alfragide, Portugal · www.leya.com
Bonded Kayıt Sistemleri A.Ş 2006-12-01 - Buyout (LBO, MBO, MBI)
Istanbul, Turkey · www.bonded.com.tr
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
LeYa SA 2008-01-01 Oficina do Livro 2008-07-17 1
Alfragide, Portugal · www.leya.com Lisbon, Portugal · www.oficinadolivro.pt

M&A by Sector

Sector Current # Value All-time # Value
Agriculture 1 (14%) - 1 (10%) -
Business Services 1 (14%) - 1 (10%) -
Consumer Products - - 1 (10%) -
Distribution 1 (14%) - 1 (10%) -
Forest Products 1 (14%) - 1 (10%) -
Insurance - - 1 (10%) -
Leisure 1 (14%) - 1 (10%) -
Media 1 (14%) - 1 (10%) -
Retail - - 1 (10%) -
Staffing 1 (14%) - 1 (10%) -
Total 7 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (25%) - 3 (27%) -
  Minnesota 1 (13%) - 1 (9%) -
  Georgia 1 (13%) - 1 (9%) -
  Rhode Island - - 1 (9%) -
India 2 (25%) - 2 (18%) -
United Kingdom 1 (13%) - 1 (9%) -
Australia 1 (13%) - 1 (9%) -
Portugal 1 (13%) - 1 (9%) -
Turkey 1 (13%) - 1 (9%) -
Germany - - 1 (9%) -
Channel Islands - - 1 (9%) -
Total 8 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (63%) - 7 (64%) -
Divestiture 1 (13%) - 2 (18%) -
PIPE 1 (13%) - 1 (9%) -
Secondary Buyout 1 (13%) - 1 (9%) -
Total 8 - 11 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (25%) 565M (100%)
IPO 1 (25%) -
Secondary Sale 1 (25%) -
Trade Sale 1 (25%) -
Total 4 $565M

Deal Values

sell # Total
$100M to $1B 1 $565M
TOTAL $565M
Largest FGX International, Inc.
$565M (2009-12-16)

M&A Connections

Deals %
Acquired from
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%
Exited to
PE Firm(s)
50%
2 50%
Strategic(s)
50%
2 50%

Investor Summary

Size

Large

PE Assets

2.0B USD

Established

1986

Specialist/Generalist

Generalist

Leadership

Nicolas Berggruen

Chairman

Jared Bluestein

Managing Director

Samuel Czarny

Managing Director

Eric Hanson

Managing Director

Yigal Zemah

Managing Director

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