Equity Group Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Equity Group Investments has invested in 1 company.

Equity Group Investments’ most common sectors for investment aretransportation (37%) and energy services and equipment (10%) . The Firm’s most common investment types include growth capital (64%) and joint venture (10%). In total, Equity Group Investments has invested in 7 US states and 2 different countries.

In the last 3 years, Equity Group Investments has exited 2 companies. The Firm’s most common exit type is secondary buyout (67%). Equity Group Investments’ largest (disclosed) exit occurred in 2022 when it sold Exterran for $1.5B.

Join Mergr to view Equity Group Investments’ full profile and discover more large private equity firm investors just like it.

M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity11
    • M&A Sell Activity3
  • Total Sectors Invested 8
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 6
  • M&A Advisors 1

Equity Group Investments

Two North Riverside Plaza Suite 600,
Chicago, Illinois 60606
United States
(312) 454-0100
www.egizell.com
tholt@egii.com

Equity Group Investments is a private investment group formed by Sam Zell. The Firm looks for opportunistic investments in a variety of sectors including energy, healthcare, logistics, manufacturing, transportation, media, and real estate. Equity Group Investments was established in 1969 and is headquartered in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Energy Services and Equipment, Healthcare Services, Manufacturing, Media, Real Estate, Transportation

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

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 9 1 - 1 - - 11
Sell (0.4/yr) # 1 - - 1 - 1 3
vol $1.5B $1.5B
  14

Most Recent M&A

Company Date Value Type
The Pasha Group 2024-04-01 - Secondary Sale
San Rafael, California · www.pashagroup.com
Entertainment Earth LLC 2022-07-01 - Growth Capital
Simi Valley, California · www.entertainmentearth.com
Exterran Corp. 2022-01-24 1.5B USD Trade Sale
Houston, Texas · www.exterran.com
Able Freight Services LLC 2020-10-05 - Growth Capital
Los Angeles, California · www.ablefreight.com
Alpine Energy Capital LLC 2019-09-10 - Joint Venture
Houston, Texas · www.alpineenergycapital.com
Lanter Delivery Systems LLC 2019-07-10 - Growth Capital
Des Peres, Missouri · www.lanterdeliverysystems.com
The Pasha Group 2018-03-01 - Growth Capital
San Rafael, California · www.pashagroup.com
RailUSA LLC 2018-01-01 - Growth Capital
Boca Raton, Florida · www.railusa.com
Rewards Network Establishment Services, Inc. 2017-10-02 - Secondary Sale
Chicago, Illinois · www.rewardsnetwork.com
Waste Industries USA, Inc. 2017-08-18 - Buyout (LBO, MBO, MBI)
Raleigh, North Carolina · www.wasteindustries.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
AHS Medical Holdings LLC 2015-07-07 Ardent Health Services - 323-Bed Bay Medical 2018-11-27 1
Nashville, Tennessee · www.ardenthealth.com Nashville, Tennessee
AHS Medical Holdings LLC 2015-07-07 LHP Hospital Group, Inc. 2017-03-13 2
Nashville, Tennessee · www.ardenthealth.com Plano, Texas · www.lhphospitalgroup.com

M&A by Sector

Sector Current # Value All-time # Value
Transportation 3 (38%) - 4 (36%) -
Agriculture - - 1 (9%) -
E-Commerce 1 (13%) - 1 (9%) -
Energy Services and Equipment 1 (13%) - 1 (9%) -
Environmental - - 1 (9%) -
Financial Services 1 (13%) - 1 (9%) -
Healthcare Services 1 (13%) - 1 (9%) -
Oil/Gas Exploration 1 (13%) - 1 (9%) -
Total 8 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 10 (91%) -
  California 2 (25%) - 3 (27%) -
  Texas 2 (25%) - 2 (18%) -
  Missouri 1 (13%) - 1 (9%) -
  Florida 1 (13%) - 1 (9%) -
  Tennessee 1 (13%) - 1 (9%) -
  Oklahoma 1 (13%) - 1 (9%) -
  North Carolina - - 1 (9%) -
Canada - - 1 (9%) -
  British Columbia - - 1 (9%) -
Domestic 8 (100%) - 10 (91%) -
Cross-border - - 1 (9%) -
Total 8 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (63%) - 7 (64%) -
Buyout (LBO, MBO, MBI) - - 1 (9%) -
Joint Venture 1 (13%) - 1 (9%) -
Secondary Buyout 1 (13%) - 1 (9%) -
Stake Purchase 1 (13%) - 1 (9%) -
Total 8 - 11 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (67%) -
Trade Sale - Public Company 1 (33%) 1.5B (100%)
Total 3 $1.5B

Top M&A Advisors

Legal Deals
McDermott Will & Emery
1

Deal Values

sell # Total
> $1B 1 $1.5B
TOTAL $1.5B
Largest Exterran Corp.
$1.5B (2022-01-24)

M&A Connections

Deals
Acquired from
Investor(s)
9%
1 (9%)
Exited to
Investor(s)
67%
2 (67%)
Strategic(s)
33%
1 (33%)

FAQ

When was Equity Group Investments founded?

Equity Group Investments was founded in 1969.

What type of investor is Equity Group Investments?

Equity Group Investments is a private equity firm.

Where is Equity Group Investments headquartered?

Equity Group Investments is headquartered in Chicago, Illinois.

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