Equity Partners Pty Mergers and Acquisitions Summary

Private Equity Profile

Equity Partners Pty’s most common sectors for investment are consumer products (17%) and food (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (75%) and secondary buyout (9%). In total, Equity Partners Pty has invested in 3 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired Penrice Soda Holdings for $78M.

The Firm’s most common exit type is trade sale (84%). Equity Partners Pty’s largest (disclosed) exit occurred in 2011 when it sold SFG Australia for $180M.

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M&A Summary

  • M&A Total Activity18
    • M&A Buy Activity12
    • M&A Sell Activity6
  • Total Sectors Invested 10
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 5

Equity Partners Pty Ltd.

Level 8 4-6 Bligh Street,
Sydney, NSW 2000
Australia,
+61 2 8298 5100
www.equitypartners.com.au
greg.wang@equitypartners.com.au

Equity Partners is a generalist private equity firm that targets investments in Australia and New Zealand. Equity Partners looks to invest in established, profitable businesses with AU$4 to AU$20 million of EBIT. Prospective transactions include management buyouts, buy-ins, recapitalizations, and expansion financings. Equity Partners will not invest in start-up or early stage transactions as well as real estate or mining companies. Equity Partners was formed in 1995 and is based in Sydney, Australia.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Chemicals, Communications, Consumer Products, Financial Services, Food, Franchising, Healthcare Services, Manufacturing, Metals/Mining, Plastics, Technology Hardware

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

Geographic Preferences: Australia/New Zealand

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 4 20
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 12 - - - - - 12
vol $78M $78M
Sell (0.0/yr) # 6 - - - - - 6
vol $350M $350M
  18

Most Recent M&A

Company Date Value Type
Tasman Market Fresh Meats 2013-08-10 - Buyout (LBO, MBO, MBI)
Brooklyn, Australia · www.tasmanretail.com.au
Amalgamated Hardware Merchants Ltd. 2012-12-01 - Buyout (LBO, MBO, MBI)
Auckland, New Zealand · www.ahm.co.nz
Aussie Farmers Group 2012-01-01 - Buyout (LBO, MBO, MBI)
, Australia · www.aussiefarmers.com.au
SFG Australia (formerly Snowball Group) 2011-07-08 180M AUD Add-on Acquisition
Heidelberg, Australia · www.sno.com.au
Australian Naturalcare Products Pty. Ltd. 2011-04-29 - Buyout (LBO, MBO, MBI)
North Ryde, Australia · www.ausnaturalcare.com.au
National Credit Management Ltd. 2011-03-18 - Add-on Acquisition
Eastwood, Australia · www.ncml.com.au
HRV-Cristal Air International Ltd. 2010-01-01 - Buyout (LBO, MBO, MBI)
New Lynn, New Zealand · www.hrv.co.nz
SKINS International Trading AG 2007-12-17 - Buyout (LBO, MBO, MBI)
Steinhausen, Switzerland · www.skins.net
Australian Vinyls Corp Pty Ltd. 2007-09-03 138M USD Add-on Acquisition
Laverton Victoria, Australia · www.av.com.au
Royal Wolf Holdings Ltd. 2007-03-30 32M AUD Secondary Buyout
Hornsby, Australia · www.royalwolf.com.au
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 1 (17%) - 2 (17%) -
Food 2 (33%) - 2 (17%) -
Chemicals - - 1 (8%) 78M (100%)
Apparel/Textiles 1 (17%) - 1 (8%) -
Business Services - - 1 (8%) -
Financial Services - - 1 (8%) -
Franchising 1 (17%) - 1 (8%) -
Metals/Mining - - 1 (8%) -
Plastics - - 1 (8%) -
Technology Hardware 1 (17%) - 1 (8%) -
Total 6 - 12 $78M

Acquisitions By Geo

State/Country Current # Value All-time # Value
Australia 3 (50%) - 9 (75%) 78M (100%)
New Zealand 2 (33%) - 2 (17%) -
Switzerland 1 (17%) - 1 (8%) -
Domestic 3 (50%) - 9 (75%) 78M (100%)
Cross-border 3 (50%) - 3 (25%) -
Total 6 - 12 $78M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (100%) - 9 (75%) -
Secondary Buyout - - 1 (8%) 78M (100%)
Stake Purchase - - 1 (8%) -
Venture - - 1 (8%) -
Total 6 - 12 $78M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (50%) 180M (51%)
Trade Sale 2 (33%) 138M (39%)
Secondary Sale 1 (17%) 32M (9%)
Total 6 $350M

Deal Values

buy # Total
< $100M 1 $78M
TOTAL $78M
Largest Penrice Soda Holdings Ltd.
$78M (2004-06-02)
sell # Total
$100M to $1B 2 $318M
< $100M 1 $32M
TOTAL $350M
Largest SFG Australia (formerly Snowball Group)
$180M (2011-07-08)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
17%
1 17%
Strategic(s)
83%
5 83%