Fortress Investment Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Fortress Investment Group has acquired 4 companies.

Fortress Investment Group’s most common sectors for investment are financial services (22%) and real estate (20%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and going private (15%). In total, Fortress Investment Group has invested in 18 US states and 8 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired GAGFAH S.A. for $8.6B.

In the last 3 years, Fortress Investment Group has exited 2 companies. The Firm’s most common exit type is ipo (40%). Fortress Investment Group’s largest (disclosed) exit occurred in 2007 when it sold Global Signal for $5.8B.

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M&A Summary

  • M&A Total Activity61
    • M&A Buy Activity41
    • M&A Sell Activity20
  • Total Sectors Invested 19
  • Total Countries Invested 8
  • M&A Buy/Sell Connections 19
  • M&A Advisors 6

Fortress Investment Group

1345 Avenue of the Americas, 46th floor,
New York, New York 10105
United States
(212) 798-6100
www.fortress.com
peinvestors@fortress.com

Fortress is a public investment firm that manages hedge fund and private equity investments. Fortress' private equity practice primarily makes control-oriented investments in North American and Western European businesses with significant asset-bases and strong cash-flows. Fortress is open to investing in a wide range of sectors, however the Firm has tended towards capital intensive sectors. These include transportation, financials, senior living/healthcare, real estate, media & telecommunications, leisure and energy infrastructure. The pivate equity group also invests in publicly traded alternative investment vehicles, which Fortress refers to as 'castles' that primarily invest in real estate and real estate related debt. Fortress is based in New York City with additional offices in Atlanta, Chicago, Dallas, Frankfurt, Geneva, Hong Kong, London, Los Angeles, Munich, New Canaan, Rome, San Diego, San Francisco, Sydney, Tokyo, and Toronto.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Services, Energy Services and Equipment, Financial Services, Infrastructure, Insurance, Leisure, Machinery, Manufacturing, Media, Oil/Gas Exploration, Real Estate, Renewable Energy, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Special Situations/Distressed, PIPE, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada, Western Europe

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 34 1 2 - 2 2 41
vol $32.1B $565M $44M $32.7B
Sell (0.6/yr) # 17 - 1 - 1 1 20
vol $6.2B $250M $6.5B
  61

Most Recent M&A

Company Date Value Type
Finjan, Inc. 2020-06-10 44M USD Going Private
East Palo Alto, California · www.finjan.com
The Krystal Co. 2020-05-22 - Special Situations/Distressed
Dunwoody, Georgia · www.krystal.com
TRAC Intermodal LLC 2020-02-18 - Secondary Buyout
Princeton, New Jersey · www.tracintermodal.com
CoreVest American Finance Lender LLC 2019-10-14 - Add-on Acquisition
Irvine, California · www.corevestfinance.com
Aucerna 2019-02-07 - Buyout (LBO, MBO, MBI)
Calgary, Alberta · www.aucerna.com
Casino Guichard-Perrachon SA - Hypermarkets and Supermarkets Properties 2019-01-21 565M EUR Divestiture
, France
Logan Circle Partners LP 2017-07-07 250M USD Add-on Acquisition
Philadelphia, Pennsylvania · www.logancirclepartners.com
Norsk Titanium AS 2017-06-14 - Secondary Buyout
Hønefoss, Norway · www.norsktitanium.com
Litify LLC 2017-02-02 - Venture
Brooklyn, New York · www.litify.com
Red Rocks Resources LLC 2016-11-11 - Stake Purchase
Oklahoma City, Oklahoma
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Aucerna 2019-02-07 Micotan 2019-09-10 1
Calgary, Alberta · www.aucerna.com Calgary, Alberta · www.micotan.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 3 (16%) 2.9B (23%) 9 (22%) 4.7B (14%)
Real Estate 4 (21%) 2.2B (17%) 8 (20%) 14.6B (45%)
Transportation 1 (5%) - 3 (7%) 1.1B (3%)
Leisure 1 (5%) 6.9B (54%) 2 (5%) 9.7B (30%)
Energy Services and Equipment - - 2 (5%) -
Healthcare Services - - 2 (5%) -
Restaurants 2 (11%) - 2 (5%) -
Software 2 (11%) - 2 (5%) -
Business Services - - 1 (2%) 700M (2%)
Media - - 1 (2%) 530M (2%)
Insurance - - 1 (2%) 460M (1%)
Technology Hardware 1 (5%) 330M (3%) 1 (2%) 330M (1%)
Renewable Energy 1 (5%) 320M (3%) 1 (2%) 320M (1%)
Retail - - 1 (2%) 270M (1%)
Information Technology 1 (5%) 44M (< 1%) 1 (2%) 44M (< 1%)
Aerospace 1 (5%) - 1 (2%) -
Gaming 1 (5%) - 1 (2%) -
Marine - - 1 (2%) -
Oil/Gas Exploration 1 (5%) - 1 (2%) -
Total 19 $12.7B 41 $32.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (68%) 7.6B (60%) 31 (76%) 18.3B (56%)
  New York 2 (11%) - 4 (10%) 530M (2%)
  California 2 (11%) 364M (3%) 4 (10%) 364M (1%)
  Florida 1 (5%) - 4 (10%) 5.0B (15%)
  Texas 1 (5%) - 3 (7%) 450M (1%)
  Ohio 1 (5%) - 2 (5%) 260M (1%)
  Georgia 1 (5%) - 2 (5%) -
  Oregon 1 (5%) 6.9B (54%) 1 (2%) 6.9B (21%)
  Vermont 1 (5%) 330M (3%) 1 (2%) 330M (1%)
  Pennsylvania 1 (5%) - 1 (2%) -
  Oklahoma 1 (5%) - 1 (2%) -
  Illinois 1 (5%) - 1 (2%) -
  Colorado - - 1 (2%) 2.8B (9%)
  Connecticut - - 1 (2%) 700M (2%)
  Minnesota - - 1 (2%) 620M (2%)
  Massachusetts - - 1 (2%) 292M (1%)
  Indiana - - 1 (2%) 125M (< 1%)
  Tennessee - - 1 (2%) -
United Kingdom 2 (11%) 1.6B (13%) 4 (10%) 1.9B (6%)
Italy 1 (5%) 2.9B (23%) 1 (2%) 2.9B (9%)
France 1 (5%) 565M (4%) 1 (2%) 565M (2%)
Canada 1 (5%) - 1 (2%) -
  Alberta 1 (5%) - 1 (2%) -
Norway 1 (5%) - 1 (2%) -
Luxembourg - - 1 (2%) 8.6B (26%)
Bermuda - - 1 (2%) 460M (1%)
Domestic 13 (68%) 7.6B (60%) 31 (76%) 18.3B (56%)
Cross-border 6 (32%) 5.1B (40%) 10 (24%) 14.4B (44%)
Total 19 $12.7B 41 $32.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (21%) - 16 (39%) 6.9B (21%)
Going Private 3 (16%) 4.6B (36%) 6 (15%) 17.1B (52%)
Special Situations/Distressed 2 (11%) 330M (3%) 6 (15%) 985M (3%)
Secondary Buyout 4 (21%) 7.2B (57%) 4 (10%) 7.2B (22%)
Growth Capital 1 (5%) - 2 (5%) -
PIPE 2 (11%) - 2 (5%) -
Stake Purchase 1 (5%) - 2 (5%) -
Divestiture 1 (5%) 565M (4%) 1 (2%) 565M (2%)
Recapitalization - - 1 (2%) -
Venture 1 (5%) - 1 (2%) -
Total 19 $12.7B 41 $32.7B

Exits by Deal Type

Type Total # Value
IPO 8 (40%) -
Trade Sale - Public Company 5 (25%) 6.5B (100%)
Secondary Sale 3 (15%) -
Trade Sale 2 (10%) -
Bankruptcy 1 (5%) -
Divestiture 1 (5%) -
Total 20 $6.5B

Top M&A Advisors

Financial Deals
Lehman Brothers, Inc.
1
Legal Deals
Skadden, Arps, Slate, Meagher & Flom LLP
2
Weil Gotshal & Manges LLP
1
Fried Frank Harris Shriver & Jacobson LLP
1

Deal Values

buy # Total
> $1B 7 $27.0B
$100M to $1B 13 $5.7B
< $100M 1 $44M
TOTAL $32.7B
Largest GAGFAH S.A.
$8.6B (2004-09-01)
sell # Total
> $1B 1 $5.8B
$100M to $1B 3 $655M
TOTAL $6.5B
Largest Global Signal, Inc.
$5.8B (2007-01-12)

M&A Connections

Deals %
Acquired from
PE Firm(s)
86%
6 86%
Strategic(s)
14%
1 14%
Exited to
PE Firm(s)
27%
3 27%
Strategic(s)
73%
8 73%

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