Genstar Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Genstar Capital has acquired 22 companies.

Genstar Capital’s most common sectors for investment are financial services (12%) and insurance (10%). The Firm’s most common investment types include secondary buyout (45%) and buyout (lbo, mbo, mbi) (30%). In total, Genstar Capital has invested in 22 US states and 5 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Catalent for $3.3B.

In the last 3 years, Genstar Capital has exited 15 companies. The Firm’s most common exit type is secondary buyout (34%). Genstar Capital’s largest (disclosed) exit occurred in 2020 when it sold Institutional Shareholder Services for $2.3B.

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M&A Summary

  • M&A Total Activity128
    • M&A Buy Activity80
    • M&A Sell Activity48
  • Total Sectors Invested 23
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 42
  • M&A Advisors 16

Genstar Capital

Four Embarcadero Center, Suite 1900,
San Francisco, California 94111
United States
(415) 834-2350
www.gencap.com
info@gencap.com

Genstar Capital is a private equity firm that seeks investments in life science, healthcare, medical products, industrial technology, software, financial services, packaging, building materials, manufacturing, and business services companies. Genstar looks to invest between $50 and $400 million of equity capital in businesses valued up to $1 billion. Target transaction situations include control-oriented leveraged buyouts of corporate divisions, privately held businesses or public companies, minority investments in privately held businesses or public companies, ownership restructurings/recapitalizations of privately held businesses, growth equity financings, partnerships with other strategic or financial buyers, and take privates. Genstar Capital was formed in 1988 and is based in San Francisco, California.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Construction, Consumer Products, Electrical Equipment, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Life Science, Machinery, Manufacturing, Marketing, Medical Products, Metals/Mining, Packaging, Software, Test/Measurement Equipment, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 10 -
Investment Size 50 400
Enterprise Value 50 1,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (5.6/yr) # 52 7 7 7 6 1 80
vol $6.7B $720M $1.0B $8.4B
Sell (4.0/yr) # 28 5 3 4 4 4 48
vol $4.5B $632M $2.0B $2.3B $9.4B
  128

Most Recent M&A

Company Date Value Type
Institutional Shareholder Services, Inc. 2020-11-17 2.3B USD Add-on Acquisition
Rockville, Maryland · www.issgovernance.com
SONNY'S Enterprises, Inc. 2020-08-06 - Recapitalization
Tamarac, Florida · www.sonnysdirect.com
Innovative Aftermarket Systems LP 2020-05-26 - Add-on Acquisition
Austin, Texas · www.iasdirect.com
ConnectiveRx 2020-03-10 - Recapitalization
Whippany, New Jersey · www.connectiverx.com
Pretium Packaging, Inc. 2020-01-15 - Secondary Buyout
Chesterfield, Missouri · www.pretiumpkg.com
ECM Industries LLC 2019-12-23 - Secondary Buyout
New Berlin, Wisconsin · www.ecmindustries.com
Clarience Technologies, LLC 2019-12-17 - Secondary Buyout
Falconer, New York · www.clariencetechnologies.com
Worldwide Facilities LLC 2019-08-07 - Secondary Buyout
Los Angeles, California · www.wwfi.com
OEConnection LLC 2019-08-02 - Secondary Buyout
Richfield, Ohio · www.oeconnection.com
Advarra, Inc. 2019-06-06 - Secondary Buyout
Columbia, Maryland · www.advarra.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Advarra, Inc. 2019-06-06 Longboat 2020-11-23 4
Columbia, Maryland · www.advarra.com Dublin, Ireland · www.longboat.com
OEConnection LLC 2019-08-02 Summit Consulting Int’l, Inc. (SCI, Inc.) 2020-11-10 1
Richfield, Ohio · www.oeconnection.com Irving, Texas · www.sciusa.com
insightsoftware 2018-06-14 IDL GmbH Mitte 2020-11-10 10
Raleigh, North Carolina · www.insightsoftware.com Schmitten, Germany · www.idl.eu
Advarra, Inc. 2019-06-06 IntegReview IRB 2020-11-09 3
Columbia, Maryland · www.advarra.com Austin, Texas · www.integreview.com
Prometheus Group 2019-05-30 Utopia Global, Inc. 2020-10-16 5
Raleigh, North Carolina · www.prometheusgroup.com Mundelein, Illinois · www.utopiainc.com
Telestream, Inc. 2015-01-07 EcoDigital 2020-10-16 4
Nevada City, California · www.telestream.net Alpharetta, Spain · www.goecodigital.com
Alera Group 2017-01-04 Gordon Atlantic Insurance Agency 2020-10-15 83
Deerfield, Illinois · www.aleragroup.com Norwell, Massachusetts · www.agordon.com
Worldwide Facilities LLC 2019-08-07 Hunt Jorgensen LLC 2020-10-02 5
Los Angeles, California · www.wwfi.com Maywood, New Jersey · www.jorgensenandcompany.com
insightsoftware 2018-06-14 Viareport 2020-09-10 9
Raleigh, North Carolina · www.insightsoftware.com Broadheath, United Kingdom · www.viareport.co.uk
Alera Group 2017-01-04 FNL Insurance Group 2020-08-20 82
Deerfield, Illinois · www.aleragroup.com Timonium, Maryland

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 4 (14%) - 9 (11%) 1.1B (14%)
Insurance 2 (7%) - 8 (10%) -
Information Technology 5 (17%) - 7 (9%) -
Life Science 1 (3%) - 6 (7%) 4.1B (51%)
Software 4 (14%) 1.0B (100%) 6 (7%) 1.0B (13%)
Internet Software and Services 3 (10%) - 6 (7%) -
Building Materials - - 4 (5%) 693M (9%)
Business Services 2 (7%) - 4 (5%) -
Electrical Equipment 2 (7%) - 4 (5%) -
Manufacturing - - 3 (4%) 557M (7%)
Healthcare Services - - 3 (4%) -
Information Services 1 (3%) - 3 (4%) -
Packaging 1 (3%) - 3 (4%) -
Medical Products - - 2 (2%) 400M (5%)
Machinery 1 (3%) - 2 (2%) 100M (1%)
Automotive 2 (7%) - 2 (2%) -
Construction - - 2 (2%) -
Test/Measurement Equipment - - 2 (2%) -
Communications - - 1 (1%) -
Consumer Products - - 1 (1%) -
Distribution 1 (3%) - 1 (1%) -
Furniture - - 1 (1%) -
Metals/Mining - - 1 (1%) -
Total 29 $1.0B 81 $8.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 26 (90%) 1.0B (100%) 73 (90%) 7.9B (98%)
  California 5 (17%) - 12 (15%) 1.2B (15%)
  Texas 3 (10%) - 5 (6%) -
  Illinois 2 (7%) - 5 (6%) 100M (1%)
  New York 1 (3%) - 5 (6%) -
  Massachusetts 1 (3%) - 5 (6%) -
  Connecticut - - 5 (6%) 345M (4%)
  North Carolina 2 (7%) 1.0B (100%) 4 (5%) 1.8B (22%)
  Pennsylvania 2 (7%) - 4 (5%) 400M (5%)
  Ohio 2 (7%) - 4 (5%) -
  New Jersey 1 (3%) - 3 (4%) 3.3B (42%)
  Maryland 1 (3%) - 3 (4%) 720M (9%)
  Colorado 1 (3%) - 2 (2%) -
  Alabama 1 (3%) - 2 (2%) -
  Wisconsin 1 (3%) - 2 (2%) -
  Tennessee 1 (3%) - 2 (2%) -
  Minnesota - - 2 (2%) -
  Michigan - - 2 (2%) -
  Arizona - - 2 (2%) -
  Georgia 1 (3%) - 1 (1%) -
  Florida 1 (3%) - 1 (1%) -
  Missouri - - 1 (1%) -
  Kansas - - 1 (1%) -
Canada - - 5 (6%) 120M (2%)
  Ontario - - 3 (4%) 120M (2%)
  Alberta - - 2 (2%) -
United Kingdom 1 (3%) - 1 (1%) -
Bermuda 1 (3%) - 1 (1%) -
Malta 1 (3%) - 1 (1%) -
Domestic 26 (90%) 1.0B (100%) 73 (90%) 7.9B (98%)
Cross-border 3 (10%) - 8 (10%) 120M (2%)
Total 29 $1.0B 81 $8.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 18 (62%) 1.0B (100%) 36 (44%) 3.1B (39%)
Buyout (LBO, MBO, MBI) 3 (10%) - 24 (30%) -
Divestiture 2 (7%) - 8 (10%) 3.9B (48%)
Consolidation 2 (7%) - 4 (5%) -
Recapitalization 3 (10%) - 4 (5%) -
Going Private - - 2 (2%) 1.0B (13%)
Growth Capital 1 (3%) - 2 (2%) -
Special Situations/Distressed - - 1 (1%) -
Total 29 $1.0B 81 $8.0B

Exits by Deal Type

Type Total # Value
Secondary Sale 16 (33%) 3.2B (33%)
Trade Sale - Public Company 10 (21%) 4.0B (43%)
Trade Sale 6 (13%) 2.3B (24%)
Bankruptcy 6 (13%) -
IPO 5 (10%) -
Merger 3 (6%) -
Recapitalization 1 (2%) -
Sold to Management 1 (2%) -
Total 48 $9.4B

Top M&A Advisors

Financial Deals
UBS Investment Bank
 3
Bank of America Merrill Lynch (BofA Securities)
 2
Deutsche Bank Corporate & Investment Banking
 2
Legal Deals
Latham & Watkins
 6
Ropes & Gray LLP
 6
Weil Gotshal & Manges LLP
 6

Deal Values

buy # Total
> $1B 2 $4.3B
$100M to $1B 9 $4.0B
< $100M 1 $100M
TOTAL $8.4B
Largest Catalent, Inc.
$3.3B (2007-01-25)
sell # Total
> $1B 3 $5.6B
$100M to $1B 7 $3.9B
TOTAL $9.4B
Largest Institutional Shareholder Services, Inc.
$2.3B (2020-11-17)

M&A Connections

Deals %
Acquired from
PE Firm(s)
86%
50 86%
Strategic(s)
14%
8 14%
Exited to
PE Firm(s)
54%
21 54%
Strategic(s)
46%
18 46%

Investor Summary

Size

Mega

PE Assets

19.0B USD

Established

1988

Specialist/Generalist

Generalist

Leadership

Jean-Pierre Conte

Chairman & Managing Director

David Golde

Managing Director

Eli Weiss

Managing Director

Katie Solomon

Managing Director

Rob Rutledge

Managing Director

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