Investment Summary

Hellman & Friedman Exits Mondrian Investment Partners

On June 29, 2011, invested in financial services company Mondrian Investment Partners from Hellman & Friedman

Investment Highlights
  • This is transaction in the Financial Services sector.
  • This is transaction in the United States.
  • This is transaction in Pennsylvania.

Investment Summary

Date 2011-06-29
Target Mondrian Investment Partners
Sector Financial Services
Sellers(s) Hellman & Friedman
Deal Type Stake Sale

Target

Mondrian Investment Partners

Philadelphia, Pennsylvania, United States
Mondrian Investment Partners, Ltd., based in London, manages over $30 billion in international equity and fixed income, primarily for US institutional clients. Mondrian's value oriented investment process utilizes a dividend discount analysis that has produced an outstanding one, three, and five year track record. HFCP IV invested $125 million to assist management in buying control of Mondrian (formerly, Delaware International Advisors Limited) from its parent, Lincoln Financial Corporation, in September 2004.

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Seller(S) 1

SELLER

Hellman & Friedman

San Francisco, California, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1984
PE ASSETS 115.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Hellman & Friedman is a large private equity firm on the West Coast of the US. H&F focuses on control and minority investments in a variety of transaction structures and will consider opportunities across the US and Europe. H&F seeks buyouts and business in need of restructurings that operate in defensible markets with predictable revenue and earnings growth. Target sectors include financial services, healthcare, indusrial, energy, insurance, media, marketing, professional services, software, and information services. H&F's target equity investment size is $300 million to $1 billion. Hellman & Friedman was formed in 1984 and has offices in San Francisco, New York City, and London.


DEAL STATS #
Overall 26 of 64
Sector: Financial Services M&A 5 of 10
Type: Stake Sale M&A Deals 5 of 5
State: Pennsylvania M&A 1 of 1
Country: United States M&A 19 of 46
Year: 2011 M&A 5 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-06-24 Verisure

Versoix, Switzerland

Verisure is a provider of monitored alarm and security services to residential homes and small businesses in Europe. Verisure serves subscribers across Europe, including Spain, Sweden, Norway and France, and Latin America. The Company ensures customer peace of mind by remotely monitoring properties 24 hours, 7 days a week and ensuring rapid response. Verisure was founded in 1988 and is based in Versoix, Switzerland.

Buy kr2.1B
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-07-30 Action

Zwaagdijk-oost, Netherlands

Action is a non-food discount retailer. Its core product assortment includes decoration, DIY, garden and outdoor, household goods, multimedia, sports, stationery and hobby, toys and entertainment, food and drink, laundry and cleaning, personal care, pets, clothing and linen. Action uses large-scale procurement, flexible assortment, optimal distribution and a cost-conscious corporate culture to ensure very low prices for its customers, with the promise of "more than you expect for less than you imagine". Action was founded in 1993 and is based in Zwaagdijk-oost, Netherlands.

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