Helmsman Capital Mergers and Acquisitions Summary

Private Equity Profile

Helmsman Capital’s most common sectors for investment are aerospace (10%) and building materials (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (80%) and growth capital (10%).

The Firm’s most common exit type is trade sale (75%).

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity10
    • M&A Sell Activity4
  • Total Sectors Invested 10
  • Total Countries Invested 1

Helmsman Capital

L5, 23 HUNTER,
Sydney,
Australia
+61 2 9239 8100
www.helmsman.com.au
info@helmsman.com.au

Helmsman Capital (Helmsman Funds Management Ltd.) is a special situations investment firm focused on opportunities in Australia and New Zealand. Helmsman looks for businesses in need of financial restructuring or businesses facing industry restructuring due to changing markets. Helmsman will consider opportunities in variety of sectors, however, the Firm avoids investing in real estate or mining. The Firm's target investment size is $5 to $20 million. Helmsman Capital was formed in 2002 and is based in Sydney.


Investment Criteria

Sectors of Interest: Aerospace, Building Materials, Business Services, Construction, Consumer Services, Defense, Distribution, Healthcare Services, Marketing, Medical Products, Safety/Security, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Special Situations/Distressed, Acquisition Financing

Geographic Preferences: Australia/New Zealand

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 15 100
Enterprise Value 20 200
values in millions of AUD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 10 - - - - - 10
Sell (0.0/yr) # 4 - - - - - 4
  14

Most Recent M&A

Company Date Value Type
Curry-Kenny Aviation Pty. Ltd. 2011-12-22 - Buyout (LBO, MBO, MBI)
Maroochydore, Australia · www.currykennyaviationgroup.com.au
All Trades Queensland Pty Ltd. 2011-12-09 - Buyout (LBO, MBO, MBI)
Shailer Park, Australia · www.atq.com.au
Zone Advanced Protection Systems Pty Ltd. 2011-10-07 - Trade Sale
Castle Hill, Australia · www.zoneaps.com.au
Global Red Australia Pty Ltd. 2011-08-30 - Growth Capital
North Sydney, Australia · www.globalred.com.au
Strongform Group Pty Ltd. 2009-11-09 - Buyout (LBO, MBO, MBI)
Oakleigh, Australia
Q Technology Group Ltd. 2009-05-04 - PIPE
Port Melbourne, Australia · www.qtechnologygroup.com.au
Force Corp Pty Ltd. 2008-08-15 - Buyout (LBO, MBO, MBI)
Albion, Australia · www.forcecorp.com.au
NM&IG Medical Pty Ltd. 2008-01-01 - Trade Sale
Carlton, Australia · www.nmig.com.au
Diversified Constructions Pty Ltd. 2006-12-01 - Trade Sale
Murarrie, Australia · www.divcon.com.au
Diversified Constructions Pty Ltd. 2006-06-01 - Buyout (LBO, MBO, MBI)
Murarrie, Australia · www.divcon.com.au
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Aerospace 1 (17%) - 1 (10%) -
Building Materials 1 (17%) - 1 (10%) -
Business Services 1 (17%) - 1 (10%) -
Construction - - 1 (10%) -
Defense - - 1 (10%) -
Healthcare Services - - 1 (10%) -
Marketing 1 (17%) - 1 (10%) -
Metals/Mining - - 1 (10%) -
Safety/Security 1 (17%) - 1 (10%) -
Staffing 1 (17%) - 1 (10%) -
Total 6 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
Australia 6 (100%) - 10 (100%) -
Total 6 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (67%) - 8 (80%) -
Growth Capital 1 (17%) - 1 (10%) -
PIPE 1 (17%) - 1 (10%) -
Total 6 - 10 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (75%) -
Merger 1 (25%) -
Total 4 -

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