Equity Group Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Equity Group Investments has acquired 1 company. It has also invested in 4 others.

Equity Group Investments’ most common sectors for investment aretransportation (36%) and agriculture (12%) . The Firm’s most common investment types include growth capital (65%) and secondary buyout (18%). In total, Equity Group Investments has invested in 9 US states and 3 different countries.

In the last 3 years, Equity Group Investments has exited 5 companies. The Firm’s most common exit type is trade sale (34%). Equity Group Investments’ largest (disclosed) exit occurred in 2022 when it sold Exterran for $1.5B.

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity17
    • M&A Sell Activity6
  • Total Sectors Invested 10
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 8
  • M&A Advisors 1

Equity Group Investments

Equity Group Investments

Two North Riverside Plaza Suite 600,
Chicago, Illinois 60606
United States
(312) 454-0100
www.egizell.com
tholt@egii.com

Equity Group Investments is a private investment group formed by Sam Zell. The Firm looks for opportunistic investments in a variety of sectors including energy, healthcare, logistics, manufacturing, transportation, media, and real estate. Equity Group Investments was established in 1969 and is headquartered in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Agriculture, E-Commerce, Energy Services and Equipment, Environmental, Healthcare Services, Infrastructure, Machinery, Manufacturing, Media, Oil/Gas Exploration, Real Estate, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 12 -
Investment Size 40 500
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 11 1 1 2 2 - 17
Sell (1.0/yr) # 1 - - 3 - 2 6
vol $1.5B $1.5B
  23

Most Recent M&A

Company Date Value Type
Ardent Health Partners, Inc. 2024-07-17 - IPO
Brentwood, Tennessee · www.ardenthealth.com
The Pasha Group 2024-04-01 - Secondary Sale
San Rafael, California · www.pashagroup.com
Baja Aqua Farms S.A. de C.V. 2023-11-29 - Growth Capital
Ensenada, Mexico · bajaaquafarms.com
CraneWorks LLC 2023-11-01 - Growth Capital
Houston, Texas · www.crane-works.com
Alpine Summit Energy Partners, Inc. 2022-09-28 - IPO
Nashville, Tennessee · www.alpinesummitenergy.co
Entertainment Earth LLC 2022-08-02 - Growth Capital
Simi Valley, California · www.entertainmentearth.com
Pinsly Railroad Co. 2022-05-12 - Trade Sale
Jacksonville, Florida · www.pinsly.com
East Coast Warehouse & Distribution Corp. 2022-01-27 - Secondary Buyout
Elizabeth, New Jersey · www.eastcoastwarehouse.com
Exterran Corp. 2022-01-24 1.5B USD Trade Sale
Houston, Texas · www.exterran.com
Paper Transport 2021-07-20 - Growth Capital
De Pere, Wisconsin · www.papertransport.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Transportation 4 (36%) - 6 (35%) -
Agriculture 1 (9%) - 2 (12%) -
Oil/Gas Exploration 2 (18%) - 2 (12%) -
E-Commerce 1 (9%) - 1 (6%) -
Energy Services and Equipment 1 (9%) - 1 (6%) -
Environmental - - 1 (6%) -
Financial Services - - 1 (6%) -
Healthcare Services - - 1 (6%) -
Machinery 1 (9%) - 1 (6%) -
Manufacturing 1 (9%) - 1 (6%) -
Total 11 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (91%) - 15 (88%) -
  California 3 (27%) - 4 (24%) -
  Texas 3 (27%) - 3 (18%) -
  Tennessee - - 2 (12%) -
  Wisconsin 1 (9%) - 1 (6%) -
  Oklahoma 1 (9%) - 1 (6%) -
  New Jersey 1 (9%) - 1 (6%) -
  Missouri 1 (9%) - 1 (6%) -
  North Carolina - - 1 (6%) -
  Florida - - 1 (6%) -
Mexico 1 (9%) - 1 (6%) -
Canada - - 1 (6%) -
  British Columbia - - 1 (6%) -
Domestic 10 (91%) - 15 (88%) -
Cross-border 1 (9%) - 2 (12%) -
Total 11 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (73%) - 11 (65%) -
Secondary Buyout 2 (18%) - 3 (18%) -
Buyout (LBO, MBO, MBI) - - 1 (6%) -
Joint Venture - - 1 (6%) -
Stake Purchase 1 (9%) - 1 (6%) -
Total 11 - 17 -

Exits by Deal Type

Type Total # Value
IPO 2 (33%) -
Secondary Sale 2 (33%) -
Trade Sale - Public Company 1 (17%) 1.5B (100%)
Trade Sale 1 (17%) -
Total 6 $1.5B

Top M&A Advisors

Legal Deals
McDermott Will & Emery
1

Deal Values

sell # Total
> $1B 1 $1.5B
TOTAL $1.5B
Largest Exterran Corp.
$1.5B (2022-01-24)

M&A Connections

Deals
Acquired from
Investor(s)
18%
3 (18%)
Exited to
Investor(s)
33%
2 (33%)
Strategic(s)
33%
2 (33%)

FAQ

When was Equity Group Investments founded?

Equity Group Investments was founded in 1969.

What type of investor is Equity Group Investments?

Equity Group Investments is a private equity firm.

Where is Equity Group Investments headquartered?

Equity Group Investments is headquartered in Chicago, Illinois.

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