Montagu Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Montagu has acquired 11 companies.

Montagu’s most common sectors for investment aremedical products (9%) and transportation (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (52%) and secondary buyout (26%). In total, Montagu has invested in 5 US states and 14 different countries. Its largest (disclosed) acquisition occurred in 2002 when it acquired Legrand SA for $5.7B.

In the last 3 years, Montagu has exited 6 companies. The Firm’s most common exit type is trade sale (41%). Montagu’s largest (disclosed) exit occurred in 2012 when it sold BSN medical for $2.0B.

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M&A Summary

  • M&A Total Activity190
    • M&A Buy Activity114
    • M&A Sell Activity76
  • Total Sectors Invested 38
  • Total Countries Invested 14
  • M&A Buy/Sell Connections 56
  • M&A Advisors 28

Montagu

Montagu Private Equity LLP

2 More London Riverside,
London, SE1 2AP
United Kingdom
+44 20 7336 9955
www.montagu.com
enquiries@montagu.com

Montagu is an independent private equity firm focused on European management buyouts and growth capital transactions. The Firm seeks opportunities valued between €100 million and €1 billion. Sectors of interest include healthcare, medical products, financial services, software, IT, information services, and education. Montagu dates back to 1968 and is based in London.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Defense, Distribution, Education, Electrical Equipment, Electronics, Energy Services and Equipment, Environmental, Financial Services, Food, Healthcare Services, Information Services, Information Technology, Infrastructure, Insurance, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Marine, Media, Medical Products, Metals/Mining, Packaging, Plastics, Publishing, Real Estate, Retail, Safety/Security, Software, Technology Hardware, Test/Measurement Equipment, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, PIPE, Secondary Buyout, Stake Purchase

Geographic Preferences: United Kingdom, Western Europe, Eastern Europe, Nordic

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 200 1,000
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.2/yr) # 98 5 6 3 - 2 114
vol $18.1B $616M $847M $19.5B
Sell (1.2/yr) # 70 - 2 1 2 1 76
vol $12.2B $12.2B
  190

Most Recent M&A

Company Date Value Type
Harvest France SAS 2024-08-27 - Secondary Buyout
Paris, France · www.harvest.fr
Emerging Portfolio Fund Research, Inc. 2024-08-01 - Trade Sale
Boston, Massachusetts · www.epfr.com
Medical Device Components LLC 2024-03-20 847M GBP Divestiture
San Diego, California · www.medicaldevicecomponents.com
Aqualung Group 2023-06-27 - Secondary Sale
Provence-Alpes-Côte d'Azur, France · uk.aqualung.com
Maincare Solutions 2023-01-16 - Trade Sale
Cestas, France · www.maincare.com
Maritime Insights & Intelligence Ltd. 2022-08-04 - Divestiture
London, United Kingdom · www.lloydslistintelligence.com
Arkopharma Laboratories Co. Ltd. 2022-07-30 - Trade Sale
Carros, France · www.arkopharma.com
Emerging Portfolio Fund Research, Inc. 2022-07-19 - Divestiture
Boston, Massachusetts · www.epfr.com
Resolve Surgical Technologies 2022-01-04 - Buyout (LBO, MBO, MBI)
Marquette, Michigan · www.resolvesurg.com
HTL SAS 2021-11-12 - Secondary Buyout
Javene, France · www.htlbiotech.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Resolve Surgical Technologies 2022-01-04 Collagen Solutions Plc 2024-10-07 2
Marquette, Michigan · www.resolvesurg.com London, United Kingdom · www.collagensolutions.com
ISI Markets 2020-11-16 Emerging Portfolio Fund Research, Inc. 2024-08-01 2
London, United Kingdom · www.isimarkets.com Boston, Massachusetts · www.epfr.com
HTL SAS 2021-11-12 Modern Meadow - Beauty & Biomedical Division 2024-05-06 1
Javene, France · www.htlbiotech.com Nutley, New Jersey
Resolve Surgical Technologies 2022-01-04 Cook Biotech 2024-01-08 1
Marquette, Michigan · www.resolvesurg.com West Lafayette, Indiana · www.cookbiotech.com
Wireless Logic Group Ltd. 2018-06-27 Mobius Networks Ltd. 2022-07-19 11
Berkshire, United Kingdom · www.wirelesslogic.com Leicestershire, United Kingdom · www.mobiusnetworks.co.uk
Wireless Logic Group Ltd. 2018-06-27 Jola Cloud Solutions Ltd. 2022-07-13 10
Berkshire, United Kingdom · www.wirelesslogic.com Stapleford, United Kingdom · www.jola.co.uk
Waystone Management (UK) Ltd. 2021-07-01 Centaur Fund Services Ltd. 2022-03-30 2
Dublin, Ireland · www.waystone.com Dublin, Ireland · www.centaurfs.com
Galileo Global Education 2020-03-06 AKAD Bildungsgesellschaft mbH 2022-03-01 1
Paris, France · www.ggeedu.com Stuttgart, Germany · www.akad.de
Waystone Management (UK) Ltd. 2021-07-01 KB Associates 2022-01-25 1
Dublin, Ireland · www.waystone.com Dublin, Ireland · www.kbassociates.ie
Wireless Logic Group Ltd. 2018-06-27 Arkessa Ltd. 2020-12-09 9
Berkshire, United Kingdom · www.wirelesslogic.com Bishop's Stortford, United Kingdom · www.arkessa.com

M&A by Sector

Sector Current # Value All-time # Value
Medical Products 5 (21%) 847M (100%) 10 (9%) 3.1B (16%)
Transportation - - 9 (8%) 38M (< 1%)
Software 3 (13%) - 6 (5%) 1.9B (10%)
Business Services 1 (4%) - 6 (5%) 192M (1%)
Life Science 2 (8%) - 6 (5%) -
Automotive - - 5 (4%) 863M (4%)
Food - - 5 (4%) 225M (1%)
Information Technology 2 (8%) - 5 (4%) -
Consumer Products - - 4 (3%) 586M (3%)
Insurance 1 (4%) - 4 (3%) 8M (< 1%)
Information Services 3 (13%) - 4 (3%) -
Electrical Equipment - - 3 (3%) 6.5B (33%)
Retail - - 3 (3%) 642M (3%)
Internet Software and Services 1 (4%) - 3 (3%) 527M (3%)
Chemicals - - 3 (3%) 305M (2%)
Healthcare Services 1 (4%) - 3 (3%) 108M (1%)
Safety/Security - - 3 (3%) 48M (< 1%)
Marine - - 3 (3%) -
Building Materials - - 2 (2%) 956M (5%)
Packaging - - 2 (2%) 109M (1%)
Aerospace - - 2 (2%) -
Consumer Services 1 (4%) - 2 (2%) -
Education 1 (4%) - 2 (2%) -
Electronics - - 2 (2%) -
Energy Services and Equipment - - 2 (2%) -
Financial Services 1 (4%) - 2 (2%) -
Manufacturing - - 2 (2%) -
Real Estate 1 (4%) - 2 (2%) -
Environmental - - 1 (1%) 2.6B (13%)
Communications - - 1 (1%) 487M (2%)
Metals/Mining - - 1 (1%) 284M (1%)
Infrastructure - - 1 (1%) 54M (< 1%)
Apparel/Textiles - - 1 (1%) -
Beverages - - 1 (1%) -
Distribution - - 1 (1%) -
Media 1 (4%) - 1 (1%) -
Publishing - - 1 (1%) -
Technology Hardware - - 1 (1%) -
Total 24 $847M 115 $19.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 8 (33%) - 62 (54%) 6.2B (32%)
France 7 (29%) - 21 (18%) 8.1B (41%)
Germany 2 (8%) - 8 (7%) 1.5B (8%)
United States 4 (17%) 847M (100%) 5 (4%) 847M (4%)
  California 1 (4%) 847M (100%) 1 (1%) 847M (4%)
  New York 1 (4%) - 1 (1%) -
  Michigan 1 (4%) - 1 (1%) -
  Florida 1 (4%) - 1 (1%) -
  Massachusetts - - 1 (1%) -
Denmark 1 (4%) - 5 (4%) -
Switzerland - - 3 (3%) 135M (1%)
Ireland 2 (8%) - 2 (2%) -
Norway - - 2 (2%) 1.3B (7%)
Netherlands - - 2 (2%) 108M (1%)
Luxembourg - - 1 (1%) 592M (3%)
Poland - - 1 (1%) 487M (2%)
Finland - - 1 (1%) 246M (1%)
Belgium - - 1 (1%) -
Sweden - - 1 (1%) -
Domestic 8 (33%) - 62 (54%) 6.2B (32%)
Cross-border 16 (67%) 847M (100%) 53 (46%) 13.4B (68%)
Total 24 $847M 115 $19.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (13%) - 59 (51%) 8.2B (42%)
Secondary Buyout 14 (58%) - 29 (25%) 4.6B (24%)
Divestiture 6 (25%) 847M (100%) 22 (19%) 4.0B (21%)
Growth Capital 1 (4%) - 2 (2%) -
Going Private - - 1 (1%) 2.6B (13%)
Stake Purchase - - 1 (1%) 54M (< 1%)
Recapitalization - - 1 (1%) -
Total 24 $847M 115 $19.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 30 (39%) 5.6B (46%)
Trade Sale 20 (26%) 1.5B (12%)
Trade Sale - Public Company 15 (20%) 4.4B (36%)
IPO 7 (9%) -
Merger 3 (4%) 797M (7%)
Sold to Existing Investors 1 (1%) -
Total 76 $12.2B

Top M&A Advisors

Financial Deals
Rothschild Global Advisory
 4
Arma Partners LLP
 3
UBS Investment Bank
 3
Legal Deals
Weil Gotshal & Manges
 5
Clifford Chance
 3
Freshfields Bruckhaus Deringer
 2

Deal Values

buy # Total
> $1B 4 $11.1B
$100M to $1B 22 $8.2B
< $100M 5 $206M
TOTAL $19.5B
Largest Legrand SA
$5.7B (2002-12-01)
sell # Total
> $1B 3 $5.2B
$100M to $1B 19 $6.8B
< $100M 3 $174M
TOTAL $12.2B
Largest BSN medical GmbH
$2.0B (2012-06-11)

M&A Connections

Deals
Acquired from
Investor(s)
24%
28 (24%)
Strategic(s)
19%
22 (19%)
Exited to
Investor(s)
36%
27 (36%)
Strategic(s)
42%
32 (42%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

11.0B EUR

Established

1968

Specialist/Generalist

Generalist

Leadership

Edward Shuckburgh

Managing Partner & CEO

Jason Gatenby

Managing Partner & Chair

Gurvinder Mahoon

Business Partner & Senior Project Manager

Nigel Deutrom

Business Partner & Senior Project Manager

Hannah Riches

Head of HR Operations

FAQ

When was Montagu founded?

Montagu was founded in 1968.

What type of investor is Montagu?

Montagu is a private equity firm.

Where is Montagu headquartered?

Montagu is headquartered in London, United Kingdom.

How much capital does Montagu have under management?

Montagu has 11.0B EUR under management.

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