Sagard Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Sagard has acquired 4 companies. It has also invested in 2 others.

Sagard’s most common sectors for investment arebusiness services (15%) and packaging (10%) . The Firm’s most common investment types include secondary buyout (43%) and buyout (lbo, mbo, mbi) (40%). In total, Sagard has invested in 1 US state and 5 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Vivarte SAS for $3.7B.

In the last 3 years, Sagard has exited 3 companies. The Firm’s most common exit type is secondary buyout (64%). Sagard’s largest (disclosed) exit occurred in 2011 when it sold Souriau SAS for $705M.

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M&A Summary

  • M&A Total Activity64
    • M&A Buy Activity39
    • M&A Sell Activity25
  • Total Sectors Invested 22
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 15
  • M&A Advisors 5

Sagard

Sagard

1172 Sherbrooke Ouest,
Montreal, Quebec H3A 1H6
Canada
(514) 286-6248
www.sagard.com
contact@sagard.com

Sagard is a multi-strategy alternative investment manager that invests across a variety of asset classes. These include private equity, public equity, private credit, royalties, and venture capital. Prospective transactions typically include buyouts or growth capital financings, where Sagard will consider either majority or minority positions. Sagard was formed in 2001 and is based in Montreal, Quebec.


Investment Criteria

Sectors of Interest: Aerospace, Apparel/Textiles, Building Materials, Business Services, Construction, Distribution, Electrical Equipment, Electronics, Engineering, Financial Services, Food, Healthcare Services, Life Science, Machinery, Marketing, Packaging, Retail, Transportation

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

Geographic Preferences: East US, Midwest US, West US, Canada, United Kingdom, Western Europe, Nordic

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 33 - 2 2 2 - 39
vol $6.0B $6.0B
Sell (1.0/yr) # 20 2 1 2 - - 25
vol $2.0B $2.0B
  64

Most Recent M&A

Company Date Value Type
Norbec, Inc. 2023-10-10 - Growth Capital
Boucherville, Quebec · www.norbec.com
Groupe Synov 2023-07-21 - Buyout (LBO, MBO, MBI)
Lyon, France · www.synov-groupe.com
Courchesne Larose Ltd. 2022-12-20 - Growth Capital
Montreal, Quebec · www.courchesnelarose.com
Novepan 2022-09-06 - Secondary Buyout
Lomme, France · www.novepan.fr
Safic-Alcan SAS 2022-06-24 - Secondary Sale
La Defense, France · www.safic-alcan.com
Stokomani 2022-04-21 - Trade Sale
Creil, France · www.stokomani.fr
Groupe Climater 2021-11-18 - Secondary Sale
Toulouse, France · www.groupe-climater.com
Groupe Lou-Tec, Inc. 2021-09-08 - Buyout (LBO, MBO, MBI)
Monteal, Quebec · www.loutec.com
Nutrisens SAS 2021-01-26 - Secondary Buyout
Francheville, France · www.nutrisens.com
Ipackchem Group SAS 2020-12-10 - Secondary Sale
Paris, France · www.ipackchem.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CEVA Sante Animale SA 2007-04-25 Thundershirt LLC 2019-07-30 4
Libourne, France · www.ceva.com Durham, North Carolina · www.thundershirt.com
CEVA Sante Animale SA 2007-04-25 Sogeval SA 2013-12-20 3
Libourne, France · www.ceva.com Laval, France · www.sogeval.fr
CEVA Sante Animale SA 2007-04-25 Vet Brands International, Inc. 2007-07-11 2
Libourne, France · www.ceva.com Miramar, Florida · www.vetbrands.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (7%) - 6 (15%) 761M (11%)
Building Materials 1 (7%) - 4 (10%) 1.0B (15%)
Food 2 (14%) - 4 (10%) -
Packaging 2 (14%) - 4 (10%) -
Aerospace 1 (7%) - 2 (5%) -
Distribution 1 (7%) - 2 (5%) -
Information Technology 2 (14%) - 2 (5%) -
Retail - - 2 (5%) -
Apparel/Textiles - - 1 (3%) 3.7B (56%)
Electrical Equipment - - 1 (3%) 544M (8%)
Publishing - - 1 (3%) 310M (5%)
Chemicals - - 1 (3%) 282M (4%)
Construction - - 1 (3%) -
Consumer Products 1 (7%) - 1 (3%) -
Engineering 1 (7%) - 1 (3%) -
Financial Services - - 1 (3%) -
Healthcare Services - - 1 (3%) -
Insurance - - 1 (3%) -
Life Science 1 (7%) - 1 (3%) -
Manufacturing - - 1 (3%) -
Technology Hardware 1 (7%) - 1 (3%) -
Transportation - - 1 (3%) -
Total 14 - 40 $6.6B

Acquisitions By Geo

State/Country Current # Value All-time # Value
France 10 (71%) - 33 (83%) 5.6B (85%)
  Pennsylvania - - 1 (3%) 544M (8%)
Canada 3 (21%) - 3 (8%) -
  Quebec 3 (21%) - 3 (8%) -
Belgium - - 2 (5%) 485M (7%)
United States 1 (7%) - 1 (3%) -
  New Hampshire 1 (7%) - 1 (3%) -
Germany - - 1 (3%) 518M (8%)
Domestic 10 (71%) - 33 (83%) 5.6B (85%)
Cross-border 4 (29%) - 7 (18%) 1.0B (15%)
Total 14 - 40 $6.6B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 5 (36%) - 17 (43%) 6.6B (100%)
Buyout (LBO, MBO, MBI) 4 (29%) - 16 (40%) -
Growth Capital 3 (21%) - 4 (10%) -
Add-on Acquisition 1 (7%) - 1 (3%) -
Divestiture - - 1 (3%) -
Stake Purchase 1 (7%) - 1 (3%) -
Total 14 - 40 $6.6B

Exits by Deal Type

Type Total # Value
Secondary Sale 18 (72%) 2.0B (100%)
Trade Sale 4 (16%) -
Unknown 2 (8%) -
Merger 1 (4%) -
Total 25 $2.0B

Top M&A Advisors

Financial Deals
Rothschild Global Advisory
 2
Leonardo & Co.
 1
PwC Corporate Finance LLC
 1
Legal Deals
Mayer Brown
 2
Clifford Chance
 2

Deal Values

buy # Total
> $1B 1 $3.7B
$100M to $1B 7 $2.9B
TOTAL $6.6B
Largest Vivarte SAS
$3.7B (2007-03-01)
sell # Total
$100M to $1B 3 $2.0B
TOTAL $2.0B
Largest Souriau SAS
$705M (2011-07-27)

M&A Connections

Deals
Acquired from
Investor(s)
40%
16 (40%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
64%
16 (64%)
Strategic(s)
12%
3 (12%)

Investor Summary

Investor Type

Asset Manager

Size

Large

PE Assets

2.0B EUR

Established

2001

Specialist/Generalist

Generalist

Leadership

Paul Desmarais III

Chairman & CEO

Jocelyn Lefebvre

Founding Partner, Sagard MidCap & NewGen Sagard

Maximilian Cervelli

Head of Finance, North America Private Equity, Credit, & Royalties

Marie-Agnès Saury

Head of HR, Administration & Treasury

Jonathan Tetrault

Managing Partner

FAQ

When was Sagard founded?

Sagard was founded in 2001.

What type of investor is Sagard?

Sagard is an asset manager.

Where is Sagard headquartered?

Sagard is headquartered in Montreal, Quebec.

How much capital does Sagard have under management?

Sagard has 2.0B EUR under management.

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