Souter Investments Limited Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Souter Investments Limited has acquired 17 companies. It has also invested in 4 others.

Souter Investments Limited’s most common sectors for investment arebusiness services (17%) and information technology (11%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (30%) and growth capital (28%). In total, Souter Investments Limited has invested in 7 different countries. Its largest (disclosed) acquisition occurred in 2021 when it acquired TalkTalk Telecom Group for $1.7B.

In the last 3 years, Souter Investments Limited has exited 7 companies. The Firm’s most common exit type is trade sale (42%).

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M&A Summary

  • M&A Total Activity60
    • M&A Buy Activity48
    • M&A Sell Activity12
  • Total Sectors Invested 23
  • Total Countries Invested 7
  • M&A Buy/Sell Connections 28
  • M&A Advisors 7

Souter Investments Limited

68-70 George Street, 4th Floor,
Edinburgh, EH2 2LR
United Kingdom
+44 1312 257 688
www.souterinvestments.com

Souter Investments is a family office focused on private equity investing throughout the UK. The Firm looks to commit £2 to £30 million to support a variety of transaction situations including buyouts, growth capital financings, corporate divestitures, and balance sheet restructurings. Broad areas of interest include transportation, luxury goods, financial services, healthcare, and business services. Souter Investments was established in 2008 and is based in Edinburgh, Scotland.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Consumer Products, Consumer Services, Financial Services, Healthcare Services, Information Technology, Manufacturing, Software, Transportation

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

Geographic Preferences: United Kingdom

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 2 30
Enterprise Value - -
values in millions of GBP

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (5.0/yr) # 23 4 6 8 5 2 48
vol $23M $1.7B $1.7B
Sell (1.6/yr) # 4 1 4 1 2 - 12
  60

Most Recent M&A

Company Date Value Type
Agito Medical A/S 2024-07-15 - Buyout (LBO, MBO, MBI)
Nørresundby, Denmark · www.agitomedical.com
Acteon Group Ltd. 2024-03-27 - Secondary Buyout
Norwich, United Kingdom · www.acteon.com
Sapphire Systems Ltd. 2023-11-07 - Trade Sale
London, United Kingdom · www.sapphiresystems.com
Premier Hytemp Ltd. 2023-11-03 - Secondary Buyout
Newbridge, United Kingdom · www.premierhytemp.com
Premier Modular Ltd. 2023-08-15 - Secondary Buyout
Brandesburton, United Kingdom · www.premiermodular.co.uk
Intralink Ltd. 2023-07-03 - Growth Capital
Abingdon, United Kingdom · www.intralinkgroup.com
Cardo Group 2023-05-10 - Buyout (LBO, MBO, MBI)
Cardiff, United Kingdom · www.cardogroup.co.uk
Tracerco Ltd. 2023-05-03 - Divestiture
Billingham, United Kingdom · www.tracerco.com
Rematch Credit Ltd. 2023-02-17 - Trade Sale
Staffordshire, United Kingdom · www.dividebuy.co.uk
Suir Engineering Ltd. 2022-11-15 - Buyout (LBO, MBO, MBI)
Waterford, United Kingdom · www.suireng.ie
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Refined Brands 2021-02-01 Cut4Cloth Ltd. 2022-11-30 4
, United Kingdom Cornwall, United Kingdom · www.welovefrugi.com
TalkTalk Telecom Group Ltd. 2021-03-16 Virtual1 Ltd. 2022-04-04 1
Salford, United Kingdom · www.talktalkgroup.com London, United Kingdom · www.virtual1.com
Amber River Group Ltd. 2019-11-01 Charles Cameron & Associates Ltd. 2021-08-02 1
London, United Kingdom · www.amberriver.com London, United Kingdom · www.ccameron.co.uk

M&A by Sector

Sector Current # Value All-time # Value
Business Services 7 (19%) - 8 (17%) -
Information Technology 3 (8%) - 5 (10%) -
Construction 3 (8%) - 3 (6%) -
Energy Services and Equipment 2 (5%) - 3 (6%) -
Insurance 2 (5%) - 3 (6%) -
Communications 1 (3%) 1.7B (100%) 2 (4%) 1.7B (99%)
Consumer Products 1 (3%) - 2 (4%) -
Education 2 (5%) - 2 (4%) -
Environmental 2 (5%) - 2 (4%) -
Financial Services 1 (3%) - 2 (4%) -
Internet Software and Services 2 (5%) - 2 (4%) -
Manufacturing 2 (5%) - 2 (4%) -
Transportation 1 (3%) - 2 (4%) -
Packaging - - 1 (2%) 23M (1%)
Apparel/Textiles 1 (3%) - 1 (2%) -
Building Materials 1 (3%) - 1 (2%) -
Healthcare Services 1 (3%) - 1 (2%) -
Leisure 1 (3%) - 1 (2%) -
Life Science 1 (3%) - 1 (2%) -
Medical Products 1 (3%) - 1 (2%) -
Real Estate 1 (3%) - 1 (2%) -
Retail - - 1 (2%) -
Safety/Security 1 (3%) - 1 (2%) -
Total 37 $1.7B 48 $1.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 33 (89%) 1.7B (100%) 42 (88%) 1.7B (99%)
Bulgaria 1 (3%) - 1 (2%) -
Denmark 1 (3%) - 1 (2%) -
Netherlands 1 (3%) - 1 (2%) -
New Zealand 1 (3%) - 1 (2%) -
Finland - - 1 (2%) 23M (1%)
Croatia - - 1 (2%) -
Total 37 $1.7B 48 $1.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (27%) - 14 (29%) -
Growth Capital 9 (24%) - 13 (27%) -
Secondary Buyout 7 (19%) - 9 (19%) -
Divestiture 5 (14%) - 6 (13%) 23M (1%)
Stake Purchase 4 (11%) - 4 (8%) -
Going Private 1 (3%) 1.7B (100%) 1 (2%) 1.7B (99%)
Consolidation 1 (3%) - 1 (2%) -
Total 37 $1.7B 48 $1.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (42%) -
Trade Sale 4 (33%) -
IPO 1 (8%) -
Trade Sale - Public Company 1 (8%) -
Unknown 1 (8%) -
Total 12 -

Top M&A Advisors

Financial Deals
IMAS Corporate Finance
 1
Ernst & Young Capital Advisors LLC
 1
KPMG Corporate Finance LLC
 1
Legal Deals
Dentons
 3
Dickson Minto
 2
Addleshaw Goddard
 1

Deal Values

buy # Total
> $1B 1 $1.7B
< $100M 1 $23M
TOTAL $1.7B
Largest TalkTalk Telecom Group Ltd.
$1.7B (2021-03-16)

M&A Connections

Deals
Acquired from
Investor(s)
19%
9 (19%)
Strategic(s)
13%
6 (13%)
Exited to
Investor(s)
42%
5 (42%)
Strategic(s)
42%
5 (42%)

Investor Summary

Investor Type

Family Office

Size

Small

Established

2008

Specialist/Generalist

Generalist

Leadership

Brian Souter

Co-Founder

Andrew Macfie

Co-founder & Chairman

Calum Cusiter

Managing Director

John Berthinussen

Managing Director

Maurice Shamash

Investment Director

FAQ

When was Souter Investments Limited founded?

Souter Investments Limited was founded in 2008.

What type of investor is Souter Investments Limited?

Souter Investments Limited is a family office.

Where is Souter Investments Limited headquartered?

Souter Investments Limited is headquartered in Edinburgh, United Kingdom.

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