The Silverfern Group Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, The Silverfern Group has acquired 4 companies.

The Silverfern Group’s most common sectors for investment areenergy services and equipment (15%) and financial services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and secondary buyout (25%). In total, The Silverfern Group has invested in 8 US states and 5 different countries. Its largest (disclosed) acquisition occurred in 2008 when it acquired Ladder Capital for $1.0B.

In the last 3 years, The Silverfern Group has exited 4 companies. The Firm’s most common exit type is trade sale (56%). The Silverfern Group’s largest (disclosed) exit occurred in 2019 when it sold APR Energy for $750M.

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M&A Summary

  • M&A Total Activity29
    • M&A Buy Activity20
    • M&A Sell Activity9
  • Total Sectors Invested 14
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 27
  • M&A Advisors 1

The Silverfern Group

777 W. Putnam Ave. Suite 300,
Greenwich, Connecticut 06830
(203) 542-2870
www.silfern.com

The Silverfern Group is an asset management firm focused on investing in private equity, real estate, and private debt transactions on behalf of institutional investors and single family offices. The Firm will consider opportunities across North/South America, Europe, and Asia. Within its private equity practice, Silverfern makes direct, co-control middle-market private equity investments requiring $25 to $150 million of equity per transaction. Sectors of interest include energy, financial services, food, hospitality, IT, power equipment rental, renewable energy, telecom, transportation, and waste management. The Silverfern Group was established in 2001 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Services, Energy Services and Equipment, Environmental, Financial Services, Food, Information Technology, Insurance, Leisure, Oil/Gas Exploration, Real Estate, Retail, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Recapitalization, Acquisition Financing

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Nordic, Asia/Pacific

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 25 150
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) # 14 2 3 - 1 - 20
vol $1.3B $1.3B
Sell (0.8/yr) # 5 - 2 2 - - 9
vol $1.3B $1.3B
  29

Most Recent M&A

Company Date Value Type
Le Sueur, Inc. 2023-01-05 - Buyout (LBO, MBO, MBI)
Le Sueur, Minnesota · www.lesueurinc.com
Broad River Energy 2022-11-17 - Trade Sale
Gaffney, South Carolina · www.broadriverenergy.com
Waste Services Group 2022-01-18 - Secondary Sale
Braeside, Australia · www.wsgrp.com.au
Pioneer Recycling Services LLC 2021-12-28 - Secondary Buyout
Tacoma, Washington · www.pioneerrs.com
Paladone Products Ltd. 2021-11-20 - Buyout (LBO, MBO, MBI)
Shoreham-by-Sea, United Kingdom · www.paladone.com
Continental Bakeries B.V. 2021-10-22 - Trade Sale
Dordrecht, Netherlands · www.continentalbakeries.com
American Medical Technologies 2021-03-21 - Merger
Irvine, California · www.amtwoundcare.com
RestorixHealth 2021-03-21 - Secondary Buyout
Metairie, Louisiana · www.restorixhealth.com
Eptec 2020-08-19 - Buyout (LBO, MBO, MBI)
Macquarie Park, Australia · www.eptec.com.au
American Medical Technologies 2020-08-11 - Buyout (LBO, MBO, MBI)
Irvine, California · www.amtwoundcare.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Movate 2013-06-26 Directly - OnDemand Business 2022-03-17 2
Plano, Texas · www.csscorp.com San Francisco, California
RestorixHealth 2021-03-21 American Medical Technologies 2021-03-21 1
Metairie, Louisiana · www.restorixhealth.com Irvine, California · www.amtwoundcare.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services - - 3 (15%) 1.0B (76%)
Energy Services and Equipment - - 3 (15%) 52M (4%)
Environmental 1 (13%) - 2 (10%) -
Healthcare Services 1 (13%) - 2 (10%) -
Information Technology 1 (13%) 270M (100%) 1 (5%) 270M (20%)
Construction 1 (13%) - 1 (5%) -
Consumer Products 1 (13%) - 1 (5%) -
Food - - 1 (5%) -
Leisure 1 (13%) - 1 (5%) -
Media - - 1 (5%) -
Metals/Mining 1 (13%) - 1 (5%) -
Oil/Gas Exploration 1 (13%) - 1 (5%) -
Renewable Energy - - 1 (5%) -
Retail - - 1 (5%) -
Total 8 $270M 20 $1.3B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (63%) 270M (100%) 14 (70%) 1.3B (100%)
  Texas 2 (25%) 270M (100%) 4 (20%) 322M (24%)
  Florida - - 3 (15%) -
  California - - 2 (10%) -
  Washington 1 (13%) - 1 (5%) -
  Minnesota 1 (13%) - 1 (5%) -
  Louisiana 1 (13%) - 1 (5%) -
  New York - - 1 (5%) 1.0B (76%)
  South Carolina - - 1 (5%) -
France 1 (13%) - 2 (10%) -
Australia 1 (13%) - 2 (10%) -
United Kingdom 1 (13%) - 1 (5%) -
Netherlands - - 1 (5%) -
Total 8 $270M 20 $1.3B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (38%) - 9 (45%) 1.0B (76%)
Secondary Buyout 3 (38%) 270M (100%) 5 (25%) 270M (20%)
Growth Capital 2 (25%) - 4 (20%) 52M (4%)
Going Private - - 1 (5%) -
PIPE - - 1 (5%) -
Total 8 $270M 20 $1.3B

Exits by Deal Type

Type Total # Value
Trade Sale 3 (33%) 750M (57%)
Trade Sale - Public Company 2 (22%) 567M (43%)
IPO 1 (11%) -
Merger 1 (11%) -
Secondary Sale 1 (11%) -
Unknown 1 (11%) -
Total 9 $1.3B

Top M&A Advisors

Financial Deals
OXEYE Advisors B.V.
 1

Deal Values

buy # Total
> $1B 1 $1.0B
$100M to $1B 1 $270M
< $100M 1 $52M
TOTAL $1.3B
Largest Ladder Capital Corp.
$1.0B (2008-11-12)
sell # Total
$100M to $1B 3 $1.3B
TOTAL $1.3B
Largest APR Energy Ltd.
$750M (2019-11-21)

M&A Connections

Deals
Acquired from
Investor(s)
25%
5 (25%)
Exited to
Investor(s)
11%
1 (11%)
Strategic(s)
67%
6 (67%)

Investor Summary

Investor Type

Asset Manager

Size

Small

Established

2001

Specialist/Generalist

Generalist

Leadership

Reeta Kapani Holmes

Co-Founder

Clive Holmes

Co-Founder & Managing Partner, CIO

John Cattau

Co-founder, Managing Director & CAO, CCO

Edward Rimland

Managing Director

Mark Baldassarre

Managing Director

FAQ

When was The Silverfern Group founded?

The Silverfern Group was founded in 2001.

What type of investor is The Silverfern Group?

The Silverfern Group is an asset manager.

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