Värde Partners Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Värde Partners has acquired 1 company.

Värde Partners’ most common sectors for investment arefinancial services (69%) and leisure (19%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (32%) and divestiture (25%). In total, Värde Partners has invested in 4 US states and 8 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Latitude Group Holdings for $8.2B.

In the last 3 years, Värde Partners has exited 4 companies. The Firm’s most common exit type is trade sale (40%). Värde Partners’ largest (disclosed) exit occurred in 2020 when it sold Dedica Anthology for $646M.

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M&A Summary

  • M&A Total Activity26
    • M&A Buy Activity16
    • M&A Sell Activity10
  • Total Sectors Invested 3
  • Total Countries Invested 8
  • M&A Buy/Sell Connections 12
  • M&A Advisors 14

Värde Partners

Värde Partners, Inc.

901 Marquette Avenue South Suite 3300,
Minneapolis, Minnesota 55402
United States
(952) 893-1554
www.varde.com

Värde Partners is a global alternative investment advisor and firm focused on a variety of strategies. Värde will consider a broad array of investments including corporate assets and sovereign debt, residential mortgages, real estate, specialty finance, transportation, infrastructure, and logistics. Värde Partners was formed in 2000 and is based in Minneapolis, Minnesota.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Consumer Products, Consumer Services, Financial Services, Infrastructure, Leisure, Machinery, Manufacturing, Real Estate

Target Transaction Types: Buyout (LBO, MBO, MBI), Recapitalization, Special Situations/Distressed, Stake Purchase

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 - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 15 - - 1 - - 16
vol $9.6B $9.6B
Sell (1.4/yr) # 3 3 3 1 - - 10
vol $646M $108M $754M
  26

Most Recent M&A

Company Date Value Type
Sheraton Boston Hotel 2022-02-02 - Divestiture
Boston, Massachusetts
Trastor Real Estate Investment Co., SA 2022-01-21 - Stake Sale
Athens, Greece · www.trastor.gr
Global Cloud Xchange 2021-11-19 - Secondary Sale
Hamilton, Bermuda · www.globalcloudxchange.com
Hotel Barcelona Apolo 2021-07-28 108M EUR Trade Sale
Barcelona, Spain
Latitude Group Holdings Ltd. 2021-04-20 - IPO
Docklands, Australia · www.latitudefinancial.com.au
Dedica Anthology 2020-09-08 646M EUR Trade Sale
Milano, Italy · www.dahotels.com
Canaccede Financial Group Ltd. 2020-03-10 - Trade Sale
Toronto, Ontario · www.canaccede.com
Fairstone Financial, Inc. 2020-02-19 - Trade Sale
Montreal, Ontario · www.fairstone.ca
Deephaven Mortgage LLC 2019-06-18 - Secondary Sale
Charlotte, North Carolina · www.deephavenmortgage.com
Imopólis - Sociedade Gestora de Organismos de Investimento Coletivo, SA 2018-11-26 - Buyout (LBO, MBO, MBI)
Carnaxide, Portugal · www.imopolis.pt
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Equiom Group Ltd. 2013-09-16 Lloyds Trust Company (Channel Islands) Ltd. 2015-05-05 9
Douglas, United Kingdom · www.equiomgroup.com 25 New Street, Channel Islands

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 6 (75%) - 11 (69%) 9.1B (95%)
Leisure 1 (13%) - 3 (19%) 507M (5%)
Real Estate 1 (13%) - 2 (13%) -
Total 8 - 16 $9.6B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (38%) - 4 (25%) -
  Texas 1 (13%) - 1 (6%) -
  Massachusetts 1 (13%) - 1 (6%) -
  Indiana 1 (13%) - 1 (6%) -
  North Carolina - - 1 (6%) -
United Kingdom 2 (25%) - 3 (19%) 727M (8%)
Italy 1 (13%) - 2 (13%) 507M (5%)
Spain 1 (13%) - 2 (13%) -
Canada - - 2 (13%) 209M (2%)
  Ontario - - 2 (13%) 209M (2%)
Portugal 1 (13%) - 1 (6%) -
Australia - - 1 (6%) 8.2B (85%)
Greece - - 1 (6%) -
Total 8 - 16 $9.6B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (25%) - 5 (31%) 716M (7%)
Divestiture 2 (25%) - 4 (25%) 8.2B (85%)
Stake Purchase 2 (25%) - 3 (19%) -
Secondary Buyout 1 (13%) - 2 (13%) 727M (8%)
Growth Capital 1 (13%) - 2 (13%) -
Total 8 - 16 $9.6B

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (40%) -
Trade Sale - Public Company 2 (20%) 754M (100%)
Trade Sale 2 (20%) -
IPO 1 (10%) -
Stake Sale 1 (10%) -
Total 10 $754M

Top M&A Advisors

Financial Deals
National Bank Financial
 2
Barclays Investment Bank
 2
Cappello Global LLC
 1
Legal Deals
Stikeman Elliott
 3
Kirkland & Ellis
 2
Mayer Brown
 1

Deal Values

buy # Total
> $1B 1 $8.2B
$100M to $1B 3 $1.4B
TOTAL $9.6B
Largest Latitude Group Holdings Ltd.
$8.2B (2015-03-15)
sell # Total
$100M to $1B 2 $754M
TOTAL $754M
Largest Dedica Anthology
$646M (2020-09-08)

M&A Connections

Deals
Acquired from
Investor(s)
13%
2 (13%)
Strategic(s)
25%
4 (25%)
Exited to
Investor(s)
30%
3 (30%)
Strategic(s)
50%
5 (50%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

13.0B USD

Established

1993

Specialist/Generalist

Generalist

Leadership

George Hicks

Co-Founder & CEO

Marcia Page

Co-Founder & Executive Chair

Ilfryn Carstairs

Partner & Co-CIO

Jeremy Hedberg

Partner & Co-CIO

Bradley Bauer

Partner & Deputy CIO

FAQ

When was Värde Partners founded?

Värde Partners was founded in 1993.

What type of investor is Värde Partners?

Värde Partners is an asset manager.

Where is Värde Partners headquartered?

Värde Partners is headquartered in Minneapolis, Minnesota.

How much capital does Värde Partners have under management?

Värde Partners has 13.0B USD under management.

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