Kotak Private Equity Group Mergers and Acquisitions Summary

Private Equity Profile

Kotak Private Equity Group’s most common sectors for investment are life science (22%) and business services (9%). The Firm’s most common investment types include stake purchase (53%) and growth capital (27%). Its largest (disclosed) acquisition occurred in 2010 when it acquired Muthoot Finance for $2M.

In the last 3 years, Kotak Private Equity Group has exited 1 company. The Firm’s most common exit type is trade sale (38%). Kotak Private Equity Group’s largest (disclosed) exit occurred in 2013 when it sold Four Soft for $43M.

Join Mergr to view Kotak Private Equity Group’s full profile and discover more large private equity firms just like it.

M&A Summary

  • M&A Total Activity31
    • M&A Buy Activity23
    • M&A Sell Activity8
  • Total Sectors Invested 16
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 12

Kotak Private Equity Group

27 BKC, 7th Floor, Plot No. C-27, ,
Mumbai, 400051
India
+91 22 43360754
www.privateequityfund.kotak.com
irteam@kotak.com

Kotak Private Equity Group (KPEG) is the private equity investment arm of financial services firm, Kotak Mahindra Group. KPEG looks to invest $20 to $40 million in a variety of mid-sized Indian companies to support expansion, acquisitions, or buyouts KPEG targets businesses with strong management and growth potential operating in fragmented industries. Sectors of interest include life science, retail, media/entertainment, light manufacturing, agriculture, food processing, healthcare, distribution, and IT/software. Kotak is based in Mumbai.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Electrical Equipment, Electronics, Energy Services and Equipment, Financial Services, Food, Healthcare Services, Information Technology, Leisure, Life Science, Machinery, Manufacturing, Media, Publishing, Renewable Energy, Retail, Software, Technology Hardware, Transportation

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

Geographic Preferences: Central Asia/India

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 20 40
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 23 - - - - - 23
vol $3M $3M
Sell (0.4/yr) # 6 1 - - 1 - 8
vol $43M $43M
  31

Most Recent M&A

Company Date Value Type
Bharat Serums and Vaccines Ltd. 2019-11-18 - Secondary Buyout
Thane, India · www.bharatserums.com
Rubicon Research Pvt. Ltd. 2016-10-24 - Stake Purchase
Mumbai, India · www.rubicon.co.in
ING Vysya Bank Ltd. 2015-04-02 - Merger
Bengaluru, India · www.ingvysyabank.com
Four Soft Ltd. 2013-10-09 43M USD Add-on Acquisition
Hyderabad, India · www.four-soft.com
Minda Corporation Ltd. 2012-02-10 - Stake Purchase
Noida, India · www.minda.co.in/minda/gp_minda_corporation.aspx
Bharat Serums and Vaccines Ltd. 2012-01-01 - Stake Purchase
Thane, India · www.bharatserums.com
Muthoot Finance Ltd. 2011-04-13 - IPO
Kochi, India · www.muthootfinance.com
Metahelix Life Sciences Ltd. 2010-12-30 - Add-on Acquisition
Bangalore, India · www.meta-helix.com
Muthoot Finance Ltd. 2010-07-29 2M INR Buyout (LBO, MBO, MBI)
Kochi, India · www.muthootfinance.com
Diamond Power Infrastructure Ltd. 2010-07-28 - Stake Purchase
Vadodara, India · www.dicabs.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Life Science 4 (27%) - 5 (22%) -
Financial Services - - 2 (9%) 2M (84%)
Business Services - - 2 (9%) -
Software 1 (7%) - 2 (9%) -
Electronics 1 (7%) 452K (100%) 1 (4%) 452K (16%)
Aerospace 1 (7%) - 1 (4%) -
Agriculture - - 1 (4%) -
Airlines 1 (7%) - 1 (4%) -
Automotive 1 (7%) - 1 (4%) -
Communications 1 (7%) - 1 (4%) -
Consumer Products 1 (7%) - 1 (4%) -
Electrical Equipment 1 (7%) - 1 (4%) -
Healthcare Services 1 (7%) - 1 (4%) -
Machinery 1 (7%) - 1 (4%) -
Media - - 1 (4%) -
Transportation 1 (7%) - 1 (4%) -
Total 15 $452K 23 $3M

Acquisitions By Geo

State/Country Current # Value All-time # Value
India 15 (100%) 452K (100%) 23 (100%) 3M (100%)
Total 15 $452K 23 $3M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Stake Purchase 8 (53%) - 12 (52%) -
Growth Capital 4 (27%) - 6 (26%) -
Buyout (LBO, MBO, MBI) 1 (7%) 452K (100%) 3 (13%) 3M (100%)
Secondary Buyout 1 (7%) - 1 (4%) -
Venture 1 (7%) - 1 (4%) -
Total 15 $452K 23 $3M

Exits by Deal Type

Type Total # Value
IPO 2 (25%) -
Trade Sale - Public Company 2 (25%) -
Trade Sale 1 (13%) 43M (100%)
Merger 1 (13%) -
Secondary Sale 1 (13%) -
Stake Sale 1 (13%) -
Total 8 $43M

Deal Values

buy # Total
< $100M 2 $3M
TOTAL $3M
Largest Muthoot Finance Ltd.
$2M (2010-07-29)
sell # Total
< $100M 1 $43M
TOTAL $43M
Largest Four Soft Ltd.
$43M (2013-10-09)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
33%
2 33%
Strategic(s)
67%
4 67%

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