Kotak Private Equity Group Mergers and Acquisitions Summary

Private Equity Firm Profile

Kotak Private Equity Group’s most common sectors for investment arelife science (21%) and financial services (13%) . The Firm’s most common investment types include stake purchase (50%) and growth capital (25%). 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 (34%). 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 Activity33
    • M&A Buy Activity24
    • M&A Sell Activity9
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 24 - - - - - 24
vol $3M $3M
Sell (0.2/yr) # 8 - - 1 - - 9
vol $43M $43M
  33

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
National Stock Exchange of India Ltd. 2015-09-25 - Secondary Buyout
Mumbai, India · www.nseindia.com
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
BVG India Ltd. 2011-03-14 - Stake Purchase
Pune, India · www.bvgindia.com
Metahelix Life Sciences Ltd. 2010-12-30 - Add-on Acquisition
Bangalore, India · www.meta-helix.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Life Science 3 (21%) - 5 (21%) -
Financial Services 1 (7%) - 3 (13%) 2M (84%)
Business Services - - 2 (8%) -
Software 1 (7%) - 2 (8%) -
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 (4%) -
Machinery 1 (7%) - 1 (4%) -
Media - - 1 (4%) -
Transportation 1 (7%) - 1 (4%) -
Total 14 $452K 24 $3M

Acquisitions By Geo

State/Country Current # Value All-time # Value
India 14 (100%) 452K (100%) 24 (100%) 3M (100%)
Total 14 $452K 24 $3M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Stake Purchase 8 (57%) - 12 (50%) -
Growth Capital 3 (21%) - 6 (25%) -
Buyout (LBO, MBO, MBI) 1 (7%) 452K (100%) 3 (13%) 3M (100%)
Secondary Buyout 1 (7%) - 2 (8%) -
Venture 1 (7%) - 1 (4%) -
Total 14 $452K 24 $3M

Exits by Deal Type

Type Total # Value
IPO 2 (22%) -
Stake Sale 2 (22%) -
Trade Sale - Public Company 2 (22%) -
Trade Sale 1 (11%) 43M (100%)
Merger 1 (11%) -
Secondary Sale 1 (11%) -
Total 9 $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
Investor(s)
8%
2 (8%)
Exited to
Investor(s)
33%
3 (33%)
Strategic(s)
44%
4 (44%)

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