Montagu Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Montagu has acquired 10 companies.

Montagu’s most common sectors for investment aremedical products (9%) and transportation (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (52%) and secondary buyout (25%). In total, Montagu has invested in 4 US states and 14 different countries. Its largest (disclosed) acquisition occurred in 2002 when it acquired Legrand SA for $5.7B.

In the last 3 years, Montagu has exited 3 companies. The Firm’s most common exit type is trade sale (40%). Montagu’s largest (disclosed) exit occurred in 2012 when it sold BSN medical for $2.0B.

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M&A Summary

  • M&A Total Activity186
    • M&A Buy Activity113
    • M&A Sell Activity73
  • Total Sectors Invested 38
  • Total Countries Invested 14
  • M&A Buy/Sell Connections 54
  • M&A Advisors 26

Montagu

2 More London Riverside,
London, SE1 2AP
United Kingdom
+44 20 7336 9955
www.montagu.com
enquiries@montagu.com

Montagu is an independent private equity firm focused on European management buyouts and growth capital transactions. The Firm seeks opportunities valued between €100 million and €1 billion. Sectors of interest include healthcare, medical products, financial services, software, IT, information services, and education. Montagu dates back to 1968 and is based in London.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Defense, Distribution, Education, Electrical Equipment, Electronics, Energy Services and Equipment, Environmental, Financial Services, Food, Healthcare Services, Information Technology, Infrastructure, Insurance, Leisure, Life Science, Machinery, Manufacturing, Marine, Media, Medical Products, Metals/Mining, Packaging, Plastics, Publishing, Real Estate, Retail, Safety/Security, Software, Technology Hardware, Test/Measurement Equipment, Transportation

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

Geographic Preferences: United Kingdom, Western Europe, Eastern Europe, Nordic

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 200 1,000
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.0/yr) # 98 5 6 3 - 1 113
vol $18.1B $616M $847M $19.5B
Sell (0.6/yr) # 70 - 1 1 1 - 73
vol $12.2B $12.2B
  186

Most Recent M&A

Company Date Value Type
Johnson Matthey - Medical Device Components 2024-03-20 847M GBP Divestiture
London, United Kingdom
Maincare Solutions 2023-01-16 - Trade Sale
Cestas, France · www.maincare.com
Maritime Intelligence 2022-08-04 - Divestiture
London, United Kingdom · www.lloydslistintelligence.com
Arkopharma Laboratories Co. Ltd. 2022-07-30 - Trade Sale
Carros, France · www.arkopharma.com
Emerging Portfolio Fund Research, Inc. 2022-07-19 - Divestiture
Cambridge, Massachusetts · www.financialintelligence.informa.com
Resolve Surgical Technologies 2022-01-04 - Buyout (LBO, MBO, MBI)
Marquette, Michigan · www.resolvesurg.com
HTL SAS 2021-11-12 - Secondary Buyout
Javene, France · www.htlbiotech.com
Eudonet SAS 2021-11-03 - Secondary Buyout
Courbevoie, France · group.eudonet.com
Servelec Ltd. 2021-09-01 - Trade Sale
Sheffield, United Kingdom · www.servelec.co.uk
In’Tech Medical SAS 2021-07-12 - Secondary Buyout
Rang-du-Fliers, France · www.intech-medical.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Resolve Surgical Technologies 2022-01-04 Cook Biotech 2024-01-08 1
Marquette, Michigan · www.resolvesurg.com West Lafayette, Indiana · www.cookbiotech.com
Wireless Logic Group Ltd. 2018-06-27 Mobius Networks Ltd. 2022-07-19 11
Berkshire, United Kingdom · www.wirelesslogic.com Leicestershire, United Kingdom · www.mobiusnetworks.co.uk
Wireless Logic Group Ltd. 2018-06-27 Jola Cloud Solutions Ltd. 2022-07-13 10
Berkshire, United Kingdom · www.wirelesslogic.com Stapleford, United Kingdom · www.jola.co.uk
Waystone Management (UK) Ltd. 2021-07-01 Centaur Fund Services Ltd. 2022-03-30 2
Dublin, Ireland · www.waystone.com Dublin, Ireland · www.centaurfs.com
Galileo Global Education 2020-03-06 AKAD Bildungsgesellschaft mbH 2022-03-01 1
Paris, France · www.ggeedu.com Stuttgart, Germany · www.akad.de
Waystone Management (UK) Ltd. 2021-07-01 KB Associates 2022-01-25 1
Dublin, Ireland · www.waystone.com Dublin, Ireland · www.kbassociates.ie
Wireless Logic Group Ltd. 2018-06-27 Arkessa Ltd. 2020-12-09 9
Berkshire, United Kingdom · www.wirelesslogic.com Bishop's Stortford, United Kingdom · www.arkessa.com
Jane's Information Group Ltd. 2019-09-24 Avascent Analytics’ Global Platforms and Systems 2020-11-24 1
Coulsdon, United Kingdom · www.janes.com Washington, District of Columbia
OASIS Group - Information Secured 2017-07-27 Box-it UK Ltd. 2018-07-25 7
Dublin, Ireland · www.oasisgroup.com Winchester, United Kingdom · www.boxit.co.uk

M&A by Sector

Sector Current # Value All-time # Value
Medical Products 5 (19%) 847M (58%) 10 (9%) 3.1B (16%)
Transportation - - 9 (8%) 38M (< 1%)
Information Technology 2 (8%) - 6 (5%) 1.3B (7%)
Business Services 1 (4%) - 6 (5%) 192M (1%)
Life Science 2 (8%) - 6 (5%) -
Automotive - - 5 (4%) 863M (4%)
Food - - 5 (4%) 225M (1%)
Software 3 (12%) 616M (42%) 4 (4%) 616M (3%)
Consumer Products 1 (4%) - 4 (4%) 586M (3%)
Insurance 1 (4%) - 4 (4%) 8M (< 1%)
Information Services 4 (15%) - 4 (4%) -
Electrical Equipment - - 3 (3%) 6.5B (33%)
Retail - - 3 (3%) 642M (3%)
Internet Software and Services 1 (4%) - 3 (3%) 527M (3%)
Chemicals - - 3 (3%) 305M (2%)
Healthcare Services 1 (4%) - 3 (3%) 108M (1%)
Safety/Security - - 3 (3%) 48M (< 1%)
Marine - - 3 (3%) -
Building Materials - - 2 (2%) 956M (5%)
Packaging - - 2 (2%) 109M (1%)
Aerospace - - 2 (2%) -
Consumer Services 1 (4%) - 2 (2%) -
Education 1 (4%) - 2 (2%) -
Electronics - - 2 (2%) -
Energy Services and Equipment - - 2 (2%) -
Financial Services 1 (4%) - 2 (2%) -
Manufacturing - - 2 (2%) -
Real Estate 1 (4%) - 2 (2%) -
Environmental - - 1 (1%) 2.6B (13%)
Communications - - 1 (1%) 487M (2%)
Metals/Mining - - 1 (1%) 284M (1%)
Infrastructure - - 1 (1%) 54M (< 1%)
Apparel/Textiles - - 1 (1%) -
Beverages - - 1 (1%) -
Distribution - - 1 (1%) -
Media 1 (4%) - 1 (1%) -
Publishing - - 1 (1%) -
Technology Hardware - - 1 (1%) -
Total 26 $1.5B 114 $19.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 10 (38%) 1.5B (100%) 63 (55%) 7.0B (36%)
France 7 (27%) - 20 (18%) 8.1B (41%)
Germany 2 (8%) - 7 (6%) 1.5B (8%)
Denmark 1 (4%) - 5 (4%) -
United States 4 (15%) - 4 (4%) -
  New York 1 (4%) - 1 (1%) -
  Michigan 1 (4%) - 1 (1%) -
  Massachusetts 1 (4%) - 1 (1%) -
  Florida 1 (4%) - 1 (1%) -
Switzerland - - 3 (3%) 135M (1%)
Ireland 2 (8%) - 2 (2%) -
Norway - - 2 (2%) 1.3B (7%)
Luxembourg - - 2 (2%) 592M (3%)
Netherlands - - 2 (2%) 108M (1%)
Poland - - 1 (1%) 487M (2%)
Finland - - 1 (1%) 246M (1%)
Belgium - - 1 (1%) -
Sweden - - 1 (1%) -
Domestic 10 (38%) 1.5B (100%) 63 (55%) 7.0B (36%)
Cross-border 16 (62%) - 51 (45%) 12.5B (64%)
Total 26 $1.5B 114 $19.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (12%) - 59 (52%) 8.2B (42%)
Secondary Buyout 13 (50%) - 28 (25%) 4.6B (24%)
Divestiture 9 (35%) 1.5B (100%) 22 (19%) 4.0B (21%)
Growth Capital 1 (4%) - 2 (2%) -
Going Private - - 1 (1%) 2.6B (13%)
Stake Purchase - - 1 (1%) 54M (< 1%)
Recapitalization - - 1 (1%) -
Total 26 $1.5B 114 $19.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 29 (40%) 5.6B (46%)
Trade Sale 18 (25%) 1.5B (12%)
Trade Sale - Public Company 15 (21%) 4.4B (36%)
IPO 7 (10%) -
Merger 3 (4%) 797M (7%)
Sold to Existing Investors 1 (1%) -
Total 73 $12.2B

Top M&A Advisors

Financial Deals
Rothschild Global Advisory
 4
Arma Partners LLP
 3
UBS Investment Bank
 3
Legal Deals
Weil Gotshal & Manges
 5
Clifford Chance
 3
Freshfields
 2

Deal Values

buy # Total
> $1B 4 $11.1B
$100M to $1B 22 $8.2B
< $100M 5 $206M
TOTAL $19.5B
Largest Legrand SA
$5.7B (2002-12-01)
sell # Total
> $1B 3 $5.2B
$100M to $1B 19 $6.8B
< $100M 3 $174M
TOTAL $12.2B
Largest BSN medical GmbH
$2.0B (2012-06-11)

M&A Connections

Deals
Acquired from
Investor(s)
24%
27 (24%)
Strategic(s)
19%
22 (19%)
Exited to
Investor(s)
36%
26 (36%)
Strategic(s)
41%
30 (41%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

11.0B EUR

Established

1968

Specialist/Generalist

Generalist

Leadership

Jason Gatenby

CEO

Chris Masterson

Chairman

Stephen Harris

Head of Group Finance

Alaisdair Ferguson

Head of Tax

Delphine Beaune

Admin & Financial Director

FAQ

When was Montagu founded?

Montagu was founded in 1968.

What type of investor is Montagu?

Montagu is a private equity firm.

Where is Montagu headquartered?

Montagu is headquartered in London, United Kingdom.

How much capital does Montagu have under management?

Montagu has 11.0B EUR under management.

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