M&A Deal Summary

Montagu Private Equity Acquires OASIS Group - Information Secured

On July 27, 2017, private equity firm Montagu Private Equity LLP acquired information services company OASIS Group - Information Secured from Peterson Partners, Sverica Capital Management and Housatonic Partners

Acquisition Highlights
  • This is Montagu Private Equity’s 1st transaction in the Information Services sector.
  • This is Montagu Private Equity’s 1st transaction in Ireland.

M&A Deal Summary

Date 2017-07-27
Target OASIS Group - Information Secured
Sector Information Services
Buyer(s) Montagu Private Equity LLP
Sellers(s) Peterson Partners
Sverica Capital Management
Housatonic Partners
Deal Type Secondary Buyout

Target

OASIS Group - Information Secured

Dublin, Ireland
website
OASIS Group is a largest and most diverse professional records and information management companies in Europe. OASIS provides secure offsite records storage and related services to businesses: hard copy paper storage, media storage, imaging, digital archiving, and destruction services. It operates in 30 locations across six countries, managing vital information for over 5,000 clients. OASIS Group was established in 1999 and is based in Dublin, Ireland.

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Buyer(S) 1

Buyer

Montagu Private Equity LLP

London, United Kingdom

Investor Investor Investor Investor Investor

website


Category Private Equity Firm
Founded 1968
PE ASSETS 4.0B EUR
SizeMega
Type Sector Agnostic
DESCRIPTION

Montagu Private Equity is an independent private equity firm focused on European management buyouts and other private equity transactions. The Group looks for opportunities valued between €100 million and €1 billion. Sectors of interest include waste management, business services, consumer goods, food/beverage, aerospace/defense, media, healthcare, transportation, technology hardware, distribution, industrial, energy, and retail. Montagu is owned by its managers as well as HSBC, which owns a 20% stake in the firm. Montagu Private Equity dates back to 1968 and maintains offices in London, Manchester, Paris, Dusseldorf, and Stockholm.


DEAL STATS #
Overall 93 of 110
Sector (Information Services) 1 of 2
Type (Secondary Buyout) 16 of 27
Country (Ireland) 1 of 2
Year (2017) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-06-29 Visma Oy

Oslo, Norway

Visma offers software and services that simplify and digitize core business processes in the private and public sectors. Visma was founded in 1985 and is based in Oslo, Norway.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-09-25 Xtrac Ltd.

Thatcham, United Kingdom

Xtrac engages in design and manufacture of high performance transmissions for the motorsport and automotive industry. Xtrac supplies most of the world’s top motorsport teams in both two and four-wheeled formulae across the globe, from MotoGP to Formula 1. Xtrac was founded in 1984 and is based in Thatcham, United Kingdom.

Sell -

Seller(S) 3

SELLER

Peterson Partners

Salt Lake City, Utah, United States

Investor Investor Investor Investor Investor

website


Category Asset Manager
Founded 1995
PE ASSETS 350M USD
SizeMiddle-Market
Type Sector Agnostic
DESCRIPTION

Peterson Partners is a private equity firm that targets investments in lower middle-market growth companies located in the Western US. Peterson looks to commit between $5 and $25 million of equity in companies generating sales of at least $5 million. Sectors of interest include consumer products and services, business services, and manufacturing. Peterson Partners was formed in 1995 and is based in Salt Lake City, Utah.


DEAL STATS #
Overall 23 of 29
Sector (Information Services) 1 of 1
Type (Secondary Buyout) 9 of 11
Country (Ireland) 1 of 1
Year (2017) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-07-20 HemaSource, Inc.

Salt Lake City, Utah, United States

HemaSource is a technology-enabled distributor of medical products to the plasma collection industry. HemaSource utilizes a proprietary cloud-based inventory management and business intelligence software solution to help its customers gain supply chain efficiencies and decrease their plasma collection costs. HemaSource was established in 1998 and is headquartered in Salt Lake City, Utah.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-10-18 Solidcore Holdings LLC

Washington, District of Columbia, United States

Solidcore Holdings LLC is a boutique fitness studio concept that uses a resistance-based machine called the "Sweatlana" to give customers a proven and effective full-body workout. The [solidcore] workout is a high-intensity, low-impact 50-minute session that is done as slow as possible to lengthen and tone your body. With countless variations of moves stemming from planks, lunges and squats, the client's body and mind is challenged in each and every class. [solidcore] was established in 2013 and is based in Washington, District of Columbia.

Buy -
SELLER

Sverica Capital Management

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor

website


Category Growth Capital Firm
Founded 2001
PE ASSETS 1.1B USD
SizeLarge
Type Sector Agnostic
DESCRIPTION

Sverica Capital Management is a private equity firm that invests in stable or growing, smaller companies with valued less than $150 million. Sverica looks to commit $15 to $50 million per transaction and primarily targets buyout or divestiture situations and avoids businesses in need of restructuring. Broad areas of interest include IT, business services, healthcare, light manufacturing, and industrials. The Firm generally seeks majority control investments, but will also selectively consider minority situations. Sverica Capital Management was formed in 2001 and has offices in Boston and San Francisco.


DEAL STATS #
Overall 16 of 22
Sector (Information Services) 1 of 1
Type (Secondary Buyout) 5 of 6
Country (Ireland) 1 of 1
Year (2017) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-06-21 iWave Information Systems, Inc.

Charlottetown, Prince Edward Island, Canada

iWave Information Systems, Inc. is a provider of access to data and proprietary analytics to help prospect researchers, fundraisers, and other development professionals determine which donor prospects to ask, how much to ask for, and when to ask. iWave Information Systems was established in 1991 and is based in Charlottetown, Prince Edward Island.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-08-10 Women's Health USA, Inc. (WHUSA)

Avon, Connecticut, United States

Women's Health USA is a national physician practice management organization focused on women’s health, including OBGYN and In Vitro Fertilization. WHUSA provides physician practices with a full suite of practice management solutions including revenue cycle management, payor contracting, EMR & technology management, financial & accounting, risk management, and others. Women's Health USA was established in 1997 and is based in Avon, Connecticut.

Buy -
SELLER

Housatonic Partners

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor

website


Category Private Equity Firm
Founded 1994
PE ASSETS 1.3B USD
SizeLarge
Type Sector Agnostic
DESCRIPTION

Housatonic Partners is a private equity firm focused on investing in growing, profitable companies with a preference for businesses generating recurring revenues. Target sectors include services, media, and communications. Housatonic looks to commit $10 to $30 million per transaction to support buyouts and recapitalizations. Prospective companies generally have high gross margins and moderate capital intensity. Housatonic was formed in 1994 and has offices in Boston, Massachusetts and San Francisco, California.


DEAL STATS #
Overall 37 of 42
Sector (Information Services) 2 of 2
Type (Secondary Buyout) 11 of 14
Country (Ireland) 1 of 1
Year (2017) 4 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-07-27 EF Operating LLC

Littleton, Colorado, United States

Efficient Hire is a designer and developer of cloud-based data collection automation software that integrates into a company's human resource and hiring process. It serves customers in the restaurant, staffing, retail, call center, and convenience store industries. Efficient Forms was founded in 2004 and is based in Littleton, Colorado.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-09-01 FIMC

Sarasota, Florida, United States

FIMC provides financial service companies the ability to engage and retain customers, drive revenue growth, and extend their brand. FIMC helps consumers maintain financial stability and peace of mind by protecting them from many of the most common, yet unexpected, expenses they face everyday. FIMC was founded in 1974 and is based in Sarasota, Florida.

Buy -