Montagu Private Equity Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Montagu Private Equity has acquired 14 companies. It has also invested in 1 other.

Montagu Private Equity’s most common sectors for investment are transportation (9%) and medical products (8%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (55%) and secondary buyout (24%). In total, Montagu Private Equity 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 Private Equity has exited 5 companies. The Firm’s most common exit type is secondary buyout (40%). Montagu Private Equity’s largest (disclosed) exit occurred in 2012 when it sold BSN medical for $2.0B.

Join Mergr to view Montagu Private Equity’s full profile and discover more mega-sized private equity firms just like it.

M&A Summary

  • M&A Total Activity177
    • M&A Buy Activity107
    • M&A Sell Activity70
  • Total Sectors Invested 37
  • Total Countries Invested 14
  • M&A Buy/Sell Connections 52
  • M&A Advisors 26

Montagu Private Equity LLP

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

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.


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, Scandinavia

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 100 1,000
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (3.0/yr) # 92 1 4 1 5 4 107
vol $18.1B $616M $18.7B
Sell (1.6/yr) # 62 3 3 2 - - 70
vol $11.8B $420M $12.2B
  177

Most Recent M&A

Company Date Value Type
In’Tech Medical SAS 2021-07-12 - Secondary Buyout
Rang-du-Fliers, France · www.intech-medical.com
Waystone Management (UK) Ltd. 2021-07-01 - Secondary Buyout
Dublin, Ireland · www.waystone.com
ITRS Ltd. 2021-01-20 - Secondary Buyout
London, United Kingdom · www.itrsgroup.com
IMV Technologies SA 2021-01-20 - Secondary Buyout
Normandy, France · www.imv-technologies.com
Capita Plc - Education Software Solutions 2020-12-14 616M GBP Divestiture
London, United States
ParentPay Ltd. 2020-12-14 - Growth Capital
Coventry, United Kingdom · www.parentpay.com
ISI Emerging Markets Group 2020-11-16 - Secondary Buyout
London, United Kingdom · www.isimarkets.com
Galileo Global Education 2020-03-06 - Secondary Buyout
Paris, France · www.ggeedu.com
RTI Surgical 2020-01-13 - Divestiture
Alachua, Florida · www.rtix.com
Jane's Information Group Ltd. 2019-09-24 - Divestiture
Coulsdon, United Kingdom · www.janes.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Wireless Logic Group Ltd. 2018-06-27 Arkessa Ltd. 2020-12-09 8
Berkshire, United Kingdom · www.wirelesslogic.co.uk 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
Transportation - - 9 (8%) 38M (< 1%)
Medical Products 3 (13%) - 8 (7%) 2.2B (12%)
Information Technology 4 (17%) - 7 (6%) 1.3B (7%)
Business Services 1 (4%) - 6 (6%) 192M (1%)
Automotive - - 5 (5%) 863M (5%)
Food 1 (4%) - 5 (5%) 225M (1%)
Life Science 2 (9%) - 5 (5%) -
Electrical Equipment - - 4 (4%) 6.5B (35%)
Consumer Products 1 (4%) - 4 (4%) 586M (3%)
Retail - - 3 (3%) 642M (3%)
Software 3 (13%) 616M (100%) 3 (3%) 616M (3%)
Internet Software and Services 1 (4%) - 3 (3%) 527M (3%)
Chemicals - - 3 (3%) 305M (2%)
Healthcare Services 1 (4%) - 3 (3%) 108M (1%)
Insurance - - 3 (3%) 8M (< 1%)
Manufacturing - - 3 (3%) -
Marine - - 3 (3%) -
Building Materials - - 2 (2%) 956M (5%)
Packaging - - 2 (2%) 109M (1%)
Safety/Security - - 2 (2%) 48M (< 1%)
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%) -
Information Services 2 (9%) - 2 (2%) -
Real Estate 1 (4%) - 2 (2%) -
Technology Hardware - - 2 (2%) -
Environmental - - 1 (1%) 2.6B (14%)
Communications - - 1 (1%) 487M (3%)
Metals/Mining - - 1 (1%) 284M (2%)
Infrastructure - - 1 (1%) 54M (< 1%)
Aerospace - - 1 (1%) -
Apparel/Textiles - - 1 (1%) -
Beverages - - 1 (1%) -
Distribution - - 1 (1%) -
Publishing - - 1 (1%) -
Total 23 $616M 108 $18.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 7 (30%) - 60 (56%) 5.6B (30%)
France 7 (30%) - 17 (16%) 8.1B (43%)
Germany 1 (4%) - 6 (6%) 1.5B (8%)
Denmark 1 (4%) - 5 (5%) -
United States 4 (17%) 616M (100%) 4 (4%) 616M (3%)
  California 1 (4%) - 1 (1%) -
  New York 1 (4%) - 1 (1%) -
  Florida 1 (4%) - 1 (1%) -
Switzerland 1 (4%) - 4 (4%) 135M (1%)
Ireland 2 (9%) - 2 (2%) -
Norway - - 2 (2%) 1.3B (7%)
Luxembourg - - 2 (2%) 592M (3%)
Netherlands - - 2 (2%) 108M (1%)
Poland - - 1 (1%) 487M (3%)
Finland - - 1 (1%) 246M (1%)
Belgium - - 1 (1%) -
Sweden - - 1 (1%) -
Domestic 7 (30%) - 60 (56%) 5.6B (30%)
Cross-border 16 (70%) 616M (100%) 48 (44%) 13.1B (70%)
Total 23 $616M 108 $18.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (17%) - 59 (55%) 8.2B (44%)
Secondary Buyout 11 (48%) - 25 (23%) 4.6B (25%)
Divestiture 7 (30%) 616M (100%) 19 (18%) 3.2B (17%)
Growth Capital 1 (4%) - 2 (2%) -
Going Private - - 1 (1%) 2.6B (14%)
Stake Purchase - - 1 (1%) 54M (< 1%)
Recapitalization - - 1 (1%) -
Total 23 $616M 108 $18.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 30 (43%) 5.6B (46%)
Trade Sale 16 (23%) 1.5B (12%)
Trade Sale - Public Company 13 (19%) 4.4B (36%)
IPO 7 (10%) -
Merger 3 (4%) 797M (7%)
Sold to Existing Investors 1 (1%) -
Total 70 $12.2B

Top M&A Advisors

Financial Deals
Rothschild Global Advisory
 4
UBS Investment Bank
 3
Morgan Stanley
 2
Legal Deals
Weil Gotshal & Manges LLP
 5
Clifford Chance LLP
 3
Freshfields Bruckhaus Deringer LLP
 2

Deal Values

buy # Total
> $1B 4 $11.1B
$100M to $1B 21 $7.4B
< $100M 5 $206M
TOTAL $18.7B
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)
23%
25 (23%)
Strategic(s)
17%
18 (17%)
Exited to
Investor(s)
39%
27 (39%)
Strategic(s)
37%
26 (37%)

Investor Summary

Size

Mega

PE Assets

4.0B 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

 Subscribe to unlock this and 167,062
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.2K Private Equity Firms
  • 156K M&A Transactions
  • 163K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.3K M&A Advisors
    (Investment Banks and Law Firms)
  • 55K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal