Montagu Private Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Montagu Private Equity has acquired 16 companies. It has also invested in 1 other.

Montagu Private Equity’s most common sectors for investment aretransportation (9%) and medical products (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (54%) and secondary buyout (25%). 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 (39%). Montagu Private Equity’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 Activity179
    • M&A Buy Activity109
    • M&A Sell Activity70
  • Total Sectors Invested 37
  • Total Countries Invested 14
  • M&A Buy/Sell Connections 53
  • 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 (3.4/yr) # 92 1 4 1 5 6 109
vol $18.1B $616M $18.7B
Sell (1.6/yr) # 62 3 2 2 - 1 70
vol $11.8B $420M $12.2B
  179

Most Recent M&A

Company Date Value Type
HTL SAS 2021-11-12 - Secondary Buyout
Javené, France · www.htlbiotech.com
Eudonet SAS 2021-11-03 - Secondary Buyout
Courbevoie, France · www.eudonet.fr
Servelec Ltd. 2021-09-01 - Add-on Acquisition
Sheffield, United Kingdom · www.servelec.co.uk
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
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 (12%) - 8 (7%) 2.2B (12%)
Information Technology 4 (16%) - 7 (6%) 1.3B (7%)
Business Services 1 (4%) - 6 (5%) 192M (1%)
Life Science 3 (12%) - 6 (5%) -
Automotive - - 5 (5%) 863M (5%)
Food 1 (4%) - 5 (5%) 225M (1%)
Software 3 (12%) 616M (100%) 4 (4%) 616M (3%)
Consumer Products 1 (4%) - 4 (4%) 586M (3%)
Internet Software and Services 2 (8%) - 4 (4%) 527M (3%)
Electrical Equipment - - 3 (3%) 6.5B (35%)
Retail - - 3 (3%) 642M (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%)
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%) -
Information Services 2 (8%) - 2 (2%) -
Real Estate 1 (4%) - 2 (2%) -
Environmental - - 1 (1%) 2.6B (14%)
Communications - - 1 (1%) 487M (3%)
Metals/Mining - - 1 (1%) 284M (2%)
Infrastructure - - 1 (1%) 54M (< 1%)
Apparel/Textiles - - 1 (1%) -
Beverages - - 1 (1%) -
Distribution - - 1 (1%) -
Publishing - - 1 (1%) -
Technology Hardware - - 1 (1%) -
Total 25 $616M 110 $18.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 7 (28%) - 60 (55%) 5.6B (30%)
France 9 (36%) - 19 (17%) 8.1B (43%)
Germany 1 (4%) - 6 (5%) 1.5B (8%)
Denmark 1 (4%) - 5 (5%) -
United States 4 (16%) 616M (100%) 4 (4%) 616M (3%)
  New York 1 (4%) - 1 (1%) -
  Florida 1 (4%) - 1 (1%) -
  California 1 (4%) - 1 (1%) -
Switzerland 1 (4%) - 4 (4%) 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 (3%)
Finland - - 1 (1%) 246M (1%)
Belgium - - 1 (1%) -
Sweden - - 1 (1%) -
Domestic 7 (28%) - 60 (55%) 5.6B (30%)
Cross-border 18 (72%) 616M (100%) 50 (45%) 13.1B (70%)
Total 25 $616M 110 $18.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (16%) - 59 (54%) 8.2B (44%)
Secondary Buyout 13 (52%) - 27 (25%) 4.6B (25%)
Divestiture 7 (28%) 616M (100%) 19 (17%) 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 25 $616M 110 $18.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 29 (41%) 5.6B (46%)
Trade Sale 17 (24%) 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
Arma Partners LLP
3
UBS Investment Bank
3
Legal Deals
Weil Gotshal & Manges LLP
5
Clifford Chance LLP
3
Allen & Overy 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)
24%
26 (24%)
Strategic(s)
16%
18 (16%)
Exited to
Investor(s)
37%
26 (37%)
Strategic(s)
39%
27 (39%)

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