Montagu Private Equity Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Montagu Private Equity has acquired 12 companies. It has also invested in 1 other.

Montagu Private Equity’s most common sectors for investment are transportation (9%) and information technology (8%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (56%) and secondary buyout (22%). In total, Montagu Private Equity has invested in 4 US states and 15 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.

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M&A Summary

  • M&A Total Activity173
    • M&A Buy Activity105
    • M&A Sell Activity68
  • Total Sectors Invested 37
  • Total Countries Invested 15
  • 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 (2.6/yr) # 92 1 4 1 5 2 105
vol $18.0B $616M $18.6B
Sell (1.4/yr) # 61 2 3 2 - - 68
vol $12.0B $420M $12.4B
  173

Most Recent M&A

Company Date Value Type
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 Holdings, Inc. - OEM Business 2020-01-13 - Divestiture
Deerfield, Illinois
Jane's Information Group Ltd. 2019-09-24 - Divestiture
Coulsdon, United Kingdom · www.janes.com
Covidence AS 2019-05-17 - Secondary Buyout
Rønde, Denmark · www.covidence.com
Dutch Ophthalmic Research Center (International) B.V. 2019-03-13 - Secondary Buyout
Zuidland, Netherlands · www.dorc.eu
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Wireless Logic Group Ltd. 2018-06-27 Com4 Sweden AB 2021-01-21 7
Berkshire, United Kingdom · www.wirelesslogic.co.uk Stockholm, Sweden · www.com4.no
Visma Oy 2010-09-25 Compello AS 2020-12-22 60
Oslo, Norway · www.visma.com Fornebu, Norway · www.compello.com
Visma Oy 2010-09-25 Khonraad 2020-12-14 59
Oslo, Norway · www.visma.com Utrecht, Netherlands · www.khonraad.nl
Visma Oy 2010-09-25 Sticos AS 2020-12-10 58
Oslo, Norway · www.visma.com Trondheim, Norway · www.sticos.no
Wireless Logic Group Ltd. 2018-06-27 Arkessa Ltd. 2020-12-09 6
Berkshire, United Kingdom · www.wirelesslogic.co.uk Bishop's Stortford, United Kingdom · www.arkessa.com
Wireless Logic Group Ltd. 2018-06-27 New Line Mobile BV 2020-12-08 5
Berkshire, United Kingdom · www.wirelesslogic.co.uk Den Haag, Netherlands · www.newlinemobile.nl
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
Wireless Logic Group Ltd. 2018-06-27 Datamobile AG 2020-11-23 4
Berkshire, United Kingdom · www.wirelesslogic.co.uk Ruggell, Liechtenstein · www.datamobile.ag
Visma Oy 2010-09-25 Ditmer A/S 2020-11-20 57
Oslo, Norway · www.visma.com Aabyhoj, Denmark · www.ditmer.dk
Nemera 2018-10-15 Copernicus Sp. z o.o. 2020-10-27 1
La Verpillière, France · www.nemera.net Szczecin, Poland · www.copernicus.net.pl

M&A by Sector

Sector Current # Value All-time # Value
Transportation - - 9 (8%) 38M (< 1%)
Information Technology 5 (22%) 1.3B (66%) 8 (8%) 1.7B (9%)
Medical Products 1 (4%) - 5 (5%) 1.4B (8%)
Automotive - - 5 (5%) 863M (5%)
Food 1 (4%) - 5 (5%) 225M (1%)
Business Services - - 5 (5%) 192M (1%)
Life Science 2 (9%) - 5 (5%) -
Electrical Equipment - - 4 (4%) 6.5B (35%)
Packaging 1 (4%) - 4 (4%) 914M (5%)
Consumer Products 1 (4%) - 4 (4%) 586M (3%)
Manufacturing - - 4 (4%) -
Retail - - 3 (3%) 642M (3%)
Software 3 (13%) 616M (30%) 3 (3%) 616M (3%)
Chemicals - - 3 (3%) 305M (2%)
Healthcare Services 2 (9%) 79M (4%) 3 (3%) 79M (< 1%)
Insurance - - 3 (3%) 8M (< 1%)
Marine - - 3 (3%) -
Building Materials - - 2 (2%) 956M (5%)
Internet Software and Services 1 (4%) - 2 (2%) 185M (1%)
Safety/Security - - 2 (2%) 48M (< 1%)
Consumer Services 1 (4%) - 2 (2%) -
Education 1 (4%) - 2 (2%) -
Electronics - - 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%) -
Energy Services and Equipment - - 1 (1%) -
Publishing - - 1 (1%) -
Total 23 $2.0B 106 $18.6B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 7 (30%) - 60 (57%) 5.6B (30%)
France 6 (26%) - 16 (15%) 8.1B (43%)
Germany 1 (4%) - 6 (6%) 1.5B (8%)
Denmark 1 (4%) - 5 (5%) -
United States 4 (17%) 616M (30%) 4 (4%) 616M (3%)
  New York 1 (4%) - 1 (1%) -
  Illinois 1 (4%) - 1 (1%) -
  California 1 (4%) - 1 (1%) -
Switzerland 1 (4%) - 4 (4%) 135M (1%)
Netherlands 1 (4%) 79M (4%) 2 (2%) 79M (< 1%)
Luxembourg - - 2 (2%) 592M (3%)
Norway 1 (4%) 1.3B (66%) 1 (1%) 1.3B (7%)
Ireland 1 (4%) - 1 (1%) -
Poland - - 1 (1%) 487M (3%)
Finland - - 1 (1%) 246M (1%)
Belgium - - 1 (1%) -
Sweden - - 1 (1%) -
Domestic 7 (30%) - 60 (57%) 5.6B (30%)
Cross-border 16 (70%) 2.0B (100%) 45 (43%) 13.1B (70%)
Total 23 $2.0B 105 $18.6B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (17%) - 59 (56%) 8.2B (44%)
Secondary Buyout 11 (48%) 1.4B (70%) 23 (22%) 4.6B (25%)
Divestiture 7 (30%) 616M (30%) 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 $2.0B 106 $18.6B

Exits by Deal Type

Type Total # Value
Secondary Sale 28 (41%) 5.8B (47%)
Trade Sale 16 (24%) 1.5B (12%)
Trade Sale - Public Company 13 (19%) 4.4B (35%)
IPO 7 (10%) -
Merger 3 (4%) 797M (6%)
Sold to Existing Investors 1 (1%) -
Total 68 $12.4B

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
Eversheds LLP
 2

Deal Values

buy # Total
> $1B 4 $11.1B
$100M to $1B 20 $7.3B
< $100M 6 $285M
TOTAL $18.6B
Largest Legrand SA
$5.7B (2002-12-01)
sell # Total
> $1B 3 $5.2B
$100M to $1B 19 $7.0B
< $100M 3 $174M
TOTAL $12.4B
Largest BSN medical GmbH
$2.0B (2012-06-11)

M&A Connections

Deals
Acquired from
Investor(s)
60%
27 (60%)
Strategic(s)
40%
18 (40%)
Exited to
Investor(s)
51%
27 (51%)
Strategic(s)
49%
26 (49%)

Investor Summary

Size

Mega

PE Assets

4.0B EUR

Established

1968

Specialist/Generalist

Generalist

Leadership

Chris Masterson

Chairman

Jason Gatenby

CEO

Edward Shuckburgh

Director

Guillaume Jabalot

Director

Henry Johnson

Director

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