MSD Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, MSD Capital has acquired 1 company.

MSD Capital’s most common sectors for investment are distribution (19%) and aerospace (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and secondary buyout (19%). In total, MSD Capital has invested in 9 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2012 when it acquired Transaction Network Services for $862M.

In the last 3 years, MSD Capital has exited 3 companies. The Firm’s most common exit type is trade sale (43%). MSD Capital’s largest (disclosed) exit occurred in 2015 when it sold OneWest Bank for $3.4B.

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

M&A Summary

  • M&A Total Activity18
    • M&A Buy Activity11
    • M&A Sell Activity7
  • Total Sectors Invested 10
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 12
  • M&A Advisors 3

MSD Capital LP

645 Fifth Avenue, 21st Floor,
New York, New York 10022
United States
(212) 303-1650
www.msdcapital.com
investments@msdcapital.com

MSD Capital is the private investment vehicle for Michael Dell, founder of Dell Computers. The Firm targets investment opportunities across the US and internationally and is split into several groups. These include Public Equity, Special Opportunities, Private Equity, Real Estate, and Partnerships. The Private Equity group targets transactions that include leveraged and management buyouts, take privates, mezzanine debt and other structured investments, PIPEs and growth equity financings, platform acquisitions and roll-ups, and partnerships with other financial sponsors. MSD looks to commit $100 to $250 million per transaction and prefers investments in non-technology companies. MSD Capital was formed in 1998 and maintains offices in New York City; Santa Monica, California; and London.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Financial Services, Forest Products, Healthcare Services

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Going Private, Growth Capital, Special Situations/Distressed

Geographic Preferences: East US, Midwest US, South US, West US, Western Europe, Eastern Europe

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 100 250
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.6/yr) # 8 2 1 - - - 11
vol $862M $862M
Sell (0.6/yr) # 4 - 1 2 - - 7
vol $3.4B $3.4B
  18

Most Recent M&A

Company Date Value Type
WIRB-Copernicus Group, Inc. 2019-11-14 - Recapitalization
Princeton, New Jersey · www.wcgclinical.com
DentalOne Partners 2019-10-21 - Add-on Acquisition
Plano, Texas · www.dentalonepartners.com
Endries International, Inc. 2018-12-11 - Secondary Buyout
Brillion, Wisconsin · www.endries.com
Waypoint Leasing Ltd. 2018-11-25 - Bankruptcy
Limerick, Ireland · www.waypointleasing.com
Ring Container Technologies, Inc. 2017-09-14 - Buyout (LBO, MBO, MBI)
Oakland, Tennessee · www.ringcontainer.com
Hayward Industries, Inc. 2017-06-19 - Buyout (LBO, MBO, MBI)
Clemmons, North Carolina · www.hayward.com
WIRB-Copernicus Group, Inc. 2016-08-18 - Recapitalization
Princeton, New Jersey · www.wcgclinical.com
OneWest Bank 2015-08-03 3.4B USD Add-on Acquisition
Pasadena, California · www.owb.com
ValleyCrest Companies, LLC 2014-05-21 - Merger
Calabasas, California · www.valleycrest.com
Waypoint Leasing Ltd. 2013-01-01 - Joint Venture
Limerick, Ireland · www.waypointleasing.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Transaction Network Services, Inc. 2012-12-11 Transaction Network Services - Caller Authentication Assets 2015-09-09 2
Reston, Virginia · www.tnsi.com , United States
Transaction Network Services, Inc. 2012-12-11 TNS Payment Gateway Services 2014-11-06 1
Reston, Virginia · www.tnsi.com , United States

M&A by Sector

Sector Current # Value All-time # Value
Distribution 1 (25%) - 2 (18%) -
Communications 1 (25%) 862M (100%) 1 (9%) 862M (100%)
Aerospace - - 1 (9%) -
Business Services - - 1 (9%) -
Financial Services - - 1 (9%) -
Forest Products - - 1 (9%) -
Healthcare Services - - 1 (9%) -
Information Services - - 1 (9%) -
Machinery 1 (25%) - 1 (9%) -
Plastics 1 (25%) - 1 (9%) -
Total 4 $862M 11 $862M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) 862M (100%) 10 (91%) 862M (100%)
  California - - 2 (18%) -
  Virginia 1 (25%) 862M (100%) 1 (9%) 862M (100%)
  Wisconsin 1 (25%) - 1 (9%) -
  Tennessee 1 (25%) - 1 (9%) -
  North Carolina 1 (25%) - 1 (9%) -
  Texas - - 1 (9%) -
  New York - - 1 (9%) -
  New Jersey - - 1 (9%) -
  Connecticut - - 1 (9%) -
Ireland - - 1 (9%) -
Domestic 4 (100%) 862M (100%) 10 (91%) 862M (100%)
Cross-border - - 1 (9%) -
Total 4 $862M 11 $862M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (50%) - 5 (45%) -
Secondary Buyout 1 (25%) - 2 (18%) -
Going Private 1 (25%) 862M (100%) 1 (9%) 862M (100%)
Growth Capital - - 1 (9%) -
Joint Venture - - 1 (9%) -
Recapitalization - - 1 (9%) -
Total 4 $862M 11 $862M

Exits by Deal Type

Type Total # Value
Trade Sale 3 (43%) -
Trade Sale - Public Company 1 (14%) 3.4B (100%)
Bankruptcy 1 (14%) -
Merger 1 (14%) -
Recapitalization 1 (14%) -
Total 7 $3.4B

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1
Bank of America Merrill Lynch (BofA Securities)
 1
Legal Deals
Dechert LLP
 2

Deal Values

buy # Total
$100M to $1B 1 $862M
TOTAL $862M
Largest Transaction Network Services, Inc.
$862M (2012-12-11)
sell # Total
> $1B 1 $3.4B
TOTAL $3.4B
Largest OneWest Bank
$3.4B (2015-08-03)

M&A Connections

Deals
Acquired from
Investor(s)
9%
1 (9%)
Exited to
Investor(s)
14%
1 (14%)
Strategic(s)
57%
4 (57%)

Investor Summary

Size

Mega

PE Assets

16.0B USD

Established

1998

Specialist/Generalist

Generalist

Leadership

Glenn Fuhrman

Co-Founder & Co-Managing Partner

John Phelan

Co-Founder & Co-Managing Partner

Barry Sholem

Partner

Howard Berk

Partner

Joel Alsfine

Partner

 Subscribe to unlock this and 161,474
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
  • 4.1K Private Equity Firms
  • 150K M&A Transactions
  • 157K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.2K M&A Advisors
    (Investment Banks and Law Firms)
  • 48K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal