MSD Capital Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, MSD Capital has acquired 2 companies.

MSD Capital’s most common sectors for investment aredistribution (16%) and aerospace (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (39%) and secondary buyout (24%). In total, MSD Capital has invested in 10 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.

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M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity13
    • M&A Sell Activity7
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 15
  • 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 (0.8/yr) # 9 2 1 - - 1 13
vol $862M $862M
Sell (0.6/yr) # 4 - 1 2 - - 7
vol $3.4B $3.4B
  20

Most Recent M&A

Company Date Value Type
Woolpert, Inc. 2021-04-09 - Secondary Buyout
Dayton, Ohio · www.woolpert.com
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
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 (17%) - 2 (15%) -
Communications 1 (17%) 862M (100%) 1 (8%) 862M (100%)
Aerospace - - 1 (8%) -
Business Services - - 1 (8%) -
Engineering 1 (17%) - 1 (8%) -
Financial Services - - 1 (8%) -
Forest Products - - 1 (8%) -
Healthcare Services - - 1 (8%) -
Information Services - - 1 (8%) -
Machinery 1 (17%) - 1 (8%) -
Media 1 (17%) - 1 (8%) -
Plastics 1 (17%) - 1 (8%) -
Total 6 $862M 13 $862M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) 862M (100%) 12 (92%) 862M (100%)
  California 1 (17%) - 3 (23%) -
  Virginia 1 (17%) 862M (100%) 1 (8%) 862M (100%)
  Wisconsin 1 (17%) - 1 (8%) -
  Tennessee 1 (17%) - 1 (8%) -
  Ohio 1 (17%) - 1 (8%) -
  North Carolina 1 (17%) - 1 (8%) -
  New York - - 1 (8%) -
  New Jersey - - 1 (8%) -
  Connecticut - - 1 (8%) -
  Texas - - 1 (8%) -
Ireland - - 1 (8%) -
Domestic 6 (100%) 862M (100%) 12 (92%) 862M (100%)
Cross-border - - 1 (8%) -
Total 6 $862M 13 $862M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (33%) - 5 (38%) -
Secondary Buyout 2 (33%) - 3 (23%) -
Going Private 1 (17%) 862M (100%) 1 (8%) 862M (100%)
Growth Capital - - 1 (8%) -
Joint Venture - - 1 (8%) -
Recapitalization - - 1 (8%) -
Stake Purchase 1 (17%) - 1 (8%) -
Total 6 $862M 13 $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
Bank of America Merrill Lynch (BofA Securities)
 1
Houlihan Lokey
 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)
15%
2 (15%)
Exited to
Investor(s)
14%
1 (14%)
Strategic(s)
57%
4 (57%)

Investor Summary

Investor Type

Family Office

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

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