Oaktree Capital Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Oaktree Capital Management has acquired 6 companies. It has also invested in 5 others.

Oaktree Capital Management’s most common sectors for investment arebusiness services (12%) and electrical equipment (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and secondary buyout (20%). In total, Oaktree Capital Management has invested in 24 US states and 11 different countries. Its largest (disclosed) acquisition occurred in 1997 when it acquired National Mobile Television for $555M.

In the last 3 years, Oaktree Capital Management has exited 15 companies. The Firm’s most common exit type is trade sale (44%). Oaktree Capital Management’s largest (disclosed) exit occurred in 2012 when it sold Jackson Square Aviation for $1.3B.

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M&A Summary

M&A Total Activity155
- M&A Buy Activity88
- M&A Sell Activity67
Total Sectors Invested 37
Total Countries Invested 11
M&A Buy/Sell Connections 67
M&A Advisors 14

Oaktree Capital Management

333 South Grand Ave., 28th Floor,
Los Angeles, California 90071
United States
(213) 830-6300
www.oaktreecapital.com

Transaction Criteria	Min	Max
Target Revenue	-	-
Target EBITDA	-	-
Investment Size	-	-
Enterprise Value	-	-

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

Enterprise Value

Year	≤ '16	'17	'18	'19	'20	'21	T
Buy (3.2/yr)	#	72	5	3	2	3	3	88
vol	$1.3B	$320M					$1.6B
Sell (3.6/yr)	#	49	3	8	2	3	2	67
vol	$5.3B		$1.5B				$6.8B
	155

Year

≤ '16

'17

'18

'19

'20

'21

Buy (3.2/yr)

vol

$1.3B

$320M

$1.6B

Sell (3.6/yr)

vol

$5.3B

$1.5B

$6.8B

155

Company	Date	Value	Type
Ports America, Inc.	2021-09-29	-	Add-on Acquisition
Jersey City, New Jersey · www.portsamerica.com
ArchKey Solutions LLC	2021-06-07	-	Secondary Buyout
St. Louis, Missouri · www.archkey.com
Foodtastic, Inc.	2021-02-24	-	Growth Capital
Pierrefonds, Quebec · www.foodtastic.ca
Win Brands Group	2021-02-10	-	Acquisition Financing
New York, New York · www.winbg.com
Redcat Pub Co. Ltd.	2021-02-08	-	Venture
, United Kingdom
AGRO Merchants Group LLC	2020-12-30	-	Add-on Acquisition
Schiphol, Netherlands · www.agromerchants.com
Array Technologies, Inc.	2020-10-07	-	IPO
Albuquerque, New Mexico · www.arraytechinc.com
Montrose Environmental Group, Inc.	2020-07-22	-	IPO
Irvine, California · www.montrose-env.com
Environmental 360 Solutions Ltd.	2020-03-11	-	Growth Capital
Aurora, Ontario · www.e360s.ca
Kamps Pallets, Inc.	2020-01-14	-	Buyout (LBO, MBO, MBI)
Grand Rapids, Michigan · www.kampspallets.com
View All >>

Company

Date

Value

Type

Ports America, Inc.

2021-09-29

Add-on Acquisition

Jersey City, New Jersey · www.portsamerica.com

ArchKey Solutions LLC

2021-06-07

Secondary Buyout

St. Louis, Missouri · www.archkey.com

Foodtastic, Inc.

2021-02-24

Growth Capital

Pierrefonds, Quebec · www.foodtastic.ca

Win Brands Group

2021-02-10

Acquisition Financing

New York, New York · www.winbg.com

Redcat Pub Co. Ltd.

2021-02-08

Venture

, United Kingdom

AGRO Merchants Group LLC

2020-12-30

Add-on Acquisition

Schiphol, Netherlands · www.agromerchants.com

Array Technologies, Inc.

2020-10-07

IPO

Albuquerque, New Mexico · www.arraytechinc.com

Montrose Environmental Group, Inc.

2020-07-22

IPO

Irvine, California · www.montrose-env.com

Environmental 360 Solutions Ltd.

2020-03-11

Growth Capital

Aurora, Ontario · www.e360s.ca

Kamps Pallets, Inc.

2020-01-14

Buyout (LBO, MBO, MBI)

Grand Rapids, Michigan · www.kampspallets.com

View All >>

Company	Acquired	Add-On/Sale	Date	#
NAPEC, Inc.	2017-12-04	Riggs Distler & Co., Inc.	2021-06-29	1
Drummondville, Quebec · www.napec.ca	Cherry Hill, New Jersey · www.riggsdistler.com
Acosta Sales & Marketing, Inc.	2020-01-02	Impact Group	2021-06-24	1
Jacksonville, Florida · www.acosta.com	Boise, Idaho · impactgrp.com
Trench Plate Rental Co.	2016-10-26	National Trench Safety LLC	2021-04-01	1
Downey, California · www.tprco.com	Houston, Texas · www.ntsafety.com
Proserv UK Ltd.	2018-05-14	Proserv Group, Inc. - Drilling Services Business	2019-03-26	1
Aberdeen, United Kingdom · www.proserv-group.com	Aberdeenshire, Norway
Quiksilver, Inc.	2016-02-11	Billabong International Ltd.	2018-01-05	1
Huntington Beach, California · www.quiksilverinc.com	Burleigh Heads, Australia · www.billabongbiz.com

Company

Acquired

Add-On/Sale

Date

NAPEC, Inc.

2017-12-04

Riggs Distler & Co., Inc.

2021-06-29

Drummondville, Quebec · www.napec.ca

Cherry Hill, New Jersey · www.riggsdistler.com

Acosta Sales & Marketing, Inc.

2020-01-02

Impact Group

2021-06-24

Jacksonville, Florida · www.acosta.com

Boise, Idaho · impactgrp.com

Trench Plate Rental Co.

2016-10-26

National Trench Safety LLC

2021-04-01

Downey, California · www.tprco.com

Houston, Texas · www.ntsafety.com

Proserv UK Ltd.

2018-05-14

Proserv Group, Inc. - Drilling Services Business

2019-03-26

Aberdeen, United Kingdom · www.proserv-group.com

Aberdeenshire, Norway

Quiksilver, Inc.

2016-02-11

Billabong International Ltd.

2018-01-05

Huntington Beach, California · www.quiksilverinc.com

Burleigh Heads, Australia · www.billabongbiz.com

Sector	Current #	Value	All-time #	Value
Business Services	3 (11%)	-	10 (11%)	-
Construction	3 (11%)	320M (100%)	7 (8%)	320M (20%)
Electrical Equipment	1 (4%)	-	7 (8%)	-
Packaging	1 (4%)	-	6 (7%)	485M (30%)
Energy Services and Equipment	2 (7%)	-	5 (6%)	-
Real Estate	2 (7%)	-	4 (5%)	-
Software	-	-	4 (5%)	-
Beverages	-	-	3 (3%)	-
Environmental	1 (4%)	-	3 (3%)	-
Food	1 (4%)	-	3 (3%)	-
Renewable Energy	1 (4%)	-	3 (3%)	-
Media	-	-	2 (2%)	555M (34%)
Aerospace	-	-	2 (2%)	-
Healthcare Services	-	-	2 (2%)	-
Retail	1 (4%)	-	2 (2%)	-
Safety/Security	2 (7%)	-	2 (2%)	-
Technology Hardware	1 (4%)	-	2 (2%)	-
Transportation	1 (4%)	-	2 (2%)	-
Infrastructure	-	-	1 (1%)	280M (17%)
Airlines	-	-	1 (1%)	-
Apparel/Textiles	1 (4%)	-	1 (1%)	-
Automotive	-	-	1 (1%)	-
Building Materials	-	-	1 (1%)	-
Chemicals	1 (4%)	-	1 (1%)	-
Consumer Products	-	-	1 (1%)	-
Distribution	-	-	1 (1%)	-
Diversified	-	-	1 (1%)	-
Electronics	-	-	1 (1%)	-
Financial Services	1 (4%)	-	1 (1%)	-
Franchising	1 (4%)	-	1 (1%)	-
Information Services	-	-	1 (1%)	-
Marine	1 (4%)	-	1 (1%)	-
Marketing	1 (4%)	-	1 (1%)	-
Oil/Gas Exploration	1 (4%)	-	1 (1%)	-
Semiconductors	-	-	1 (1%)	-
Test/Measurement Equipment	-	-	1 (1%)	-
Utilities	-	-	1 (1%)	-
Total	27	$320M	88	$1.6B

Sector

Current #

Value

All-time #

Value

Business Services

3 (11%)

10 (11%)

Construction

3 (11%)

320M (100%)

7 (8%)

320M (20%)

Electrical Equipment

1 (4%)

7 (8%)

Packaging

1 (4%)

6 (7%)

485M (30%)

Energy Services and Equipment

2 (7%)

5 (6%)

Real Estate

2 (7%)

4 (5%)

Software

4 (5%)

Beverages

3 (3%)

Environmental

1 (4%)

3 (3%)

Food

1 (4%)

3 (3%)

Renewable Energy

1 (4%)

3 (3%)

Media

2 (2%)

555M (34%)

Aerospace

2 (2%)

Healthcare Services

2 (2%)

Retail

1 (4%)

2 (2%)

Safety/Security

2 (7%)

2 (2%)

Technology Hardware

1 (4%)

2 (2%)

Transportation

1 (4%)

2 (2%)

Infrastructure

1 (1%)

280M (17%)

Airlines

1 (1%)

Apparel/Textiles

1 (4%)

1 (1%)

Automotive

1 (1%)

Building Materials

1 (1%)

Chemicals

1 (4%)

1 (1%)

Consumer Products

1 (1%)

Distribution

1 (1%)

Diversified

1 (1%)

Electronics

1 (1%)

Financial Services

1 (4%)

1 (1%)

Franchising

1 (4%)

1 (1%)

Information Services

1 (1%)

Marine

1 (4%)

1 (1%)

Marketing

1 (4%)

1 (1%)

Oil/Gas Exploration

1 (4%)

1 (1%)

Semiconductors

1 (1%)

Test/Measurement Equipment

1 (1%)

Utilities

1 (1%)

Total

$320M

$1.6B

State/Country	Current #	Value	All-time #	Value
United States	13 (48%)	-	59 (67%)	835M (51%)
	California	3 (11%)	-	14 (16%)	555M (34%)
	Texas	-	-	6 (7%)	-
	Florida	1 (4%)	-	4 (5%)	-
	New York	1 (4%)	-	4 (5%)	-
	Illinois	2 (7%)	-	3 (3%)	-
	Pennsylvania	1 (4%)	-	3 (3%)	280M (17%)
	Georgia	-	-	3 (3%)	-
	Ohio	-	-	3 (3%)	-
	Massachusetts	1 (4%)	-	2 (2%)	-
	New Hampshire	-	-	2 (2%)	-
	Nevada	-	-	2 (2%)	-
	Kansas	1 (4%)	-	1 (1%)	-
	Connecticut	1 (4%)	-	1 (1%)	-
	Colorado	1 (4%)	-	1 (1%)	-
	Michigan	1 (4%)	-	1 (1%)	-
	Kentucky	-	-	1 (1%)	-
	District of Columbia	-	-	1 (1%)	-
	Arizona	-	-	1 (1%)	-
	Washington	-	-	1 (1%)	-
	Vermont	-	-	1 (1%)	-
	Tennessee	-	-	1 (1%)	-
	New Mexico	-	-	1 (1%)	-
	New Jersey	-	-	1 (1%)	-
	Minnesota	-	-	1 (1%)	-
United Kingdom	5 (19%)	-	9 (10%)	485M (30%)
Canada	4 (15%)	320M (100%)	6 (7%)	320M (20%)
	Quebec	2 (7%)	320M (100%)	2 (2%)	320M (20%)
	Ontario	2 (7%)	-	2 (2%)	-
	British Columbia	-	-	2 (2%)	-
Germany	3 (11%)	-	5 (6%)	-
Poland	1 (4%)	-	2 (2%)	-
France	-	-	2 (2%)	-
Australia	1 (4%)	-	1 (1%)	-
Spain	-	-	1 (1%)	-
Czech Republic	-	-	1 (1%)	-
Finland	-	-	1 (1%)	-
Netherlands	-	-	1 (1%)	-
Total	27	$320M	88	$1.6B

State/Country

Current #

Value

All-time #

Value

United States

13 (48%)

59 (67%)

835M (51%)

California

3 (11%)

14 (16%)

555M (34%)

Texas

6 (7%)

Florida

1 (4%)

4 (5%)

New York

1 (4%)

4 (5%)

Illinois

2 (7%)

3 (3%)

Pennsylvania

1 (4%)

3 (3%)

280M (17%)

Georgia

3 (3%)

Ohio

3 (3%)

Massachusetts

1 (4%)

2 (2%)

New Hampshire

2 (2%)

Nevada

2 (2%)

Kansas

1 (4%)

1 (1%)

Connecticut

1 (4%)

1 (1%)

Colorado

1 (4%)

1 (1%)

Michigan

1 (4%)

1 (1%)

Kentucky

1 (1%)

District of Columbia

1 (1%)

Arizona

1 (1%)

Washington

1 (1%)

Vermont

1 (1%)

Tennessee

1 (1%)

New Mexico

1 (1%)

New Jersey

1 (1%)

Minnesota

1 (1%)

United Kingdom

5 (19%)

9 (10%)

485M (30%)

Canada

4 (15%)

320M (100%)

6 (7%)

320M (20%)

Quebec

2 (7%)

320M (100%)

2 (2%)

320M (20%)

Ontario

2 (7%)

2 (2%)

British Columbia

2 (2%)

Germany

3 (11%)

5 (6%)

Poland

1 (4%)

2 (2%)

France

2 (2%)

Australia

1 (4%)

1 (1%)

Spain

1 (1%)

Czech Republic

1 (1%)

Finland

1 (1%)

Netherlands

1 (1%)

Total

$320M

$1.6B

Type	Current #	Value	All-time #	Value
Buyout (LBO, MBO, MBI)	8 (30%)	-	33 (38%)	-
Secondary Buyout	6 (22%)	-	17 (19%)	-
Growth Capital	4 (15%)	-	10 (11%)	-
Divestiture	-	-	5 (6%)	835M (51%)
Stake Purchase	2 (7%)	-	4 (5%)	-
Venture	2 (7%)	-	4 (5%)	-
PIPE	-	-	3 (3%)	-
Special Situations/Distressed	3 (11%)	-	3 (3%)	-
Recapitalization	-	-	2 (2%)	485M (30%)
Going Private	1 (4%)	320M (100%)	2 (2%)	320M (20%)
Joint Venture	-	-	2 (2%)	-
Acquisition Financing	1 (4%)	-	1 (1%)	-
Consolidation	-	-	1 (1%)	-
Merger	-	-	1 (1%)	-
Total	27	$320M	88	$1.6B

Type

Current #

Value

All-time #

Value

Buyout (LBO, MBO, MBI)

8 (30%)

33 (38%)

Secondary Buyout

6 (22%)

17 (19%)

Growth Capital

4 (15%)

10 (11%)

Divestiture

5 (6%)

835M (51%)

Stake Purchase

2 (7%)

4 (5%)

Venture

2 (7%)

4 (5%)

PIPE

3 (3%)

Special Situations/Distressed

3 (11%)

3 (3%)

Recapitalization

2 (2%)

485M (30%)

Going Private

1 (4%)

320M (100%)

2 (2%)

320M (20%)

Joint Venture

2 (2%)

Acquisition Financing

1 (4%)

1 (1%)

Consolidation

1 (1%)

Merger

1 (1%)

Total

$320M

$1.6B

Type	Total #	Value
Trade Sale - Public Company	20 (30%)	4.6B (76%)
Secondary Sale	20 (30%)	1.0B (17%)
IPO	11 (16%)	-
Trade Sale	10 (15%)	420M (7%)
Divestiture	2 (3%)	-
Merger	2 (3%)	-
Sold to Management	1 (1%)	-
Stake Sale	1 (1%)	-
Total	67	$6.1B

Type

Total #

Value

Trade Sale - Public Company

20 (30%)

4.6B (76%)

Secondary Sale

20 (30%)

1.0B (17%)

IPO

11 (16%)

Trade Sale

10 (15%)

420M (7%)

Divestiture

2 (3%)

Merger

2 (3%)

Sold to Management

1 (1%)

Stake Sale

1 (1%)

Total

$6.1B

Financial	Deals
Barclays Investment Bank	2
C.W. Downer & Co.	1
Canaccord Genuity Corp.	1

Financial

Deals

Barclays Investment Bank

C.W. Downer & Co.

Canaccord Genuity Corp.

Legal	Deals
Kirkland & Ellis LLP	5
Weil Gotshal & Manges LLP	2
Paul, Weiss, Rifkind, Wharton & Garrison LLP	1

Legal

Deals

Kirkland & Ellis LLP

Weil Gotshal & Manges LLP

Paul, Weiss, Rifkind, Wharton & Garrison LLP

buy	#	Total
$100M to $1B	4	$1.6B
TOTAL	$1.6B
Largest	National Mobile Television, Inc. $555M (1997-02-09)

buy

Total

$100M to $1B

$1.6B

TOTAL

$1.6B

Largest

National Mobile Television, Inc.
$555M (1997-02-09)

sell	#	Total
> $1B	1	$1.3B
$100M to $1B	13	$5.4B
< $100M	3	$144M
TOTAL	$6.8B
Largest	Jackson Square Aviation LLC $1.3B (2012-10-04)

sell

Total

> $1B

$1.3B

$100M to $1B

$5.4B

< $100M

$144M

TOTAL

$6.8B

Largest

Jackson Square Aviation LLC
$1.3B (2012-10-04)

		Deals
Acquired from
Investor(s)	22%	19 (22%)
Strategic(s)	6%	5 (6%)
Exited to
Investor(s)	30%	20 (30%)
Strategic(s)	51%	34 (51%)

Deals

Acquired from

Investor(s)

19 (22%)

Strategic(s)

5 (6%)

Exited to

Investor(s)

20 (30%)

Strategic(s)

34 (51%)

Oaktree Capital Management Mergers and Acquisitions Summary

Asset Manager Profile

M&A Summary