Oaktree Capital Management Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Oaktree Capital Management has acquired 9 companies. It has also invested in 2 others.

Oaktree Capital Management’s most common sectors for investment are business services (10%) and electrical equipment (9%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (41%) and secondary buyout (20%). In total, Oaktree Capital Management has invested in 23 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 13 companies. The Firm’s most common exit type is trade sale (45%). 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 Activity143
- M&A Buy Activity82
- M&A Sell Activity61
Total Sectors Invested 37
Total Countries Invested 11
M&A Buy/Sell Connections 60
M&A Advisors 12

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	≤ '15	'16	'17	'18	'19	'20	T
Buy (3.8/yr)	#	63	8	5	3	2	1	82
vol	$1.3B		$320M				$1.6B
Sell (3.4/yr)	#	44	4	3	7	2	1	61
vol	$5.0B	$280M		$1.5B			$6.8B
	143

Year

≤ '15

'16

'17

'18

'19

'20

Buy (3.8/yr)

vol

$1.3B

$320M

$1.6B

Sell (3.4/yr)

vol

$5.0B

$280M

$1.5B

$6.8B

143

Company	Date	Value	Type
Montrose Environmental Group, Inc.	2020-07-22	-	IPO
Irvine, California · www.montrose-env.com
Kamps Pallets, Inc.	2020-01-14	-	Buyout (LBO, MBO, MBI)
Grand Rapids, Michigan · www.kampspallets.com
RAFI GmbH & Co. KG	2019-11-19	-	Buyout (LBO, MBO, MBI)
Ravensburg, Germany · www.rafi.de
Selene Holdings LLC (Selene Finance LP)	2019-11-04	-	Secondary Buyout
Houston, Texas · www.seleneadvantage.com
Cloud5 Communications, Inc.	2019-10-22	-	Secondary Buyout
Springfield, Massachusetts · www.cloud5.com
Railpool GmbH	2019-04-08	-	Trade Sale
Munich, Germany · www.railpool.eu
Hanley Wood LLC	2018-12-12	-	Secondary Buyout
Washington, District of Columbia · www.hanleywood.com
Eolia Renovables de Inversiones, S.C.R., S.A.	2018-11-13	-	Secondary Buyout
Madrid, Spain · www.eolia.com
MWH Constructors	2018-11-06	-	Buyout (LBO, MBO, MBI)
Broomfield, Colorado · www.mwhconstructors.com
Montrose Environmental Group, Inc.	2018-10-24	-	Growth Capital
Irvine, California · www.montrose-env.com
View All >>

Company

Date

Value

Type

Montrose Environmental Group, Inc.

2020-07-22

IPO

Irvine, California · www.montrose-env.com

Kamps Pallets, Inc.

2020-01-14

Buyout (LBO, MBO, MBI)

Grand Rapids, Michigan · www.kampspallets.com

RAFI GmbH & Co. KG

2019-11-19

Buyout (LBO, MBO, MBI)

Ravensburg, Germany · www.rafi.de

Selene Holdings LLC (Selene Finance LP)

2019-11-04

Secondary Buyout

Houston, Texas · www.seleneadvantage.com

Cloud5 Communications, Inc.

2019-10-22

Secondary Buyout

Springfield, Massachusetts · www.cloud5.com

Railpool GmbH

2019-04-08

Trade Sale

Munich, Germany · www.railpool.eu

Hanley Wood LLC

2018-12-12

Secondary Buyout

Washington, District of Columbia · www.hanleywood.com

Eolia Renovables de Inversiones, S.C.R., S.A.

2018-11-13

Secondary Buyout

Madrid, Spain · www.eolia.com

MWH Constructors

2018-11-06

Buyout (LBO, MBO, MBI)

Broomfield, Colorado · www.mwhconstructors.com

Montrose Environmental Group, Inc.

2018-10-24

Growth Capital

Irvine, California · www.montrose-env.com

View All >>

Company	Acquired	Add-On/Sale	Date	#
Proserv Group, Inc.	2018-05-14	Proserv Group, Inc. - Drilling Services Business	2019-03-26	1
Aberdeenshire, Norway · 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
Bavaria Yachtbau GmbH	2009-10-05	International Sailing Boats Srl	2010-12-16	1
Giebelstadt, Germany · www.bavaria-yachtbau.com	Forli, Italy

Company

Acquired

Add-On/Sale

Date

Proserv Group, Inc.

2018-05-14

Proserv Group, Inc. - Drilling Services Business

2019-03-26

Aberdeenshire, Norway · 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

Bavaria Yachtbau GmbH

2009-10-05

International Sailing Boats Srl

2010-12-16

Giebelstadt, Germany · www.bavaria-yachtbau.com

Forli, Italy

Sector	Current #	Value	All-time #	Value
Business Services	1 (4%)	-	8 (10%)	-
Electrical Equipment	1 (4%)	-	7 (9%)	-
Construction	3 (12%)	320M (100%)	6 (7%)	320M (20%)
Packaging	1 (4%)	-	5 (6%)	485M (30%)
Energy Services and Equipment	2 (8%)	-	5 (6%)	-
Beverages	-	-	3 (4%)	-
Food	1 (4%)	-	3 (4%)	-
Real Estate	2 (8%)	-	3 (4%)	-
Retail	2 (8%)	-	3 (4%)	-
Software	-	-	3 (4%)	-
Transportation	2 (8%)	-	3 (4%)	-
Media	-	-	2 (2%)	555M (34%)
Aerospace	-	-	2 (2%)	-
Environmental	-	-	2 (2%)	-
Financial Services	2 (8%)	-	2 (2%)	-
Healthcare Services	-	-	2 (2%)	-
Renewable Energy	1 (4%)	-	2 (2%)	-
Technology Hardware	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%)	-
Information Services	-	-	1 (1%)	-
Internet Software and Services	1 (4%)	-	1 (1%)	-
Machinery	-	-	1 (1%)	-
Manufacturing	1 (4%)	-	1 (1%)	-
Marine	1 (4%)	-	1 (1%)	-
Oil/Gas Exploration	1 (4%)	-	1 (1%)	-
Safety/Security	1 (4%)	-	1 (1%)	-
Test/Measurement Equipment	-	-	1 (1%)	-
Utilities	-	-	1 (1%)	-
Total	26	$320M	82	$1.6B

Sector

Current #

Value

All-time #

Value

Business Services

1 (4%)

8 (10%)

Electrical Equipment

1 (4%)

7 (9%)

Construction

3 (12%)

320M (100%)

6 (7%)

320M (20%)

Packaging

1 (4%)

5 (6%)

485M (30%)

Energy Services and Equipment

2 (8%)

5 (6%)

Beverages

3 (4%)

Food

1 (4%)

3 (4%)

Real Estate

2 (8%)

3 (4%)

Retail

2 (8%)

3 (4%)

Software

3 (4%)

Transportation

2 (8%)

3 (4%)

Media

2 (2%)

555M (34%)

Aerospace

2 (2%)

Environmental

2 (2%)

Financial Services

2 (8%)

2 (2%)

Healthcare Services

2 (2%)

Renewable Energy

1 (4%)

2 (2%)

Technology Hardware

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%)

Information Services

1 (1%)

Internet Software and Services

1 (4%)

1 (1%)

Machinery

1 (1%)

Manufacturing

1 (4%)

1 (1%)

Marine

1 (4%)

1 (1%)

Oil/Gas Exploration

1 (4%)

1 (1%)

Safety/Security

1 (4%)

1 (1%)

Test/Measurement Equipment

1 (1%)

Utilities

1 (1%)

Total

$320M

$1.6B

State/Country	Current #	Value	All-time #	Value
United States	13 (50%)	-	57 (70%)	835M (51%)
	California	3 (12%)	-	14 (17%)	555M (34%)
	Texas	-	-	6 (7%)	-
	Georgia	1 (4%)	-	4 (5%)	-
	Illinois	2 (8%)	-	3 (4%)	-
	Pennsylvania	1 (4%)	-	3 (4%)	280M (17%)
	Ohio	-	-	3 (4%)	-
	New York	-	-	3 (4%)	-
	Florida	-	-	3 (4%)	-
	Massachusetts	1 (4%)	-	2 (2%)	-
	New Hampshire	-	-	2 (2%)	-
	Nevada	-	-	2 (2%)	-
	New Mexico	1 (4%)	-	1 (1%)	-
	Michigan	1 (4%)	-	1 (1%)	-
	Kansas	1 (4%)	-	1 (1%)	-
	Connecticut	1 (4%)	-	1 (1%)	-
	Colorado	1 (4%)	-	1 (1%)	-
	Washington	-	-	1 (1%)	-
	Vermont	-	-	1 (1%)	-
	Tennessee	-	-	1 (1%)	-
	New Jersey	-	-	1 (1%)	-
	Minnesota	-	-	1 (1%)	-
	Kentucky	-	-	1 (1%)	-
	District of Columbia	-	-	1 (1%)	-
United Kingdom	5 (19%)	-	8 (10%)	485M (30%)
Germany	3 (12%)	-	5 (6%)	-
Canada	2 (8%)	320M (100%)	4 (5%)	320M (20%)
	British Columbia	-	-	2 (2%)	-
	Quebec	1 (4%)	320M (100%)	1 (1%)	320M (20%)
	Ontario	1 (4%)	-	1 (1%)	-
Poland	1 (4%)	-	2 (2%)	-
Australia	1 (4%)	-	1 (1%)	-
Norway	1 (4%)	-	1 (1%)	-
France	-	-	1 (1%)	-
Spain	-	-	1 (1%)	-
Czech Republic	-	-	1 (1%)	-
Finland	-	-	1 (1%)	-
Total	26	$320M	82	$1.6B

State/Country

Current #

Value

All-time #

Value

United States

13 (50%)

57 (70%)

835M (51%)

California

3 (12%)

14 (17%)

555M (34%)

Texas

6 (7%)

Georgia

1 (4%)

4 (5%)

Illinois

2 (8%)

3 (4%)

Pennsylvania

1 (4%)

3 (4%)

280M (17%)

Ohio

3 (4%)

New York

3 (4%)

Florida

3 (4%)

Massachusetts

1 (4%)

2 (2%)

New Hampshire

2 (2%)

Nevada

2 (2%)

New Mexico

1 (4%)

1 (1%)

Michigan

1 (4%)

1 (1%)

Kansas

1 (4%)

1 (1%)

Connecticut

1 (4%)

1 (1%)

Colorado

1 (4%)

1 (1%)

Washington

1 (1%)

Vermont

1 (1%)

Tennessee

1 (1%)

New Jersey

1 (1%)

Minnesota

1 (1%)

Kentucky

1 (1%)

District of Columbia

1 (1%)

United Kingdom

5 (19%)

8 (10%)

485M (30%)

Germany

3 (12%)

5 (6%)

Canada

2 (8%)

320M (100%)

4 (5%)

320M (20%)

British Columbia

2 (2%)

Quebec

1 (4%)

320M (100%)

1 (1%)

320M (20%)

Ontario

1 (4%)

1 (1%)

Poland

1 (4%)

2 (2%)

Australia

1 (4%)

1 (1%)

Norway

1 (4%)

1 (1%)

France

1 (1%)

Spain

1 (1%)

Czech Republic

1 (1%)

Finland

1 (1%)

Total

$320M

$1.6B

Type	Current #	Value	All-time #	Value
Buyout (LBO, MBO, MBI)	8 (31%)	-	33 (40%)	-
Secondary Buyout	6 (23%)	-	16 (20%)	-
Growth Capital	4 (15%)	-	8 (10%)	-
Divestiture	-	-	5 (6%)	835M (51%)
Stake Purchase	3 (12%)	-	5 (6%)	-
PIPE	-	-	3 (4%)	-
Venture	2 (8%)	-	3 (4%)	-
Recapitalization	-	-	2 (2%)	485M (30%)
Going Private	1 (4%)	320M (100%)	2 (2%)	320M (20%)
Special Situations/Distressed	2 (8%)	-	2 (2%)	-
Consolidation	-	-	1 (1%)	-
Joint Venture	-	-	1 (1%)	-
Merger	-	-	1 (1%)	-
Total	26	$320M	82	$1.6B

Type

Current #

Value

All-time #

Value

Buyout (LBO, MBO, MBI)

8 (31%)

33 (40%)

Secondary Buyout

6 (23%)

16 (20%)

Growth Capital

4 (15%)

8 (10%)

Divestiture

5 (6%)

835M (51%)

Stake Purchase

3 (12%)

5 (6%)

PIPE

3 (4%)

Venture

2 (8%)

3 (4%)

Recapitalization

2 (2%)

485M (30%)

Going Private

1 (4%)

320M (100%)

2 (2%)

320M (20%)

Special Situations/Distressed

2 (8%)

2 (2%)

Consolidation

1 (1%)

Joint Venture

1 (1%)

Merger

1 (1%)

Total

$320M

$1.6B

Type	Total #	Value
Trade Sale - Public Company	19 (31%)	4.6B (76%)
Secondary Sale	18 (30%)	1.0B (17%)
Trade Sale	9 (15%)	420M (7%)
IPO	9 (15%)	-
Divestiture	2 (3%)	-
Merger	2 (3%)	-
Sold to Management	1 (2%)	-
Stake Sale	1 (2%)	-
Total	61	$6.1B

Type

Total #

Value

Trade Sale - Public Company

19 (31%)

4.6B (76%)

Secondary Sale

18 (30%)

1.0B (17%)

Trade Sale

9 (15%)

420M (7%)

IPO

9 (15%)

Divestiture

2 (3%)

Merger

2 (3%)

Sold to Management

1 (2%)

Stake Sale

1 (2%)

Total

$6.1B

Financial	Deals
Barclays Investment Bank	2
Houlihan Lokey	1
Canaccord Genuity Corp.	1

Financial

Deals

Barclays Investment Bank

Houlihan Lokey

Canaccord Genuity Corp.

Legal	Deals
Kirkland & Ellis LLP	5
Debevoise & Plimpton LLP	1
Paul, Weiss, Rifkind, Wharton & Garrison LLP	1

Legal

Deals

Kirkland & Ellis LLP

Debevoise & Plimpton 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
PE Firm(s) 81%	25	81%
Strategic(s) 19%	6	19%
Exited to
PE Firm(s) 36%	19	36%
Strategic(s) 64%	34	64%

Deals

Acquired from

PE Firm(s)

81%

Strategic(s)

19%

Exited to

PE Firm(s)

36%

Strategic(s)

64%

Oaktree Capital Management Mergers and Acquisitions Summary

Private Equity Profile

M&A Summary