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

Oaktree Capital Management LLP is a global alternative investment firm with a variety of investment strategies spanning corporate debt, convertible securities, distressed debt, control investing, real estate, and public investing. The Firm's control investing group is spread across several disciplines, including Global Principal, European Principal, Power, and Infrastructure. Oaktree was formed in 1995 and is based in Los Angeles.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Products, Energy Services and Equipment, Information Services, Information Technology, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

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

M&A Summary

Buy vs Sell

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

Most Recent M&A

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 >>

Portfolio M&A

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

M&A by Sector

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

Acquisitions By Geo

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

Acquisitions by Deal Type

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

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
Barclays Investment Bank
2
Houlihan Lokey
1
Canaccord Genuity Corp.
1
Legal Deals
Kirkland & Ellis LLP
5
Debevoise & Plimpton LLP
1
Paul, Weiss, Rifkind, Wharton & Garrison LLP
1

Deal Values

buy # Total
$100M to $1B 4 $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)

M&A Connections

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%

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