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

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 ≤ '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

Most Recent M&A

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 >>

Portfolio M&A

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

M&A by Sector

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

Acquisitions By Geo

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

Acquisitions by Deal Type

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

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
Barclays Investment Bank
2
C.W. Downer & Co.
1
Canaccord Genuity Corp.
1
Legal Deals
Kirkland & Ellis LLP
5
Weil Gotshal & Manges LLP
2
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
Investor(s)
22%
19 (22%)
Strategic(s)
6%
5 (6%)
Exited to
Investor(s)
30%
20 (30%)
Strategic(s)
51%
34 (51%)

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