OMERS Private Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, OMERS Private Equity has acquired 6 companies. It has also invested in 2 others.

OMERS Private Equity’s most common sectors for investment arehealthcare services (16%) and business services (10%) . The Firm’s most common investment types include secondary buyout (58%) and buyout (lbo, mbo, mbi) (20%). In total, OMERS Private Equity has invested in 17 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Cengage Learning for $7.8B.

In the last 3 years, OMERS Private Equity has exited 4 companies. The Firm’s most common exit type is secondary buyout (49%). OMERS Private Equity’s largest (disclosed) exit occurred in 2017 when it sold Husky Injection Molding Systems for $3.9B.

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M&A Summary

  • M&A Total Activity77
    • M&A Buy Activity50
    • M&A Sell Activity27
  • Total Sectors Invested 24
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 22
  • M&A Advisors 16

OMERS Private Equity

EY Tower 900 - 100 Adelaide St. W.,
Toronto, Ontario M5H 0E2
Canada
(416) 369-2400
www.omersprivatemarkets.com/what-we-do/private-equity/our-approach
dinvesting@omerspe.com

OMERS Private Equity, Inc. is the private equity arm of the Ontario Municipal Employees Retirement System. OMERS invests in buyout, venture, and mezzanine funds as well as makes direct private equity investments in North American companies with and enterprise value of $200 million to 1.5 billion. Target sectors include manufacturing, financial and business services, industrial and consumer products, transportation, and technology. OMERS Private Equity was formed in 1987 and is based in Toronto, Ontario.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Communications, Consumer Products, Education, Energy Services and Equipment, Engineering, Financial Services, Food, Healthcare Services, Information Technology, Machinery, Manufacturing, Marine, Media, Oil/Gas Exploration, Publishing, Retail, Software, Technology Hardware, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 200 700
Enterprise Value 200 1,500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.4/yr) # 38 4 - 3 2 3 50
vol $17.2B $1.3B $18.5B
Sell (1.0/yr) # 22 1 1 - 1 2 27
vol $6.9B $750M $7.7B
  77

Most Recent M&A

Company Date Value Type
Trescal International SAS 2022-11-28 - Secondary Buyout
Rungis, France · www.trescal.fr
Pueblo Mechanical & Controls, Inc. 2022-08-05 - Secondary Buyout
Phoenix, Arizona · www.pueblo-mechanical.com
Bionic Services Ltd. 2022-07-20 - Secondary Buyout
London, United Kingdom · www.bionic.co.uk
Network Plus Services Ltd. 2022-07-11 - Secondary Buyout
Manchester, United Kingdom · www.networkplus.co.uk
Forefront Dermatology 2022-02-10 - Secondary Buyout
Manitowoc, Wisconsin · www.forefrontdermatology.com
International Schools Partnership 2021-05-24 - Stake Purchase
London, United Kingdom · www.internationalschoolspartnership.com
Gastro Health LLC 2021-05-19 - Secondary Buyout
Miami, Florida · www.gastrohealth.com
ERM Group, Inc. 2021-05-17 - Secondary Buyout
London, United Kingdom · www.erm.com
Turnpoint Services LLC 2020-11-17 - Secondary Buyout
Louisville, Kentucky · www.turnpointservices.com
Skillshare, Inc. 2020-08-10 - Growth Capital
New York, New York · www.skillshare.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
NovaSource Power Services 2020-05-14 First Solar, Inc. - Australian O&M Business 2022-10-04 3
Austin, Texas · www.novasourcepower.com , Australia
Leeward Renewable Energy LLC 2018-03-22 First Solar, Inc. - Solar Development Platform 2021-01-25 1
Dallas, Texas · www.leewardenergy.com Tempe, Arizona
Alexander Mann Group Ltd. 2018-05-10 The Up Group Ltd. 2020-12-02 2
London, United Kingdom · www.alexandermannsolutions.com London, United Kingdom · www.theupgroup.com
NovaSource Power Services 2020-05-14 First Solar, Inc. - North American Operations & Maintenance Business 2020-08-06 2
Austin, Texas · www.novasourcepower.com Tempe, Arizona
Inmar, Inc. 2017-04-04 Genco Pharmaceutical Services 2019-02-04 6
Winston-Salem, North Carolina · www.inmar.com Milwaukee, Wisconsin
Epiq Systems, Inc. 2016-07-27 Garretson Resolution Group 2019-01-07 6
Kansas City, Kansas · www.epiqglobal.com Cincinnati, Ohio · www.garretsongroup.com
Inmar, Inc. 2017-04-04 YOU Technology Brand Services, Inc. 2018-12-18 5
Winston-Salem, North Carolina · www.inmar.com South San Francisco, California · www.you.net
Caliber Collision Centers 2013-11-20 ABRA Auto Body & Glass LP 2018-12-05 4
Lewisville, Texas · www.calibercollision.com Brooklyn Park, Minnesota · www.abraauto.com
Epiq Systems, Inc. 2016-07-27 The Garden City Group, Inc. 2018-06-18 5
Kansas City, Kansas · www.epiqglobal.com Lake Success, New York · www.gardencitygroup.com
Inmar, Inc. 2017-04-04 Millennium Process Group, Inc. 2018-06-05 1
Winston-Salem, North Carolina · www.inmar.com Toronto, Ontario · www.millennium1solutions.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 5 (22%) - 8 (16%) -
Education 3 (13%) - 5 (10%) 7.9B (43%)
Business Services 3 (13%) - 5 (10%) 557M (3%)
Software 1 (4%) - 4 (8%) 660M (4%)
Information Technology 2 (9%) 1.0B (27%) 3 (6%) 1.0B (5%)
Financial Services - - 2 (4%) 1.7B (9%)
Consumer Services 1 (4%) 1.4B (39%) 2 (4%) 1.4B (8%)
Automotive 1 (4%) - 2 (4%) 1.0B (5%)
Machinery - - 2 (4%) -
Renewable Energy 2 (9%) - 2 (4%) -
Retail - - 2 (4%) -
Environmental - - 1 (2%) 1.7B (9%)
Staffing 1 (4%) 1.3B (34%) 1 (2%) 1.3B (7%)
Test/Measurement Equipment - - 1 (2%) 755M (4%)
Marine - - 1 (2%) 520M (3%)
Communications - - 1 (2%) -
Food - - 1 (2%) -
Information Services 1 (4%) - 1 (2%) -
Infrastructure 1 (4%) - 1 (2%) -
Internet Software and Services 1 (4%) - 1 (2%) -
Manufacturing - - 1 (2%) -
Media - - 1 (2%) -
Transportation 1 (4%) - 1 (2%) -
Utilities - - 1 (2%) -
Total 23 $3.7B 50 $18.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (57%) 1.0B (27%) 25 (50%) 11.1B (60%)
  Texas 3 (13%) - 4 (8%) -
  New York 1 (4%) - 2 (4%) 1.0B (5%)
  Tennessee 1 (4%) - 2 (4%) 320M (2%)
  California 1 (4%) - 2 (4%) -
  Michigan - - 2 (4%) 1.0B (5%)
  Wisconsin - - 2 (4%) -
  Kansas 1 (4%) 1.0B (27%) 1 (2%) 1.0B (5%)
  Georgia 1 (4%) - 1 (2%) -
  Florida 1 (4%) - 1 (2%) -
  Arizona 1 (4%) - 1 (2%) -
  Ohio 1 (4%) - 1 (2%) -
  North Carolina 1 (4%) - 1 (2%) -
  Kentucky 1 (4%) - 1 (2%) -
  Massachusetts - - 1 (2%) 7.8B (42%)
  Montana - - 1 (2%) -
  Indiana - - 1 (2%) -
  Illinois - - 1 (2%) -
Canada 3 (13%) - 13 (26%) 441M (2%)
  Ontario 3 (13%) - 11 (22%) 441M (2%)
  Quebec - - 2 (4%) -
United Kingdom 7 (30%) 2.7B (73%) 11 (22%) 6.2B (34%)
France - - 1 (2%) 755M (4%)
Domestic 3 (13%) - 13 (26%) 441M (2%)
Cross-border 20 (87%) 3.7B (100%) 37 (74%) 18.0B (98%)
Total 23 $3.7B 50 $18.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 16 (70%) 2.7B (73%) 29 (58%) 6.5B (35%)
Buyout (LBO, MBO, MBI) 1 (4%) - 10 (20%) 2.2B (12%)
Divestiture 1 (4%) - 3 (6%) 8.8B (47%)
Going Private 1 (4%) 1.0B (27%) 3 (6%) 1.0B (5%)
Growth Capital 1 (4%) - 1 (2%) -
PIPE 1 (4%) - 1 (2%) -
Recapitalization 1 (4%) - 1 (2%) -
Stake Purchase 1 (4%) - 1 (2%) -
Venture - - 1 (2%) -
Total 23 $3.7B 50 $18.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 13 (48%) 5.5B (71%)
Trade Sale - Public Company 5 (19%) 1.4B (18%)
Trade Sale 4 (15%) 830M (11%)
Bankruptcy 2 (7%) -
IPO 2 (7%) -
Merger 1 (4%) -
Total 27 $7.7B

Top M&A Advisors

Financial Deals
Credit Suisse Investment Banking
 1
Atlas Advisors
 1
TD Securities
 1
Legal Deals
Weil Gotshal & Manges LLP
 11
Allen & Overy LLP
 1
Ashurst LLP
 1

Deal Values

buy # Total
> $1B 7 $15.2B
$100M to $1B 7 $3.3B
< $100M 1 $60M
TOTAL $18.5B
Largest Cengage Learning, Inc.
$7.8B (2007-07-05)
sell # Total
> $1B 2 $5.5B
$100M to $1B 4 $2.2B
TOTAL $7.7B
Largest Husky Injection Molding Systems Ltd.
$3.9B (2017-12-18)

M&A Connections

Deals
Acquired from
Investor(s)
60%
30 (60%)
Strategic(s)
6%
3 (6%)
Exited to
Investor(s)
48%
13 (48%)
Strategic(s)
33%
9 (33%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

11.0B CAD

Established

1987

Specialist/Generalist

Generalist

Leadership

Michael Graham

Global Head of OMERS Private Equity

Eric Haley

Senior Managing Director & Head of Business Services

Jonathan Mussellwhite

Senior Managing Director & Head of Europe

Mark Dolfato

Senior Managing Director, Head of Industrials

Chantal Thibault

Senior Managing Director, Legal

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