OMERS Private Equity Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, OMERS Private Equity has acquired 7 companies. It has also invested in 2 others.

OMERS Private Equity’s most common sectors for investment are healthcare services (18%) and education (11%). The Firm’s most common investment types include secondary buyout (59%) and buyout (lbo, mbo, mbi) (22%). In total, OMERS Private Equity has invested in 16 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 3 companies. The Firm’s most common exit type is secondary buyout (50%). 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 Activity68
    • M&A Buy Activity46
    • M&A Sell Activity22
  • Total Sectors Invested 23
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 21
  • M&A Advisors 14

OMERS Private Equity

Reception 21st Floor - 100 Adelaide St W,
Toronto, Ontario M5H 0E2
Canada
(416) 864-3200
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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (2.2/yr) # 35 2 4 - 2 3 46
vol $16.5B $755M $1.3B $18.5B
Sell (1.2/yr) # 16 3 1 1 - 1 22
vol $1.4B $5.5B $750M $7.7B
  68

Most Recent M&A

Company Date Value Type
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
ProcessUnity, Inc. 2021-05-19 - Secondary Buyout
Concord, Massachusetts · www.processunity.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
National Veterinary Associates, Inc. 2019-06-17 - Secondary Buyout
Agoura Hills, California · www.nvaonline.com
MDI Achieve, Inc. (MatrixCare) 2018-11-05 750M USD Add-on Acquisition
Bloomington, Montana · www.matrixcare.com
Paradigm Management Services LLC 2018-09-20 - Secondary Buyout
Walnut Creek, California · www.paradigmcorp.com
Premise Health Holding Corp. 2018-06-28 - Secondary Buyout
Brentwood, Tennessee · www.premisehealth.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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
Inmar, Inc. 2017-04-04 Genco Pharmaceutical Services 2019-02-04 6
Winston-Salem, North Carolina · www.inmar.com Milwaukee, Wisconsin
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.epiqsystems.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
Epiq Systems, Inc. 2016-07-27 Soliton Systems KK - eDiscovery Business 2018-06-01 4
Kansas City, Kansas · www.epiqsystems.com Tokyo, Japan
Inmar, Inc. 2017-04-04 Aethon, Inc. - MedEx Product Line 2017-07-11 4
Winston-Salem, North Carolina · www.inmar.com Pittsburgh, Pennsylvania
Nelson Education Ltd. 2007-06-27 McGraw-Hill Ryerson Ltd. - K-12 Business 2017-05-11 2
Scarborough, Ontario · www.nelson.com Whitby, Ontario

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 6 (25%) - 8 (17%) -
Education 4 (17%) 7.8B (63%) 5 (11%) 7.9B (43%)
Software 1 (4%) - 4 (9%) 660M (4%)
Information Technology 2 (8%) 1.0B (8%) 3 (7%) 1.0B (5%)
Business Services 1 (4%) - 3 (7%) 557M (3%)
Financial Services - - 2 (4%) 1.7B (9%)
Consumer Services 1 (4%) 1.4B (12%) 2 (4%) 1.4B (8%)
Automotive 1 (4%) - 2 (4%) 1.0B (5%)
Test/Measurement Equipment 1 (4%) 755M (6%) 2 (4%) 755M (4%)
Machinery - - 2 (4%) -
Environmental - - 1 (2%) 1.7B (9%)
Staffing 1 (4%) 1.3B (10%) 1 (2%) 1.3B (7%)
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%) -
Renewable Energy 1 (4%) - 1 (2%) -
Retail 1 (4%) - 1 (2%) -
Transportation 1 (4%) - 1 (2%) -
Total 24 $12.2B 46 $18.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (58%) 8.8B (72%) 23 (50%) 11.1B (60%)
  Kentucky 2 (8%) 7.8B (63%) 2 (4%) 7.8B (42%)
  Texas 2 (8%) - 2 (4%) -
  New York 1 (4%) - 2 (4%) 1.0B (5%)
  Tennessee 1 (4%) - 2 (4%) 320M (2%)
  Wisconsin 1 (4%) - 2 (4%) -
  California 1 (4%) - 2 (4%) -
  Michigan - - 2 (4%) 1.0B (5%)
  Kansas 1 (4%) 1.0B (8%) 1 (2%) 1.0B (5%)
  Ohio 1 (4%) - 1 (2%) -
  North Carolina 1 (4%) - 1 (2%) -
  Massachusetts 1 (4%) - 1 (2%) -
  Georgia 1 (4%) - 1 (2%) -
  Florida 1 (4%) - 1 (2%) -
  Montana - - 1 (2%) -
  Indiana - - 1 (2%) -
  Illinois - - 1 (2%) -
Canada 4 (17%) - 13 (28%) 441M (2%)
  Ontario 4 (17%) - 11 (24%) 441M (2%)
  Quebec - - 2 (4%) -
United Kingdom 5 (21%) 2.7B (22%) 9 (20%) 6.2B (34%)
France 1 (4%) 755M (6%) 1 (2%) 755M (4%)
Domestic 4 (17%) - 13 (28%) 441M (2%)
Cross-border 20 (83%) 12.2B (100%) 33 (72%) 18.0B (98%)
Total 24 $12.2B 46 $18.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 16 (67%) 3.5B (28%) 27 (59%) 6.5B (35%)
Buyout (LBO, MBO, MBI) 2 (8%) - 10 (22%) 2.2B (12%)
Divestiture 1 (4%) 7.8B (63%) 2 (4%) 8.8B (47%)
Going Private 1 (4%) 1.0B (8%) 2 (4%) 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 24 $12.2B 46 $18.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 11 (50%) 5.5B (71%)
Trade Sale - Public Company 5 (23%) 1.4B (18%)
Trade Sale 4 (18%) 830M (11%)
IPO 2 (9%) -
Total 22 $7.7B

Top M&A Advisors

Financial Deals
Credit Suisse Investment Banking
 1
Evercore Group LLC
 1
JMP Securities
 1
Legal Deals
Weil Gotshal & Manges LLP
 9
Allen & Overy LLP
 1
Shearman & Sterling 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)
61%
28 (61%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
50%
11 (50%)
Strategic(s)
36%
8 (36%)

Investor Summary

Size

Mega

PE Assets

11.0B CAD

Established

1987

Specialist/Generalist

Generalist

Leadership

Michael Graham

Global Head of OMERS Private Equity

Liz Murphy

Global Head of Tax

Saar Pikar

Managing Director

Teresa Lee

Managing Director

Mark Shulgan

Managing Director, Head of Growth Equity

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