OMERS Private Equity Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, OMERS Private Equity has acquired 6 companies. It has also invested in 1 other.

OMERS Private Equity’s most common sectors for investment are healthcare services (17%) and software (10%). The Firm’s most common investment types include secondary buyout (58%) and buyout (lbo, mbo, mbi) (24%). In total, OMERS Private Equity has invested in 14 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 5 companies. The Firm’s most common exit type is secondary buyout (46%). 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 Activity64
    • M&A Buy Activity42
    • M&A Sell Activity22
  • Total Sectors Invested 22
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 20
  • M&A Advisors 13

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.0/yr) # 32 3 2 4 - 1 42
vol $15.5B $1.0B $755M $1.3B $18.5B
Sell (1.8/yr) # 13 4 3 1 1 - 22
vol $1.4B $5.5B $750M $7.7B
  64

Most Recent M&A

Company Date Value Type
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
Alexander Mann Group Ltd. 2018-05-10 1.3B GBP Secondary Buyout
London, United Kingdom · www.alexandermannsolutions.com
Leeward Renewable Energy LLC 2018-03-22 - Secondary Buyout
Dallas, Texas · www.leewardenergy.com
Husky Injection Molding Systems Ltd. 2017-12-18 3.9B USD Secondary Buyout
Bolton, Ontario · www.husky.co
Trescal SA 2017-11-14 755M EUR Secondary Buyout
Rungis, France · www.trescal.fr
Civica 2017-07-24 1.6B GBP Secondary Buyout
London, United Kingdom · www.civicaplc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Kenan Advantage Group, Inc. 2015-06-18 Les Distributions Carl Beaulac, Inc. 2020-09-18 2
North Canton, Ohio · www.thekag.com Lévis, Quebec · www.beaulactransport.ca
Premise Health Holding Corp. 2018-06-28 CareHere LLC 2020-09-01 1
Brentwood, Tennessee · www.premisehealth.com Brentwood, Tennessee · www.carehere.com
Environmental Resources Management (ERM) 2015-06-15 M.J. Bradley & Associates 2020-03-17 3
London, United Kingdom · www.erm.com Concord, Maryland · www.mjbradley.com
Trescal SA 2017-11-14 Korea Testing Instruments Calibration Center (KTICC) 2020-01-23 4
Rungis, France · www.trescal.fr Seoul, South Korea · www.kticc.com
Trescal SA 2017-11-14 IPAC Solutions 2020-01-23 3
Rungis, France · www.trescal.fr Castle Hill, Australia · www.ipacsolutions.com.au
Trescal SA 2017-11-14 Instituto Amazonense De Metrologia 2020-01-23 2
Rungis, France · www.trescal.fr Manaus, Brazil · www.labcal.com.br
Trescal SA 2017-11-14 Physical Digital 2020-01-23 1
Rungis, France · www.trescal.fr Surrey, United Kingdom · www.physicaldigital.com
Inmar, Inc. 2017-04-04 OwnerIQ, Inc. 2019-10-22 6
Winston-Salem, North Carolina · www.inmar.com Boston, Massachusetts · www.owneriq.com
Caliber Collision Centers 2013-11-20 Herb’s Paint & Body 2019-08-05 4
Lewisville, Texas · www.calibercollision.com Dallas, Texas
Alexander Mann Group Ltd. 2018-05-10 Karen HR, Inc. 2019-06-27 1
London, United Kingdom · www.alexandermannsolutions.com Toronto, Ontario · www.karen.ai

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 5 (25%) - 7 (17%) -
Education 2 (10%) - 4 (10%) 7.9B (43%)
Software 1 (5%) - 4 (10%) 660M (4%)
Information Technology 2 (10%) 1.0B (16%) 3 (7%) 1.0B (5%)
Financial Services - - 2 (5%) 1.7B (9%)
Consumer Services 1 (5%) 1.4B (23%) 2 (5%) 1.4B (8%)
Automotive 1 (5%) - 2 (5%) 1.0B (5%)
Test/Measurement Equipment 1 (5%) 755M (12%) 2 (5%) 755M (4%)
Business Services - - 2 (5%) 557M (3%)
Machinery - - 2 (5%) -
Environmental 1 (5%) 1.7B (28%) 1 (2%) 1.7B (9%)
Staffing 1 (5%) 1.3B (21%) 1 (2%) 1.3B (7%)
Marine - - 1 (2%) 520M (3%)
Airlines 1 (5%) - 1 (2%) -
Communications - - 1 (2%) -
Food - - 1 (2%) -
Information Services 1 (5%) - 1 (2%) -
Manufacturing - - 1 (2%) -
Media - - 1 (2%) -
Renewable Energy 1 (5%) - 1 (2%) -
Retail 1 (5%) - 1 (2%) -
Transportation 1 (5%) - 1 (2%) -
Total 20 $6.2B 42 $18.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (50%) 1.0B (16%) 20 (48%) 11.1B (60%)
  Texas 2 (10%) - 2 (5%) -
  New York 1 (5%) - 2 (5%) 1.0B (5%)
  Tennessee 1 (5%) - 2 (5%) 320M (2%)
  Wisconsin 1 (5%) - 2 (5%) -
  California 1 (5%) - 2 (5%) -
  Michigan - - 2 (5%) 1.0B (5%)
  Kansas 1 (5%) 1.0B (16%) 1 (2%) 1.0B (5%)
  Ohio 1 (5%) - 1 (2%) -
  North Carolina 1 (5%) - 1 (2%) -
  Georgia 1 (5%) - 1 (2%) -
  Kentucky - - 1 (2%) 7.8B (42%)
  Montana - - 1 (2%) -
  Indiana - - 1 (2%) -
  Illinois - - 1 (2%) -
Canada 4 (20%) - 13 (31%) 441M (2%)
  Ontario 4 (20%) - 11 (26%) 441M (2%)
  Quebec - - 2 (5%) -
United Kingdom 5 (25%) 4.4B (71%) 8 (19%) 6.2B (34%)
France 1 (5%) 755M (12%) 1 (2%) 755M (4%)
Domestic 4 (20%) - 13 (31%) 441M (2%)
Cross-border 16 (80%) 6.2B (100%) 29 (69%) 18.0B (98%)
Total 20 $6.2B 42 $18.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 14 (70%) 5.2B (84%) 24 (57%) 6.5B (35%)
Buyout (LBO, MBO, MBI) 2 (10%) - 10 (24%) 2.2B (12%)
Divestiture - - 2 (5%) 8.8B (47%)
Going Private 1 (5%) 1.0B (16%) 2 (5%) 1.0B (5%)
Growth Capital 1 (5%) - 1 (2%) -
PIPE 1 (5%) - 1 (2%) -
Recapitalization 1 (5%) - 1 (2%) -
Venture - - 1 (2%) -
Total 20 $6.2B 42 $18.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 10 (45%) 5.5B (71%)
Trade Sale - Public Company 5 (23%) 1.4B (18%)
Trade Sale 4 (18%) 830M (11%)
IPO 2 (9%) -
Bankruptcy 1 (5%) -
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
 8
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
PE Firm(s)
95%
35 95%
Strategic(s)
5%
2 5%
Exited to
PE Firm(s)
58%
11 58%
Strategic(s)
42%
8 42%

Investor Summary

Size

Mega

PE Assets

11.0B CAD

Established

1987

Specialist/Generalist

Generalist

Leadership

Mark Redman

Executive Vice President & Global Head of Private Equity

Michael Graham

Senior Managing Director

Chantal Thibault

Managing Director

David Payne

Managing Director

Eric Haley

Managing Director

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