Palatine Private Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Palatine Private Equity has acquired 7 companies. It has also invested in 6 others.

Palatine Private Equity’s most common sectors for investment arebusiness services (18%) and education (10%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (23%). In total, Palatine Private Equity has invested in 2 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Hallmark Hotel Group for $85M.

In the last 3 years, Palatine Private Equity has exited 9 companies. The Firm’s most common exit type is trade sale (48%). Palatine Private Equity’s largest (disclosed) exit occurred in 2014 when it sold Hallmark Hotel Group for $115M.

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M&A Summary

  • M&A Total Activity57
    • M&A Buy Activity40
    • M&A Sell Activity17
  • Total Sectors Invested 19
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 12
  • M&A Advisors 9

Palatine Private Equity LLP

Chancery Place 50 Brown Street,
Manchester, M2 2JT
United Kingdom
0161 214 4730
www.palatinepe.com
info@palatinepe.com

Palatine Private Equity is a UK based private equity firm focused on investing in businesses valued up to £50 million. The Firm generally looks to fund profitable, cash-generative companies with strong management teams and established market positions, however, Palatine will also consider turnaround situations. Target sectors include retail/leisure, business outsourcing, financial services, healthcare, and niche manufacturing. Prospective transaction types include management buyouts/buy-ins, consolidations, growth capital financings, and restructurings. Palatine was originally formed as Zeus Private Equity in 2005. The Firm has offices in Bristol, Manchester, and London.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Communications, Construction, Distribution, Education, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Leisure, Manufacturing, Medical Products, Oil/Gas Exploration, Real Estate, Restaurants, Retail, Safety/Security, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Special Situations/Distressed, Secondary Buyout, Stake Purchase

Geographic Preferences: United Kingdom

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 30
Enterprise Value - 50
values in millions of GBP

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (3.6/yr) # 22 5 3 3 3 4 40
vol $303M $303M
Sell (2.0/yr) # 7 1 4 - 1 4 17
vol $276M $276M
  57

Most Recent M&A

Company Date Value Type
Estio Training Ltd. 2021-11-02 - Add-on Acquisition
Leeds, United Kingdom · www.estio.co.uk
Verdant Leisure Ltd. 2021-09-01 - Add-on Acquisition
Lancaster, United Kingdom · www.verdantleisure.co.uk
Wren Sterling Financial Planning Ltd. 2021-07-21 - Secondary Buyout
London, United Kingdom · www.wrensterling.com
Routes Healthcare Ltd 2021-06-21 - Secondary Buyout
Macclesfield, United Kingdom · www.routeshealthcare.com
4net Technologies Ltd. 2021-06-10 - Secondary Buyout
Manchester, United Kingdom · www.fournet.co.uk
TTC Group (UK) Ltd. 2021-05-20 - Sold to Management
Telford, United Kingdom · www.thettcgroup.com
Anthesis Consulting Group PLC 2021-03-12 - Growth Capital
London, United Kingdom · www.anthesisgroup.com
TranScrip 2021-01-27 - Growth Capital
Wokingham, United Kingdom · www.transcrip-partners.com
Back2Work 2020-10-27 - Growth Capital
Manchester, United Kingdom · www.b2wcompletetraining.com
NRG Fleet Services Ltd. 2020-10-02 - Growth Capital
Lancashire, United Kingdom · www.nrgfleet.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CET Group 2018-11-26 CET Group - Specialist Claims Management Division 2021-10-27 1
Leicestershire, United Kingdom · www.cet-uk.com Donington, United Kingdom
EPI Group 2014-06-12 Heart of Hospice LLC 2021-09-01 1
Surrey, United Kingdom · www.epigroup.com Charleston, South Carolina · www.heartofhospice.net
Suntera Group Ltd. 2019-02-08 RBC Corporate Services Hong Kong 2020-04-29 2
St Helier, Channel Islands · www.suntera.com Hong Kong, China

M&A by Sector

Sector Current # Value All-time # Value
Business Services 6 (26%) - 7 (18%) -
Information Technology 2 (9%) - 4 (10%) 23M (8%)
Education 2 (9%) - 4 (10%) -
Leisure - - 3 (8%) 85M (28%)
Communications 1 (4%) - 3 (8%) 58M (19%)
Financial Services 2 (9%) 13M (12%) 3 (8%) 35M (12%)
Internet Software and Services 2 (9%) 26M (23%) 2 (5%) 26M (9%)
Restaurants 2 (9%) 20M (17%) 2 (5%) 20M (7%)
Healthcare Services 2 (9%) - 2 (5%) -
Apparel/Textiles 1 (4%) 55M (48%) 1 (3%) 55M (18%)
Construction - - 1 (3%) -
Consumer Services 1 (4%) - 1 (3%) -
Distribution 1 (4%) - 1 (3%) -
Insurance - - 1 (3%) -
Life Science 1 (4%) - 1 (3%) -
Medical Products - - 1 (3%) -
Real Estate - - 1 (3%) -
Safety/Security - - 1 (3%) -
Staffing - - 1 (3%) -
Total 23 $115M 40 $303M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 22 (96%) 115M (100%) 39 (98%) 303M (100%)
Channel Islands 1 (4%) - 1 (3%) -
Domestic 22 (96%) 115M (100%) 39 (98%) 303M (100%)
Cross-border 1 (4%) - 1 (3%) -
Total 23 $115M 40 $303M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (43%) 26M (23%) 20 (50%) 155M (51%)
Secondary Buyout 5 (22%) 55M (48%) 9 (23%) 114M (38%)
Growth Capital 6 (26%) - 9 (23%) -
Divestiture 2 (9%) 33M (29%) 2 (5%) 33M (11%)
Total 23 $115M 40 $303M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (41%) 50M (18%)
Trade Sale 5 (29%) 115M (42%)
Trade Sale - Public Company 3 (18%) 111M (40%)
Bankruptcy 1 (6%) -
Sold to Management 1 (6%) -
Total 17 $276M

Top M&A Advisors

Financial Deals
Alantra Partners, S.A. - Investment Bank
2
Altium Capital Ltd.
1
Catalyst Corporate Finance
1
Legal Deals
Gateley Plc
6
Addleshaw Goddard LLP
2
Browne Jacobson LLP
2

Deal Values

buy # Total
< $100M 8 $303M
TOTAL $303M
Largest Hallmark Hotel Group Ltd.
$85M (2007-10-01)
sell # Total
$100M to $1B 1 $115M
< $100M 3 $161M
TOTAL $276M
Largest Hallmark Hotel Group Ltd.
$115M (2014-07-16)

M&A Connections

Deals
Acquired from
Investor(s)
25%
10 (25%)
Strategic(s)
5%
2 (5%)
Exited to
Investor(s)
41%
7 (41%)
Strategic(s)
47%
8 (47%)

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