Palatine Private Equity Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Palatine Private Equity has acquired 7 companies. It has also invested in 4 others.

Palatine Private Equity’s most common sectors for investment are financial services (13%) and information technology (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (61%) and secondary buyout (19%). 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 6 companies. The Firm’s most common exit type is trade sale (47%). 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 Activity46
    • M&A Buy Activity33
    • M&A Sell Activity13
  • Total Sectors Invested 18
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 10
  • M&A Advisors 8

Palatine Private Equity LLP

The Zenith Building, 26 Spring Gardens,
Manchester, M2 1AB
United Kingdom
+44 161 214 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.6/yr) # 20 2 5 2 3 1 33
vol $303M $303M
Sell (1.4/yr) # 6 1 1 4 - 1 13
vol $251M $54M $304M
  46

Most Recent M&A

Company Date Value Type
Acora Ltd. 2020-04-06 - Growth Capital
Burgess Hill, United Kingdom · www.acora.com
Vernacare Ltd. 2020-02-18 - Secondary Buyout
Chorley, United Kingdom · www.vernacare.com
Veincentre Ltd. 2019-08-06 - Buyout (LBO, MBO, MBI)
Stoke on Trent, United Kingdom · www.veincentre.com
Lucion Services Ltd. 2019-05-22 - Buyout (LBO, MBO, MBI)
Gateshead, United Kingdom · www.lucionservices.com
SMP Partners Ltd. 2019-02-08 - Buyout (LBO, MBO, MBI)
Douglas, United Kingdom · www.smppartners.com
Herbert T Forrest Ltd. 2018-12-07 - Bankruptcy
Preston, United Kingdom · www.forrest.co.uk
CET Structures Ltd. 2018-11-26 - Buyout (LBO, MBO, MBI)
Castle Donington, United Kingdom · www.cet-uk.com
M.J. Quinn Integrated Services Ltd. 2018-10-19 - Add-on Acquisition
Liverpool, United Kingdom · www.mjquinn.co.uk
Estio Training Ltd. 2018-09-19 - Growth Capital
Leeds, United Kingdom · www.estio.co.uk
Westleigh Partnerships Ltd. (Westleigh Homes) 2018-04-12 - Add-on Acquisition
Leicester, United Kingdom · www.westleigh.co.uk
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Wren Sterling Financial Planning Ltd. 2015-04-14 Frobisher Capital Ltd. 2020-08-01 1
London, United Kingdom · www.wrensterling.com Woking, United Kingdom · www.frobishercapital.co.uk
SMP Partners Ltd. 2019-02-08 RBC Corporate Services Hong Kong 2020-04-29 1
Douglas, United Kingdom · www.smppartners.com Hong Kong, Hong Kong
Verdant Leisure Ltd. 2016-04-04 Erigmore 2020-01-24 1
Lancaster, United Kingdom · www.verdantleisure.co.uk Birnam, United Kingdom · www.erigmore.co.uk
Lucion Services Ltd. 2019-05-22 Askams Compliance Services Ltd. 2019-08-09 1
Gateshead, United Kingdom · www.lucionservices.com Cramlington, United Kingdom · www.askams.co.uk
Zyro Ltd. 2017-12-18 Royal Velo France 2018-05-10 1
Darlington, United Kingdom · www.zyrofisher.co.uk Saint-Thibault, France
EPI Group 2014-06-12 P.D.F. Ltd. 2016-12-09 2
Surrey, United Kingdom · www.epigroup.com Oxfordshire, United Kingdom · www.pdf.ltd.uk
EPI Group 2014-06-12 Heart of Hospice of New Orleans LLC 2015-07-27 1
Surrey, United Kingdom · www.epigroup.com Marrero, Louisiana · www.heartofhospiceneworleans.com
MoneyPlus Group 2011-06-04 Richardson Mail Solicitors Ltd. 2013-11-20 1
Manchester, United Kingdom · www.moneyplusadvice.com Cheshire, United Kingdom · www.paymentprotectionhelp.co.uk

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 3 (15%) 35M (26%) 4 (12%) 35M (12%)
Information Technology 2 (10%) - 4 (12%) 23M (8%)
Leisure 1 (5%) - 3 (9%) 85M (28%)
Business Services 3 (15%) - 3 (9%) -
Education 3 (15%) - 3 (9%) -
Communications - - 2 (6%) 58M (19%)
Internet Software and Services 2 (10%) 26M (19%) 2 (6%) 26M (9%)
Restaurants 2 (10%) 20M (15%) 2 (6%) 20M (7%)
Apparel/Textiles 1 (5%) 55M (41%) 1 (3%) 55M (18%)
Construction - - 1 (3%) -
Consumer Services 1 (5%) - 1 (3%) -
Distribution 1 (5%) - 1 (3%) -
Healthcare Services 1 (5%) - 1 (3%) -
Insurance - - 1 (3%) -
Medical Products - - 1 (3%) -
Real Estate - - 1 (3%) -
Safety/Security - - 1 (3%) -
Staffing - - 1 (3%) -
Total 20 $136M 33 $303M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 20 (100%) 136M (100%) 33 (100%) 303M (100%)
Total 20 $136M 33 $303M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 11 (55%) 48M (35%) 20 (61%) 155M (51%)
Secondary Buyout 3 (15%) 55M (41%) 6 (18%) 114M (38%)
Growth Capital 4 (20%) - 5 (15%) -
Divestiture 2 (10%) 33M (24%) 2 (6%) 33M (11%)
Total 20 $136M 33 $303M

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (46%) 78M (26%)
Trade Sale 3 (23%) 115M (38%)
Trade Sale - Public Company 3 (23%) 111M (36%)
Bankruptcy 1 (8%) -
Total 13 $304M

Top M&A Advisors

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

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 $189M
TOTAL $304M
Largest Hallmark Hotel Group Ltd.
$115M (2014-07-16)

M&A Connections

Deals %
Acquired from
PE Firm(s)
78%
7 78%
Strategic(s)
22%
2 22%
Exited to
PE Firm(s)
54%
7 54%
Strategic(s)
46%
6 46%

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