Pine Brook Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Pine Brook Partners has acquired 2 companies. It has also invested in 1 other.

Pine Brook Partners’ most common sectors for investment are oil/gas exploration (50%) and financial services (21%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (32%) and growth capital (30%). In total, Pine Brook Partners has invested in 10 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Fidelis Insurance Holdings for $1.5B.

In the last 3 years, Pine Brook Partners has exited 2 companies. The Firm’s most common exit type is trade sale (40%). Pine Brook Partners’ largest (disclosed) exit occurred in 2010 when it sold Common Resources for $805M.

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M&A Summary

  • M&A Total Activity54
    • M&A Buy Activity44
    • M&A Sell Activity10
  • Total Sectors Invested 5
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 31
  • M&A Advisors 2

Pine Brook Partners

60 East 42nd Street, 50th Floor,
New York, New York 10165
United States
(212) 847-4333
www.pinebrookpartners.com
info@pinebrookpartners.com

Pine Brook Road Partners is a private equity group focused on growth capital investments in the energy and financial services sectors. Specific areas of interest within the energy sector include exploration, oilfield services, transportation/storage, power generation/distribution/transmission, and biofuel/renewable resources. Specific areas of interest within financial services include insurance, banks, asset management, specialty finance, and servicing/distribution/origination. Pine Brook generally acts as the lead/control investor in newly-formed or established businesses. The Firm has a special interest in 'underappreciated or overlooked' opportunities. Pine Brook Road Partners was formed in 2006 and is based in New York City.


Investment Criteria

Sectors of Interest: Energy Services and Equipment, Financial Services, Insurance, Oil/Gas Exploration, Packaging

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase, Venture, Joint Venture

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 100 500
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 39 2 3 - - - 44
vol $3.4B $3.4B
Sell (0.6/yr) # 7 1 1 - - 1 10
vol $1.0B $285M $250M $1.6B
  54

Most Recent M&A

Company Date Value Type
Global Atlantic Financial Group Ltd. 2020-07-08 - Secondary Buyout
New York, New York · www.globalatlantic.com
ATX Energy Partners 2017-12-15 - Growth Capital
Austin, Texas
Narragansett Bay Insurance Co. 2017-08-08 250M USD Add-on Acquisition
Pawtucket, Rhode Island · www.nbic.com
Triumph Capital Advisors LLC 2017-03-30 - Divestiture
Dallas, Texas
Admiral Permian Resources LLC 2017-03-09 - Buyout (LBO, MBO, MBI)
Midland, Texas · www.admiralpermian.com
Aurigen Capital Ltd. 2016-10-20 285M CAD Add-on Acquisition
Hamilton, Bermuda · www.aurigenre.com
The Orogen Group 2016-05-18 - Consolidation
New York, New York · www.orogengroup.com
Accelerate LLC 2016-05-17 - Buyout (LBO, MBO, MBI)
Dallas, Texas · www.accelerate-resources.com
Clear Blue Financial Holdings LLC 2015-12-15 - Growth Capital
San Juan, United States
Red Bluff Resources Holdings LLC 2015-08-04 - Growth Capital
Oklahoma City, Oklahoma
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
The Orogen Group 2016-05-18 Westcor Land Title Insurance Co. 2020-09-18 3
New York, New York · www.orogengroup.com Maitland, Florida · www.wltic.com
The Orogen Group 2016-05-18 ExlService Holdings, Inc. 2018-10-02 2
New York, New York · www.orogengroup.com New York, New York · www.exlservice.com
The Orogen Group 2016-05-18 Fair Square Financial LLC 2018-05-14 1
New York, New York · www.orogengroup.com Wilmington, Delaware · www.ollocard.com

M&A by Sector

Sector Current # Value All-time # Value
Oil/Gas Exploration 15 (52%) 1.2B (43%) 22 (50%) 1.2B (39%)
Financial Services 7 (24%) 110M (4%) 9 (20%) 130M (4%)
Insurance 3 (10%) 1.5B (54%) 8 (18%) 1.7B (56%)
Energy Services and Equipment 3 (10%) - 4 (9%) -
Packaging 1 (3%) - 1 (2%) -
Total 29 $2.8B 44 $3.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 23 (79%) 1.3B (46%) 32 (73%) 1.5B (50%)
  Texas 13 (45%) 1.2B (43%) 18 (41%) 1.2B (40%)
  New York 2 (7%) - 3 (7%) -
  Oklahoma 2 (7%) - 2 (5%) -
  Colorado - - 2 (5%) -
  California 1 (3%) 110M (4%) 1 (2%) 110M (4%)
  Louisiana 1 (3%) - 1 (2%) -
  Connecticut 1 (3%) - 1 (2%) -
  Alabama 1 (3%) - 1 (2%) -
  Rhode Island - - 1 (2%) 200M (7%)
Bermuda 1 (3%) 1.5B (54%) 5 (11%) 1.5B (50%)
Canada 2 (7%) - 4 (9%) -
  Alberta 2 (7%) - 4 (9%) -
United Kingdom 1 (3%) - 1 (2%) -
Colombia 1 (3%) - 1 (2%) -
Puerto Rico 1 (3%) - 1 (2%) -
Domestic 23 (79%) 1.3B (46%) 32 (73%) 1.5B (50%)
Cross-border 6 (21%) 1.5B (54%) 12 (27%) 1.5B (50%)
Total 29 $2.8B 44 $3.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 9 (31%) 2.8B (100%) 14 (32%) 3.0B (100%)
Growth Capital 9 (31%) - 13 (30%) -
Venture 4 (14%) - 7 (16%) -
Stake Purchase 4 (14%) - 6 (14%) -
Consolidation 1 (3%) - 1 (2%) -
Divestiture 1 (3%) - 1 (2%) -
Joint Venture - - 1 (2%) -
Recapitalization 1 (3%) - 1 (2%) -
Total 29 $2.8B 44 $3.0B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 6 (60%) 1.6B (100%)
IPO 3 (30%) -
Secondary Sale 1 (10%) -
Total 10 $1.6B

Top M&A Advisors

Legal Deals
Skadden, Arps, Slate, Meagher & Flom LLP
 2
Kirkland & Ellis LLP
 1

Deal Values

buy # Total
> $1B 1 $1.5B
$100M to $1B 6 $1.9B
< $100M 1 $20M
TOTAL $3.4B
Largest Fidelis Insurance Holdings Ltd.
$1.5B (2015-06-09)
sell # Total
$100M to $1B 4 $1.6B
TOTAL $1.6B
Largest Common Resources LLC
$805M (2010-05-19)

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
PE Firm(s)
33%
2 33%
Strategic(s)
67%
4 67%

Investor Summary

Size

Mega

PE Assets

6.0B USD

Established

2006

Specialist/Generalist

Specialist

Leadership

Howard Newman

Co-Founder & President & CEO

Richard Aube

Managing Partner

Richard Stoneburner

Managing Director

Bharath Srikrishnan

Partner

Oliver Goldstein

Partner

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