Sofina SA Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Sofina SA has acquired 1 company. It has also invested in 2 others.

Sofina SA’s most common sectors for investment are e-commerce (17%) and healthcare services (17%). The Firm’s most common investment types include stake purchase (34%) and growth capital (25%). In total, Sofina SA has invested in 2 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired First Eagle Investment Management for $4.0B.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity12
    • M&A Sell Activity1
  • Total Sectors Invested 10
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 8

Sofina SA

Rue de l’Industrie, 31,
Brussels, B-1040
Belgium
+32 (0)2 551 06 11
www.sofinagroup.com
info@sofinagroup.com

Sofina SA is a family controlled, publicly traded investment firm focused on making long-term, direct minority investments in leading companies, investing in third party growth and venture funds, and providing equity investments in fast growing companies. The Firm's direct investment group will consider opportunities throughout Europe where it can commit €75 to €300 million per transaction in companies valued up to €4.5 billion. Sofina SA dates back to 1898 and is headquartered in Brussels.


Investment Criteria

Sectors of Interest: Consumer Products, Digital Media, Education, Healthcare Services

Target Transaction Types: Growth Capital, Stake Purchase

Geographic Preferences: Western Europe

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 75 300
Enterprise Value 250 4,500
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.8/yr) # 8 1 - 2 1 - 12
vol $4.0B $4.0B
Sell (0.2/yr) # - 1 - - - - 1
  13

Most Recent M&A

Company Date Value Type
Drylock Technologies NV 2019-08-08 - Stake Purchase
Zele, Belgium · www.drylocktechnologies.com
Cognita Schools Ltd. 2018-09-03 - Secondary Buyout
Milton Keynes, United Kingdom · www.cognita.com
Biotech Dental SAS 2018-05-24 - Growth Capital
Salon-de-Provence, France · www.biotech-dental.com
Deutsche Intensivpflege Holding B.V. 2016-11-28 - Buyout (LBO, MBO, MBI)
Dresden, Germany · www.opseo-intensivpflege.de
Privalia Venta Directa S.L. 2016-04-15 - Add-on Acquisition
Barcelona, Spain · www.privalia.com
First Eagle Investment Management LLC 2015-07-20 4.0B USD Secondary Buyout
New York, New York · www.feim.com
The Hut.com Ltd. 2014-07-22 - Stake Purchase
Manchester, United Kingdom · www.thg.com
Merieux NutriSciences Corp. 2014-03-01 - Growth Capital
Chicago, Illinois · www.merieuxnutrisciences.com
ORPEA SA 2013-09-01 - PIPE
Puteaux, France · www.orpea.com
GL Events SA 2012-09-25 - Stake Purchase
Lyon, France · www.gl-events.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Deutsche Intensivpflege Holding B.V. 2016-11-28 ZBI Gruppe 2020-01-17 1
Dresden, Germany · www.opseo-intensivpflege.de Marl, Germany · www.zbi-gruppe.com
First Eagle Investment Management LLC 2015-07-20 NewStar Financial, Inc. 2017-10-17 1
New York, New York · www.feim.com Boston, Massachusetts · www.newstarfin.com

M&A by Sector

Sector Current # Value All-time # Value
E-Commerce 1 (9%) - 2 (17%) -
Healthcare Services 2 (18%) - 2 (17%) -
Financial Services 1 (9%) 4.0B (100%) 1 (8%) 4.0B (100%)
Business Services 1 (9%) - 1 (8%) -
Consumer Products 1 (9%) - 1 (8%) -
Education 1 (9%) - 1 (8%) -
Internet Software and Services 1 (9%) - 1 (8%) -
Life Science 1 (9%) - 1 (8%) -
Medical Products 1 (9%) - 1 (8%) -
Transportation 1 (9%) - 1 (8%) -
Total 11 $4.0B 12 $4.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
France 4 (36%) - 4 (33%) -
United States 2 (18%) 4.0B (100%) 2 (17%) 4.0B (100%)
  New York 1 (9%) 4.0B (100%) 1 (8%) 4.0B (100%)
  Illinois 1 (9%) - 1 (8%) -
United Kingdom 2 (18%) - 2 (17%) -
Germany 2 (18%) - 2 (17%) -
Belgium 1 (9%) - 1 (8%) -
Spain - - 1 (8%) -
Total 11 $4.0B 12 $4.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Stake Purchase 4 (36%) - 4 (33%) -
Growth Capital 3 (27%) - 3 (25%) -
Secondary Buyout 2 (18%) 4.0B (100%) 2 (17%) 4.0B (100%)
Buyout (LBO, MBO, MBI) 1 (9%) - 1 (8%) -
PIPE 1 (9%) - 1 (8%) -
Venture - - 1 (8%) -
Total 11 $4.0B 12 $4.0B

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

Deal Values

buy # Total
> $1B 1 $4.0B
TOTAL $4.0B
Largest First Eagle Investment Management LLC
$4.0B (2015-07-20)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
3 100%
Exited to
Strategic(s)
100%
1 100%

Investor Summary

Size

Large

Established

1898

Specialist/Generalist

Generalist

Leadership

Harold Boel

CEO

Stéphanie Delperdange

Head of Luxembourg

Edward Koopman

Member of the Executive Committee

François Gillet

Member of the Executive Committee

Victor Casier

Member of the Executive Committee

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