Sofina SA Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Sofina SA has acquired 1 company. It has also invested in 4 others.

Sofina SA’s most common sectors for investment arebusiness services (20%) and consumer products (10%) . The Firm’s most common investment types include stake purchase (53%) and growth capital (24%). In total, Sofina SA has invested in 3 US states and 8 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired First Eagle Investment Management for $4.0B.

In the last 3 years, Sofina SA has exited 1 company. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity21
    • M&A Sell Activity2
  • Total Sectors Invested 13
  • Total Countries Invested 8
  • M&A Buy/Sell Connections 14

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: Beverages, Business Services, Consumer Products, Digital Media, E-Commerce, Education, Financial Services, Food, Healthcare Services, Internet Software and Services, Life Science, Medical Products, Retail, Transportation

Target Transaction Types: Growth Capital, PIPE, Secondary Buyout, Stake Purchase

Geographic Preferences: United Kingdom, Western Europe, Asia/Pacific

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.0/yr) # 16 - 3 2 - - 21
vol $4.0B $4.0B
Sell (0.2/yr) # 1 - - - - 1 2
  23

Most Recent M&A

Company Date Value Type
Hillebrand 2021-08-18 - Add-on Acquisition
Mainz Hechtsheim, Germany · www.hillebrand.com
Laboratoire Nuxe S.A. 2019-09-26 - Stake Purchase
Boulogne-Billancourt, France · www.nuxe.com
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 2018-05-23 - Growth Capital
Salon-de-Provence, France · www.biotech-dental.com
Cambridge Associates LLC 2018-05-16 - Stake Purchase
Boston, Massachusetts · www.cambridgeassociates.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
Think & Learn Pvt. Ltd. 2016-03-22 - Growth Capital
Bengaluru, India · www.byjus.com
First Eagle Investment Management LLC 2015-07-20 4.0B USD Secondary Buyout
New York, New York · www.feim.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (22%) - 4 (19%) -
Financial Services 2 (11%) 4.0B (100%) 2 (10%) 4.0B (100%)
Consumer Products 2 (11%) - 2 (10%) -
E-Commerce 1 (6%) - 2 (10%) -
Education 2 (11%) - 2 (10%) -
Healthcare Services 1 (6%) - 2 (10%) -
Beverages 1 (6%) - 1 (5%) -
Food 1 (6%) - 1 (5%) -
Internet Software and Services 1 (6%) - 1 (5%) -
Life Science 1 (6%) - 1 (5%) -
Medical Products 1 (6%) - 1 (5%) -
Retail 1 (6%) - 1 (5%) -
Transportation - - 1 (5%) -
Total 18 $4.0B 21 $4.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
France 8 (44%) - 9 (43%) -
United States 3 (17%) 4.0B (100%) 3 (14%) 4.0B (100%)
  New York 1 (6%) 4.0B (100%) 1 (5%) 4.0B (100%)
  Illinois 1 (6%) - 1 (5%) -
  Massachusetts 1 (6%) - 1 (5%) -
United Kingdom 2 (11%) - 2 (10%) -
Belgium 2 (11%) - 2 (10%) -
Germany 1 (6%) - 2 (10%) -
India 1 (6%) - 1 (5%) -
Luxembourg 1 (6%) - 1 (5%) -
Spain - - 1 (5%) -
Total 18 $4.0B 21 $4.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Stake Purchase 10 (56%) - 11 (52%) -
Growth Capital 5 (28%) - 5 (24%) -
Secondary Buyout 2 (11%) 4.0B (100%) 2 (10%) 4.0B (100%)
Buyout (LBO, MBO, MBI) 1 (6%) - 1 (5%) -
PIPE - - 1 (5%) -
Venture - - 1 (5%) -
Total 18 $4.0B 21 $4.0B

Exits by Deal Type

Type Total # Value
Trade Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

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
Investor(s)
10%
2 (10%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

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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