Souter Investments Limited Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Souter Investments Limited has acquired 8 companies. It has also invested in 4 others.

Souter Investments Limited’s most common sectors for investment arebusiness services (23%) and communications (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and growth capital (30%). In total, Souter Investments Limited has invested in 5 different countries. Its largest (disclosed) acquisition occurred in 2021 when it acquired TalkTalk Telecom Group for $1.7B.

In the last 3 years, Souter Investments Limited has exited 8 companies. The Firm’s most common exit type is secondary buyout (56%).

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M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity27
    • M&A Sell Activity9
  • Total Sectors Invested 19
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 19
  • M&A Advisors 4

Souter Investments Limited

68-70 George Street, 4th Floor,
Edinburgh, EH2 2LR
United Kingdom
+44 1312 257 688
www.souterinvestments.com

Souter Investments is a family office focused on private equity investing throughout the UK. The Firm looks to commit £2 to £30 million to support a variety of transaction situations including buyouts, growth capital financings, corporate divestitures, and balance sheet restructurings. Broad areas of interest include transportation, luxury goods, financial services, healthcare, and business services. Souter Investments was established in 2008 and is based in Edinburgh, Scotland.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Consumer Products, Consumer Services, Financial Services, Healthcare Services, Information Technology, Manufacturing, Software, Transportation

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

Geographic Preferences: United Kingdom

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 2 30
Enterprise Value - -
values in millions of GBP

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.0/yr) # 12 3 2 3 5 2 27
vol $1.7B $1.7B
Sell (1.6/yr) # 1 - 3 1 3 1 9
  36

Most Recent M&A

Company Date Value Type
Stone Technologies Group Ltd. 2022-09-22 - Add-on Acquisition
Staffordshire, United Kingdom · www.stonegroup.co.uk
Akixi Ltd. 2022-02-01 - Growth Capital
Crawley, United Kingdom · www.akixi.com
Centaur Healthcare Ltd. 2022-01-01 - Buyout (LBO, MBO, MBI)
Staffordshire, United Kingdom · www.surepharm.com
Kids Planet Group Ltd. 2021-11-12 - Secondary Buyout
Cheshire, United Kingdom · www.kidsplanetdaynurseries.co.uk
Broadway Partners Ltd. 2021-10-06 - Secondary Buyout
Liverpool, United Kingdom · www.broadwaypartners.co.uk
Pet Network International d.o.o. 2021-08-23 - Secondary Buyout
Zagreb, Croatia
Celtic & Co. 2021-08-23 - Buyout (LBO, MBO, MBI)
Cornwall, United Kingdom · www.celticandco.com
Veritas Petroleum Services BV 2021-06-22 - Secondary Buyout
Barendrecht, Netherlands · www.v-p-s.com
Amerplast Ltd. 2021-03-24 - Add-on Acquisition
Tampere, Finland · www.amerplast.com
TalkTalk Telecom Group Ltd. 2021-03-16 1.7B GBP Going Private
Salford, United Kingdom · www.talktalkgroup.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
TalkTalk Telecom Group Ltd. 2021-03-16 Virtual1 Ltd. 2022-04-04 1
Salford, United Kingdom · www.talktalkgroup.com London, United Kingdom · www.virtual1.com
Amber River Group Ltd. 2019-11-01 Charles Cameron & Associates Ltd. 2021-08-02 1
London, United Kingdom · www.amberriver.com London, United Kingdom · www.ccameron.co.uk

M&A by Sector

Sector Current # Value All-time # Value
Business Services 5 (25%) - 6 (22%) -
Communications 1 (5%) 1.7B (100%) 2 (7%) 1.7B (100%)
Information Technology 2 (10%) - 2 (7%) -
Transportation 1 (5%) - 2 (7%) -
Apparel/Textiles 1 (5%) - 1 (4%) -
Consumer Products - - 1 (4%) -
Education 1 (5%) - 1 (4%) -
Energy Services and Equipment 1 (5%) - 1 (4%) -
Environmental 1 (5%) - 1 (4%) -
Financial Services 1 (5%) - 1 (4%) -
Insurance - - 1 (4%) -
Internet Software and Services 1 (5%) - 1 (4%) -
Life Science 1 (5%) - 1 (4%) -
Manufacturing 1 (5%) - 1 (4%) -
Packaging - - 1 (4%) -
Real Estate 1 (5%) - 1 (4%) -
Retail - - 1 (4%) -
Safety/Security 1 (5%) - 1 (4%) -
Software 1 (5%) - 1 (4%) -
Total 20 $1.7B 27 $1.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 18 (90%) 1.7B (100%) 23 (85%) 1.7B (100%)
Netherlands 1 (5%) - 1 (4%) -
New Zealand 1 (5%) - 1 (4%) -
Croatia - - 1 (4%) -
Finland - - 1 (4%) -
Total 20 $1.7B 27 $1.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (25%) - 10 (37%) -
Growth Capital 6 (30%) - 8 (30%) -
Secondary Buyout 3 (15%) - 3 (11%) -
Stake Purchase 3 (15%) - 3 (11%) -
Divestiture 2 (10%) - 2 (7%) -
Going Private 1 (5%) 1.7B (100%) 1 (4%) 1.7B (100%)
Total 20 $1.7B 27 $1.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (56%) -
Trade Sale 3 (33%) -
Unknown 1 (11%) -
Total 9 -

Top M&A Advisors

Financial Deals
Ernst & Young Capital Advisors LLC
 1
IMAS Corporate Finance LLP
 1
Legal Deals
Dentons
 2
Dickson Minto W.S.
 1

Deal Values

buy # Total
> $1B 1 $1.7B
TOTAL $1.7B
Largest TalkTalk Telecom Group Ltd.
$1.7B (2021-03-16)

M&A Connections

Deals
Acquired from
Investor(s)
11%
3 (11%)
Strategic(s)
7%
2 (7%)
Exited to
Investor(s)
56%
5 (56%)
Strategic(s)
33%
3 (33%)

Investor Summary

Investor Type

Family Office

Size

Small

Established

2008

Specialist/Generalist

Generalist

Leadership

Brian Souter

Co-Founder & Chairman

Andrew Macfie

Partner & Managing Director

Calum Cusiter

Investment Director

John Berthinussen

Investment Director

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