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 2 others.

Souter Investments Limited’s most common sectors for investment arebusiness services (20%) and communications (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and growth capital (27%). 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 5 companies. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity40
    • M&A Buy Activity30
    • M&A Sell Activity10
  • Total Sectors Invested 20
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 19
  • M&A Advisors 7

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.6/yr) # 17 3 5 2 3 - 30
vol $1.7B $1.7B
Sell (1.2/yr) # 4 1 3 1 1 - 10
  40

Most Recent M&A

Company Date Value Type
Sapphire Systems Ltd. 2023-11-07 - Trade Sale
London, United Kingdom · www.sapphiresystems.com
Premier Hytemp Ltd. 2023-11-03 - Secondary Buyout
Newbridge, United Kingdom · www.premierhytemp.com
Premier Modular Ltd. 2023-08-15 - Stake Purchase
Brandesburton, United Kingdom · www.premiermodular.co.uk
Tracerco Ltd. 2023-05-03 - Divestiture
London, United Kingdom · www.tracerco.com
Stone Technologies Group Ltd. 2022-09-22 - Trade Sale
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 Sale
Liverpool, United Kingdom · www.broadwaypartners.co.uk
Pet Network International d.o.o. 2021-08-23 - Secondary Sale
Zagreb, Croatia
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 (23%) - 6 (20%) -
Communications 1 (5%) 1.7B (100%) 2 (7%) 1.7B (100%)
Energy Services and Equipment 2 (9%) - 2 (7%) -
Information Technology 1 (5%) - 2 (7%) -
Manufacturing 2 (9%) - 2 (7%) -
Transportation 1 (5%) - 2 (7%) -
Apparel/Textiles 1 (5%) - 1 (3%) -
Building Materials 1 (5%) - 1 (3%) -
Consumer Products - - 1 (3%) -
Education 1 (5%) - 1 (3%) -
Environmental 1 (5%) - 1 (3%) -
Financial Services 1 (5%) - 1 (3%) -
Insurance - - 1 (3%) -
Internet Software and Services 1 (5%) - 1 (3%) -
Life Science 1 (5%) - 1 (3%) -
Packaging - - 1 (3%) -
Real Estate 1 (5%) - 1 (3%) -
Retail - - 1 (3%) -
Safety/Security 1 (5%) - 1 (3%) -
Software 1 (5%) - 1 (3%) -
Total 22 $1.7B 30 $1.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 20 (91%) 1.7B (100%) 26 (87%) 1.7B (100%)
Netherlands 1 (5%) - 1 (3%) -
New Zealand 1 (5%) - 1 (3%) -
Croatia - - 1 (3%) -
Finland - - 1 (3%) -
Total 22 $1.7B 30 $1.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (23%) - 10 (33%) -
Growth Capital 5 (23%) - 8 (27%) -
Secondary Buyout 4 (18%) - 4 (13%) -
Stake Purchase 4 (18%) - 4 (13%) -
Divestiture 3 (14%) - 3 (10%) -
Going Private 1 (5%) 1.7B (100%) 1 (3%) 1.7B (100%)
Total 22 $1.7B 30 $1.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (50%) -
Trade Sale 3 (30%) -
Trade Sale - Public Company 1 (10%) -
Unknown 1 (10%) -
Total 10 -

Top M&A Advisors

Financial Deals
Ernst & Young Capital Advisors LLC
1
KPMG Corporate Finance LLC
1
IMAS Corporate Finance LLP
1
Legal Deals
Dentons
3
Addleshaw Goddard LLP
1
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)
13%
4 (13%)
Strategic(s)
10%
3 (10%)
Exited to
Investor(s)
50%
5 (50%)
Strategic(s)
40%
4 (40%)

FAQ

When was Souter Investments Limited founded?

Souter Investments Limited was founded in 2008.

What type of investor is Souter Investments Limited?

Souter Investments Limited is a family office.

Where is Souter Investments Limited headquartered?

Souter Investments Limited is headquartered in Edinburgh, United Kingdom.

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