Stockwell Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Stockwell Capital’s most common sectors for investment areretail (7%) and food (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (31%) and going private (28%). In total, Stockwell Capital has invested in 18 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Energy Future Holdings for $44.4B.

In the last 3 years, Stockwell Capital has exited 4 companies. The Firm’s most common exit type is trade sale (30%). Stockwell Capital’s largest (disclosed) exit occurred in 2011 when it sold Nycomed Pharma AG for $10.8B.

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M&A Summary

  • M&A Total Activity84
    • M&A Buy Activity43
    • M&A Sell Activity41
  • Total Sectors Invested 29
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 72
  • M&A Advisors 11

Stockwell Capital

444 North Michigan Avenue Suite 2970,
Chicago, Illinois 60611
United States
(312) 795-6300
www.stockwellcapital.com
jhoffman@stockwellcapital.com

Stockwell Capital is a co-investment firm, focused on making minority investments alongside private equity sponsors. Stockwell is a generalist investor, with no sector preferences and looks to commit $3 to $10 million per investment. The Firm will consider opportunities throughout the US and Europe and prefers late-stage or growth equity situations. Stockwell Capital was formed in 2002 and is based in Chicago.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Communications, Consumer Products, Consumer Services, Energy Services and Equipment, Financial Services, Food, Healthcare Services, Information Technology, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Medical Products, Oil/Gas Exploration, Renewable Energy, Restaurants, Software, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Acquisition Financing

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 3 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.0/yr) # 43 - - - - - 43
vol $182.0B $182.0B
Sell (0.8/yr) # 37 - 1 1 1 1 41
vol $39.0B $1.1B $40.1B
  84

Most Recent M&A

Company Date Value Type
Cast-Crete USA LLC 2022-01-06 - Secondary Buyout
Seffner, Florida · www.castcrete.com
Vertellus Holdings LLC 2021-01-05 - Secondary Buyout
Indianapolis, Indiana · www.vertellus.com
Univision Communications, Inc. 2020-02-25 - Secondary Buyout
New York, New York · www.univision.com
Radiation Therapy Services, Inc. 2019-12-13 1.1B USD Add-on Acquisition
Fort Myers, Florida · www.21co.com
Laureate Education, Inc. 2017-02-01 - IPO
Baltimore, Maryland · www.laureate.net
Avaya, Inc. 2017-01-19 - Bankruptcy
Santa Clara, California · www.avaya.com
Cast-Crete USA LLC 2017-01-01 - Buyout (LBO, MBO, MBI)
Seffner, Florida · www.castcrete.com
ODEON Cinemas Ltd. 2016-07-12 1.4B GBP Add-on Acquisition
London, United Kingdom · www.odeon.co.uk
The Sports Authority, Inc. 2016-03-02 - Bankruptcy
Englewood, Colorado · www.sportsauthority.com
Petco Health and Wellness Company, Inc. 2015-11-23 4.6B USD Secondary Buyout
San Diego, California · www.petco.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Findus Group Ltd. 2008-07-23 Findus Sverige AB 2015-08-13 1
London, United Kingdom Bjuv, Sweden · www.findus.se
Findus Group Ltd. 2008-07-23 La Cocinera 2015-01-08 1
London, United Kingdom Vevey, Switzerland

M&A by Sector

Sector Current # Value All-time # Value
Media - - 3 (7%) 16.8B (9%)
Communications - - 3 (7%) 16.5B (9%)
Automotive - - 3 (7%) 6.0B (3%)
Retail - - 3 (7%) 4.0B (2%)
Food 1 (100%) 1.7B (100%) 3 (7%) 1.7B (1%)
Software - - 2 (5%) 6.2B (3%)
Chemicals - - 2 (5%) 4.1B (2%)
Information Technology - - 2 (5%) 3.1B (2%)
Insurance - - 2 (5%) -
Utilities - - 1 (2%) 44.4B (24%)
Gaming - - 1 (2%) 30.7B (17%)
Financial Services - - 1 (2%) 29.0B (16%)
Information Services - - 1 (2%) 12.7B (7%)
Education - - 1 (2%) 3.8B (2%)
Consumer Services - - 1 (2%) 1.1B (1%)
Healthcare Services - - 1 (2%) 1.1B (1%)
Transportation - - 1 (2%) 650M (< 1%)
Consumer Products - - 1 (2%) 276M (< 1%)
Technology Hardware - - 1 (2%) 18M (< 1%)
Building Materials - - 1 (2%) -
Distribution - - 1 (2%) -
Energy Services and Equipment - - 1 (2%) -
Engineering - - 1 (2%) -
Life Science - - 1 (2%) -
Manufacturing - - 1 (2%) -
Medical Products - - 1 (2%) -
Oil/Gas Exploration - - 1 (2%) -
Restaurants - - 1 (2%) -
Semiconductors - - 1 (2%) -
Total 1 $1.7B 43 $182.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 34 (79%) 167.9B (92%)
  Texas - - 6 (14%) 53.5B (29%)
  California - - 5 (12%) 11.3B (6%)
  Michigan - - 4 (9%) 6.0B (3%)
  New York - - 3 (7%) 29.5B (16%)
  Florida - - 2 (5%) 1.1B (1%)
  North Carolina - - 2 (5%) 650M (< 1%)
  Nevada - - 1 (2%) 30.7B (17%)
  Georgia - - 1 (2%) 29.0B (16%)
  Maryland - - 1 (2%) 3.8B (2%)
  Colorado - - 1 (2%) 1.4B (1%)
  Pennsylvania - - 1 (2%) 750M (< 1%)
  New Jersey - - 1 (2%) 276M (< 1%)
  Washington - - 1 (2%) -
  Virginia - - 1 (2%) -
  Ohio - - 1 (2%) -
  Minnesota - - 1 (2%) -
  Massachusetts - - 1 (2%) -
  Indiana - - 1 (2%) -
United Kingdom 1 (100%) 1.7B (100%) 4 (9%) 3.6B (2%)
Netherlands - - 2 (5%) 2.4B (1%)
France - - 1 (2%) 5.6B (3%)
Spain - - 1 (2%) 2.5B (1%)
Switzerland - - 1 (2%) -
Domestic - - 34 (79%) 167.9B (92%)
Cross-border 1 (100%) 1.7B (100%) 9 (21%) 14.1B (8%)
Total 1 $1.7B 43 $182.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 13 (30%) 25.0B (14%)
Going Private - - 12 (28%) 141.1B (78%)
Secondary Buyout 1 (100%) 1.7B (100%) 10 (23%) 9.5B (5%)
Divestiture - - 3 (7%) 6.5B (4%)
Venture - - 1 (2%) 18M (< 1%)
Growth Capital - - 1 (2%) -
PIPE - - 1 (2%) -
Recapitalization - - 1 (2%) -
Stake Purchase - - 1 (2%) -
Total 1 $1.7B 43 $182.0B

Exits by Deal Type

Type Total # Value
IPO 12 (29%) -
Secondary Sale 9 (22%) 14.6B (36%)
Trade Sale - Public Company 8 (20%) 22.6B (56%)
Trade Sale 5 (12%) 1.7B (4%)
Bankruptcy 4 (10%) -
Recapitalization 2 (5%) 1.3B (3%)
Stake Sale 1 (2%) -
Total 41 $40.1B

Top M&A Advisors

Financial Deals
Bank of America Merrill Lynch (BofA Securities)
4
Credit Suisse Investment Banking
3
Citigroup Investment Banking
2
Legal Deals
Hogan Lovells
1
Katten Muchin Rosenman LLP
1
Weil Gotshal & Manges LLP
1

Deal Values

buy # Total
> $1B 21 $179.3B
$100M to $1B 5 $2.7B
< $100M 1 $18M
TOTAL $182.0B
Largest Energy Future Holdings Corp.
$44.4B (2007-10-10)
sell # Total
> $1B 9 $36.9B
$100M to $1B 7 $3.3B
< $100M 1 $10M
TOTAL $40.1B
Largest Nycomed Pharma AG
$10.8B (2011-05-19)

M&A Connections

Deals
Acquired from
Investor(s)
19%
8 (19%)
Strategic(s)
5%
2 (5%)
Exited to
Investor(s)
27%
11 (27%)
Strategic(s)
34%
14 (34%)

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