Stockwell Capital Mergers and Acquisitions Summary

Private Equity Profile

Stockwell Capital’s most common sectors for investment are automotive (8%) and communications (8%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (31%) and going private (29%). In total, Stockwell Capital has invested in 19 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 3 companies. The Firm’s most common exit type is trade sale (34%). 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 Activity78
    • M&A Buy Activity42
    • M&A Sell Activity36
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # 41 1 - - - - 42
vol $179.7B $179.7B
Sell (0.6/yr) # 33 - - 1 1 1 36
vol $39.0B $1.1B $40.1B
  78

Most Recent M&A

Company Date Value Type
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
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 Animal Supplies, Inc. 2015-11-23 4.6B USD Secondary Buyout
San Diego, California · www.petco.com
First Data Corp. 2015-10-15 - IPO
Atlanta, Georgia · www.firstdata.com
Weetabix Ltd. 2015-09-01 - Stake Purchase
Kettering, United Kingdom · www.weetabix.co.uk
Affinia Group, Inc. 2015-08-17 - Add-on Acquisition
Ann Arbor, Michigan · www.affiniagroup.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Laureate Education, Inc. 2007-08-17 Laureate Education, Inc. - Higher Education Institutions 2021-05-28 8
Baltimore, Maryland · www.laureate.net Baltimore, Maryland
Laureate Education, Inc. 2007-08-17 Laureate Education, Inc. - Brazilian Operations 2020-09-13 7
Baltimore, Maryland · www.laureate.net , Brazil
Laureate Education, Inc. 2007-08-17 Walden University 2020-09-11 6
Baltimore, Maryland · www.laureate.net Minneapolis, Minnesota · waldenu.edu
Laureate Education, Inc. 2007-08-17 Laureate Education, Inc. - Australia and New Zealand Academic Operations 2020-07-29 5
Baltimore, Maryland · www.laureate.net , Australia
Laureate Education, Inc. 2007-08-17 Laureate Education, Inc. - 5 Educational Institutions 2018-12-12 4
Baltimore, Maryland · www.laureate.net , Spain
Avaya, Inc. 2007-10-26 Avaya, Inc. - Networking Business 2017-03-07 1
Santa Clara, California · www.avaya.com Santa Clara, California
Laureate Education, Inc. 2007-08-17 Laureate International Universities France SAS 2016-04-19 3
Baltimore, Maryland · www.laureate.net Paris, France
Laureate Education, Inc. 2007-08-17 Glion Institute of Higher Education 2016-03-15 2
Baltimore, Maryland · www.laureate.net , Switzerland · www.gliononline.com
Laureate Education, Inc. 2007-08-17 Les Roches International School of Hotel Management 2016-03-15 1
Baltimore, Maryland · www.laureate.net , Switzerland · www.lesroches.edu
Taylor-Wharton International LLC 2007-12-10 Taylor-Wharton International LLC - CryoScience 2015-11-23 1
Minnetonka, Minnesota · www.taylorwharton.com Minnetonka, Minnesota

M&A by Sector

Sector Current # Value All-time # Value
Communications 1 (20%) 8.3B (60%) 3 (7%) 16.5B (9%)
Automotive - - 3 (7%) 6.0B (3%)
Retail - - 3 (7%) 4.0B (2%)
Food 1 (20%) 1.7B (12%) 3 (7%) 1.7B (1%)
Media - - 2 (5%) 14.5B (8%)
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 (25%)
Gaming - - 1 (2%) 30.7B (17%)
Financial Services - - 1 (2%) 29.0B (16%)
Information Services - - 1 (2%) 12.7B (7%)
Education 1 (20%) 3.8B (28%) 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 (20%) - 1 (2%) -
Distribution - - 1 (2%) -
Energy Services and Equipment - - 1 (2%) -
Engineering - - 1 (2%) -
Life Science - - 1 (2%) -
Manufacturing 1 (20%) - 1 (2%) -
Medical Products - - 1 (2%) -
Oil/Gas Exploration - - 1 (2%) -
Restaurants - - 1 (2%) -
Semiconductors - - 1 (2%) -
Total 5 $13.8B 42 $179.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (80%) 12.1B (88%) 34 (81%) 167.9B (93%)
  Texas - - 6 (14%) 53.5B (30%)
  California 1 (20%) 8.3B (60%) 5 (12%) 11.3B (6%)
  Michigan - - 4 (10%) 6.0B (3%)
  Florida 1 (20%) - 2 (5%) 1.1B (1%)
  New York - - 2 (5%) 16.8B (9%)
  North Carolina - - 2 (5%) 650M (< 1%)
  Maryland 1 (20%) 3.8B (28%) 1 (2%) 3.8B (2%)
  Minnesota 1 (20%) - 1 (2%) -
  Nevada - - 1 (2%) 30.7B (17%)
  Georgia - - 1 (2%) 29.0B (16%)
  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%) -
  Massachusetts - - 1 (2%) -
  Indiana - - 1 (2%) -
United Kingdom 1 (20%) 1.7B (12%) 4 (10%) 3.6B (2%)
France - - 1 (2%) 5.6B (3%)
Spain - - 1 (2%) 2.5B (1%)
Netherlands - - 1 (2%) -
Switzerland - - 1 (2%) -
Domestic 4 (80%) 12.1B (88%) 34 (81%) 167.9B (93%)
Cross-border 1 (20%) 1.7B (12%) 8 (19%) 11.8B (7%)
Total 5 $13.8B 42 $179.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (40%) - 13 (31%) 25.0B (14%)
Going Private 2 (40%) 12.1B (88%) 12 (29%) 141.1B (79%)
Secondary Buyout 1 (20%) 1.7B (12%) 9 (21%) 7.1B (4%)
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 5 $13.8B 42 $179.7B

Exits by Deal Type

Type Total # Value
IPO 10 (28%) -
Trade Sale - Public Company 8 (22%) 22.6B (56%)
Secondary Sale 8 (22%) 14.6B (36%)
Trade Sale 5 (14%) 1.7B (4%)
Recapitalization 2 (6%) 1.3B (3%)
Bankruptcy 2 (6%) -
Stake Sale 1 (3%) -
Total 36 $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
Katten Muchin Rosenman LLP
 1
Weil Gotshal & Manges LLP
 1
Cleary Gottlieb Steen & Hamilton LLP
 1

Deal Values

buy # Total
> $1B 20 $177.0B
$100M to $1B 5 $2.7B
< $100M 1 $18M
TOTAL $179.7B
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)
17%
7 (17%)
Strategic(s)
5%
2 (5%)
Exited to
Investor(s)
28%
10 (28%)
Strategic(s)
39%
14 (39%)

Investor Summary

Size

Middle-Market

PE Assets

750M USD

Established

2002

Specialist/Generalist

Generalist

Leadership

David Evans

Chairman & CIO

Paul Smith

Managing Director

Nicholas Iovino

CCO & Vice President of Accounting

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