Stockwell Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Stockwell Capital’s most common sectors for investment areautomotive (7%) and communications (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (30%) 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 2 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 Activity85
    • M&A Buy Activity44
    • M&A Sell Activity41
  • Total Sectors Invested 29
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 59
  • M&A Advisors 11

Stockwell Capital

Barton Creek Plaza III 3815 S Capital of Texas Hwy, Suite 150,
Austin, Texas 78704
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, Nordic

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 44 - - - - - 44
vol $182.0B $182.0B
Sell (0.6/yr) # 38 1 1 1 - - 41
vol $40.1B $40.1B
  85

Most Recent M&A

Company Date Value Type
Cast-Crete USA LLC 2022-01-06 - Secondary Sale
Seffner, Florida · www.castcrete.com
Vertellus Holdings LLC 2021-01-05 - Secondary Sale
Indianapolis, Indiana · www.vertellus.com
Univision Communications, Inc. 2020-02-25 - Secondary Sale
New York, New York · www.univision.com
Radiation Therapy Services, Inc. 2019-12-13 1.1B USD Trade Sale
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 Trade Sale
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 Sale
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 (50%) 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%)
Healthcare Services 1 (50%) - 2 (5%) 1.1B (1%)
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%)
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 2 $1.7B 44 $182.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 35 (80%) 167.9B (92%)
  California 1 (50%) - 6 (14%) 11.3B (6%)
  Texas - - 6 (14%) 53.5B (29%)
  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 (50%) 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 1 (50%) - 35 (80%) 167.9B (92%)
Cross-border 1 (50%) 1.7B (100%) 9 (20%) 14.1B (8%)
Total 2 $1.7B 44 $182.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 13 (30%) 25.0B (14%)
Going Private - - 12 (27%) 141.1B (78%)
Secondary Buyout 1 (50%) 1.7B (100%) 10 (23%) 9.5B (5%)
Divestiture - - 3 (7%) 6.5B (4%)
Growth Capital 1 (50%) - 2 (5%) -
Venture - - 1 (2%) 18M (< 1%)
PIPE - - 1 (2%) -
Recapitalization - - 1 (2%) -
Stake Purchase - - 1 (2%) -
Total 2 $1.7B 44 $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
BofA Securities
4
Credit Suisse Investment Banking
3
Citigroup Investment Banking
2
Legal Deals
Hogan Lovells
1
Katten Muchin Rosenman
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)
18%
8 (18%)
Strategic(s)
5%
2 (5%)
Exited to
Investor(s)
27%
11 (27%)
Strategic(s)
32%
13 (32%)

FAQ

When was Stockwell Capital founded?

Stockwell Capital was founded in 2002.

What type of investor is Stockwell Capital?

Stockwell Capital is a private equity firm.

Where is Stockwell Capital headquartered?

Stockwell Capital is headquartered in Austin, Texas.

How much capital does Stockwell Capital have under management?

Stockwell Capital has 750M USD under management.

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