Explore All 192 Secondary Buyout Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | October 26, 2020 |
| Target | Calastone |
| Sector | Financial Services |
| Buyer(s) | The Carlyle Group |
| Sellers(s) | Octopus Investments |
| Deal Type | Secondary Buyout |
| Advisor(s) | Barclays Investment Bank (Financial) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 435.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| Deal Context for Buyer | # |
|---|---|
| Overall | 681 of 750 |
| Sector: Financial Services | 48 of 48 |
| Type: Secondary Buyout | 106 of 130 |
| Country: United Kingdom | 45 of 53 |
| Year: 2020 | 17 of 25 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-01 |
AA Insurance
Dublin, Ireland AA Insurance is a roadside assistance provider and insurance intermediary. It provides roadside repair and Rescue, and Motor, Home, Travel & Life insurance. It also provides technical and audit services notably for the Road Safety Authority. AA Insurance was founded in 2016 and is based in Dublin, Ireland. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-29 |
Flender
Bocholt, Germany Flender is a drive technology company with a comprehensive product and service portfolio that includes gearboxes, couplings, and generators for a wide variety of industries. The business is particularly strong in Wind, a sector benefitting from secular tailwinds given its increasing importance in the energy mix. Flender was formed in 1899 and is based in Bocholt, Germany. |
Buy | $2.0B |
| Category | Asset Manager |
|---|---|
| Founded | 2000 |
| PE ASSETS | 9.9B GBP |
| Size | Mega |
| Type | Sector Agnostic |
Octopus Investments is a private equity group that invests in lower middle-market UK based companies. Octopus looks to invest in buyouts, buy-ins, industry consolidations, and situations requiring development capital. Octopus' target investment size is £300k to £5 million in sectors such as business services, food/beverage, education and training, environmental services, media, marketing, healthcare, consumer, retail, leisure, and manufacturing. The Firm seeks businesses with a sustainable competitive advantage, whether through a unique product, IP, brand names or trade marks. Octopus Private Equity was formed in 2004 and is based in London.
| Deal Context for Seller | # |
|---|---|
| Overall | 32 of 41 |
| Sector: Financial Services | 2 of 2 |
| Type: Secondary Buyout | 5 of 6 |
| Country: United Kingdom | 31 of 39 |
| Year: 2020 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-23 |
Zynstra
Bath, United Kingdom Zynstra Ltd. is a software company run by highly experienced technology entrepreneurs. Zynstra Ltd. has a proven track record of anticipating crucial developments in information technology – those that can be leveraged to deliver innovatively, game-changing business software and delivering that step change in partnership with some of the most complex and rigorous IT organizations in the world. |
Sell | £100M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-02-01 |
e-Therapeutics
London, United Kingdom e-Therapeutics is a systems biology drug discovery company. The Company are industrialising discovery using computers to predict the effects of intervention on proteins in cells. New drugs are identified systematically and very quickly. e-Therapeutics was founded in 2001 and is headquartered in London, the United Kingdom. |
Sell | - |
