The Silverfern Group Mergers and Acquisitions Summary

Private Equity Profile

The Silverfern Group’s most common sectors for investment are financial services (16%) and communications (8%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (39%) and growth capital (31%). In total, The Silverfern Group has invested in 5 US states and 5 different countries. Its largest (disclosed) acquisition occurred in 2008 when it acquired Ladder Capital for $1.0B.

In the last 3 years, The Silverfern Group has exited 1 company. The Firm’s most common exit type is trade sale (67%). The Silverfern Group’s largest (disclosed) exit occurred in 2016 when it sold Carlile Bancshares for $434M.

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M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity13
    • M&A Sell Activity3
  • Total Sectors Invested 12
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 15
  • M&A Advisors 1

The Silverfern Group

599 Lexington Avenue, 47th Floor,
New York, New York 10022
United States
(212) 209-8860
www.silfern.com

The Silverfern Group is an asset management firm focused on investing in private equity, real estate, and private debt transactions on behalf of institutional investors and single family offices. The Firm will consider opportunities across North/South America, Europe, and Asia. Within its private equity practice, Silverfern makes direct, co-control middle-market private equity investments requiring $25 to $150 million of equity per transaction. Sectors of interest include energy, financial services, food, hospitality, IT, power equipment rental, renewable energy, telecom, transportation, and waste management. The Silverfern Group was established in 2001 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Services, Energy Services and Equipment, Environmental, Financial Services, Food, Information Technology, Insurance, Leisure, Oil/Gas Exploration, Real Estate, Retail, Utilities

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 25 150
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.6/yr) # 10 3 - - - - 13
vol $1.3B $1.3B
Sell (0.4/yr) # 1 1 1 - - - 3
vol $434M $133M $567M
  16

Most Recent M&A

Company Date Value Type
O-Tex Pumping LLC 2017-10-25 133M USD Add-on Acquisition
Midland, Texas · www.otexpumping.com
Broad River Energy 2016-12-20 - Secondary Buyout
Gaffney, South Carolina · www.broadriverenergy.com
Carlile Bancshares, Inc. 2016-11-21 434M USD Add-on Acquisition
Forth Worth, Texas · www.carlilebancshares.com
Waste Services Group 2016-11-16 - Growth Capital
, Australia
Continental Bakeries B.V. 2016-04-29 - Secondary Buyout
Dordrecht, Netherlands · www.continentalbakeries.com
Ikks Group SAS 2015-07-09 - Buyout (LBO, MBO, MBI)
St Macaire En Mauges, France · www.ikks.com
Club Méditerranée SA 2015-02-13 - Growth Capital
Paris, France · www.clubmed.com
Ladder Capital Corp. 2014-02-05 - IPO
New York, New York · www.laddercapital.com
Sequitur Energy Resources LLC 2013-09-16 - Growth Capital
Dallas, Texas
CSS Corp. 2013-06-26 270M USD Secondary Buyout
Chennai, India · www.csscorp.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Continental Bakeries B.V. 2016-04-29 DelicPol Sp. z o.o. 2017-07-01 1
Dordrecht, Netherlands · www.continentalbakeries.com ul. Grunwaldzka 8, Poland · www.delicpol.pl

M&A by Sector

Sector Current # Value All-time # Value
Financial Services - - 2 (15%) 1.0B (76%)
Information Technology 1 (10%) 270M (100%) 1 (8%) 270M (20%)
Energy Services and Equipment - - 1 (8%) 52M (4%)
Communications 1 (10%) - 1 (8%) -
Consumer Services 1 (10%) - 1 (8%) -
Environmental 1 (10%) - 1 (8%) -
Food 1 (10%) - 1 (8%) -
Insurance 1 (10%) - 1 (8%) -
Oil/Gas Exploration 1 (10%) - 1 (8%) -
Renewable Energy 1 (10%) - 1 (8%) -
Retail 1 (10%) - 1 (8%) -
Utilities 1 (10%) - 1 (8%) -
Total 10 $270M 13 $1.3B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (50%) - 8 (62%) 1.1B (80%)
  Texas 1 (10%) - 3 (23%) 52M (4%)
  Florida 2 (20%) - 2 (15%) -
  South Carolina 1 (10%) - 1 (8%) -
  California 1 (10%) - 1 (8%) -
  New York - - 1 (8%) 1.0B (76%)
France 2 (20%) - 2 (15%) -
India 1 (10%) 270M (100%) 1 (8%) 270M (20%)
Australia 1 (10%) - 1 (8%) -
Netherlands 1 (10%) - 1 (8%) -
Total 10 $270M 13 $1.3B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (30%) - 5 (38%) 1.0B (76%)
Growth Capital 3 (30%) - 4 (31%) 52M (4%)
Secondary Buyout 3 (30%) 270M (100%) 3 (23%) 270M (20%)
PIPE 1 (10%) - 1 (8%) -
Total 10 $270M 13 $1.3B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (67%) 567M (100%)
IPO 1 (33%) -
Total 3 $567M

Top M&A Advisors

Financial Deals
OXEYE Advisors B.V.
 1

Deal Values

buy # Total
> $1B 1 $1.0B
$100M to $1B 1 $270M
< $100M 1 $52M
TOTAL $1.3B
Largest Ladder Capital Corp.
$1.0B (2008-11-12)
sell # Total
$100M to $1B 2 $567M
TOTAL $567M
Largest Carlile Bancshares, Inc.
$434M (2016-11-21)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
3 100%
Exited to
Strategic(s)
100%
2 100%

Investor Summary

Size

Small

Established

2001

Specialist/Generalist

Generalist

Leadership

Reeta Kapani Holmes

Co-Founder

Clive Holmes

Co-Founder & Managing Partner, CIO

John Cattau

Co-founder, Managing Director & CAO, CCO

Edward Rimland

Managing Director

Mark Baldassarre

Managing Director

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