M&A Deal Summary |
|
|---|---|
| Date | 2018-09-12 |
| Target | Sedgwick |
| Sector | Insurance |
| Buyer(s) |
The Carlyle Group
Ardian Altas Partners |
| Sellers(s) | KKR |
| Deal Type | Secondary Buyout |
| Deal Value | 6.7B USD |
| Advisor(s) | BofA Securities (Financial) Simpson Thacher & Bartlett (Legal) |
SEARCH BY
| 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 STATS | # |
|---|---|
| Overall | 627 of 745 |
| Sector: Insurance M&A | 11 of 15 |
| Type: Secondary Buyout M&A Deals | 95 of 130 |
| State: Tennessee M&A | 2 of 3 |
| Country: United States M&A | 303 of 350 |
| Year: 2018 M&A | 18 of 26 |
| Size (of disclosed) | 10 of 137 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-12 |
Flos B&B Italia Group
Milan, Italy Flos B&B Italia Group owns and operates complementary brands such as Flos, Louis Poulsen, B&B Italia, Maxalto, Azucena and Arclinea. Flos B&B Italia Group was founded in 2018 and is based in Milan, Italy. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-13 |
Abacus Pharmaceuticals
Lugogo Kampala, Uganda Abacus Pharmaceuticals is a distributor of pharmaceutical products in East Africa and the largest manufacturer of parenterals (IV fluids, ear, eye and nose drops) in Uganda. The company has a differentiated product offering, ranging from mission critical parenterals to branded generics for chronic therapeutic areas such as oncology, diabetes and cardiovascular. Abacus Pharmaceuticals was founded in 1995 and is based in Lugogo Kampala, Uganda. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1996 |
| PE ASSETS | 127.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Ardian is a mega-sized diversified investment group focused on opportunities worldwide. Ardian invests across and manages funds focused on small and mid-sized buyouts, growth capital financings, mezzanine, infrastructure, real estate, and co-investment opportunities. Ardian's small-buyouts group targets controlling interests in French, German, and Italian businesses valued up to €100 million. It's mid-sized buyout group seeks businesses valued up €1.5 billion and does not have any geographic limitations. The Infrastructure team looks for European opportunities and can commit up to €1 billion per transaction. The Mezzanine group supports junior capital commitments of €5 to €80 million. In addition to direct investing, Ardian also manages various private equity fund-of-funds. Ardian was founded in 1996 and is based in Paris.
| DEAL STATS | # |
|---|---|
| Overall | 328 of 463 |
| Sector: Insurance M&A | 7 of 11 |
| Type: Secondary Buyout M&A Deals | 104 of 154 |
| State: Tennessee M&A | 2 of 2 |
| Country: United States M&A | 46 of 69 |
| Year: 2018 M&A | 16 of 23 |
| Size (of disclosed) | 10 of 68 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-08-06 |
Guala Closures
Alessandria, Italy Guala Closures is a manufacturer of spirits and wine closures through operating in 5 continents with 27 production sites and has a commercial presence in over 100 countries; about 90% of the group's turnover is generated outside of Italy. Guala Closures was founded in 1954 and is based in Alessandria, Italy. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-17 |
IWD
Paris, France IWD offers 2D, 3D, and virtual reality software through its various businesses and supports luxury brands in their retail and merchandising strategies as well as in their training programs. IWD is one of the leading merchandising software publishers that collaborates with more than three hundred leading brands such as L'Oreal, LVMH, VF Corp, Chanel, Nespresso and Shiseido. IWD was founded in 2000 and is based in Paris, France. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2012 |
| PE ASSETS | 10.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Atlas Partners is a Canadian private equity firm focused on acquiring controlling stakes in 'high-quality, market-leading' businesses. Atlas Partners does not have any sector preferences and generally pursues companies with strong management, stable cash-flows, and minimal risk of disintermediation. The Firm's target investment size is $400 million to $1 billion. Atlas Partners was formed in 2012 and is based in Toronto, Ontario.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 12 |
| Sector: Insurance M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 5 of 8 |
| State: Tennessee M&A | 1 of 1 |
| Country: United States M&A | 7 of 11 |
| Year: 2018 M&A | 1 of 2 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-28 |
PADI
Rancho Santa Margarita, California, United States PADI is a scuba diving certification, training and publishing company, serving diving instructors, retailers and individual scuba divers. PADI was founded in 1966 and is based in Rancho Santa Margarita, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-10-29 |
Tecta America
Rosemont, Illinois, United States Tecta America is a provider of commercial roofing services offering installation, replacement, and repair services. It services both local and national accounts across a spectrum of industries and end-markets including industrial, retail / office, non-government institutional, government, multi-family and other. Tecta America was founded in 2000 and is based in Rosemont, Illinois. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1976 |
| PE ASSETS | 267.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
KKR is a global investment firm founded by Jerome Kohlberg, Henry Kravis, and George Roberts. The Firm is separated into several business segments including private markets, public markets, capital markets, and other principal activities. KKR's private equity practice invests in management buyouts, take privates, corporate divestitures, industry consolidations, and partnerships with family-owned companies. KKR will invest in a broad range of industries and companies and will consider businesses throughout North America, Europe, Asia, and Australia/New Zealand. Sectors of interest include chemicals, consumer products, energy and natural resources, financial services, healthcare, industrial, media/communications, retail, and technology. In addition to its traditional principal investment activity business, KKR also invests in infrastructure assets. KKR was formed in 1976 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 119 of 208 |
| Sector: Insurance M&A | 3 of 5 |
| Type: Secondary Buyout M&A Deals | 20 of 36 |
| State: Tennessee M&A | 3 of 5 |
| Country: United States M&A | 56 of 90 |
| Year: 2018 M&A | 16 of 18 |
| Size (of disclosed) | 4 of 39 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-10 |
Clarify Health
San Francisco, California, United States Clarify Health develops software to provide insights to providers, payers, and life sciences companies. Clarify’s healthcare analytics platform allows identifying business opportunities that are hidden from plain sight with on-the-fly exploration of the most comprehensive collection of real-world patient journeys. Clarify Health was founded in 2015 and is based in San Francisco, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-17 |
MMI Holdings
Singapore, Singapore MMI Holdings is a manufacturer of precision machining and assembly components for customers in various industries, such as data storage, photonics, communications, semiconductor equipment, automotive and industrial automation. MMI Holdings was founded in 1989 and is based in Singapore. |
Sell | - |
