M&A Deal Summary |
|
|---|---|
| Date | 2009-09-24 |
| Target | Funeral Partners |
| Sector | Consumer Services |
| Buyer(s) | August Equity |
| Sellers(s) |
Octopus Investments
Aberdeen Asset Management |
| Deal Type | Secondary Buyout |
| Deal Value | 23M GBP |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 350M GBP |
| Size | Middle-Market |
| Type | Sector Agnostic |
August Equity is a private equity firm that provides capital for management buyouts, buy-ins, growth financings, and recapitalizations of small and medium-sized UK-based companies. August Equity targets growth companies with strong cash-flow operating within four sectors. These include healthcare, media/technology, industrial products and services, and consumer products and services. August Equity looks to commit £10 to £50 million per transaction. August Equity was formed in 2001 and is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 48 |
| Sector (Consumer Services) | 1 of 10 |
| Type (Secondary Buyout) | 3 of 8 |
| Country (United Kingdom) | 16 of 45 |
| Year (2009) | 1 of 1 |
| Size (of disclosed) | 6 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-09-01 |
Accura Support Services
Midlands, United Kingdom Accura Support Services Limited is a Midlands based provider of highly specified mission critical components principally to the oil and gas and aerospace sectors. Accura operates as two separate divisions: supply chain services under the brands Linvic and Concept and technical contract services under the brands Accura Geometric and Accura Geneva. |
Buy | £37M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-12-01 |
Hat Trick Productions
London, United Kingdom Hat Trick was one of the UK's leading independent television production companies, specialising in comedy, drama and light entertainment programming. Since the business was founded in 1986, it was at the forefront of its sector with regards to the ownership and exploitation of intellectual property rights. |
Sell | - |
| Category | Asset Manager |
|---|---|
| Founded | 2000 |
| PE ASSETS | 8.3B GBP |
| Size | Mega |
| Type | Sector Agnostic |
Octopus Investments Limited 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 £250k 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 STATS | # |
|---|---|
| Overall | 4 of 27 |
| Sector (Consumer Services) | 1 of 1 |
| Type (Secondary Buyout) | 2 of 6 |
| Country (United Kingdom) | 4 of 25 |
| Year (2009) | 1 of 1 |
| Size (of disclosed) | 6 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-09-21 |
Getoptics
Nether Poppleton, United Kingdom Getoptics Ltd is an online retailer of contact lenses in the UK. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-12-17 |
Coal Grill and Bar
London, United Kingdom Coal Grill and Bar is a successful casual dining restaurant chain serving freshly prepared char grilled food in a welcoming and modern atmosphere. The restaurants feature an open plan kitchen and a comfortable bar area where customers can enjoy a snack, cocktail or drink. Many of the venues feature dedicated outdoor seating areas providing an alfresco dining opportunity. The company prides itself on high levels of service and food quality. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1983 |
| Sector | Financial Services |
Aberdeen Asset Management is a full-service, pure-play asset management group, focused on meeting the worldwide investment needs of institutions, private investors and the advisers who serve them. Company manage investment across the full spectrum of asset classes and geographic markets – including equities, fixed income, property and alternative assets.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector (Consumer Services) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 2 |
| Country (United Kingdom) | 1 of 1 |
| Year (2009) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-01-09 |
Funeral Partners
Nottingham, United Kingdom Funeral Partners is a funeral services provider in the UK, with over 130 branches throughout the country. The Company has circa 500 staff and oversees approximately 10,500 funerals per year. Funeral Partners model is based on acquiring independent funeral directors, retaining their heritage - a major asset - and putting in investment, training and improved processes in order to build a brand with a reputation for absolute reliability, trust and quality. Funeral Partners was founded in 2007 and is based in Nottingham, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-02-14 |
Artio Global Investors
New York, New York, United States Artio Global Investors Inc. ("Artio"), a publicly listed asset management holding company. |
Buy | $175M |
