Investment Summary

Australis Partners Invests In Alianza

On November 6, 2018, private equity firm Australis Partners invested in financial services company Alianza from Advent International

Investment Highlights
  • This is Australis Partners’ 1st transaction in the Financial Services sector.
  • This is Australis Partners’ 2nd transaction in Colombia.

Investment Summary

Date 2018-11-06
Target Alianza
Sector Financial Services
Investor(s) Australis Partners
Sellers(s) Advent International
Deal Type Stake Purchase

Target

Alianza

Bogotá, Colombia
Alianza is a diversified financial services platform with over 60 years of experience in the sector and US$18+ billion in clients’ assets. Alianza has four (4) principal business lines: asset management (~45% of 2018 revenues), trust & custody services (~35%), brokerage and private equity fund administration services. Alianza was founded in 1986 and is based in Bogotá, Colombia.

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Investor(S) 1

Investor
DESCRIPTION

Australis Partners is a private equity firm that seeks investment opportunities throughout Latin America, with an emphasis on investing in companies throughout Mexico, Columbia, Peru, and Chile. The Firm looks for businesses that benefit from increasing consumer demand, improved educations, and as well as enhanced and expanded local infrastructure. Australis Partners was formed in 2014 and is based in New York City.


DEAL STATS #
Overall 4 of 7
Sector (Financial Services) 1 of 1
Type (Stake Purchase) 1 of 1
Country (Colombia) 2 of 2
Year (2018) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-08-30 The Reve Group

Colombia

The Reve Group is a Colombian retailer in the discount grocery sector and consumer foodservice business which operates under its flagship banners “Justo y Bueno” and “Tostao”. Reve is a fast-growing company that is uniquely positioned to capitalize on the expansion and modernization of the Colombian food retail sector. Reve Group operations are comprised of two main business units: (i) a discount supermarket chain (“Justo & Bueno”) providing high-quality consumer staples at the lowest prices; and (ii) a specialty coffee chain (“Tostao”) that offers low-priced, high-quality coffee and baked goods as well as cold beverages and ready-to-eat meals. The Reve Group was founded in 2015 and is based in Colombia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-29 GALÉNICA

Santiago, Chile

GALÉNICA is a vitro diagnostics (IVD) player in Chile with more than 30-years of experience in the import, distribution, commercialization and post-sale services of medical equipment and reagents through its global brand partnerships. The Company has multinational distribution partnerships related to medical equipment and supplies for clinical diagnosis, molecular biology, blood bank, quality control and biotechnology. GALÉNICA was founded in 1985 and is based in Santiago, Chile.

Buy -

Seller(S) 1

SELLER

Advent International

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1984
PE ASSETS 76.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Advent is a global private equity firm that targets investments in North America, Europe, Asia, and Latin America. Advent's emerging market efforts are concentrated in Central Europe and Latin America. Advent seeks transactions valued between $50 million and $5 billion and can commit up to $2 billion of equity capital per investment. Broad areas of interest include business & financial services, retail & consumer, technology, media, & telecoms, healthcare & life sciences, and industrial. Prospective transaction types include buyouts, growth capital financings, take privates, and recapitalizations. Advent was formed in 1984 and is based in Boston, Massachusetts.


DEAL STATS #
Overall 179 of 222
Sector (Financial Services) 20 of 25
Type (Stake Purchase) 7 of 8
Country (Colombia) 1 of 2
Year (2018) 9 of 10
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-10-30 noosa

Bellvue, Colorado, United States

noosa is a manufacturer and marketer of premium whole-milk, Australian-style yogurt products, known for its rich, creamy texture and unique flavors. noosa was founded in 2009 and is based in Bellvue, Colorado.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-12-27 KMD A/S

Ballerup, Denmark

KMD A/S is a provider of IT software solutions and services to the Danish municipalities and central government. KMD was formed in 1972 and is based in Ballerup, Denmark.

Sell kr.8.0B