M&A Deal Summary |
|
|---|---|
| Date | 2005-12-28 |
| Target | LPL Financial |
| Sector | Financial Services |
| Buyer(s) |
The Carlyle Group
TPG Hellman & Friedman Crescent Capital Partners |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Deal Value | 2.5B USD |
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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 STATS | # |
|---|---|
| Overall | 209 of 744 |
| Sector (Financial Services) | 7 of 48 |
| Type (Buyout (LBO, MBO, MBI)) | 93 of 220 |
| State (California) | 24 of 55 |
| Country (United States) | 122 of 349 |
| Year (2005) | 32 of 32 |
| Size (of disclosed) | 33 of 137 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-12-19 |
Taiwan Broadband Communications
Taipei, Taiwan Taiwan Broadband Communications Co. Ltd. was Taiwan's first professionally operated multiple-systems operator and was the third largest cable television MSO in Taiwan. |
Sell | AU$1.2B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-01-01 |
Vidéotron Telecom
Montreal, Quebec, Canada Vidéotron Telecom Ltée was a facilities-based competitive local exchange carrier providing local, long distance, Internet access and data services to businesses in the province of Quebec, Canada. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1992 |
| PE ASSETS | 137.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
TPG Capital is a global, mega-sized private investment firm that manages a family of funds focused on private equity, real estate, venture capital, public equity and debt investing. TPG invests in opportunities across a broad range of industries and geographies. TPG generally seeks to invest in established businesses that can benefit from the Firm's operational experience and connections. Industries of interest include consumer, retail, healthcare, industrials, digital media, natural resources, energy, real estate, technology, and software. TPG was formerly known as Texas Pacific Group and was originally established in 1992 by David Bonderman, James Coulter and William Price. The Firm is based in Forth Worth, Texas with additional offices in Europe, Asia, and Australia.
| DEAL STATS | # |
|---|---|
| Overall | 69 of 421 |
| Sector (Financial Services) | 3 of 25 |
| Type (Buyout (LBO, MBO, MBI)) | 14 of 47 |
| State (California) | 16 of 85 |
| Country (United States) | 50 of 276 |
| Year (2005) | 15 of 15 |
| Size (of disclosed) | 33 of 105 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-12-18 |
Ariel Re
Hamilton, Bermuda Ariel Re is a reinsurance company based in Bermuda that underwrites a global portfolio of insurance and reinsurance business through offices in London, Bermuda, Atlanta and Kansas City. Ariel Re was founded in 2005 and is based in Hamilton, Bermuda. |
Buy | $1.0B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-01-01 |
China Grand Automotive Service
Shanghai, China China Grand Auto is one of the three largest auto dealership networks in China with over 10 "4S" dealerships (vehicle Sales, Spare parts, Service and customer Survey) and over 10 showroom facilities. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 50.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Hellman & Friedman (H&F) is a large private equity firm on the West Coast of the US. H&F focuses on control and minority investments in a variety of transaction structures and will consider opportunities across the US and Europe. H&F seeks buyouts and business in need of restructurings that operate in defensible markets with predictable revenue and earnings growth. Target sectors include financial services, healthcare, indusrial, energy, insurance, media, marketing, professional services, software, and information services. H&F's target equity investment size is $300 million to $1 billion. Hellman & Friedman was formed in 1984 and has offices in San Francisco, New York City, and London.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 88 |
| Sector (Financial Services) | 3 of 12 |
| Type (Buyout (LBO, MBO, MBI)) | 4 of 15 |
| State (California) | 4 of 11 |
| Country (United States) | 15 of 61 |
| Year (2005) | 3 of 3 |
| Size (of disclosed) | 15 of 39 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-11-25 |
Formula One World Championship
Knightsbridge, United Kingdom Formula One World Championship Ltd. is an organizer of racing championship, including the right to stage and promote the events, to sell broadcast footage (via Formula One Administration, and to offer sponsorship and hospitality packages (via APM and Allsport Management). |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-02-02 |
NRG
Houston, Texas, United States NRG is a wholesale power generation company. NRG engages in the ownership, development, construction, and operation of power generation facilities; the transacting in and trading of fuel and transportation services; and the trading of energy, capacity and related products in the US and select international markets. NRG was formed in 1989 and is based in Houston, Texas. |
Sell | USD4.4B |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 2.5B AUD |
| Size | Large |
| Type | Sector Agnostic |
Crescent Capital Partners is a private equity firm focused on mid-sized company investments in Australia and New Zealand. The Firm does not have any sector preferences and looks to be a 'hands on' investor in assisting portfolio companies with strategy and operation support. Crescent Capital is based in Sydney.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 15 |
| Sector (Financial Services) | 2 of 2 |
| Type (Buyout (LBO, MBO, MBI)) | 4 of 9 |
| State (California) | 1 of 1 |
| Country (United States) | 1 of 3 |
| Year (2005) | 3 of 3 |
| Size (of disclosed) | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-07-01 |
Valley Longwall International Pty
Sydney, Australia Specialist provider of underground coal mining equipment and services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-09-01 |
Double E
West Bridgewater, Massachusetts, United States Double E is a manufacturer of highly-engineered components for web converting applications. The company's product offering includes critical wear components such as chucks, brakes, shafts, slitters, web guides, core cutters, and roll movers. These products secure, straighten, apply tension, cut, and move rolled raw materials through continuous manufacturing processes. Double E was established in 1972 and is headquartered in West Bridgewater, Massachusetts. |
Buy | - |
