Stake Purchase • Financial Services

Crestview Partners Invests In Martin Currie Investment Management

On September 20, 2007, private equity firm Crestview Partners invested in financial services company Martin Currie Investment Management

Investment Context
  • This is Crestview Partners’ 3rd transaction in the Financial Services sector.
  • This is Crestview Partners’ 1st transaction in the United Kingdom.
Investment Fate
  • Martin Currie Investment Management was sold to a publicly-traded strategic buyer in 2014.

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Investment Summary

Date September 20, 2007
Target Martin Currie Investment Management
Sector Financial Services
Investor(s) Crestview Partners
Deal Type Stake Purchase

Target Company

Martin Currie Investment Management

Edinburgh, United Kingdom
Martin Currie is a specialist active equity manager. Headquartered in Edinburgh, Scotland, Martin Currie manages approximately ₤10 billion for 175 clients worldwide. Martin Currie’s product offering includes multi-regional and specialist equity portfolios and hedge funds through both segregated mandates and pooled funds. Martin Currie was founded in 1881 and prior to Crestview’s investment was a 100% employee-owned company.
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Investor Overview 1

Investor

Crestview Partners

New York, New York, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2004
PE ASSETS 10.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Crestview Partners is a private equity firm focused on challenging investment situations. Crestview targets opportunities across a broad range of industries, with a special interest in asset management, media, healthcare and financial service companies. The Firm looks to commit $100 to $250 million of equity capital in transactions valued between $500 million and $3 billion. Crestview Partners was formed in 2004 and is based in New York, New York.


Deal Context for Investor #
Overall 9 of 55
Sector: Financial Services 3 of 9
Type: Stake Purchase 1 of 5
Country: United Kingdom 1 of 3
Year: 2007 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-07-19 ValueOptions

Norfolk, Virginia, United States

ValueOptions, Inc. is a managed behavioral healthcare services company. The company designs and operates behavioral health care services, including mental health, substance abuse, workplace services and employee assistance programs. ValueOptions serves more than 21 million people through publicly funded, federal and commercial contracts and is a leading provider of behavioral health services to the Fortune 100 list of companies.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2009-07-05 Paris Re Holdings

Zug, Switzerland

Paris Re Holdings Ltd. is a property and casualty reinsurer with a global market presence.

Sell $2.0B