Investment Summary

DFO Management and Alberta Investment Management Invest In West Monroe Partners

On November 10, 2021, family office DFO Management and pension Alberta Investment Management invested in business services company West Monroe Partners

Investment Highlights
  • This is DFO Management’s 2nd and Alberta Investment Management’s 2nd transaction in the Business Services sector.
  • This is DFO Management’s 13th and Alberta Investment Management’s 14th transaction in the United States.
  • This is DFO Management’s 1st and Alberta Investment Management’s 1st transaction in Illinois.

Investment Summary
Date 2021-11-10
Target West Monroe Partners
Sector Business Services
Investor(s) DFO Management
Alberta Investment Management
Deal Type Stake Purchase

Target

West Monroe Partners

Chicago, Illinois, United States
West Monroe Partners is a provider of business and technology consultancy services. West Monroe Partners was founded in 2002 and is based in Chicago, Illinois.

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Investor(S) 2

Investor

DFO Management

New York, New York, United States

Investor Investor

Category Family Office
Founded 1998
PE ASSETS 16.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

DFO Management is the private investment vehicle for Michael Dell, founder of Dell Computers. The Firm targets investment opportunities across the US and internationally and is split into several groups. These include Public Equity, Special Opportunities, Private Equity, Real Estate, and Partnerships. The Private Equity group targets transactions that include leveraged and management buyouts, take privates, mezzanine debt and other structured investments, PIPEs and growth equity financings, platform acquisitions and roll-ups, and partnerships with other financial sponsors. DFO looks to commit $100 to $250 million per transaction and prefers investments in non-technology companies. DFO Management was formed in 1998 and is based in New York City.

DEAL STATS #
Overall 14 of 16
Sector (Business Services) 2 of 2
Type (Stake Purchase) 2 of 2
State (Illinois) 1 of 1
Country (United States) 13 of 15
Year (2021) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-06-01 Transaction Network Services

Reston, Virginia, United States

Transaction Network Services is a provider of fast, reliable data communications services for transaction-oriented applications. TNS combines innovation, advanced technology, and industry expertise to provide a range of authorization and communications solutions to support the credit card and ATM transaction processing industry. The Company also provides secure and highly reliable data network services to the telecommunications and securities industries. Transaction Network Services was formed in 1990 and is based in Reston, Virginia.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-13 Airtable

San Francisco, California, United States

Airtable is a connected apps platform that enables teams to modernize their business processes. The company’s low-code tools are used by more than 250,000 organizations globally, including 80% of fortune 100 companies, to power critical departmental workflows including planning product releases, managing global marketing campaigns, and supporting the entire back office of an organization. Airtable was founded in 2012 and is based in San Francisco, California.

Buy -
Investor

Alberta Investment Management

Investor Investor Investor Investor Investor

Category Pension
Founded 2008
PE ASSETS 4.5B CAD
Size Mega
Type Sector Agnostic
DESCRIPTION

Alberta Investment Management Corporation (AIMCo) is a Canadian diversified institutional investment manager serving pension, endowment and government funds in the province of Alberta. In addition to investing in public equities, fixed income, and debt, AIMCo looks to invest in private equity, real estate, timberlands, and infrastructure. AIMCo's private equity group invests in funds and directly in companies throughout North America and Western Europe. Areas of interest include consumer, industrials, business services, financial services, technology, and healthcare. AIMCo is based in Edmonton, with additional offices in Toronto and London.

DEAL STATS #
Overall 28 of 30
Sector (Business Services) 2 of 2
Type (Stake Purchase) 4 of 4
State (Illinois) 1 of 1
Country (United States) 14 of 15
Year (2021) 6 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-01 Washington Analysis

Washington, District of Columbia, United States

Washington Analysis is an independent institutional research firm specializing in identifying risks and opportunities across asset-classes emanating from courts, Congress, and regulators, at both the state and federal levels. The company strives to be predictive in separating headline risk from fundamental changes that have a more pervasive and lasting investment impact. It also keeps an eye towards identifying the non-consensus view and looks to correct widely held misperceptions whenever possible. Washington Analysis was formed in 1973 and is based in Washington DC.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-11 Eolia

Madrid, Spain

Eolia is an independent power producer in the Spanish renewable energy sector, engaged in the development, construction and operation of wind farms and solar photovoltaic plants. Eolia was founded in 2007 and is based in Madrid, Spain.

Sell -
Mergr

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