M&A Deal Summary

Marlowe Acquires Optima Health

On January 20, 2022, Marlowe acquired healthcare services company Optima Health from CBPE Capital for 135M GBP

Acquisition Highlights
  • This is Marlowe’s 1st transaction in the Healthcare Services sector.
  • This is Marlowe’s largest (disclosed) transaction.
  • This is Marlowe’s 23rd transaction in the United Kingdom.

M&A Deal Summary
Date 2022-01-20
Target Optima Health
Sector Healthcare Services
Buyer(s) Marlowe
Sellers(s) CBPE Capital
Deal Type Add-on Acquisition
Deal Value 135M GBP

Target

Optima Health

Redditch, United Kingdom
Optima Health is a provider of technology-enabled Occupational Health services in the UK, is consistent with the Group's strategy to become the leader in the Occupational Health sector, a core compliance market for Marlowe within its Governance, Risk & Compliance ("GRC") division. Optima Health was formed in 1991 and is based in Redditch, Worcestershire.

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Buyer(S) 1

Buyer

Marlowe

London, United Kingdom
Category Company
Founded 2015
Sector Business Services
Employees5,370
Revenue 466M GBP (2023)
DESCRIPTION

Marlowe is an AIM-listed company formed to create sustainable shareholder value through the acquisition and development of businesses in the outsourced business service sector with a focus on those that provide critical asset maintenance services in the UK. Company are currently focused on fire protection, security systems and water treatment services - which are essential to customers' operations and invariably governed by regulation, and where customers require a single specialist outsourced provider with nationwide coverage. Marlowe was founded in 2015 and is based in London, United Kingdom.

DEAL STATS #
Overall 23 of 23
Sector (Healthcare Services) 1 of 1
Type (Add-on Acquisition) 22 of 22
Country (United Kingdom) 23 of 23
Year (2022) 1 of 1
Size (of disclosed) 1 of 16
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-10-29 Ellis Whittam

Aldford, United Kingdom

Ellis Whittam Ltd. provides high quality, fixed fee Employment Law, HR, and Health & Safety services to UK employers. The company's Employment Law clients are supported by a named, highly qualified adviser but there is no clock watching and charging by the hour as with traditional law firms. Its Health & Safety service also offers unlimited support for a fixed fee. Clients are supported by a local Ellis Whittam Health & Safety Consultant who performs a General Risk Assessment, prepares the appropriate Action Plan, Handbook and Policies, and, crucially, Ellis Whittam was formed in 2004 and is based in Aldford, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-02-01 Marlowe - Governance Risk & Compliance software and services assets

London, United Kingdom

Marlowe's Governance, Risk & Compliance software and services assets (GRC) provides software and tech-enabled services to manage business risks and ensure customers remain compliant with legal & regulatory standards.

Sell £430M

Seller(S) 1

SELLER

CBPE Capital

London, United Kingdom

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1984
PE ASSETS 1.3B GBP
Size Large
Type Sector Agnostic
DESCRIPTION

CBPE Capital is a private equity firm that seeks investments in mid-sized UK-based businesses. CBPE focuses on transactions valued at between £25 million and £150 million and will consider opportunities in a variety of industries. Sectors of interest include support services (inspection testing, training/education, oil/gas services, business process outsourcing, IT, environmental services, utility services); transportation/distribution (transport infrastructure, transport services, wholesale and distribution); consumer (food/beverage, household products, media, retail); industrial (chemicals, building products, electronics/engineering, paper, packaging, aerospace/defense, automotive, capital goods); healthcare (pharmaceuticals, medical products, diagnostics); and leisure (restaurants, gaming, holiday parks, cinemas, hotels). CBPE was formed in 1984 and is based in London.

DEAL STATS #
Overall 37 of 39
Sector (Healthcare Services) 3 of 4
Type (Add-on Acquisition) 9 of 9
Country (United Kingdom) 36 of 38
Year (2022) 1 of 2
Size (of disclosed) 11 of 21
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-19 Direct Commercial Group

Essex, United Kingdom

Direct Commercial Group is a commercial motor insurance specialist. As a full-service MGA (Managing General Underwriter/ Agent), DCG provides underwriting services, offers policy administration and in-house claims handling. Direct Commercial Group was founded in 2002 and is based in Essex, England.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-21 Rodericks Dental

Northampton, United Kingdom

Rodericks Dental is a provider of NHS, private and specialist dental services and owns 71 practices in England and Wales. Rodericks Dental was founded in 1984 and is based in Northampton, United Kingdom.

Sell -
Mergr

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Company

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