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M&A Deal Summary

Montagu Acquires Universal-Investment

On September 15, 2016, private equity firm Montagu acquired financial services company Universal-Investment

Acquisition Highlights
  • This is Montagu’s 2nd transaction in the Financial Services sector.
  • This is Montagu’s 8th transaction in Germany.

M&A Deal Summary
Date 2016-09-15
Target Universal-Investment
Sector Financial Services
Buyer(s) Montagu
Deal Type Buyout (LBO, MBO, MBI)

Target

Universal-Investment

Frankfurt, Germany
Universal-Investment is an independent fund administration service provider supporting the regulatory compliance and efficiency of financial market participants through fund administration services Universal-Investment was founded in 1968 and is based in Frankfurt, Germany.

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Buyer(S) 1

Buyer

Montagu

London, United Kingdom

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1968
PE ASSETS 11.0B EUR
Size Mega
Type Sector Agnostic
DESCRIPTION

Montagu is an independent private equity firm focused on European management buyouts and growth capital transactions. The Firm seeks opportunities valued between €100 million and €1 billion. Sectors of interest include healthcare, medical products, financial services, software, IT, information services, and education. Montagu dates back to 1968 and is based in London.

DEAL STATS #
Overall 91 of 119
Sector: Financial Services M&A 2 of 2
Type: Buyout (LBO, MBO, MBI) M&A Deals 57 of 60
Country: Germany M&A 8 of 8
Year: 2016 M&A 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-05-10 Funeral Partners

Nottingham, United Kingdom

Funeral Partners is a funeral services provider in the UK, with over 130 branches throughout the country. The Company has circa 500 staff and oversees approximately 10,500 funerals per year. Funeral Partners model is based on acquiring independent funeral directors, retaining their heritage - a major asset - and putting in investment, training and improved processes in order to build a brand with a reputation for absolute reliability, trust and quality. Funeral Partners was founded in 2007 and is based in Nottingham, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-10-04 Aqualung Group

Provence-Alpes-Côte d'Azur, France

Aqualung Group engages in manufacturing of equipment for adventure, fitness and safety whether in the water, on land or in the air. Each of company brands services the specific needs of demanding customers through product innovation, worldwide distribution and customer service. Aqualung is dedicated to designing, manufacturing and delivering quality gear for recreational and professional use. Aqualung Group was founded in 1943 and is based in Provence-Alpes-Côte d'Azur, France.

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