Investment Summary |
|
|---|---|
| Date | 2003-12-22 |
| Target | MGE UPS Systems SA |
| Sector | Electrical Equipment |
| Investor(s) | Schneider Electric |
| Sellers(s) |
Equistone
Cobalt Capital SAS Intermediate Capital Group |
| Deal Type | Acquisition Financing |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1836 |
| Sector | Electrical Equipment |
| Employees | 155,822 |
| Revenue | 38.2B EUR (2024) |
Schneider Electric is a provider of electricity distribution, automation management and produces installation components for energy management. Schneider Electric develops connected technologies and solutions to manage energy and process in ways that are safe, reliable, efficient and sustainable. Schneider Electric was founded in 1836 and is based in Rueil-Malmaison, France.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 42 |
| Sector: Electrical Equipment M&A | 2 of 14 |
| Type: Acquisition Financing M&A Deals | 1 of 1 |
| Country: France M&A | 1 of 2 |
| Year: 2003 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2003-06-12 |
TAC AB
Malmo, Sweden TAC develops, manufactures and markets HVAC control systems and access & security systems for commercial properties across the world. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2004-03-01 |
Kavlico
Moorpark, California, United States Kavlico Corp. develops and manufactures specialty sensors and transducers for the transportation building equipment. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 9.6B EUR |
| Size | Mega |
| Type | Sector Agnostic |
Equistone is a private equity firm that invests in small to mid-sized companies valued from €50 to €500 million. Equistone targets companies operating in the fields of services, healthcare, financial services, and consumer/travel. The Firm looks to invest €25 to €200 million in a variety of transactions, including buyouts, growth capital financings, recapitalizations, and take privates. Equistone was formed in 1997 and is based in London, United Kingdom.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 206 |
| Sector: Electrical Equipment M&A | 1 of 10 |
| Type: Acquisition Financing M&A Deals | 1 of 5 |
| Country: France M&A | 1 of 62 |
| Year: 2003 M&A | 10 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2003-12-15 |
Preferred Mortgages
Haywards Heath, United Kingdom Preferred Mortgages offers mortgages to borrowers who are able and willing to repay, but whose personal history means that high street lenders are unable to lend, due to the credit scoring techniques that they use. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2003-12-23 |
Albingia
Levallois-Perret, France Albingia is a niche insurance company. Albingia was founded in 1962 and is based in Levallois-Perret, France. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 150M EUR |
| Size | Small |
| Type | Sector Agnostic |
Cobalt Capital SAS is a private equity firm specializing in middle market Leverage buyouts in France. The Firm invests €7 - €30 million of equity per transaction and in conjunction with co-investors can invest up to larger transactions. Prospective businesses typically generate revenues of between €20 - €300 million. It prefers to be the lead investor and take controlling position in its portfolio companies. Specific areas of interest include leisure, consumer goods, business services and general industrials. Cobalt Capital SAS was a spun out of Legal and General Ventures (LGV) and became independent in 2004. Cobalt Capital SAS is based in Paris.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 11 |
| Sector: Electrical Equipment M&A | 2 of 2 |
| Type: Acquisition Financing M&A Deals | 1 of 1 |
| Country: France M&A | 4 of 10 |
| Year: 2003 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-03-01 |
JOA
Lyon, France JOA is a casino operators in France with a national network of 32 medium-sized casinos and an online sports betting platform. JOA was founded in 1948 and is based in Lyon, France. |
Buy | €402M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2005-01-01 |
Cheynet Industries SA
Saint Just Malmont, France Cheynet is a leading manufacturer of elastic fabrics with factories and commercial sites in Europe and in the USA. Its clients are up market manufacturers of lingerie apparels like Dim, Wacoal or Chantelle. Cheynet developed its revenues through organic growth and through small add-on acquisitions in niche markets where it holds strong positions. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1989 |
| PE ASSETS | 74.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Intermediate Capital Group (ICG) is a global mezzanine finance firm. IGC looks to provide junior capital to support a wide range of transactions, including buyouts, debt restructurings, and development financing. The Firm generally invests alongside financial sponsors and management teams in transactions valued from €250 million to €1 billion. ICG was formed in 1989 and is headquartered in London.
| DEAL STATS | # |
|---|---|
| Overall | 32 of 225 |
| Sector: Electrical Equipment M&A | 2 of 8 |
| Type: Acquisition Financing M&A Deals | 1 of 6 |
| Country: France M&A | 10 of 59 |
| Year: 2003 M&A | 6 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2003-12-01 |
Global Garden Products
Castelfranco Veneto, Italy Global Garden Products provides a powered garden equipment market leader with a particularly strong position in Italy, Scandinavia and the UK. Global Garden Products was founded in 2000 and is based in Castelfranco Veneto, Italy. |
Buy | €480M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2004-01-01 |
Simple Health & Beauty
West Midlands, United Kingdom Simple Health & Beauty Ltd.(formerly Accantia) is a health & beauty business in Uk. |
Buy | €229M |
