19 raymond james financial inc. 2728 68 18 kpmg 2749 162 20 … · 2018. 11. 1. · stas michael....

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Consumer In H1 2018 Mergers Alliance advised 39 deals worldwide with a total value of USD 1826 million In H1 2018 Mergers Alliance completed 39 M&A deals for over USD 1826 million. In Europe, we advised on 27 transactions valued at USD 1433 million Average disclosed deal value in H1 2018 was USD 48 million, up from USD 36 million in same period 2017. 22% of Mergers Alliance transactions were cross-border. The mid-market remains Mergers Alliance’s core focus. A majority of deals were in the value range of USD10 million to USD 200 million. Our teams in Italy and Peru completed 2 transactions with a value above USD 200 million. Deal activity in Mergers Alliance reflects that the Industrials and Technology sectors are the most active with respectively 10 and 7 closed transactions. The largest transactions in terms of deal value were completed within the Business Service (logistics) and TMT (telecommunications). Source: Thomson Reuters M&A transactions by sector 5 3 6 4 10 4 7 Business Services Fin. Services Consumer Energy Healthcare Industrials TMT H1 2018 Highlights Mergers Alliance welcomes the Amsterdam based OXEYE Advisors OXEYE Advisors, is an independent partner-led corporate finance advisory firm with a focus on mid-market M&A transactions in the Benelux. The partners of OXEYE Advisors have held senior positions at leading investment banking and M&A advisory firms and bring extensive experience in cross-border transactions. . Since its inception in 2014, OXEYE Advisors has completed more than 20 transactions with an aggregate deal value in excess of EUR 1 billion. Aurignac Finance, from France, joins Mergers Alliance Since its foundation in 2004, Aurignac Finance offers investment banking services to French and European companies in the mid-market. Based on the highest ethical standards, its advisory services include customized deals relative to equity, structured financing and complex situations such as carve-out and companies under administration. Since 2014, its seven professionals have advised more than 20 deals in France and Europe helping its clients to achieve the best full value of their businesses, grow and diversify, sell strategic assets, operate in foreign markets and gain sector leadership. Worldwide Deals < $500m Advisor Ranking Based on value Excluding Equity Carveouts, Withdrawn Deals & Open Market Repurchases Rank Financial Advisor Ranking Value ($m) # of Deals 1 Goldman Sachs & Co 10764 106 2 JP Morgan 8974 85 3 Morgan Stanley 7666 85 4 Credit Suisse 7129 56 5 Evercore Partners 6865 65 6 Citi 6510 66 7 Lazard 5908 84 8 Houlihan Lokey 5813 101 9 Jefferies LLC 5248 58 10 Rothschild & Co 5156 150 11 Barclays 4975 63 12 Bank of America Merrill Lynch 4853 53 13 UBS 4348 55 14 Industrial & Comm Bank China 4079 74 15 Ernst & Young LLP 3876 116 16 Nomura 2846 48 17 PricewaterhouseCoopers 2799 119 18 KPMG 2749 162 19 Raymond James Financial Inc. 2728 68 20 Deloitte 2721 101 21 Sumitomo Mitsui Finl Grp Inc 2215 110 22 MERGERS ALLIANCE 1876 39 23 William Blair & Co 1224 55 24 Mizuho Financial Group 1215 78 25 IMAP 1049 82 26 Lincoln International 947 59 27 Oaklins 940 72 28 Clairfield International 222 56 1/1/2018 - 31/06/2018

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  • Consumer

    In H1 2018 Mergers Alliance advised 39 deals

    worldwide with a total value of USD 1826 million

    ▪ In H1 2018 Mergers Alliance completed 39

    M&A deals for over USD 1826 million. In

    Europe, we advised on 27 transactions

    valued at USD 1433 million

    ▪ Average disclosed deal value in H1 2018 was

    USD 48 million, up from USD 36 million in

    same period 2017. 22% of Mergers Alliance

    transactions were cross-border.

    ▪ The mid-market remains Mergers Alliance’s

    core focus. A majority of deals were in the

    value range of USD10 million to USD 200

    million. Our teams in Italy and Peru

    completed 2 transactions with a value above

    USD 200 million.

    ▪ Deal activity in Mergers Alliance reflects that

    the Industrials and Technology sectors are the

    most active with respectively 10 and 7 closed

    transactions. The largest transactions in terms

    of deal value were completed within the

    Business Service (logistics) and TMT

    (telecommunications).Source: Thomson Reuters

    M&A transactions by sector

    5

    3

    6

    410

    4

    7

    Business Services

    Fin. Services

    Consumer

    Energy

    Healthcare

    Industrials

    TMT

    H1 2018 Highlights

    Mergers Alliance

    welcomes the

    Amsterdam based

    OXEYE Advisors

    OXEYE Advisors, is an independent

    partner-led corporate finance advisory firm

    with a focus on mid-market M&A

    transactions in the Benelux. The partners

    of OXEYE Advisors have held senior

    positions at leading investment banking

    and M&A advisory firms and bring

    extensive experience in cross-border

    transactions. . Since its inception in 2014, OXEYE

    Advisors has completed more than 20

    transactions with an aggregate deal value

    in excess of EUR 1 billion.

    Aurignac Finance,

    from France, joins

    Mergers Alliance

    Since its foundation in 2004, Aurignac

    Finance offers investment banking services

    to French and European companies in the

    mid-market. Based on the highest ethical

    standards, its advisory services include

    customized deals relative to equity,

    structured financing and complex situations

    such as carve-out and companies under

    administration.

    Since 2014, its seven professionals have

    advised more than 20 deals in France and

    Europe helping its clients to achieve the

    best full value of their businesses, grow

    and diversify, sell strategic assets, operate

    in foreign markets and gain sector

    leadership.

    Worldwide Deals < $500m Advisor Ranking

    Based on value

    Excluding Equity Carveouts, Withdrawn Deals & Open Market Repurchases

    Rank Financial Advisor

    Ranking Value

    ($m) # of Deals

    1 Goldman Sachs & Co 10764 106

    2 JP Morgan 8974 85

    3 Morgan Stanley 7666 85

    4 Credit Suisse 7129 56

    5 Evercore Partners 6865 65

    6 Citi 6510 66

    7 Lazard 5908 84

    8 Houlihan Lokey 5813 101

    9 Jefferies LLC 5248 58

    10 Rothschild & Co 5156 150

    11 Barclays 4975 63

    12 Bank of America Merrill Lynch 4853 53

    13 UBS 4348 55

    14 Industrial & Comm Bank China 4079 74

    15 Ernst & Young LLP 3876 116

    16 Nomura 2846 48

    17 PricewaterhouseCoopers 2799 119

    18 KPMG 2749 162

    19 Raymond James Financial Inc. 2728 68

    20 Deloitte 2721 101

    21 Sumitomo Mitsui Finl Grp Inc 2215 110

    22 MERGERS ALLIANCE 1876 39

    23 William Blair & Co 1224 55

    24 Mizuho Financial Group 1215 78

    25 IMAP 1049 82

    26 Lincoln International 947 59

    27 Oaklins 940 72

    28 Clairfield International 222 56

    1/1/2018 - 31/06/2018

    http://oxeyeadvisors.com/https://www.aurfi.com/about-us

  • Mergers Alliance Activity Highlights H1 2018

    Business Services

    Consumer

    MA Peru co-advised

    Andino Investments

    Company sale

    Multi asset platform for

    maritime, logistic and port

    businesses

    MA UK advised

    ITM

    Data services provider to the

    pensions industry

    Management buyout

    MA UK advised

    Knadel

    Investment management

    consultancy

    Management buyout

    MA Benelux advised

    BALR..

    Debt Advisory

    Luxury lifestyle brand

    MA Canada advised

    River Cree

    USD 276 Senior

    credit facilities

    Casino, hotel and sports and

    entertainment complex

    Company sale of Orlando

    Marconi Trasporti & Marconi

    Freddeuropa

    Frozen products transport

    and logistics

    MA Italy advised

    Gruppo Marconi

    Company sale

    Sportive footwear

    MA Italy advised

    Atlantic Stars

    Company sale

    Spring water bottling

    MA Italy advised

    Fonti Alta Valle Po

    Private

    Investors

    Acquisition

    Testing, inspection &

    certification

    MA Italy advised

    Socotec

    Kitchenware manufacturer

    MA India

    advised Nirlep

    Company sale Debt Advisory

    Jeans & trousers designers

    MA Italy advised

    Jacob Cohen

    Company sale

    Private hire vehicles (PHV)

    MA Spain advised

    ARES Mobile

    Acquisition of a foodservice

    distributor for catering market

    Foodservice distribution

    MA France advised

    Groupe Pomona

    LMR

  • Mergers Alliance Activity Highlights H1 2018

    Healthcare

    MA Canada advised

    Pivot

    Development capital

    Cannabis based therapeutic

    pharmaceuticals and

    nutraceuticals

    Company sale

    Dietary products and food

    supplements

    MA Italy advised

    Pharcoterm

    Company sale

    Food supplements

    MA Italy advised

    Natural Point

    ADJUVAQ INTERNATIONAL

    Company sale

    Sponin-based adjuvant

    technology developers

    MA Sweden advised

    Adjuvaq

    Undisclosed heath

    specialist

    TMT

    MA Canada advised

    BEST

    Sale of PrefSuite Division

    Architectural engineering IT services provider

    News publishing group

    MA UK

    advised CN Group

    Company sale

    Unified communication

    solutions

    MA India

    advised Enkay

    Sale of unified communication

    divisionCompany sale

    Development and sale of

    accessories for smartphones

    and tablets

    MA Italy advised

    Cellularline

    Financial Services

    Company sale

    Natural personal care

    MA Italy advised

    Equilibra

    MA Canada acted as

    valuation advisor

    Valuation Advisor on the

    Merger and Creation of

    Financial Services providers

  • Mergers Alliance Activity Highlights H1 2018

    Industrials

    Auto electrical and wiring

    harness manufacturing

    MA India

    advised Dhoot

    Acquisition

    MA India advised

    both parts

    Company sale

    Minority stake

    Specialty chemicals

    manufacturer

    Financial Services LLP

    MA Finland

    advised Conlog

    Company sale

    Designer, manufacturer of

    products for the defense and

    security fields

    MA Benelux advised

    Airopack.

    Debt advisory

    Plastic packaging

    Debt advisory

    Exhaust, suction and metal

    stamping systems for the

    automotive sector

    MA Italy advised

    Cornaglia

    Debt advisory

    Design, production and

    commercialization of luxury

    yachts

    MA Italy advised

    Azimut Benetti

    Debt advisory

    Specialty construction

    chemicals

    MA Italy advised

    Vinavil

    MA Peru advised

    Steve Dixon (CEO)

    Leveraged

    Management Buyout

    Mining contractor in Latam

    MA UK advised

    JLEN

    Acquisition

    Environmental Asset

    Investor

    Icknield Farm

    Energy & Natural Resources

    Debt Advisory

    Producer of thermoelectric

    power plants

    MA Italy advised

    Ansaldo Energia

    Company sale

    Aerospace connectivity

    systems

    MA France advised

    ATI-Interco

    Development capita

    Greenfield project finance

    Renewable energy, biomass

    production infrastructure

    MA France advised

    Europeenne Biomasse

    MA Switzerland

    advised Grapha

    Acquisition

    Design, and manufacturing of

    high quality lock systems

    GRAPHA-HOLDINGAG

  • Stas Michael

    Managing Director

    Tlf: +44 7866030464

    [email protected]

    Miriam Serrano

    Marketing Manager

    Tlf: +34 91 5901660

    [email protected]

    Mergers Alliance Activity Highlights H1 2018

    The assets to be acquired represent a

    multi asset platform of maritime, logistic

    and port companies. In addition to

    Cosmos, the transaction includes 100% of

    its subsidiaries Neptunia S.A. and Triton

    Transport S.A., and 50% of Terminales

    Portuarios Euroandinos Paita S.A., the

    second largest port in Peru measured by

    container traffic.

    This acquisition represents an extension

    of the footprint of DP World in Latin

    America that will allow them to offer

    improved logistic solutions to customers

    and more container capacity. increasing

    its portfolio in up to 6 operating terminals

    across Latin America.

    MA Peru co-advised Andino Investment Holding on its sale of 100% of its

    shares in Cosmos Agencia Maritima to DP World Peru for USD 315.7 m.

    Equilibra is a leading player in nutritional

    supplements in Italy and has a growing

    presence in the ‘natural’ personal care

    segments, offering Skin Care and Hair

    Care products. Unilever and Equilibra will

    leverage their complementary expertise to

    grow the Equilibra business, bringing

    sustainability, wellness and the Italian

    spirit to Unilever’s international markets

    MA Italy advised the shareholders of Equilibra in the sale of the company to

    Unilever plc

    Equilibra will be run as a standalone

    business with the continued presence of the

    Bianco Family and the current management

    team. Marco Bianco will be leading the

    business as CEO from its headquarter in

    Turin, and Franco Bianco will be Honorary

    Chairman.