19 raymond james financial inc. 2728 68 18 kpmg 2749 162 ... 2018 full version_4.pdf · auto...

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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 $500m Advisor Ranking Based on value Excluding Equity Carveouts, Withdrawn Deals & Open Market Repurchases Rank Financial Advisor Ranking Value ($m) # of Deals 1 Goldman Sachs & Co 10764 106 2 JP Morgan 8974 85 3 Morgan Stanley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

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.