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INSIGHT: US LBO Activity in the Midwest

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INSIGHT: US LBO Activity in the Midwest 42 | BUYOUTS | July 25, 2016 www.buyoutsnews.com INSIGHT: U.S. LBO Activity in the Midwest The following tables reflect closed deals by U.S. buyout firms in the Midwest region of the U.S. The report covers: Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota and Wisconsin. The source for the data is Thomson One, a product of Thomson Reuters. Please contact Paul Centopani at [email protected] with questions or comments. Number of Deals by U.S. Sponsors, 2006 - 2016 2,500 350 Midwest All Deals 1,922 1,988 300 2,000 1,683 1,632 1,558 250 1,465 1,500 1,268 1,254 200 1,117 310 889 150 Midwest All Deals 1,000 284 774 288 235 235 245 204 207 100 169 500 140 106 50 0 0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 There were 15,550 transactions worldwide by U.S.-based buyout firms with a total disclosed valuation of about $2 trillion from Jan. 1, 2006 through July 7, 2016. From this tally, 2,423 transactions took place in the Midwest and those with reported financial details combined for about $255 billion. Deal Volume by U.S. Sponsors, 2006 - 2016 (US$B) 700 140 $603.0 Midwest All Deals 600 120 500 100 400 80 $317.8 300 60 Midwest All Deals $160.5 $160.6 $157.2 200 40 $125.5 $126.2 $116.0 $87.3 $94.9 100 $38.0 20 $35.6 $120.3 $5.0 $4.6 $12.5 $9.2 $13.4 $15.4 $21.2 $15.9 $1.8 0 0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Within the LBO Deals done by U.S.-based firms in the Midwest from 2006 to 2016, Industrials led the way. The sector accounted for 150 of the 658 deals (22.8 percent). The High Technology sector came in second with 98 deals (14.9 percent) and Consumer Products and Services followed in third with 91 deals (13.8 percent). LBO Deals in the Midwest (2006 - 2016) Sector Number of Deals Percent Industrials Industrials 585 24.1% Consumer Products and Services Consumer Products and Services 336 13.9% Materials Materials 315 13.0% High Technology High Technology 289 11.9% Healthcare Healthcare 222 9.2% Media and Entertainment Media and Entertainment 138 5.7% Consumer Staples Consumer Staples 138 5.7% Financials Financials 124 5.1% Retail Retail 120 5.0% Energy and Power Energy and Power 90 3.7% Real Estate Real Estate 39 1.6% Telecommunications Telecommunications 24 1.0% Government and Agencies Government and Agencies 3 0.1% Total 2,423 100.0% www.buyoutsnews.com July 25, 2016 | BUYOUTS | 43 INSIGHT: U.S. LBO Activity in the Midwest Ten Largest LBO Deals By U.S.-Based Sponsors in the Midwest U.S. (2006 to 2016) Date Target Name Target Website Value ($Mil) Business Description Acquirer(s) Acquirer Ultimate Parent State 02/09/07 Equity Office Properties Illinois www.equityoffice.com 37,711.616 REITs Blackstone Group LP Blackstone Group LP Trust 07/11/07 Biomet Inc Indiana www.biomet.com 9,443.589 Healthcare Equipment & LVB Acquisition Inc LVB Acquisition Inc Supplies 11/30/06 General Motors Michigan www.gmacfs.com 7,853.000 Credit Institutions FIM Holdings LLC FIM Holdings LLC Acceptance Corp 08/03/07 Chrysler Group Michigan www.daimlerchrysler.com 7,400.000 Automobiles & Components Cerberus Capital Management LP Cerberus Capital Management LP 12/21/07 Manor Care Inc Ohio www.hcr-manorcare.com 7,028.243 Healthcare Providers & The Carlyle Group LLC The Carlyle Group LP Services (HMOs) 10/12/07 CDW Corp Illinois www.cdw.com 6,830.717 Computers & Peripherals Madison Dearborn Partners LLC Madison Dearborn Partners LLC 11/13/07 Nuveen Investments Inc Illinois www.nuveen.com 6,249.826 Asset Management Windy City Acquisition Corp Windy City Acquisition Corp 08/07/07 Allison Transmission Indiana www.allisontransmission.com 5,575.000 Machinery Investor Group Investor Group of The Carlyle Group and Onex Corporation 12/11/15 Strategic Hotels & Illinois www.strategichotels.com 5,554.049 REITs Blackstone RE Partners VIII LP Blackstone Group LP Resorts Inc 07/24/07 ServiceMaster Co Illinois www.servicemaster.com 5,080.009 Professional Services CDRSVM Acquisition Co Inc CDRSVM Acquisition Co Inc Ten Largest M&A Exits By U.S.-Based LBO Sponsors in the Midwest U.S. (2006 to 2016) Date Target Ultimate Parent Target Name Target State Value ($mln) Website Industry Acquirer(s) 02/27/2015 Blackstone Group LP IndCor Properties Inc Illinois 8,100.000 www.indcor.com Investment & Commodity Investor Group of Global Firms,Dealers,Exchanges Logistic Properties Ltd and GIC Pte Ltd 04/01/2011 Cerberus Capital Chrysler Financial Corp Michigan 6,300.000 www.chryslerfinancial.com Credit Institutions TD Bank NA Management LP 10/01/2014 Madison Dearborn Nuveen Investments Illinois 6,250.000 www.nuveen.com Investment & Commodity TIAA-CREF Individual & Partners LLC Inc Firms,Dealers,Exchanges Institutional Services LLC 04/30/2012 Madison Dearborn TransUnion Corp Illinois 3,178.400 www.transunion.com Prepackaged Software Spartan Parent Holdings Inc Partners LLC 04/01/2016 Madison Dearborn Sage Products LLC Illinois 2,775.000 www.sageproducts.com Measuring, Medical, Photo Stryker Corp Partners LLC Equipment; Clocks 04/08/2016 Veritas Capital Partners Truven Health Michigan 2,600.000 www.truvenhealth.com Business Services IBM Watson Group LP Analytics Inc 06/20/2011 Warburg Pincus LLC American Medical Minnesota 2,519.570 www.americanmedicalsystems.com Measuring, Medical, Photo NIKA Merger Sub Inc Systems Holdings Inc Equipment; Clocks 08/03/2015 KKR & Co LP Capital Safety Group Minnesota 2,500.000 www.capitalsafety.com Leather and Leather Products 3M Co Ltd 06/10/2009 Cerberus Capital Chrysler LLC-Operating Michigan 2,500.000 - Transportation Equipment New CarCo Acquisition LLC Management LP Assets 06/10/2009 Cerberus Capital Chrysler LLC-Operating Michigan 2,500.000 - Transportation Equipment New CarCo Acquisition LLC Management LP Assets Most Active Financial Advisors on Midwest U.S. Deals with LBO Backers (2006 to 2016)* Rank Advisor Name Value ($ Mil) Market Share (%) Number of Deals 1 Goldman Sachs & Co 135,271.6 53.0 66 2 Morgan Stanley 131,772.2 51.7 47 3 JP Morgan 115,435.4 45.3 58 4 Bank of America Merrill Lynch 114,552.2 44.9 67 5 Deutsche Bank 90,156.7 35.4 39 6 Citi 89,601.2 35.1 34 7 Wells Fargo & Co 56,423.3 22.1 27 8 Credit Suisse 56,205.8 22.0 53 9 PJT Partners LP 43,123.2 16.9 9 10 Barclays 40,987.5 16.1 55 Subtotal with Financial Advisor 248,251.2 97.4 1,187 Subtotal without Financial Advisor 6,755.8 2.6 1,235 Industry Total 255,007.0 100.0 2,422 * Includes deals that used more than one advisor. In these cases, each advisor was given full credit for the transaction. Source: Thomson One, a product of Thomson Reuters.
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