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Missouri PE Deal Report 1H 2019

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Missouri PE Deal Report 1H 2019 Missouri PE Deal Report 2H 2019 This report provides an overview of private equity activity in the state of Missouri. Our report offers key market place trends and drivers as well as professional, high-level insights on the quantity, type, region, and industry of deals reported in the 2H of 2019 in Missouri. R.L. Hulett & Company uses data from Pitchbook for all accompanying charts. For more information please contact Trevor Hulett at [email protected]. 2020 Outlook Missouri PE Deal Report Coronavirus Impact S&P 500 Index vs. WTI Crude Oil As of this writing, the S&P 500 Index had dropped 19% from its all- S&P 500 WTI Crude Oil time high set in Feb 2020 amid fears over the coronavirus outbreak 3600 70.00 coupled with a correction in the oil and gas market. 65.00 3400 Volatility has been extremely high in the equity markets in recent 60.00 3200 55.00 weeks, which could present challenges in dealmaking and could put 3000 50.00 pressure on transaction volumes over the next 3-6 months. 45.00 2800 According to PitchBook, the global M&A market is already set for its 40.00 2600 slowest first two months since 2006. 35.00 2400 30.00 In the state of Missouri, we expect deal volume in the first half of 2020 to see a similar decline. Trade War & Tariffs Global Deal Count in Jan & Feb Under the so-called "phase one" trade deal signed in January, China 8400 pledged to boost US imports by $200bn above 2017 levels and 7400 strengthen intellectual property rules. 6400 The U.S. agreed to halve some of the new tariffs it had imposed on 5400 China. 4400 The pause on trade war is good news for PE investors but the 3400 uncertainty of next step (phase two) is still cause for considerable 2400 volatility in the market. 2006 2008 2010 2012 2014 2016 2018 2020 1 | Confidential 2H 2019 Highlights Missouri PE Deal Report Marketplace Trends Deal activity in the state of Missouri declined in the 2nd half of 2019, down 24% compared to the first half of the year. Despite the decreasing deal volume, deal value actually increased in 2019, led by Bain Capital’s $6 billion buyout of Redcard. 77% of the buyout deals in 2019 were add-ons as pricing on larger platform deals remained very competitive. B2B sectors such as BPO services, Logistics, and other commercial services remained active in the Missouri market in 2019. Of particular note was the IT sector, which almost doubled 2018’s deal volume, showing that new technologies are attracting attention from PE buyers. The EV/EBITDA valuation multiple increased slightly in 2019, while EV/Revenue dropped to the range of 1x – 2x from 3x – 4x in 2018. Key Drivers As always, good companies are getting plenty of attention as they go to market. Key drivers of interest include: Kansas Columbia • Diversified customer base • Low customer churn City St. Louis • A good handle on key performance • Minimal legal risks in play indicators • Strong and capable management team • Good sources of recurring revenue • Growth Opportunities • Cutting-edge Technology 2 | Confidential St. Louis – Growing Hub for Agriculture and Tech Missouri PE Deal Report St. Louis is a growing hub for startups, as well as Agriculture Technology (AgTech) companies. Investments for the future are made, and companies are moving to the city. Some of the highlights for 2019 include: The city has been named #2 in the Top 10 Rising Cities for Startups by Forbes Magazine There has been a +20% tech job growth since 2014 (2nd largest in the country) Venture capital investments are up 90% compared to the last three years National Geospatial Intelligence Agency will construct a $1.75bn campus in St. Louis Bayer backs BioSTL’s new Headquarters with a $1.5bn grant Bunge, an agriculture giant with more than 31,000 employees, is moving its HQ from NY to St. Louis Key Drivers • St. Louis provides an unique geographic location • Lower business and living cost • Local Talent (According to TDC, STL has highest concentration of plant science PhD’s in the world) 3 | Confidential PE Deals Closed by Quarter Missouri PE Deal Report Deal Activity Records PE deal activity in the state of Missouri slowed down a bit in the 2H of 2019 to 28 deals, down from 37 the 1H. Of these 28 deals in 2H, the St. Louis area accounts for the largest share at 11 deals, compared to 6 in Kansas City and 1 in Springfield. 30 26 24 25 23 21 21 21 21 20 20 20 18 18 18 17 16 16 15 15 15 15 14 14 14 14 15 13 12 12 12 12 11 11 11 10 10 10 10 10 10 9 9 9 9 10 8 8 7 7 6 5 5 4 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 4 | Confidential Private Equity Transactions Missouri PE Deal Report Deal Size Implied EV Date Company Investor Primary Industry Code Transaction Type Transaction Detail City Target Business Description ($mm) ($mm) 03-Dec-19 GME Supply Platte River Equity Distributors/Wholesale PE Growth/Expansion - - - Columbia Distributor of safety equipment. 22-Nov-19 EPR Properties Rosemawr Management Buildings and Property Buyout/LBO Asset Acquisition 454.0 454.0 Kansas City Portfolio of Charter Schools. 19-Nov-19 Thomas McGee Group HarbourVest Partners Insurance Brokers Buyout/LBO Add-on - - Kansas City Provider of brokerage services. Micro Medical Provider of medical device contract manufacturing 14-Nov-19 Audax Group BPO/Outsource Services Buyout/LBO Add-on - - Saint Louis Instruments services. Provider of electric heating and thermal management 08-Nov-19 ASPEQ Heating Group Industrial Growth Partners Electrical Equipment Buyout/LBO Secondary Buyout - - Saint Louis products. Solus Alternative Asset 04-Nov-19 Jack Cooper Ventures Logistics Buyout/LBO - 450.0 450.0 Kansas City Provider of transportation and logistics services. Management ABI Document Support Corporate 01-Nov-19 BV Investment Partners Medical Records Systems Buyout/LBO - - Saint Louis Provider of document retrieval services. Services Divestiture Converter of engineered plastics and polymer 18-Oct-19 Spartech Nautic Partners Industrial Supplies and Parts Buyout/LBO Secondary Buyout - - Maryland Heights products. 04-Oct-19 Redcard Bain Capital Medical Records Systems Buyout/LBO Add-on 6,000.0 6,000.0 Saint Louis Provider of claims services. 03-Oct-19 Banner Solutions Tailwind Capital Distributors/Wholesale Buyout/LBO Secondary Buyout - - Kansas City Distributor of building hardware. Macquarie Asset 03-Sep-19 Bluebird Network Telecommunication Buyout/LBO - - - Columbia Provider of telecommunication services. Management 30-Aug-19 Vast Broadband Oak Hill Capital Internet Service Providers PE Growth/Expansion Recapitalization - - Sikeston Provider of internet services. 09-Aug-19 Vanguard Packaging Dunes Point Capital Paper Containers & Packaging Buyout/LBO - - - Kansas City Designer and manufacturer of packaging products. 06-Aug-19 Azimuth Energy Oakland Capital Partners Construction and Engineering Buyout/LBO - - - Saint Louis Operator of an engineering and construction company. Largest Transaction Seller / Target Transaction Type Buyer / Investor Deal Size Buyout/LBO USD $6,000mm 5 | Confidential Private Equity Transactions Missouri PE Deal Report Deal Size Implied EV Date Company Investor Primary Industry Code Transaction Type Transaction Detail City Target Business Description ($mm) ($mm) Provider of insurance, risk and business support 06-Aug-19 Cretcher Heartland AlpInvest Partners Other Commercial Services Buyout/LBO Add-on - - Kansas City services. Provider of an online application for paperless board 05-Aug-19 BoardPaq Clearlake Capital Group Business/Productivity Software Buyout/LBO Add-on - - Saint Charles meetings. Summit Bank of Kansas 05-Aug-19 Castle Creek Capital Regional Banks Buyout/LBO Add-on - - Lee's Summit Provider of personal and commercial banking. City 01-Aug-19 Federal Steel Supply V&A Capital Distributors/Wholesale Buyout/LBO - - - Chesterfield Distributor of steel pipes, fittings and flanges. 01-Aug-19 InterCarrier Networks Grain Management Communications and Networking Buyout/LBO Add-on - - Clayton Provider of critical bandwidth infrastructure solutions. Provider of insurance products and consultancy 01-Aug-19 The Meyer Group LNC Partners Insurance Brokers Buyout/LBO Add-on - - Saint Louis services. Underground Records Access Information 26-Jul-19 Other Commercial Services Buyout/LBO Add-on - - Columbia Provider of access and information management. Management Protected 23-Jul-19 Grant Cooper Diversified Search Human Capital Services Buyout/LBO Add-on - - Saint Louis Provider of staffing and recruitment services. 19-Jul-19 2e Creative Fishawack Media and Information Services Buyout/LBO Add-on - - Saint Louis Provider of healthcare marketing strategy services. 18-Jul-19 Anchor Packaging The Jordan Company Plastic Containers & Packaging Buyout/LBO - - - Ballwin Manufacturer of rigid packaging products. 11-Jul-19 Thrive Autism Solutions Blue Sprig Pediatrics Clinics/Outpatient Services Buyout/LBO Add-on - - Saint Louis Provider of applied behavior analysis therapy. 09-Jul-19 Lew's Fishing BDT Capital Partners Recreational Goods Buyout/LBO Secondary Buyout - - Springfield Supplier of fishing equipment and tackle. 08-Jul-19 Meridian Loyalty InComm Media and Information Services Buyout/LBO Add-on - - Saint Louis Operator of a full-service incentives business. Developer of an application for access to ATM 03-Jul-19 Just Cash Canaccord Genuity Financial Software Buyout/LBO Add-on - - Saint Louis networks. 6 | Confidential Active PE Investors in Missouri Missouri PE Deal Report # of Investments Company Location Targets (2019) St. Louis 12 St. Louis 9 Kansas 6 City St.
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