Equity Partners Group - Excel
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Equity Partners Group document sample
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Value
Client Country Announced Closed ($ millions) Headline
Skanska AB Sweden 29-Dec-10 N/A Skanska sells its 50-percent share in PPP highway Autopista Central
IFCO Systems N.V. Germany 23-Dec-10 1,255 Voluntary public takeover offer of Brambles Investment Limited to the shareholders of IFCO Systems
Sociedad de Alimentos de Unknown 22-Dec-10 N/A Sociedad de Alimentos de Primera acquired by Productos Alimenticios Pascual, a subsidiary of Colombian
Primera group Casa Luker
Ynfiniti Engineering Spain 21-Dec-10 21-Dec-10 N/A The Weir Group acquired majority shareholding in Ynfiniti Engineering Services
Services SL
Sandvik Sweden 21-Dec-10 N/A Sandvik to acquire Chinese supplier of crushing and screening equipment
Dortmunder Energie- und Germany 18-Dec-10 5,000 Rhein-Ruhr consortium of seven German municipal utility companies acquires 51 percent of shares in
Wasserversorgung GmbH Evonik Steag GmbH
, Dortmunder Stadtwerke ,
Energieversorgung
Oberhausen AG,
Stadtwerke Bochum GmbH,
Stadtwerke Essen ,
Stadtwerke Dinslaken and
Stadtwerke Duisburg
Haldex AB Sweden 17-Dec-10 31-Jan-11 200
Haldex AB signs agreement with BorgWarner Inc., to divest its Traction Systems division
Sodiaal France 17-Dec-10 N/A Sodiaal reaches an agreement to acquire Entremont Alliance
New South Wales Australia 15-Dec-10 5,285 New South Wales Government announces the sale of its State owned energy retailers and selected
Government generation rights
Alcon United States 15-Dec-10 12,900 Alcon and Novartis to merge
Vivendi SA France 15-Dec-10 1,680 Vivendi signs an agreement with Deutsche Telekom to end the telecommunications dispute in Poland
ROXRO PHARMA United States 13-Dec-10 17-Dec-10 N/A Luitpold Pharmaceuticals to acquire ROXRO PHARMA
L'Oreal France 13-Dec-10 10-Dec-10 N/A L'Oréal USA acquires Peel's Salon Services
Fresh Food Concepts United States 09-Dec-10 30-Nov-10 N/A Fresh Food Concepts, a portfolio company of Swander Pace Capital,acquired by Ancor Capital
Empaq S.A.C. Unknown 09-Dec-10 6 Gloria acquires 100% of Empaq S.A.C.
HSH Nordbank Germany 09-Dec-10 N/A Patrizia acquires LB Immo Invest
Deutsche Bahn Germany 08-Dec-10 450 Deutsche Bahn sells Arriva German operations to Ferrovie dello Stato / Cube Transport
Barclays Private Equity France 08-Dec-10 18-Jan-11 318 Barclays Private Equity France to dispose Aerocan Group to Ball Corporation
France
Scotiabank Canada 06-Dec-10 N/A Scotiabank Enters Uruguay, Agrees to Acquire Bank and Consumer Finance Company
Gamma Holding Netherlands 06-Dec-10 536 Public offer for Gamma Holding
Transave United States 02-Dec-10 02-Dec-10 179 Insmed and Transave announce business combination
Crowe Paradis United States 01-Dec-10 14-Dec-10 90 Clarion Capital Partners sells Crowe Paradis to Verisk Analytics
Page 1 of 6
Value
Client Country Announced Closed ($ millions) Headline
Edmond de Rothschild France 01-Dec-10 01-Dec-10 N/A Edmond de Rothschild Investment Partners acquires a minority stake of F.I.L.A. Group from Intesa
Investment Partners Sanpaolo
BASF SE Germany 30-Nov-10 N/A BASF and INEOS agree to new global joint venture called Styrolution
OPI Products United States 29-Nov-10 20-Dec-10 N/A Coty to aquire OPI
Société Foncière Lyonnaise France 26-Nov-10 412 SIIC de Paris and Société Foncière Lyonnaise sign a contribution agreement
Kingdom of Belgium Belgium 25-Nov-10 3,460 Merger between Fortis Bank Turkey and TEB Bank
Sigma Pharmaceuticals Australia 23-Nov-10 810 Sigma reaches formal agreement for sale of its Pharmaceuticals Division to Aspen Pharmacare
Weather Investments Egypt 23-Nov-10 1,200 Orascom Telecom Holding, a subsidiary of Weather, sells its 50% Shareholding in Tunisiana to Qatar
Telecom
Nordic Capital Sweden 22-Nov-10 14-Jan-11 N/A Nordic Capital Fund VII acquires Britax Childcare
Flint Beheer BV Netherlands 22-Nov-10 1,800 Prysmian announces intention to launch recommended public offer for Draka
Santa Cruz Nutritionals United States 18-Nov-10 08-Dec-10 N/A Santa Cruz Nutritionals, a portfolio company of Swander Pace Capital, acquired by Levine Leichtman
Capital Partners
Kiss My Face United States 15-Nov-10 08-Nov-10 N/A Recapitalization with majority equity investment by Caltius Equity Partners
Auchan Group, Virgin France 09-Nov-10 09-Nov-10 N/A Live Nation Entertainment acquires French Ticketnet
Stores and Thominet Family
Wilmington Trust United States 01-Nov-10 351 Wilmington to merge with M&T Bank
Groupe Danone France 28-Oct-10 470 Danone finalises sale of its 18.4% stake in Wimm Bill Dann
EDF France 26-Oct-10 03-Nov-10 250 EDF and Constellation Energy to restructure their partnership
Metalmark Capital United States 25-Oct-10 25-Oct-10 N/A Majority investment in Aegis Sciences
BI&DI Real Estate Italy 22-Oct-10 22-Oct-10 564 Bi & Di Real Estate acquires the Falck area in Milan from Risanamento
Lazard Real Estate Partners United States 22-Oct-10 3,100 Ventas to acquire real estate essets of Atria Senior Living from Lazard Real Estate Partners
Pirelli & C. Italy 21-Oct-10 29-Nov-10 43 Pirelli & C. to sell 100% of Pirelli Broadband Solutions to Advanced Digital Broadcast
Société Foncière Lyonnaise France 21-Oct-10 27-Dec-10 412 SIIC de Paris et Société Foncière Lyonnaise enter into exclusive negotiations
Groupe Caisse des Dépôts France 19-Oct-10 3,890 French State and Caisse des Depots to invest in La Poste
Northeast Utilities United States 18-Oct-10 17,500 Northeast Utilities to merge with NSTAR
Oil States International United States 15-Oct-10 30-Dec-10 681 Oil States to acquire The MAC Services Group
Qualium Investissement France 14-Oct-10 14-Oct-10 864 Bridgepoint, as a majority shareholder, and Apax Partners acquires Histoire d'Or and Marc Orian
Crucell Netherlands 06-Oct-10 2,400 Johnson & Johnson and Crucell Reach Agreement on intended Public Offer
Sistema 04-Oct-10 N/A Sistema completes reorganization of Telecoms Assets
Weather Investments Egypt 04-Oct-10 50,500 VimpelCom combines with Weather to create new global telecom group
Creative Artists Agency United States 01-Oct-10 30-Sep-10 N/A Creative Artists Agency forms strategic partnership with TPG Capital
Carlyle Group France 29-Sep-10 29-Sep-10 691 The Carlyle Group acquires B&B Hotels
Endo Pharmaceuticals United States 28-Sep-10 01-Dec-10 1,200 Endo to acquire Qualitest Pharmaceuticals
Chem Rx United States 27-Sep-10 04-Nov-10 71 Phamerica acquires Chem Rx
Nortel Networks Canada 25-Sep-10 65 Sale of Multi Service Switch business to Ericsson
Telstra Australia 17-Sep-10 22-Sep-10 433 Sale of stake in SouFun Holdings through an initial public offering and private placement
Page 2 of 6
Value
Client Country Announced Closed ($ millions) Headline
Sorgente SGR Italy 15-Sep-10 19-Nov-10 461 Donatello (Comparto Iris) real estate fund launches public tender offer for Caravaggio real estate fund
Laboratory Corp. of United States 13-Sep-10 01-Dec-10 925 LabCorp to Acquire Genzyme Genetics
America
Shareholders of Norfoods Sweden 10-Sep-10 10-Sep-10 N/A Norfoods sold to Caldic
Intressenter
Barclays Private Equity Germany 09-Sep-10 N/A Barclays Private Equity sells GHD GesundHeits Deutschland to IK
MOS Management Investment Partners
Organisation Service GmbH
Crédit Foncier de France France 09-Sep-10 17-Nov-10 210 Sale of Crédit Foncier et Communal d'Alsace et de Lorraine to Crédit Mutuel Arkéa
April Group France 08-Sep-10 07-Dec-10 N/A April Group sells its Life & Savings division to Crédit Agricole Assurances
Gamma Holding Netherlands 08-Sep-10 08-Sep-10 150 Gamma Holding sells Vlisco Group
Mine Safety Appliances United States 07-Sep-10 14-Oct-10 280 Mine Safety to acquire General Monitors
3G Capital United States 02-Sep-10 19-Oct-10 4,000 3G Capital to acquire Burger King Holdings
Dun & Bradstreet Australia Australia 01-Sep-10 210 LCW Private Equity sells Dun & Bradstreet Australia to The Dun & Bradstreet Corporation
Kenexa Corporation United States 01-Sep-10 01-Oct-10 80 Kenexa to acquire Salary.com
Alaven Pharmaceutical United States 30-Aug-10 01-Oct-10 350 Meda to acquire Alaven
Sigma Pharmaceuticals Australia 16-Aug-10 810 Sigma Proposed Sale of Pharmaceuticals Division
Medco Health Solutions United States 16-Aug-10 17-Sep-10 730 Medco to acquire United BioSource
Danone France 12-Aug-10 28-Oct-10 470 Wimm-Bill-Dann foods to acquire Danone's shareholding
Endo Pharmaceuticals United States 09-Aug-10 05-Nov-10 144 Endo Pharmaceuticals to acquire Penwest Pharmaceuticals
ITT United States 09-Aug-10 08-Sep-10 235 ITT to sell CAS systems engineering and technical advisory services business to Wyle
DeCrane Aerospace United States 03-Aug-10 22-Sep-10 280 DeCrane to sell Cabin Management Business and effect capital restructuring
EEMS Italia Italy 02-Aug-10 02-Aug-10 68 EEMS Italia sells its Singapore unit to ASE Taiwan and renegotiates its debt
U.S. Bancorp United States 29-Jul-10 31-Dec-10 N/A U.S. Bancorp to form strategic alliance with Nuveen Investments
Centrica United Kingdom 28-Jul-10 174 Centrica to sell its Spanish business, Centrica Energia
HERA Italy 27-Jul-10 15-Oct-10 1,804 Hera Group and a company controlled by EISER Infrastructure Limited to acquire 20% stake in
Herambiente
Shareholders of Companeo France 26-Jul-10 26-Jul-10 N/A The Carlyle Group to invest in Companeo
Société Générale de Canada 21-Jul-10 21-Jul-10 40 SGF acquires a 4.5% stake in Ubisoft
Financement du Québec
(SGF)
Prima Holding Italy 20-Jul-10 29-Dec-10 1,478 BMPS, BPM and Clessidra form strategic partnership
Haug Russian-Federation 19-Jul-10 N/A The shareholders of Haug sell a 70% controlling interest to Roggio
Griffon United States 19-Jul-10 30-Sep-10 542 Griffon to acquire Ames True Temper
Pirelli Ambiente Italy 18-Jul-10 N/A Pirelli Ambiente, through Solar Utility, forms a strategic alliance with GWM
Silpada Designs United States 12-Jul-10 28-Jul-10 650 Avon to acquire Silpada Designs
Micrus Endovascular United States 12-Jul-10 27-Sep-10 480 Johnson & Johnson to acquire Micrus Endovascular
PAIG Investments United Kingdom 05-Jul-10 N/A PAIG to sell Sell to Zodiac Aerospace
Page 3 of 6
Value
Client Country Announced Closed ($ millions) Headline
France Télécom Orascom France 04-Jul-10 130 Orascom Telecom Holding to sell LINKdotNET to ECMS
Telecom Holding
DTCC [The Depository United States 01-Jul-10 01-Jul-10 N/A DTCC acquires Avox
Trust & Clearing
Corporation]
Abraxis Bioscience United States 30-Jun-10 15-Oct-10 2,900 Celgene to acquire Abraxis
OEVAG Oesterreichische Austria 30-Jun-10 31-Dec-10 2,187 Österreichische Volksbanken sells Europolis to CA Immobilien Anlagen
Volksbanken
Munters Sweden 30-Jun-10 30-Sep-10 183 Munters to divest MCS division to Triton
TIGLIO I Italy 30-Jun-10 30-Jul-10 110 The Tiglio I Board of Directors approves the contribution of a real estate portfolio to the Monteverdi
closed-end fund
Accor France 29-Jun-10 02-Jul-10 13,300 Approval of demerger of Hotels and Prepaid Services Businesses of Accor
Gruppo Partecipazioni Italy 25-Jun-10 20-Jul-10 86 Malacalza Group becomes the second largest shareholder in the holding companies which control the
industriali Pirelli Group strengthening its partnership with Marco Tronchetti Provera
Banco Guipuzcoano Spain 25-Jun-10 18-Sep-10 N/A The Board of Directors of Banco Guipuzcoano approves integration into Grupo Sabadell
BASF SE Germany 23-Jun-10 09-Dec-10 4,466 BASF acquires specialty chemicals company Cognis from Permira Funds, GS Capital Partners and SV Life
Sciences
Danone France 18-Jun-10 30-Nov-10 2,900 Danone and Unimilk join complementary strengths to found a high-profile dairy leader in Russia and the
CIS
Ginger Groupe France 15-Jun-10 26-Aug-10 194 Grontmij and Ginger to create leading European engineering consultancy
Caja Madrid Spain 14-Jun-10 N/A The Board of Directors of Caja Madrid approves proposed integration
with Bancaja, Caja Insular de Canarias, Caixa Laietana, Caja
Ávila, Caja Segovia and Caja Rioja, forming Spain's largest savings bank
GlaxoSmithKline Argentina Argentina 10-Jun-10 10-Jun-10 253 GSK announces acquisition of Laboratorios Phoenix
Ceva Santé Animale France 02-Jun-10 01-Jul-10 252 Sagard, Euromezzanine, Natixis Investissement, Ixen and the management invest in Ceva Santé Animale
(Financière Chopin)
L'Oreal United States 01-Jun-10 01-Jun-10 N/A
L'Oréal USA acquires C.B. Sullivan
France Telecom France 27-May-10 09-Jul-10 121 France Telecom launches squeeze-out offer on Network Related Services (ex Groupe Silicomp)
Asda Stores (a subsidiary of United Kingdom 27-May-10 1,125 Asda Stores acquires Netto Foodstores
Wal-Mart Stores, Inc)
New Mountain Capital United States 26-May-10 30-Aug-10 280 New Mountain to acquire Mallinckrodt Baker
Hewlett-Packard United States 25-May-10 31-Jul-10 N/A Sale of ExcellerateHRO to ACS, a Xerox Company
f2i Fondi Italiani per le Italy 24-May-10 01-Jun-10 288 F2i and Iride establish conglomerate and to launch voluntary tender offer on Mediterranea delle Acque
Infrastrutture sgr
Buy.Com United States 20-May-10 02-Jul-10 250 Rakuten to acquire Buy.com
Honeywell United States 19-May-10 15-Sep-10 1,400 Honeywell to acquire Sperian Protection
OSI Pharmaceuticals United States 16-May-10 09-Jun-10 4,000 Astellas Pharma to Acquire OSI Pharmaceuticals
Sacyr - Vallehermoso Spain 13-May-10 01-Jul-10 68 Sacyr Vallehermoso and EISER Global Infrastructure Fund (EGIFto sell 49% of four infrastructure
projects
SAP Germany 12-May-10 29-Jul-10 5,800 SAP acquires Sybase
Page 4 of 6
Value
Client Country Announced Closed ($ millions) Headline
Vedanta Resources India 10-May-10 1,338 Vedanta acquires zinc assets of Anglo American
Al Fayed Family Trust Bermuda 08-May-10 07-May-10 N/A Sale of Harrods to Qatar Holding
Veolia Environnement France 05-May-10 N/A Signing of the definitive agreements relative to the Veolia Transport-Transdev merger
HealthTronics United States 05-May-10 12-Jul-10 223 HealthTronics to merge with Endo Pharmaceuticals
Newcrest Mining Limited Australia 04-May-10 8,586 Newcrest and Lihir enter into Merger Implementation Agreement
Pirelli & C. Real Estate Italy 04-May-10 25-Oct-10 1,090 The Pirelli & C. Board of Directors approves spin-off of Pirelli RE from the Pirelli Group
S.p.A.
Continental Airlines United States 03-May-10 01-Oct-10 N/A United and Continental announce merger of equals
Stock Building Supply United States 30-Apr-10 30-Apr-10 N/A Sale of commercial door and hardware division to The Cook & Boardman Group
(affiliate of The Gores
Group)
Severstal Russian-Federation 27-Apr-10 20-May-10 N/A Severstal North America to sell select Northern Steel Group assets to Aurora Resurgence
Trimble Navigation Limited United States 27-Apr-10 24-Sep-10 18 Recommended cash offer by Trimble Navigation for Punch Telematix NV
Telefonica Spain 26-Apr-10 N/A Telefónica sells Telyco Maroc to Medi Telecom
Protection One United States 26-Apr-10 04-Jun-10 828 Protection One to be acquired by GTCR
Laboratorios Rontag Argentina 23-Apr-10 16 Laboratorios Rontag, to sell its product portfolio to AstraZeneca
Qwest Communications United States 22-Apr-10 22,400 CenturyLink and Qwest to merge
L'Oreal France 21-Apr-10 25-Jun-10 N/A L'Oréal to acquire Essie Cosmetics
Stratic Energy Corporation United Kingdom 20-Apr-10 58 Stratic closes sale of Italian business to Enel
Raiffeisen Zentralbank Austria 19-Apr-10 11-Oct-10 10,905 Merger of RI and RZB contributed businesses
Österreich (RZB)
Oriel Therapeutics United States 19-Apr-10 01-Jun-10 N/A Sandoz to acquire Oriel
Shenandoah United States 16-Apr-10 30-Jul-10 148 Shenandoah to acquire cable operations of JetBroadband Holdings
Telecommunications
France Télécom Egypt 14-Apr-10 13-Jul-10 4,856 Orascom Telecom and France Télécom reach agreement on Mobinil
Orascom Telecom Holding
France Télécom France 14-Apr-10 04-Jul-10 N/A ECMS to acquire LINKdotNET from Orascom Telecom
Orascom Telecom Holding
France Telecom France 09-Apr-10 6,500 France Telecom and TDC combine Orange Switzerland and Sunrise
HP Pelzer Group Germany 09-Apr-10 13-Apr-10 N/A Sale and refinancing of HP Pelzer Group
Bulgarian Bulgaria 07-Apr-10 20-Aug-10 75 VIVACOM to sell 50% of NURTS to Financial Investor
Telecommunications
Company [BTC]
Mitsubishi UFJ Financial Japan 30-Mar-10 N/A MUFG and Morgan Stanley conclude Definitive Agreements for Securities joint venture in Japan
Group
Copropar Morocco 26-Mar-10 15-Jul-10 3,544 Copropar to launch a public buy-out offer on SNI
SNI - Société Nationale Morocco 26-Mar-10 12-Jul-10 3,923 SNI to launch public buy-out offer on ONA
d'Investissement
Fleegistics Holdings United States 23-Mar-10 23-Mar-10 N/A Fleetgistics to be sold to Harbour Group
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Value
Client Country Announced Closed ($ millions) Headline
Sigefi Private Equity France 23-Mar-10 03-Sep-10 N/A UFG-LFP and Sigefi PE (Siparex Group) agree to combine private equity operations
(Siparex)
Inversiones RER S.A. Unknown 19-Mar-10 N/A Ultramar Group of Chile acquired 75% interest in Stiglich Group
Special Committee of the United States 15-Mar-10 01-Jun-10 970 CONSOL Energy to acquire CNX Gas
Board of Directors of CNX
Gas
Alphaville Participações Brazil 08-Mar-10 72 Sale of a 20% equity participation in Alphaville Urbanismo to Gafisa
Savills United Kingdom 05-Mar-10 24-Mar-10 24 Acquisition of remaining 40% of Cordea Savills it does not aready own
Bank of Nova Scotia Canada 01-Mar-10 01-Mar-10 N/A Scotiabank acquires Royal Bank of Scotland's wholesale banking operations in Colombia
Fonds Stratégique France 01-Mar-10 01-Apr-10 200 FSI ("Fonds Stratégique d'Investissement") to invest in Groupe Limagrain
d'Investissement
Coca-Cola Enterprises United States 25-Feb-10 01-Oct-10 14,400 Coca-Cola Company to acquire Coca-Cola Enterprises North American and selected other bottling
business
Chemtura United States 23-Feb-10 30-Apr-10 56 Chemtura to sell PVC additives business
Capvis Equity Partners Switzerland 19-Feb-10 05-Mar-10 63 CTS Eventim to acquire Ticketcorner Holding
Eurasian Natural Resources Kazakhstan 18-Feb-10 300 Acquisition of Chambishi Metals and Comit Resources
Corporation
AXA Private Equity France 17-Feb-10 21-Apr-10 N/A AXA Private Equity sells majority stake in Spotless Group to BC Partners
Royal Bank of Scotland United Kingdom 16-Feb-10 01-Dec-10 1,700 RBS Sempra Commodities to sell its Metals, Oil and European Energy businesses to J.P. Morgan
Group
SSL International Plc United Kingdom 12-Feb-10 30-Apr-10 219 SSL completes acquisition of additional shares to increase its stake in BLBV to 75%
MedQuist United States 03-Feb-10 22-Apr-10 N/A MedQuist to purchase domestic assets of Spheris
Carilion Labs United States 27-Jan-10 08-Mar-10 N/A Carilion Lab to merge with Spectrum Laboratory Network
Kraft Foods United States 19-Jan-10 08-Mar-10 21,600 Recommended final offer by Kraft for Cadbury
Pretium Packaging United States 18-Jan-10 16-Feb-10 N/A Pretium Packaging to merge with Novapak and to be sold to Castle Harlan
Kraft United States 05-Jan-10 01-Mar-10 3,700 Kraft to sell pizza business to Nestlé
DISCLAIMER: The value information provided is approximate and is based on information disclosed by Lazard's client or provided by the
Thomson Financial Corporation. In addition, in the case of transactions consummated in currencies other than US dollars Lazard has converted
the value using the exchange rate published by FactSet Research Systems Inc. on the date of announcement. Lazard makes no representation or
warranty with respect to the accuracy or completeness of the values provided.
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