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



                                                                                                                                                                                           Page 5 of 6
                                                                              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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