INVESTMENT PORTFOLIO

WALSTEAD GROUP

The largest independent printing group in Europe.

 
Date
June 2016
Sector
Chemicals & Materials
Deal Value
n/d
Transaction
Merger & integration
Status
Unrealised
Fund
RFIII

GARDMAN GROUP

The leading supplier of wild bird care products, tooling, lighting and gardening sundries to the garden sector.

 
Date
June 2015
Sector
Garden Product Distribution
Deal Value
n/d
Transaction
Debt acquisition
Status
Unrealised
Fund
RFIII

MAPLIN ELECTRONICS

A leading electronics specialist retail chain providing technological solutions and product advice

 
Date
June 2014
Sector
Electronics Retail
Deal Value
£85 million
Transaction
MBO/Restructuring
Status
Unrealised
Fund
RFIII

AFI-UPLIFT GROUP

A leading provider of powered access equipment rental and complementary services

 
Date
May 2013
Sector
Powered Access Rental
Deal Value
£85 million
Transaction
Merger & integration
Status
Unrealised
Fund
RFII

PIZZA HUT UK RESTAURANTS

The leading casual dining brand in the UK serving over 3 million customers per month

 
Date
November 2012
Sector
Leisure
Deal Value
£20 million
Transaction
Operational carve-out
Status
Unrealised
Fund
RFII

BUY AS YOU VIEW

A leading retail and consumer financial business with a customer base of over 75,000.

 
Date
November 2012
Sector
Financial Services
Deal Value
£33 million
Transaction
Debt acquisition
Status
Unrealised
Fund
RFII

BRANDON HIRE

A leading tool and equipment hire business with a national network of depots

 
Date
September 2010
Sector
Equipment Hire
Deal Value
£43 million
Transaction
Complex carve-out
Status
Unrealised
Fund
RFII

MILLBROOK

A leading Test and Engineering Services provider for the automotive, transport, tyre, petrochemical, security and defence markets.

 
Date
December 2013
Sector
Test & Engineering
Deal Value
n/d
Transaction
Complex carve out & restructuring
Fund
RFII
Exit Date
September 2016
Exit Value
£122m
Exit Route
Trade buyer

BERNARD MATTHEWS

Market leading producer of turkey in the UK

 
Date
September 2013
Sector
Food
Deal Value
n/d
Transaction
Turnaround
Fund
RFII
Exit Date
September 2016
Exit Value
n/d
Exit Route
Trade Buyer

CEDO

A leading European manufacturer of household disposable products

 
Date
September 2009
Sector
Household Goods
Deal Value
£52 million
Transaction
Non-core disposal
Fund
RFII
Exit Date
October 2014
Exit Value
n/d 2.8x return
Exit Route
SBO

PULSE HOME PRODUCTS

A leading provider of branded, small domestic appliances to the UK home products market.

 
Date
August 2007
Sector
Consumer Goods
Deal Value
£52 million
Transaction
Complex carve-out
Fund
RFII
Exit Date
August 2012
Exit Value
n/d
Exit Route
American trade buyer (Jarden)

ATTENDS HEALTHCARE

A European leader in the manufacture and supply of branded and own label incontinence products.

 
Date
July 2007
Sector
Healthcare Products
Deal Value
€94 million
Transaction
Capex-led turnaround
Fund
RFII
Exit Date
January 2012
Exit Value
€180 million
Exit Route
Canadian trade buyer (Domtar)

NOTEMACHINE

An ATM operator with over 7,000 cash machines throughout the UK.

 
Date
September 2006
Sector
Financial Services
Deal Value
£57 million
Transaction
Merger & integration
Fund
RFI
Exit Date
August 2012
Exit Value
n/d
Exit Route
Secondary buyer (Private Equity)

ADVANTAGE HEALTHCARE

A flexible healthcare services provider with a focus on complex care and homecare provision

 
Date
March 2005
Sector
Healthcare Services
Deal Value
£9 million
Transaction
Non-core disposal
Fund
RFI
Exit Date
December 2012
Exit Value
£27 million
Exit Route
Trade buyer

H&T GROUP/SP

The leading pawnbroking chains in the UK and Sweden.

 
Date
September 2004
Sector
Financial Services
Deal Value
£72 million
Transaction
Non-core disposal
Fund
RFI
Exit Date
May 2006 (H&T) / July 2007 (SP)
Exit Value
£118 million
Exit Route
IPO (H&T) / Finnish trade buyer (SP)
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