Banksia Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Banksia Capital’s most common sectors for investment arefinancial services (13%) and information technology (13%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (63%) and growth capital (25%). Its largest (disclosed) acquisition occurred in 2008 when it acquired Cool Clear Water Group Pty for $7M.

The Firm’s most common exit type is trade sale (60%). Banksia Capital’s largest (disclosed) exit occurred in 2013 when it sold Cool Clear Water Group Pty for $43M.

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity8
    • M&A Sell Activity5
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Banksia Capital

Level 2, 7 Havelock Street,
West Perth, WA 6005
Australia
+61 8 9365 0200
www.banksiacapital.com.au
mdutton@banksiacapital.com.au

Banksia Capital is a provider of equity for expansion, acquisition, or MBO/MBI opportunities in Western Australia. The Firm looks to invest $3 to $15 million per transaction. Banksia does not have any sector preferences, however, the firm avoids investing in real estate or mining. Banksia Capital was formed in 2003 and is based in Perth.


Investment Criteria

Sectors of Interest: Beverages, Financial Services, Restaurants, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: Australia/New Zealand

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 1 15
Investment Size 3 15
Enterprise Value 5 75
values in millions of AUD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 8 - - - - - 8
vol $12M $12M
Sell (0.2/yr) # 4 1 - - - - 5
vol $44M $44M
  13

Most Recent M&A

Company Date Value Type
Analytical Reference Laboratory (WA) Pty Ltd. 2021-01-15 - Unknown
Welshpool, Australia · www.arlgroup.com.au
Logic Communications 2017-03-07 2M USD Add-on Acquisition
Malaga, Australia · www.logic.com.au
Muscle Worx Pty Ltd. 2016-01-01 - Growth Capital
Rivervale, Australia · www.supplementmart.com.au
Analytical Reference Laboratory (WA) Pty Ltd. 2015-01-01 5M AUD Buyout (LBO, MBO, MBI)
Welshpool, Australia · www.arlgroup.com.au
Logic Communications 2014-10-01 - Stake Purchase
Malaga, Australia · www.logic.com.au
Pioneer Credit Ltd. 2014-05-01 - IPO
Perth, Australia · www.pioneercredit.com.au
Croissant Express Franchising Pty. Ltd. 2013-09-19 - Add-on Acquisition
Perth, Australia · www.croissantexpress.com.au
Cool Clear Water Group Pty Ltd 2013-05-24 43M AUD Add-on Acquisition
Osborne, Australia · www.coolclearwater.com.au
MTI Group Pty Ltd. 2013-01-01 - Buyout (LBO, MBO, MBI)
Wangara, Australia · www.mtigroup.com.au
Skillhire 2012-02-16 - Growth Capital
Forrestfield, Australia · www.skillhire.com.au
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Utilities - - 1 (13%) 7M (58%)
Life Science - - 1 (13%) 5M (42%)
E-Commerce 1 (50%) - 1 (13%) -
Education 1 (50%) - 1 (13%) -
Financial Services - - 1 (13%) -
Information Technology - - 1 (13%) -
Manufacturing - - 1 (13%) -
Restaurants - - 1 (13%) -
Total 2 - 8 $12M

Acquisitions By Geo

State/Country Current # Value All-time # Value
Australia 2 (100%) - 8 (100%) 12M (100%)
Total 2 - 8 $12M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 5 (63%) 12M (100%)
Growth Capital 2 (100%) - 2 (25%) -
Stake Purchase - - 1 (13%) -
Total 2 - 8 $12M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (40%) 44M (100%)
IPO 1 (20%) -
Trade Sale 1 (20%) -
Unknown 1 (20%) -
Total 5 $44M

Deal Values

buy # Total
< $100M 2 $12M
TOTAL $12M
Largest Cool Clear Water Group Pty Ltd
$7M (2008-10-01)
sell # Total
< $100M 2 $44M
TOTAL $44M
Largest Cool Clear Water Group Pty Ltd
$43M (2013-05-24)

M&A Connections

Deals
Exited to
Strategic(s)
60%
3 (60%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2003

Specialist/Generalist

Generalist

Leadership

Mark Dutton

Founder & Director

Paul Axon

Director

Yehuda Cohen

Director

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