Sagard Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Sagard has invested in 1 company.

Sagard’s most common sectors for investment arebusiness services (18%) and building materials (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and secondary buyout (45%). In total, Sagard has invested in 1 US state and 5 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Vivarte SAS for $3.7B.

In the last 3 years, Sagard has exited 1 company. The Firm’s most common exit type is secondary buyout (61%). Sagard’s largest (disclosed) exit occurred in 2011 when it sold Souriau SAS for $705M.

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M&A Summary

  • M&A Total Activity56
    • M&A Buy Activity33
    • M&A Sell Activity23
  • Total Sectors Invested 20
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 14
  • M&A Advisors 5

Sagard

1172 Sherbrooke Ouest,
Montreal, Quebec H3A 1H6
Canada
(514) 286-6248
www.sagard.com
contact@sagard.com

Sagard is a multi-strategy alternative investment manager that invests across a variety of asset classes. These include private equity, public equity, private credit, royalties, and venture capital. Prospective transactions typically include buyouts or growth capital financings, where Sagard will consider either majority or minority positions. Sagard was formed in 2001 and is based in Montreal, Quebec.


Investment Criteria

Sectors of Interest: Aerospace, Apparel/Textiles, Building Materials, Business Services, Construction, Distribution, Electrical Equipment, Electronics, Engineering, Financial Services, Food, Healthcare Services, Life Science, Machinery, Marketing, Packaging, Retail, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Secondary Buyout, Stake Purchase, Venture

Geographic Preferences: East US, Midwest US, West US, Canada, United Kingdom, Western Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # 30 2 1 - - - 33
vol $6.0B $6.0B
Sell (0.2/yr) # 22 - 1 - - - 23
vol $2.0B $2.0B
  56

Most Recent M&A

Company Date Value Type
Courchesne Larose Ltd. 2022-12-20 - Growth Capital
Montréal, Quebec · www.courchesnelarose.com
Safic-Alcan SAS 2022-06-24 - Secondary Buyout
La Défense, France · www.safic-alcan.com
Groupe Lou-Tec, Inc. 2021-09-08 - Buyout (LBO, MBO, MBI)
Monteal, Quebec · www.loutec.com
Nutrisens SAS 2021-01-26 - Secondary Buyout
Francheville, France · www.nutrisens.com
Grand Frais 2020-12-23 - Secondary Sale
Lyon, France · www.grandfrais.fr
Ipackchem Group SAS 2020-12-10 - Secondary Buyout
Paris, France · www.ipackchem.com
Sterimed Infection Control SAS 2019-09-11 - Buyout (LBO, MBO, MBI)
Boulogne-Billancourt, France · www.sterimed.fr
SA Vulcain Ingénierie 2019-06-24 - Secondary Buyout
Neuilly- Sur- Seine, France · www.vulcain-ingenierie.com
Sabena Technics S.A. 2019-01-23 - Buyout (LBO, MBO, MBI)
Paris, France · www.sabenatechnics.com
Les Délices des 7 Vallées 2018-12-20 - Add-on Acquisition
Tincques, France · www.d7v.fr
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CEVA Sante Animale SA 2007-04-25 Thundershirt LLC 2019-07-30 4
Libourne, France · www.ceva.com Durham, North Carolina · www.thundershirt.com
CEVA Sante Animale SA 2007-04-25 Sogeval SA 2013-12-20 3
Libourne, France · www.ceva.com Laval, France · www.sogeval.fr
CEVA Sante Animale SA 2007-04-25 Vet Brands International, Inc. 2007-07-11 2
Libourne, France · www.ceva.com Miramar, Florida · www.vetbrands.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (10%) - 6 (18%) 761M (11%)
Building Materials - - 3 (9%) 1.0B (15%)
Food 1 (10%) - 3 (9%) -
Packaging 1 (10%) - 3 (9%) -
Aerospace 1 (10%) - 2 (6%) -
Distribution 1 (10%) - 2 (6%) -
Retail 1 (10%) - 2 (6%) -
Apparel/Textiles - - 1 (3%) 3.7B (56%)
Electrical Equipment - - 1 (3%) 544M (8%)
Publishing - - 1 (3%) 310M (5%)
Chemicals - - 1 (3%) 282M (4%)
Construction 1 (10%) - 1 (3%) -
Consumer Products 1 (10%) - 1 (3%) -
Engineering 1 (10%) - 1 (3%) -
Financial Services - - 1 (3%) -
Healthcare Services - - 1 (3%) -
Insurance - - 1 (3%) -
Life Science 1 (10%) - 1 (3%) -
Manufacturing - - 1 (3%) -
Transportation - - 1 (3%) -
Total 10 - 34 $6.6B

Acquisitions By Geo

State/Country Current # Value All-time # Value
France 7 (70%) - 28 (82%) 5.6B (85%)
  Pennsylvania - - 1 (3%) 544M (8%)
Canada 2 (20%) - 2 (6%) -
  Quebec 2 (20%) - 2 (6%) -
Belgium - - 2 (6%) 485M (7%)
United States 1 (10%) - 1 (3%) -
  New Hampshire 1 (10%) - 1 (3%) -
Switzerland - - 1 (3%) 518M (8%)
Domestic 7 (70%) - 28 (82%) 5.6B (85%)
Cross-border 3 (30%) - 6 (18%) 1.0B (15%)
Total 10 - 34 $6.6B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 5 (50%) - 15 (44%) 6.6B (100%)
Buyout (LBO, MBO, MBI) 3 (30%) - 15 (44%) -
Growth Capital 1 (10%) - 2 (6%) -
Add-on Acquisition 1 (10%) - 1 (3%) -
Divestiture - - 1 (3%) -
Total 10 - 34 $6.6B

Exits by Deal Type

Type Total # Value
Secondary Sale 17 (74%) 2.0B (100%)
Trade Sale 3 (13%) -
Unknown 2 (9%) -
Merger 1 (4%) -
Total 23 $2.0B

Top M&A Advisors

Financial Deals
Rothschild Global Advisory
 2
Leonardo & Co.
 1
PwC Corporate Finance LLC
 1
Legal Deals
Clifford Chance
 2
Mayer Brown
 2

Deal Values

buy # Total
> $1B 1 $3.7B
$100M to $1B 7 $2.9B
TOTAL $6.6B
Largest Vivarte SAS
$3.7B (2007-03-01)
sell # Total
$100M to $1B 3 $2.0B
TOTAL $2.0B
Largest Souriau SAS
$705M (2011-07-27)

M&A Connections

Deals
Acquired from
Investor(s)
41%
14 (41%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
61%
14 (61%)
Strategic(s)
9%
2 (9%)

Investor Summary

Investor Type

Asset Manager

Size

Large

PE Assets

2.0B EUR

Established

2001

Specialist/Generalist

Generalist

Leadership

Paul Desmarais III

Chairman & CEO

Jocelyn Lefebvre

Founding Partner

Brendan Callaghan

Head of Enterprise Sales

Jonathan Tetrault

Managing Partner

Adam Vigna

Managing Partner & CIO

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