Sektor Fokus

Wir verfügen über hohe fachliche Expertise und ein exzellentes Netzwerk in unseren Fokus-Sektoren, als M&A-Verantwortliche in großen M&A-aktiven Konzernen und Unternehmer mit Exit-Erfahrung kennen wir die Bedürfnisse und Ziele unserer Mandanten aus eigener Erfahrung.

Wir arbeiten in international besetzten Sektor Teams an grenzüberschreitenden Transaktionen und tauschen uns regelmäßig in unseren Treffen und Telefonkonferenzen zu Markt- und M&A-Trends aus. Auf dieser Seite geben wir Ihnen eine Übersicht zu unseren Köpfen, Themen und Transaktionen in unseren Fokus-Sektoren.

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M&A trends & market analysis

During the Milan 2017 Globalscope conference, the network’s global Industrials sector team met to discuss recent transactions and the evolving underlying structural drivers of the global sector M&A landscape.

A key theme is the changing use of fossil fuels, which is dramatically altering the industrials sector. More details can be obtained from team members or regional heads – see contact details below.


Notable recent transactions

Glencore and Qatar Purchase Stake of Rosneft

Glencore and the sovereign wealth fund of Qatar have together acquired a 19.5% stake in Russian oil company Rosneft for circa $11bn.

Evonik Acquires Air Products Division

NYSE listed Air Products has sold its Performance Materials Division to German trade buyer Evonik for $3.8bn.  The deal took just over 9 months to complete since its May 2016 announcement.

Vinci Highways Acquires Linea Amarilla

French company Vinci has acquired road builder and maintenance company Linea Amarilla for circa $1.1bn.  Vinci  Highways operates and maintains more than 1,800km of highways and 1,300km of urban roads across 13 countries.

Lower-mid market observations

Companies Expanding into New Geographies

Data compiled by KPMG has shown that, over the past two years, 87% of manufacturing companies have taken steps to expand into new geographies. Furthermore, 92% said that they planned to do so over the next two years. This might be a sign that political uncertainty is not having as much of an effect on the engineering sector as it has with other sectors.

Environmental Products Lead to Growth

Companies that focus on the research and development of, or production of, environmentally friendly products can increase their market share quickly, as worldwide governmental policy is beginning to force the issue. Furthermore, the world’s use of fossil fuels is constantly under scrutiny, with many countries now providing tax breaks for environmentally friendly cars.

Sector themes

Defence Budgets on the Rise

Increasing tensions between Russia and the US, as well as the ongoing issues with the Islamic State, have seen some countries increase their defence budgets. China, for example, increased its defence budget by 7% from 2016 to 2017.

US Infrastructure Set for Reform

The age of US Infrastructure has come under scrutiny by the Trump administration. A key pledge in Donald Trump’s campaign was greater investment in US infrastructure. Long-term infrastructure projects often endure economic slow-down owing to their essential nature.

Commercial Aerospace Continues Growth

Commercial aerospace is expected to continue its trend of growing at a rate greater than the sector average. This trend is driven by increasing air passengers lured by cheap fares and shorter flight times. Furthermore, busier flight schedules are leading to an accelerated equipment replacement cycle.


References

Talkwalker

Internet & Medien

2017

Details

WEBfacory

Software & Technologie

2017

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Genui

Software & Technologie

2017

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intive

Software & Technologie

2017

Details

IconPeak

Software & Technologie

2017

Details

Active24

Internet & Medien Software & Technologie

2017

Details

H.I.G. Capital

Internet & Medien Software & Technologie

2017

Details

Koncar D&ST

Energie, Ressourcen & Erneuerbare

2017

Details

Blackbay

Internet & Medien

2017

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Auvesy

Software & Technologie

2017

Details

eFulfilment

Internet & Medien Software & Technologie

2017

Details

StarTec

Internet & Medien Software & Technologie

2017

Details

Hy-Line

Dienstleistungen Internet & Medien

2016

Details

Lydia AS

Dienstleistungen Internet & Medien Software & Technologie

2016

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Wassermann AG

Dienstleistungen Software & Technologie

2016

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MHP Solution Group

Software & Technologie

2016

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Medienwerft GmbH

Dienstleistungen Internet & Medien Software & Technologie

2016

Details

HomeAdvisor übernimmt MyHammer

Dienstleistungen Internet & Medien

2016

Details

Lumo Graphics

Internet & Medien Software & Technologie

2016

Details

Bovenstein BV has sold LEDLampendirect and Rexx Trading.

Internet & Medien

2016

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Midoco GmbH

Software & Technologie

2016

Details

Lindbak AS

Internet & Medien Konsumgüter & Handel

2016

Details

Yota Devices

Internet & Medien Software & Technologie

2016

Details

Deutsche Beteiligungs AG

Dienstleistungen Internet & Medien Software & Technologie

2016

Details

clever-tanken.de

Industrie & Automobil Internet & Medien Software & Technologie

2016

Details

GENEVA-ID

Software & Technologie

2016

Details

Useeds°

Dienstleistungen

2016

Details

Airpas Aviation

Dienstleistungen

2016

Details

Kontomierz

Internet & Medien Software & Technologie

2015

Details

XING AG

Internet & Medien Software & Technologie

2015

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movento GmbH und movento Schweiz AG

Software & Technologie

2015

Details

c4c Engineering GmbH

Dienstleistungen Industrie & Automobil Software & Technologie

2015

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Fits.me

Internet & Medien Software & Technologie

2015

Details

Grünspar

Software & Technologie

2015

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Booksy

Software & Technologie

2015

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AZUBIYO

Internet & Medien Software & Technologie

2015

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adQuota

Internet & Medien

2015

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INTENIUM GmbH

Internet & Medien Software & Technologie

2014

Details

ImmoSolve GmbH

Internet & Medien Software & Technologie

2014

Details

veeseo GmbH

Internet & Medien

2014

Details

Travel Viva AG

Internet & Medien

2014

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legodo AG

Software & Technologie

2014

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finocom AG

Software & Technologie

2013

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Bytro Labs

Internet & Medien

2013

Details

Fokus

Metal Processing

Equipment Manufacturers

Elektro Technologie

Spezial Maschinen

Luft- und Raumfahrt

Konstruktionsindustrie

Geräteherstellung

Automotive


Sektor Kontakte

Mark Miller

Mark Miller

CatCap

E-Mail Kontakt
Michael Moritz

Michael Moritz

CatCap

E-Mail Kontakt
Paddy MccGwire

Paddy MccGwire

Silverpeak

Kevin T. Dugan

Kevin T. Dugan

Greif

Josh Park

Josh Park

Kaede

Ihre CatCap-Sektor Kontakte sind Mark Miller und Michael Moritz:

mark.miller@catcap.de

michael.moritz@catcap.de