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 Consumer 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 growth of Direct to Customer (D2C) companies and how traditional competitors are adapting. More details can be obtained from team members or regional heads – see contact details below.

 


Notable recent transactions

BAT Agrees Takeover of Reynolds American

British American Tobacco has agreed to a $49.4bn takeover of U.S. rival Reynolds American, creating the world's biggest listed tobacco company.

Gore Holdings Acquires Hostess Brands

The affiliate of The Gore Group completed their acquisition of Hostess Brands, LLC, the maker of favourite American snacks Twinkies, Ding Dongs and CupCakes, in a $725m deal.

L Catterton Acquires Pinarello

L Catterton, the largest consumer-focused private equity firm in the world, has acquired Pinarello, a leading brand of premium road bicycles, accessories and apparel.

Lower-mid market observations

Impact of BAT

The proposed  US border adjustment tax, or BAT, could drive up prices for everyday necessities (food, petrol, clothing, medicine), directly impacting the customer. It might create a potential global trade war that would curtail US growth, directly conflicting with President Trump’s plan for the States.

 

UK Market Bolstered by Mid-Market

The contribution of the UK mid-market is set to rise over the coming years. The economy will receive an 18% boost from some 35,000 or so companies over the next five years, from $360bn in 2015 to $420bn in 2020.

 Less is More

Food manufacturers will have to continue to make food products that are less processed as consumers demand more transparency and foods that are closer to their natural state.

Sector themes

Travel Forecast

Economic fundamentals for consumer spending are solid going into 2017, which gives travel companies a good reason to remain optimistic about demand for holidays and trips of all types.

 Vietnam Becoming a Key Manufacturer

The Trans-Pacific Partnership (TPP) trade deal has now become synonymous with sourcing in Vietnam, with reduced tariffs becoming a lucrative prospect for the manufacturing-heavy country.

CPG Giants vs D2C Start-Ups

Companies that have historically encountered few online competitors are now reacting to disruptive influences from focused, predominantly online, D2C start-ups.


References

Kompas

Konsumgüter & Handel

2017

Details

Schütz & Co.

Konsumgüter & Handel

2016

Details

Lindbak AS

Internet & Medien Konsumgüter & Handel

2016

Details

Oskola

Konsumgüter & Handel

2016

Details

Tigress

Konsumgüter & Handel

2016

Details

Bonnyprints

Konsumgüter & Handel

2016

Details

Autoschadehuis

Konsumgüter & Handel

2015

Details

kirondo

Internet & Medien Konsumgüter & Handel

2015

Details

AFINUM Management GmbH

Dienstleistungen Konsumgüter & Handel

2015

Details

Familon

Konsumgüter & Handel

2014

Details

Görtz Retail GmbH

Konsumgüter & Handel

2014

Details

Picanova GmbH

Internet & Medien

2013

Details

Apulum

Konsumgüter & Handel

2012

Details

ORWO Net AG

Industrie & Automobil

2011

Details

Fokus

Stationärer Einzelhandel & Multi-Commerce

Lebensmittelproduzenten und –Händler

Freizeitartikel

Haushalts- und Unterhaltungselektronik

Medien- und Druckgewerbe

Möbelausstatter

Körperpflegeprodukte

Sportartikel und –Einrichtungen


Sektor Kontakte

Andrea Pagliara

Andrea Pagliara

Palladio

Daniel Garlipp

Nico Schmidt-Weidemann

CatCap

E-Mail Kontakt
Martijn Peters

Martijn Peters

Solving Efeso

Ihr CatCap-Sektor Kontakt ist Nico Schmidt-Weidemann:

nico.schmidt@catcap.de