Transactions
& Case Studies

Result of filter: 251

Advisory Services: Capital Markets
Industry Coverage: All Industry Coverage
Deal Status: All Deal Status

Freedom Foods Group Limited’s equity raising via Accelerated Non-Renounceable Entitlement Offer (ANREO) and institutional placement

Date Announced:
10/21/2015

client:
Freedom Foods Group Limited

Status:
Closed – 11/2015

Value:
A$65 million

Airbus Defense and Space, Inc.’s equity raising via Accelerated Non-Renounceable Entitlement Offer (ANREO) and institutional placement

Date Announced:
10/21/2015

client:
Airbus Defense and Space, Inc.

Status:
Pending

Value:
A$65 million

Realty Income Corporation’s common stock offering

Date Announced:
10/1/2015

client:
Realty Income Corporation

Status:
Closed – 10/2015

Value:
$539 million

American Achievement Corporation’s refinancing

Date Announced:
9/30/2015

client:
American Achievement Corporation

Status:
Closed – 9/2015

Value:
$467 million

Schweitzer-Mauduit International, Inc.’s credit facility

Date Announced:
9/21/2015

client:
Schweitzer-Mauduit International, Inc.

Status:
Closed – 10/2015

Value:
$1.0 billion

Village Roadshow Entertainment Group Limited’s recapitalization including $325mm of new capital from a consortium of worldwide investors

Date Announced:
9/14/2015

client:
Village Roadshow Entertainment Group Limited

Status:
Closed – 9/2015

Value:
$480 million

Metro Bank Plc’s private placement and listing via introduction

Date Announced:
9/10/2015

client:
Metro Bank Plc

Status:
Closed – 3/2016

Value:
£400 million

Cellular South, Inc.’s senior secured credit facility

Date Announced:
8/27/2015

client:
Cellular South, Inc.

Status:
Closed – 8/2015

Value:
$900 million

United Talent Agency, LLC’s strategic equity investment from Jeffrey Ubben, founder and CEO of ValueAct Capital

Date Announced:
8/20/2015

client:
United Talent Agency, LLC

Status:
Closed – 8/2015

Value:
Undisclosed

Ares Management, L.P.’s offering of 5.25% Senior Notes due 2025 by Ares Finance Co. II LLC

Date Announced:
8/18/2015

client:
Ares Management, L.P.

Status:
Closed – 8/2015

Value:
$325 million

Ambridge Hospitality Holdings, LLC’s strategic investment from General Atlantic LLC

Date Announced:
7/13/2015

client:
Ambridge Hospitality Holdings, LLC

Status:
Closed – 7/2015

Value:
Undisclosed

Sophos Group plc’s initial public offering

Date Announced:
6/26/2015

client:
Sophos Group plc

Status:
Closed – 6/2015

Value:
£1.0 billion Read the case study

Exclusive Financial Advisor to Sophos Group plc (and Funds Advised by Apax Partners LLP) on their £405 million Initial Public Offering, giving Sophos Group plc a market capitalisation of £1.0 billion

On June 26, 2015, Sophos Group plc (“Sophos”), a global provider of cloud-enabled end-user and network security solutions focused on the small and mid-market segment, announced the successful pricing of its initial public offering when it listed on the London Stock Exchange at 225 pence per share. After the greenshoe option was exercised, a total of £405 million proceeds were raised, giving Sophos a market capitalisation of £1.0 billion upon listing. This transaction represented the largest UK software IPO in history at that time. Moelis & Company was mandated by Sophos to act as its exclusive financial advisor in connection with the IPO.

Moelis & Company led Sophos through the entire transaction, providing critical advice on matters such as syndicate structure, positioning and pricing. Due to the relative lack of software security companies listed in Europe at the time, Sophos was considered a scarce asset in that region. As a result, Moelis & Company’s advice to list in London, rather than the U.S., allowed Sophos to achieve a premium valuation from European investors. This resulted in an extremely high-quality order book, which was aligned with Sophos’ interests for the future.

Sophos performed strongly in the public markets following the IPO. Given the ongoing momentum in the share price, funds advised by Apax Partners LLP decided to reduce their holding in Sophos via a £159 million accelerated bookbuild offering, completed on December 1, 2015. Moelis & Company was the exclusive financial advisor to the funds advised by Apax Partners LLP on this transaction as well.

Univar Inc.’s initial public offering

Date Announced:
6/17/2015

client:
Univar Inc.

Status:
Closed – 6/2015

Value:
$886 million

Europris ASA’s initial public offering

Date Announced:
5/26/2015

client:
Europris ASA

Status:
Closed – 6/2015

Value:
NOK 3.8 billion

Hutchison Whampoa Limited’s sale of an aggregate 33% stake in the combined businesses of 3 UK and O2 UK to five leading institutional investors

Date Announced:
5/8/2015

client:
Hutchison Whampoa Limited

Status:
Terminated

Value:
£3.1 billion

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