Sector focus

We have a high level of expertise and a robust network in our focus sectors. We understand our clients’ needs and goals from our own experience as M&A managers at large corporations which do regular M&A deals and entrepreneurs with personal exit experience.

We form international sector teams to work on cross-border transactions and regularly discuss market and M&A trends in meetings and teleconferences. On this page we have provided you with an overview of our management, issues and transactions in our focus sectors.

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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

Consumer Goods, Retail & Leisure

2017

Details

Schütz & Co

Consumer Goods, Retail & Leisure

2016

Details

Tigress

Consumer Goods, Retail & Leisure

2016

Details

Bonnyprints

Consumer Goods, Retail & Leisure

2016

Details

Autoschadehuis

Consumer Goods, Retail & Leisure

2015

Details

kirondo

Consumer Goods, Retail & Leisure Internet & Media

2015

Details

AFINUM Management GmbH

Consumer Goods, Retail & Leisure Services

2015

Details

Görtz Retail GmbH

Consumer Goods, Retail & Leisure

2014

Details

Sportsprofi Schmid GmbH

Consumer Goods, Retail & Leisure

2013

Details

Solag

Industrial & Automotive Software & Technology

2013

Details

Article Inc.

Consumer Goods, Retail & Leisure

2013

Details

GREENLIFE VALUE GmbH

Consumer Goods, Retail & Leisure

2013

Details

Picanova GmbH

Internet & Media

2013

Details

ORWO Net AG

Industrial & Automotive

2011

Details

Focus

Retail & Multi-Commerce

Food Producers and Retailers

Leisure Articles

Household and Consumer Electronics

Media and Print

Furniture

Personal Hygiene

Sports Equipment


Sector contacts

Andrea Pagliara

Andrea Pagliara

Palladio

Daniel Garlipp

Daniel Garlipp

CatCap

E-Mail contact
Nico Schmidt-Weidemann

Nico Schmidt-Weidemann

CatCap

Martijn Peters Solving Efeso

Martijn Peters Solving Efeso

Your CatCap-Sector contact is Daniel Garlipp:

daniel.garlipp@catcap.de