Why Platinum Equity Acquired ‘Proud’ Family-Owned Italian Pesto Sauce Producer Polli
In 1872, Fausto Polli opened a small store front selling canned vegetables in the heart of Milan. Since that humble b...
As the pioneer of a unique, operations-focused approach to investing, Platinum seeks opportunities to help businesses achieve their full potential. We specialize in private equity, credit and related strategies and work with portfolio companies to build market leaders and drive enterprise value through operational best practices, investments in growth and other transformational initiatives.
Our trademarked M&A&O® approach is a unique combination of people and process that integrates operations at the root level of everything we do. It is disciplined and process-oriented and has been market and cycle-tested for more than 29 years.
2023
Aggregate Transaction Value
Past 5 Years
Aggregate Transaction Value
We have the team, the experience and the capital resources to pursue complex transactions of nearly any size anywhere in the world.
M&A&O® is a proprietary approach that helps us create value at every stage of an
investment, from beginning to end.
Business Development
M&A
M&A Operations
Capital Markets
Portfolio Operations
Sell-Side M&A
The bars below represent each team's relative level of involvement in each phase.
Transaction opportunities are sourced and screened by a dedicated Business Development team. The team casts a wide net to find opportunities that will eventually pass through our specific deal criteria.
The M&A Operations team is involved in the deal process at the earliest possible point, starting with the management presentation. This allows the firm to understand businesses better, conduct diligence more effectively, and create operational value 'on the buy.'
An integrated M&A&O team creates the value creation plan while a dedicated Capital Markets team works in tandem to build the optimal capital structure.
Platinum Equity Portfolio Operations begins executing the plan created during the diligence phase on day one. An operating council, comprised of Platinum Equity and portfolio company leadership, is created to monitor and supervise the company.
An aggressive approach is applied that typically requires the extended on-site presence of Platinum Equity Portfolio Operations at the portfolio company. The team works closely with management and applies all relevant levers of the operations playbook.
Once a company completes its transition and the operating council determines the time is right, Platinum Equity's dedicated Sell-Side team works in tandem with the operating council to find monetization opportunities.
Teams collaborate to seek and execute value, creating add-ons and/or monetization throughout ownership.
Transaction opportunities are sourced and screened by a dedicated Business Development team. The team casts a wide net to find opportunities that will eventually pass through our specific deal criteria.
The M&A Operations team is involved in the deal process at the earliest possible point, starting with the management presentation. This allows the firm to understand businesses better, conduct diligence more effectively, and create operational value 'on the buy.'
An integrated M&A&O team creates the value creation plan while a dedicated Capital Markets team works in tandem to build the optimal capital structure.
Platinum Equity Portfolio Operations begins executing the plan created during the diligence phase on day one. An operating council, comprised of Platinum Equity and portfolio company leadership, is created to monitor and supervise the company.
An aggressive approach is applied that typically requires the extended on-site presence of Platinum Equity Portfolio Operations at the portfolio company. The team works closely with management and applies all relevant levers of the operations playbook.
Once a company completes its transition and the operating council determines the time is right, Platinum Equity's dedicated Sell-Side team works in tandem with the operating council to find monetization opportunities.
We handle a variety of complex transaction types including:
As an industry agnostic firm investing for more than 29 years, we have extensive experience across a wide range of sectors and transaction types.
The 'O' is in our DNA. We have a large in-house team with real-world industry experience. M&A Operations professionals dig in to create value at the earliest stages of diligence, while Portfolio Operations specialists manage transitions and drive ongoing transformation programs. They know how to effect change from the ground up, with hands-on expertise across a broad range of functional areas.
Platinum’s dedicated Credit team is actively deploying capital by applying Platinum’s M&A&O® investment strategy to the credit market. The team seeks opportunities to provide debt capital across all industries for a variety of uses, including acquisitions, refinancings and recapitalizations. Target companies generally have $15 – $75 million of EBITDA and are primarily based in North America.
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