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The Wire

Private equity deal news and insights from the London newsroom

Feb 7, 2025

 

Bridgepoint increases stake in Samy Alliance; Industrial and manufacturing deals take center stage

Hello Hubsters,

 

It’s Irien Joseph bringing you the Europe edition of the Wire from the London newsroom.

 

We’re kicking things off today with a deal in the digital marketing sector: Bridgepoint is doubling down on its investment in Samy Alliance, a social media marketing company, to take majority ownership.

 

My roundup of the week highlights 12 deals in the industrial and manufacturing sector.

 

Double down

With influencer activations now on par with traditional campaigns in terms of impact, it’s no surprise that investors are taking notice. Bridgepoint has noted the opportunity, and the firm is upping its stake in Samy Alliance from minority to majority ownership. 

 

Read the premium version of the Wire to find out more about the deal.  

 

(Note: Bridgepoint owns PEI Group, the publisher of PE Hub.)

 

Below are some previous examples of deals announced in the sector:

  • Summit Partners-backed Later snaps up influencer marketing platform Mavely for $250m
  • Cathay Capital snaps up Wedia Group
  • Literacy Capital takes minority stake in Campfire Group

Industrial flurry

The outlook for dealmaking in the industrial and manufacturing sector is undoubtedly improving, DC Advisory UK managing directors Gary Hancock and Andrew Cunningham told PE Hub. 

 

Check out the premium version of the Wire to find out their outlook for the sector.

 

Below are the 12 deals PE Hub covered this week:

  • Nautic Partners completes Berry Global’s specialty tapes business buyout
  • XPV Water Partners exits remote sewer monitor SmartCover
  • Bain Capital will acquire manufacturer Milacron
  • Trilantic Europe buys Axicom from RCP
  • Ambienta-backed Officine Maccaferri in first add-on deal with Synteen
  • Stephens Group acquires industrial cleaning services biz Astro Pak
  • Frontenac snaps up water storage services provider Crom
  • Architect Equity picks up Gibbs Die Casting
  • Behrman Capital-backed Thermal Group acquires ACT Aerospace
  • HIG agrees strategic stake in manufacturer Heller Group
  • Brookfield completes $1.7bn acquisition of Chemelex
  • Warburg Pincus, Berkshire Partners to take Triumph private for $3bn

For more on the sector, check out our 2025 outlook story with MiddleGround Capital.

 

Do you think this surge in deals points to a short-term rebound or a longer-term market realignment? What will be the impact of US tariffs on the industrial sector? I’d love to hear your thoughts – drop me a note at [email protected]

 

That’s all from me. John R Fischer will be with you with the US edition later this morning and Nina Lindholm will bring you the Europe edition of the Wire on Monday.

 

Warmly,

 

Irien

 

Read the full Wire commentary on PE Hub ...

Today's must reads

> Munich Re on the co-invest dealflow ratio fallacy More...
> The hidden GP stakes opportunity in the mid-market More...
> Boutique fitness attracts private equity muscle More...
> More states could scrutinize PE healthcare deals, says McDermott's Kitchell More...
> Graham Partners runs single-asset deal on Gatekeeper Systems More...

Also of note (may require subscriptions)

 

Tariffs could have a thin silver lining for the mid-market: Trade levies – if those on Mexico and Canada eventually materialise – are still likely to be a net negative for the US private equity industry. (Private Equity International)

 

In the minds of managers: CFOs of private markets managers discussed at a recent event the challenges – and opportunities – they face in light of the explosive growth of the secondaries market. (Secondaries)

 

Nest looks to boost private markets exposure with IFM stake: The UK pension plans to deploy around £5bn by 2030, investing in infrastructure, debt and private equity, through IFM. (Infrastructure Investor)

 

Wire Group walks the walk on impact-linked carry: The fund of funds manager sees no reason why GPs pursuing revenue and impact targets should only be measured on financial returns – and demands the same of itself. (New Private Markets)

 

Trump restarts fight over carried interest: 'By raising its tax rate we would discourage capital formation, stifle innovation and ultimately reduce economic growth,' says Mahendra Ramsinghani of Secure Octane Investments. (Venture Capital Journal)

Deals

> Nautic Partners completes Berry Global's specialty tapes business buyout More...
> PE-backed Encora snaps up DMI's business capabilities portfolio More...
> Avathon Capital picks up early childhood education firm Yellow Brick Road More...
> Cornell Capital-backed PureStar acquires certain assets of hospitality laundry service firm Radiant More...
> BBGI gets £1bn takeover offer from British Columbia Investment Management More...
> Riverwood Capital to acquire pricing platform Quicklizard More...
People
> Edgewater Capital-backed AmeriWater appoints Lohse as CEO More...
> Ares Management appoints deVeer and Jacobson as co-presidents More...
> CD&R taps Camens as managing director More...

They said it

“Most of the trends driving the anticipated uptick will sustain well into the medium term, providing positive momentum into 2026 and beyond.”

— Gary Hancock and Andrew Cunningham, managing directors, DC Advisory UK on the industrial and manufacturing sector

 

Today's letter was prepared by Irien Joseph

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