Thomas Bavoil’s Post

🚨 The $3 Billion Pallet Asset Sale: Who’s Grabbing Loscam Next? 🚨 Logistics pros, think your workplace drama is intense? 🤔 LOSCAM Group, the pallet powerhouse across Asia-Pacific, is up for sale -but with a catch. Here’s the latest scoop on this $3 billion chess game: 1️⃣ Big Players Wanted In KKR, Brookfield Asset Management, EQT Group, and Brambles were all set to battle for Loscam, with KKR emerging as the frontrunner. But then, Loscam’s owners threw a curveball - now they only want to sell 40% instead of the whole pie 🥧 2️⃣ KKR Exits the Game They were all-in for 100%, so KKR backed out 😬 3️⃣ Brambles is eyeing Southeast Asia assets Brambles is interested in Loscam’s Southeast Asia assets but faces potential regulatory hurdles since they already have a major presence there 👀 The behind-the-scenes drama: China Merchants Group originally bought Loscam in 2010 for $546 million, and could cash in big if they sell even a portion at today’s valuation So, what’s at stake here? Loscam’s network spans Australia, NZ, Southeast Asia, and China, pulling in $200M+ annually 💰 👉 Why does it matter to you? Whoever buys in could reshape Asia-Pacific logistics. This sale could change the dynamics of pallet access, pricing, and operations for the region’s entire supply chain Who do you think will end up with the prize? 👇 Like and follow for more supply chain drama! #Logistics #Trucking #SupplyChain #Transport #Freight #InterstateTransport #RoadFreight #TransportServices #Procurement #3PL #Warehousing #Warehouse #FreightForwarder #FreightForwarding #TruckingNews #cargo #Import #Export #OceanFreight #SeaFreight #AirFreight #Australia

Bain Capital to take a majority stake in Japan's motorcycle trader. #Japan #RedBaron #motorcycles #BainCapital #controllingstake #buyout #APER #privateequity #venturecapital #asiaprivateequity #investments

We are pleased to announce Pragma Capital Partners' (PCP) acquisition of a 50% shareholding in ALPAR METAL A.Ş., a leading manufacturer of high-pressure die-cast (HPDC) parts for the automotive industry. The transaction was consummated through PCP’s Industrials Buyout Fund II with participation from leading institutional and private investors. Alpar designs and manufactures low-volume, high-value added HPDC structural, kinematic, visual and battery housing parts primarily for luxury cars, sports cars, electric and hybrid vehicles as well as e-mobility applications. The Company generates more than 90% of its revenue from international markets, serving leading OEMs including Porsche, Ferrari, Lamborghini, AMG and McLaren with a contracted order backlog of more than €60 million. We are excited to team up with Akın Mergen on the journey to create a truly global platform. PCP is a leading private equity firm focusing on investments in Türkiye with an AUM exceeding US$1 billion. We invest across growth equity and growth buyout strategies to support visionary entrepreneurs and management teams of fast-growing and export-oriented companies in realizing their domestic and international growth objectives. Alpar marks PCP’s 4th investment in 2024 and 16th investment overall. More than 50% of the fund’s limited partners are first time investors with PCP. We will continue to invest through single-asset and multi-asset private equity funds to enable both our existing and new investors with proprietary access to successful Turkish private companies. #Pragma #PragmaCapitalPartners #PCP #privateequity #buyout #growth #technology #Alpar #HPDC

We are pleased to announce Pragma Capital Partners' (PCP) acquisition of a 50% shareholding in ALPAR METAL A.Ş., a leading manufacturer of high-pressure die-cast (HPDC) parts for the automotive industry. The transaction was consummated through PCP’s Industrials Buyout Fund II with participation from leading institutional and private investors. Alpar designs and manufactures low-volume, high-value added HPDC structural, kinematic, visual and battery housing parts primarily for luxury cars, sports cars, electric and hybrid vehicles as well as e-mobility applications. The Company generates more than 90% of its revenue from international markets, serving leading OEMs including Porsche, Ferrari, Lamborghini, AMG and McLaren with a contracted order backlog of more than €60 million. We are excited to team up with Akın Mergen on the journey to create a truly global platform. PCP is a leading private equity firm focusing on investments in Türkiye with an AUM exceeding US$1 billion. We invest across growth equity and growth buyout strategies to support visionary entrepreneurs and management teams of fast-growing and export-oriented companies in realizing their domestic and international growth objectives. Alpar marks PCP’s 4th investment in 2024 and 16th investment overall. More than 50% of the fund’s limited partners are first time investors with PCP. We will continue to invest through single-asset and multi-asset private equity funds to enable both our existing and new investors with proprietary access to successful Turkish private companies. #Pragma #PragmaCapitalPartners #PCP #privateequity #buyout #growth #technology #Alpar #HPDC

PE ALERT! Pragma Capital Partners (PCP) Acquires 50% Stake in Alpar Metal Pragma Capital Partners (PCP) has acquired a 50% shareholding in ALPAR METAL A.Ş., an automotive spare parts lmanufacturer,as per a Linkedin post (below👇). The transaction was consummated through PCP’s Industrials Buyout Fund II with participation from leading institutional and private investors. Alpar designd and produces high-pressure die-cast (HPDC) parts for the automotive industry. The Company generates more than 90% of its revenue from international markets, serving OEMs including Porsche, Ferrari, Lamborghini, AMG and McLaren with a contracted order backlog of more than EUR 60m. PCP has an AUM exceeding USD 1bn and Alpar marks PCP’s 4th investment in 2024 and 16th investment overall. More than 50% of the fund’s limited partners are first time investors with PCP, as per the post below.

Restructuring a leather goods company based in Italy as per US & UK based VC

Selling Birken-stocks? A look back to humble beginnings as German sandal company goes public. I am excited to share a comprehensive analysis of Birkenstock Holding PLC's recent initial public offering, which marked a significant event in the financial markets this October. The report delves into the IPO's dynamics, offering insights into its strategic implications and financial outcomes. 🔹 Key Highlights of the Report: Birkenstock debuted its shares at $41, raising approximately $1.48 billion. The company was valued at around $8.64 billion, positioning it among the top IPOs of 2023. Analysis of financial health, with a 20% revenue increase in 2023 and projections pointing towards robust growth in the coming years. This detailed report explores the reasons behind the IPO, the financial restructuring involved, and the company’s future outlook.

With each investment, you're not just acquiring a piece of land or a building; you're securing your future and creating opportunities for growth. Let's embark on this journey together, where every transaction is a step closer to realising your dreams and shaping a legacy that lasts for generations. 🏠💼🌟 Kickstart you investment journey with Seb Ferrari today! 📞: 0401 002 222 📧: seb.ferrari@expaustralia.com.au 🌐: www.sebferrari.com.au #RealEstateInvestment #BuildingWealth

Following the news that it will take control of Kumho as the largest shareholder, Qingdao Doublestar has released details of how it is working to indirectly hold 45 per cent of Kumho’s shares by issuing shares and paying cash in order to obtain strategic assets. After the complex transaction is completed, Qingdao Doublestar will control Kumho. Prior to this transaction, 45 per cent of Kumho was controlled by the wider Doublestar group rather than the tyre manufacturer Qingdao Doublestar itself. Although Qingdao Doublestar stated that the acquisition is being carried out by issuing shares and paying cash, the tyre maker’s cash comes from stock issuances. Qingdao Doublestar plans to issue shares to no more than 35 specific investors and raise no more than 800 million yuan in cash. Doublestar Group, the parent company of Qingdao Doublestar, is also among the 35 investors. Moreover, the subscription amount of Doublestar Group shall not be less than 50 million yuan and shall not exceed 200 million yuan. After completing the reorganisation, Qingdao Doublestar became nominally the controlling shareholder of Kumho. However, during its acquisition process, a large amount of funds came from its parent company, Doublestar Group. Before the acquisition, Doublestar Group controlled part of the equity of Xingtou Fund and Xingwei International. In other words, Doublestar Group transferred cash and equity of Xingtou Fund and Xingwei International to Qingdao Doublestar and obtained more equity from Qingdao Doublestar. After Qingdao Doublestar becomes Kumho’s controlling shareholder, it will be committed to solving the problem of horizontal competition between the two tyre companies https://lnkd.in/efv5FkfQ

A fun question for you: which of Ferrari🐎 or Volkswagen 🚗 , do you think, is the most valuable company? Check the carousel below for a few facts and an answer ⬇ And if you want to keep tab of the answer through time, simply type in "Ferrari" and "Volkswagen" inside Upworth´s investment search bar. We track 170,000 listed securities around the world 🌎 In a few clicks📱 #EquityInvestment #TheUpworthJourney