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Distribution Spot On

How have COVID-19 fears impacted distribution sector M&A deals and valuations, and what lies ahead in the coming months? Oaklins’ distribution specialist Don Wiggins provides the big picture by charting deal volume, stock returns, EV-revenue and EV-EBITDA from 2015 through Q1 2020, as well as recent public company valuation trends.

 

Gain valuable insights into the future via our Q&A session with Rob Hogan, managing director of Chicago-based Shorehill Capital, whose experience comes from helping some of Shorehill’s past investments weather the Great Recession and emerge as better businesses, creating equity for former owners, management teams and investors alike. He reveals the type of distribution companies the private equity firm is seeking that would benefit from its extensive resources and knowledge. Rob gives examples of how Shorehill Capital and its portfolio companies are tackling the current challenges created by COVID-19, as well as talking about recovery times and some surprising upsides to the pandemic. In addition, Rob sheds light on future trends and opportunities within the industry and gives sound advice on growing industrial distribution businesses over the next five to ten years.

We look for secular trends that we believe we can capitalize on through our investment model. For example, technology is transforming the factory floor with accelerated adoption of automation, industrial electronics and robotics. ROB HOGAN, MANAGING DIRECTOR, SHOREHILL CAPITAL

This edition’s case study features the acquisition of a 40% shareholding in Rolfes Holdings Limited by Phatisa Group Limited, which has taken the firm private. Oaklins' team in South Africa acted as sponsor to Rolfes Group, the leading supplier of agricultural, food, industrial and water chemical management solutions and services for the local and international markets.

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Don wiggins
Don Wiggins Jacksonville, United States
Principal
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