Glenboden M & A Originations
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Our tips for potential M&A deals in 2016 - 2016 is set to be another year of strong M&A activity and high valuations, in the food sector around the world. We identify three transactions that could or should happen this year, across three key M&A drivers and geographies - sustainable foods (Wessanen), consolidation of mature businesses (Kellogg's) and emerging market growth (Vinamilk). Read More
Acquisition options for Wessanen post turnaround - Wessanen seems to have turned the corner and has now set itself up for further growth through selective acquisitions. We look for the optimal segment and candidate for the group Read More
Is Wessanen an attractive takeover candidate in organic foods? - Wessanen's chronic under-performance cause it to possibly be a well-priced acquisition candidate. We suggest some buyers. Read More
Drinkable health - is Lifeway ripening in the US ? - Functional products are all the rage in developed markets these days. However the company's growth rate has slowed, which surely impacts Read More
Private equity targets frantic Chinese infant formula market - Since our leads, Sequoia and Carlyle made minority investments in American Dairy and Yashili. It's not too late to get involved; we compare four key independents in Chinese IMF, and identify exit opportunities. Read More
American Dairy trumps Emerald as infant formula deal of choice in China - The time may be ripening for a multinational IMF player to make a bid for American Dairies, ahead of Emerald, because of its more serious presence and provenance in China's market. Read More
Emerald Dairy a high-octane acquisition opportunity in infant formulas in China - burdened by high selling costs, and needs to quickly raise capital for capex. The time may be ripening for a multinational IMF player to make a bid. Read More
Six acquisition candidates for Unilever - Priority has been given to businesses that provide new product technologies or provenance, and are ‘adjacent’ to the existing portfolio Read More
Dole Foods an under-estimated acquisition candidate for nutrition majors - Dole is selling assets in an effort to save itself. Its unique fruit and vegetable proposition would be an excellent asset for any food major that can think that far ahead. Read More
Potential buyers for Vandemoortele’s market leading dairy alternatives brands - On the face of it soy –based alternatives is an exciting business, but growth is low in reality. We consider buyers for this business and M&A prospects for frozen bakery and oil & fats. Read More
Russian baby food champion Nutritek looks vulnerable owing to funding difficulties - Nutritek is still a hot property, that might now become available owing to the liquidity problems which have accompanied its expansion. Read More
Acquisition options for Wimm-Bill-Dann in Russian dairy, baby food and juices - There are targets in Russia whose acquisition would allow WBD to make a step-change in its market position and long-term viability; we identify some of them in infant feeding, fruit juices and chilled dairy. Read More
ABF is strategically poised to acquire Wessanen’s branded business - ABF is a very appropriate buyer for the group’s branded business; (i) both groups are focused on building a portfolio of authentic ethnic premium foods, and (ii) both of them are focused on western Europe and the USA, Read More
Wessanen's latest dairy alternatives buy points to its vulnerability as an M&A target - Wessannen’s bold strategy of transforming itself from a private label supplier, to a new-frontier branded producer, is at best delayed and possibly stagnating. Read More
Russia's Nutritek emerging as international baby food player - Nutritek is appearing out of the shadows as the next big infant feeding prize in the world. A key question is whether its 53% owner, Marshall, will seek an exit through sale to a strategic investor. Read More
Sale of minority stake in Lebedyansky baby food suggests strategic acquirer circling - Although the rationale for selling a minority stake to a financial investor is unclear, Lebedyansky is not doing them any favours with such a high valuation. Read More
Clearly Canadian emerging as acquisition candidate pushing organic grocery frontier - Crofter’s is the groups third organic acquisition in just over a year and, if the strategy succeeds in moving organic out of niche and into mainstream, then CC might be a very interesting acquisition candidate for you Read More
Omega Pharma to re-start acquisition drive with Mead Johnson purchase? - Is Heinz ready and willing for such a transformational deal ? We think not, and that a 'blind -side' offer could come from Omega Pharma, who could have both momentum and rationale on its side. Read More
Danone’s acquisition of Royal Numico provides breakthrough into health & wellness - By acquiring Numico, Danone has also made a transformational entry into infant and clinical nutrition. Expect Danone to make add –on acquisitions in these categories, in various key geographies Read More
Wessanen continues to downsize with frozen snacks disinvestment - Although this time Wessanen has taken a ‘structured’ approach, the fact is the group continues to downsize. Will it bounce back as an independent, or become the subject of a takeover bid ? Read More
Nestle’s acquisition of Gerber confirms its exit from non- health & wellness in developed markets - A secondary deal between the two groups in the works, after Nestle's acquisition of Novartis’ healthcare nutrition business. Serves to accelerate Nestle's withdrawal from its confectionery and dairy portfolios. Read More
Omega-Pharma realigns geographic focus in Europe after sale of UK herbal medicines brands - Omega-Pharma is a 20 years old pharma company, split between OTC and B2B divisions, that has grown to being a € 1 bln turnover business thanks to an early IPO and a string of acquisitions. Such a deal helps release it Read More
Wessanen adopts risky branded strategy by divesting key private label businesses - In theory, it makes sense for Wessanen to sell its old private label businesses, and invest the money in building up its premium-authentic and health foods divisions. However, the groups branded strategy is ambitious at Read More
Galenica strengthens its omega -3 platform after UK buy - Fish-derived fatty acids have been linked with improvements in cognitive health (learning and concentration), as well as heart, pregnancy and eye health. Expect more acquisitions by Galenica in this category, in continen Read More
Nestle makes breakthrough into healthcare nutrition after Novartis deal - After this transformational deal, Nestle's global market share in healthcare nutrition grows to 25%; that tips the group into a potential spate of further acquisitions in key geographies, down the road. Read More
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