Investments
5Portfolio Exits
2Funds
5Partners & Customers
8About Rothschild Group
Rothschild is a financial advisory group, specializing in Global Financial Advisory, Wealth Management & Trust, Institutional Asset Management and Merchant Banking. The Merchant Banking business deploys the firm's capital, alongside that of trusted partners, primarily in European investment opportunities. Five Arrows Secondary Opportunities is the secondary private equity vehicle of Rothschild Merchant Banking, the investment arm of Rothschild & Co.
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Latest Rothschild Group News
Oct 10, 2022
Edmond de Rothschild Heritage's bid to buy Akarua in Central Otago had been approved by New Zealand’s Overseas Investment Office, paving the way for the Bordeaux-based company to produce its first organic wines. The post Rothschild group plans organic wines for Central Otago’s Akarua appeared first on The Drinks Business.
Rothschild Group Investments
5 Investments
Rothschild Group has made 5 investments. Their latest investment was in Softwheel as part of their Series C on August 8, 2018.
Rothschild Group Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
8/20/2018 | Series C | Softwheel | $25M | Yes | 4 | |
6/17/2010 | Series F | |||||
11/13/2009 | Series E | |||||
6/6/2005 | Series C | |||||
Other Investors |
Date | 8/20/2018 | 6/17/2010 | 11/13/2009 | 6/6/2005 | |
|---|---|---|---|---|---|
Round | Series C | Series F | Series E | Series C | Other Investors |
Company | Softwheel | ||||
Amount | $25M | ||||
New? | Yes | ||||
Co-Investors | |||||
Sources | 4 |
Rothschild Group Portfolio Exits
2 Portfolio Exits
Rothschild Group has 2 portfolio exits. Their latest portfolio exit was Autodata Publishing Group on January 04, 2017.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
1/4/2017 | Acquired | 4 | |||
Date | 1/4/2017 | |
|---|---|---|
Exit | Acquired | |
Companies | ||
Valuation | ||
Acquirer | ||
Sources | 4 |
Rothschild Group Acquisitions
3 Acquisitions
Rothschild Group acquired 3 companies. Their latest acquisition was Centric Health on April 22, 2018.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
4/22/2018 | Debt | $56.7M | Corporate Majority | 1 | ||
9/22/2016 | Private Equity | |||||
5/27/2014 |
Date | 4/22/2018 | 9/22/2016 | 5/27/2014 |
|---|---|---|---|
Investment Stage | Debt | Private Equity | |
Companies | |||
Valuation | |||
Total Funding | $56.7M | ||
Note | Corporate Majority | ||
Sources | 1 |
Rothschild Group Fund History
5 Fund Histories
Rothschild Group has 5 funds, including Five Arrows Fund III.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
3/11/2019 | Five Arrows Fund III | $1,412.04M | 1 | ||
5/16/2018 | European Mid-Market Direct Lending Fund | ||||
9/21/2016 | Five Arrows Secondary Opportunities IV | ||||
10/6/2015 | Five Arrows Principal Investments II | ||||
Alt Ucits Fund |
Closing Date | 3/11/2019 | 5/16/2018 | 9/21/2016 | 10/6/2015 | |
|---|---|---|---|---|---|
Fund | Five Arrows Fund III | European Mid-Market Direct Lending Fund | Five Arrows Secondary Opportunities IV | Five Arrows Principal Investments II | Alt Ucits Fund |
Fund Type | |||||
Status | |||||
Amount | $1,412.04M | ||||
Sources | 1 |
Rothschild Group Partners & Customers
8 Partners and customers
Rothschild Group has 8 strategic partners and customers. Rothschild Group recently partnered with Lighthouse Partners on November 11, 2017.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
11/13/2017 | Partner | United States | Lighthouse, Rothschild enter strategic advisory agreement: Reuters Lighthouse Investment Partners LLC , Rothschild Asset Management enter strategic advisory agreement : Reuters | 1 | |
7/3/2017 | Partner | ||||
3/15/2017 | Client | ||||
8/12/2014 | Vendor | ||||
4/29/2014 | Partner |
Date | 11/13/2017 | 7/3/2017 | 3/15/2017 | 8/12/2014 | 4/29/2014 |
|---|---|---|---|---|---|
Type | Partner | Partner | Client | Vendor | Partner |
Business Partner | |||||
Country | United States | ||||
News Snippet | Lighthouse, Rothschild enter strategic advisory agreement: Reuters Lighthouse Investment Partners LLC , Rothschild Asset Management enter strategic advisory agreement : Reuters | ||||
Sources | 1 |
Rothschild Group Team
3 Team Members
Rothschild Group has 3 team members, including former Chief Financial Officer, Alan C Mitchell.
Name | Work History | Title | Status |
|---|---|---|---|
Alan C Mitchell | TSA Solutions, HSBC, KPMG, and Deloitte | Chief Financial Officer | Former |
Name | Alan C Mitchell | ||
|---|---|---|---|
Work History | TSA Solutions, HSBC, KPMG, and Deloitte | ||
Title | Chief Financial Officer | ||
Status | Former |
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