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Merchant Bank
rothschild.com

Investments

5

Portfolio Exits

2

Funds

5

Partners & Customers

8

About 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.

Headquarters Location

New Court St Swithin's Lane

London, England, EC4N 8AL,

United Kingdom

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Latest Rothschild Group News

Rothschild group plans organic wines for Central Otago’s Akarua

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.

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Rothschild Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

8/20/2018

Series C

Softwheel

$25M

Yes

4

6/17/2010

Series F

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$99M

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0

11/13/2009

Series E

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$99M

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10

6/6/2005

Series C

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$99M

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0

Other Investors

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0

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

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Amount

$25M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

4

0

10

0

0

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

$99M

4

1/5/2012

Acquired

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$99M

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10

Date

1/4/2017

1/5/2012

Exit

Acquired

Acquired

Companies

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Valuation

$99M

$99M

Acquirer

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Sources

4

10

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

$99M

$56.7M

Corporate Majority

1

9/22/2016

Private Equity

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$99M

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10

5/27/2014

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$99M

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10

Date

4/22/2018

9/22/2016

5/27/2014

Investment Stage

Debt

Private Equity

Companies

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Valuation

$99M

$99M

$99M

Total Funding

$56.7M

Note

Corporate Majority

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Sources

1

10

10

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

$99M

10

9/21/2016

Five Arrows Secondary Opportunities IV

$99M

10

10/6/2015

Five Arrows Principal Investments II

$99M

10

Alt Ucits Fund

10

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

$99M

$99M

$99M

Sources

1

10

10

10

10

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

Singapore

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10

3/15/2017

Client

Japan

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10

8/12/2014

Vendor

United States

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10

4/29/2014

Partner

United States

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10

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

Singapore

Japan

United States

United States

News Snippet

Lighthouse, Rothschild enter strategic advisory agreement: Reuters

Lighthouse Investment Partners LLC , Rothschild Asset Management enter strategic advisory agreement : Reuters

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Sources

1

10

10

10

10

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

Chief Financial Officer

Former

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Name

Alan C Mitchell

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Work History

Title

Chief Financial Officer

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Status

Former

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