Clayton, Dubilier & Rice Analysis
What is Clayton, Dubilier & Rice?
Clayton, Dubilier & Rice company profile.
Employees
313
Founded
1978
Investment Focus
Clayton, Dubilier & Rice (CD&R) primarily focuses on investing in established businesses across various sectors, including business services, consumer/retail, healthcare, industrials, and technology. Their investment strategy emphasizes building stronger, more profitable companies through operational improvements and strategic initiatives. CD&R typically targets middle-market companies and seeks to partner with management teams to enhance value creation over the long term.
Assets Under Management
$66.9 billion
Investment Geography
Clayton, Dubilier & Rice primarily invests in North America and Europe, with a particular emphasis on the United States, Canada, the United Kingdom, Germany, and Italy.
Key Portfolio Companies
Clayton, Dubilier & Rice (CD&R) has a diverse portfolio of companies across various sectors. Here are some key portfolio companies along with brief descriptions of each:
1. agilon health (2016) - Focused on healthcare in North America.
2. American Greetings (2018) - A consumer, retail, and services company in North America.
3. Artera Services (2018) - Operates in the industrials and business services sector in North America.
4. Belron (2018) - A European company in the industrials and business services sector.
5. Carestream Dental (2017) - A healthcare company based in North America.
6. Cloudera (2021) - A technology company in North America.
7. Covetrus (2015) - Another healthcare company in North America.
8. Drive DeVilbiss Healthcare (2017) - Focused on healthcare in North America.
9. Epicor (2020) - A technology company in North America.
10. Focus Financial Partners (2023) - Operates in the financial services sector in North America.
11. Mosaic Health (2024) - A healthcare company in North America.
12. Motor Fuel Group (2015) - A consumer, retail, and services company in Europe.
13. Veritiv (2023) - An industrials and business services company in North America.
14. Zephyr AI (2021) - A technology company in North America.
2. American Greetings (2018) - A consumer, retail, and services company in North America.
3. Artera Services (2018) - Operates in the industrials and business services sector in North America.
4. Belron (2018) - A European company in the industrials and business services sector.
5. Carestream Dental (2017) - A healthcare company based in North America.
6. Cloudera (2021) - A technology company in North America.
7. Covetrus (2015) - Another healthcare company in North America.
8. Drive DeVilbiss Healthcare (2017) - Focused on healthcare in North America.
9. Epicor (2020) - A technology company in North America.
10. Focus Financial Partners (2023) - Operates in the financial services sector in North America.
11. Mosaic Health (2024) - A healthcare company in North America.
12. Motor Fuel Group (2015) - A consumer, retail, and services company in Europe.
13. Veritiv (2023) - An industrials and business services company in North America.
14. Zephyr AI (2021) - A technology company in North America.
Notable Exits
Clayton, Dubilier & Rice (CD&R) has made several notable exits in recent years, including:
- Motor Fuel Group (MFG) - CD&R is exploring a partial exit from MFG, the UK's largest independent forecourt operator, in a deal valued at approximately $8.8 billion.
- Kito Crosby - CD&R took a minority stake in Kito Crosby, which was acquired from KKR in an all-cash transaction valued at $2.7 billion. - Source: Alternatives Watch
- Sirius Computer Solutions - CD&R completed the sale of Sirius, a leading provider of secure, mission-critical technology solutions, in a transaction valued at $2.5 billion. - Source: CD&R News
- Solenis - CD&R exited its investment in Solenis, a water treatment leader, through a sale to Platinum Equity, with the transaction implying an enterprise value of $5.25 billion. - Source: PR Newswire
- Diversey - CD&R sold cleaning products maker Diversey for $4.3 billion, marking a significant exit for the firm. - Source: Private Equity International
These exits demonstrate CD&R's strategic approach to divesting from portfolio companies while maximizing value.
Recent Fundraising
$26 billion
Management Team
The management team of Clayton, Dubilier & Rice includes the following key members:
- Nate Sleeper - Chief Executive Officer
- David Novak - Co-President
- Rick Schnall - Co-President
- Donald Gogel - Chairman
- Harsh Agarwal - Partner
- Michael G. Babiarz - Partner
- Orla Beggs - Partner, Human Capital
- Andrew Campelli - Partner
- Romain Dutartre - Partner
- James G. Berges - Operating Partner
- Bill Berutti - Operating Partner
- Vindi Banga - Operating Partner
- Russell P. Fradin - Operating Partner
- Tom Deane - VP, Fund Transactions
- Shakeel Amir - VP, Fund Accounting & Reporting
- Sam Camens - Managing Director, Portfolio Health and Welfare
This team reflects a mix of leadership roles, including operational partners and executives overseeing various investment verticals.
