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Eversheds Sutherland advises CBPE Capital LLP (CBPE) on its sale of Optima Health Group Limited

  • Global
  • United Kingdom

    27-01-2022

    Eversheds Sutherland has advised CBPE Capital LLP (CBPE) and management shareholders on the sale of Optima Health Group Limited (Optima) to London-based GRC software giant, Marlowe Plc, for an Enterprise Value of £135m.

    The sale represents a money multiple of 6.5x CBPE’s original investment in Optima.

    Optima is the UK’s leading provider of technology enabled corporate health and wellbeing solutions, while Marlowe Plc is the UK leader in business-critical services and software which assure regulatory compliance.

    The Eversheds Sutherland corporate team was led by Partner and Co-Head of the Global Corporate and M&A team, Richard Moulton and Rob Worsfold, Senior Associate. The team also provided banking advice, led by Partner Jason Wurzal and Senior Associate Hannah McAdam, as well as share incentives advice, led by Partner Danny Blum.

    Under CBPE’s ownership, Optima has grown significantly, from around 500 employees in 2016 to over 1,000 employees today and has become the clear UK market leader in corporate health and wellbeing solutions.

    Richard Moulton, Eversheds Sutherland, said:

    We are proud to be a long-standing adviser to CBPE Capital, and this has been illustrated yet again with our role in acting for CBPE throughout its successful hold of Optima Health, including acting on the initial CBPE investment, subsequent strategic acquisitions and this significant exit. This sale mandate has allowed us to once again demonstrate our strengths in delivering private equity transactions and show our experience in the healthcare sector, as well as display our public markets experience in dealing with a listed buyer.

    “This deal has been a great way to start 2022 and we look forward to building on this for another busy year.”

    Anand Jain, CBPE, said:

    We consider Eversheds Sutherland a trusted adviser, having worked together on a number of transactions over the years and this transaction was another example of where the Eversheds Sutherland team have shown their excellence in providing legal advice and managing a private equity transaction through to a smooth completion. We look forward to working together in the future."

    This information is for guidance purposes only and should not be regarded as a substitute for taking legal advice. Please refer to the full terms and conditions on our website.

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