Building better businesses - Permira

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2009 Highlights · Portfolio companies took early and appropriate action in response to the global recession · Focus on controlling costs and strengthening their respective management teams, as well as continued investment in growth and innovation · Performance stabilised and in most cases improving · Rise in portfolio value by 22% over the past 12 months; 24% over the last six months · Two new investments: Just Retirement (page 56) and NDS (page 62) · Attractive businesses that offer strong prospects for growth · Sourced through strong relationships with corporate partners and sector network; complex and lengthy acquisition processes which mobilised the full range of our teams’ skills and expertise · Further investment in Permira team to increase our industry networks and deepen our local knowledge · Cash returned to investors by divesting a number of minority stakes · Market conditions showing some signs of improvement, though plans for 2010 based on very gradual recovery · Financing environment for new investments significantly improved over the year · Better conditions for realisations: exit options being evaluated by the Permira funds for a number of portfolio companies 2 Permira Annual Review 2009 2009 Highlights
Stabilised and improving portfolio Attractive investment environment Encouraging outlook Permira Annual Review 2009 2009 Highlights 3
Page 1 and 2: Building better businesses Annual R
Page 3: Introduction 01 Introduction 02 200
Page 7 and 8: For 25 years the Permira funds have
Page 9 and 10: Origination www.justretirement.com
Page 11 and 12: Leadership www.provimi.com www.prov
Page 13 and 14: Development www.tdc.com TDC has dev
Page 15 and 16: Targets www.newlook.co.uk New Look
Page 17 and 18: Performance www.birdseye.co.uk Bird
Page 19 and 20: ProSiebenSat.1 68 Galaxy Entertainm
Page 21 and 22: Defending the portfolio Throughout
Page 23 and 24: Focused on long-term growth Althoug
Page 25 and 26: Outlook for 2010 A responsible appr
Page 27 and 28: Acromas 34 Cognis 44 Permira Annual
Page 29 and 30: “The relationship with Breakthrou
Page 31 and 32: Kurt Björklund Co-Managing Partner
Page 33 and 34: Contents 32 Portfolio overview 34 A
Page 35 and 36: Portfolio Overview Location of Perm
Page 37 and 38: Investment overview Acromas is the
Page 39 and 40: Investment overview All3Media is on
Page 41 and 42: Investment overview Arysta LifeScie
Page 43 and 44: Investment overview Birds Eye iglo
Page 45 and 46: Investment overview BorsodChem (‘
Page 47 and 48: Investment overview Cognis is a wor
Page 49 and 50: Investment overview The Cortefiel G
Page 51 and 52: Investment overview DinoSol Superme
Page 53 and 54: Investment overview Freescale is a
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Investment overview Galaxy Entertai
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Investment overview Red & Black Lux
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Investment overview Just Retirement
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Investment overview Marazzi Group (
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Investment overview Maxeda is the l
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Investment overview NDS Group (‘N
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Investment overview New Look is a E
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Investment overview Principal Hayle
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Investment overview ProSiebenSat.1
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Investment overview Provimi is a wo
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Investment overview Seat Pagine Gia
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Investment overview Sisal is the nu
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Investment overview TDC is a provid
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Investment overview Telepizza is a
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