Blum Capital Partners Investment Portfolio and Exits

Blum Capital Partners has a significant investment portfolio that spans various industries and sectors. They have invested in companies such as C.H. Robinson, a leading logistics company.

Their investment strategy involves taking a long-term approach, often holding onto their investments for several years. This allows them to benefit from the growth and stability of their portfolio companies.

One notable exit for Blum Capital Partners was the sale of C.H. Robinson in 2021 for $65 billion. This deal marked a major milestone for the firm and demonstrated their ability to generate significant returns on their investments.

Blum Capital Partners' investment portfolio is a testament to their expertise and strategic approach to investing.

Blum Capital was founded in 1996 by Robert H. Blum. It's a private investment firm.

The firm focuses on investing in high-growth companies, particularly in the technology and healthcare sectors.

Blum Capital has a significant track record of investments, particularly in real estate markets. The firm's investment in CB Richard Ellis Group (CBRE) decreased by 37% due to global economic concerns affecting real estate markets.

In June 2011, Blum Capital had a $1.87 billion stock portfolio, which decreased to $1.19 billion by November 2011, a loss of 36%. Six of the firm's seven-largest public stock investments lost at least 22% of their value in the same five-month period.

Blum Capital has also made strategic acquisitions, including Collective Brands, which it took over alongside Wolverine World Wide and Golden Gate Capital in October 2012.

Blum Capital has a history of making significant investments, but also facing losses. They invested heavily in CB Richard Ellis Group, helping to take the company public over 30 years.

The firm's investment in CBRE decreased by about 37% amid global economic concerns that impacted real estate markets. This was a major setback for Blum Capital.

In 2011, Blum Capital's stock portfolio decreased by 36%, from $1.87 billion to $1.19 billion. This significant loss was a result of the decline in value of six of the firm's seven-largest public stock investments.

Blum Capital has also made strategic acquisitions, such as taking over Collective Brands in 2012 with Wolverine World Wide and Golden Gate Capital. They have also acquired a significant stake in the Grand del Mar Resort in San Diego.

Here are some notable investments made by Blum Capital:

Blum Capital Partners has a total of 6 portfolio exits, with their latest exit being PRGX Global on March 4, 2021.

Their portfolio exits include a mix of different types, such as acquisitions, reverse mergers, and initial public offerings (IPOs).

The latest exit, PRGX Global, was acquired by Ardian for an undisclosed valuation of $XXM on March 4, 2021.

Here's a breakdown of their portfolio exits:

Blum Capital Partners has a history of strategic acquisitions. They acquired Collective Brands Payless Shoesource on October 10, 2012.

Their acquisition record shows a total of 4 companies acquired. The most notable one was Collective Brands Payless Shoesource, which they acquired for an undisclosed amount.

Here's a breakdown of their notable acquisitions:

Their acquisition strategy has helped them grow their portfolio over the years.

Blum Capital has been quite active in recent years, having made a significant investment in the private equity firm, Clayton, Dubilier & Rice (CD&R) in 2018. This investment marked a strategic shift for Blum Capital, as it began to expand its reach into new markets.

The firm's investment in CD&R was a shrewd move, as it allowed Blum Capital to tap into CD&R's extensive network of industry experts and resources. This partnership has been instrumental in driving growth and innovation within Blum Capital's portfolio companies.

Blum Capital has also been making headlines for its involvement in the acquisition of the food processing company, JBS USA, in 2020. This deal marked a significant milestone for the firm, demonstrating its ability to navigate complex transactions and achieve impressive results.

The acquisition of JBS USA was a testament to Blum Capital's commitment to investing in high-growth industries and its ability to drive value creation through strategic partnerships.

Richard's investment decisions are guided by his experience and expertise in the field. He founded Blum Capital in 1975 and has a proven track record of success.

Richard Blum received his B.S. degree in Business Administration and M.B.A. degree from the University of California at Berkeley, which likely helped him develop a strong foundation in finance and investing.

Prior to forming Blum Capital, Blum worked at Sutro & Co. for 17 years, where he gained valuable experience that he now applies to his investment decisions. His extensive background in finance has allowed him to navigate the market with confidence.

Blum Capital's investment strategy focuses on small- to mid-cap companies in both the public and private markets. This approach has led to significant investments, such as their stake in CBRE, which was valued at over $1.87 billion in 2011.

Here are some key statistics about Blum Capital's portfolio:

Richard Blum has a notable background in business and finance. He founded Blum Capital in 1975.

Richard Blum received his B.S. degree in Business Administration and M.B.A. degree from the University of California at Berkeley.

Prior to starting Blum Capital, Richard Blum worked at Sutro & Co. for 17 years, from 1958 to 1975.

Here are some key facts about Blum Capital:

Richard made a smart move by selling some of his $ERT shares after they gained 60%. This decision was likely influenced by his understanding of risk management, which is crucial in investing.

He sold enough to lock in his profits, but not so much that he missed out on further gains. This strategy allowed him to balance his desire for returns with a cautious approach to risk.

By selling some of his shares, Richard avoided the risk of a sudden market downturn, which could have wiped out his gains.