mynth
12/2023

TERRA INSIGHTS acquired by ORICA

CANADA Hardware & Electronics / Electronic Components / Sensors & Optics EV 500M - 1.5b CAD

Context

Orica has signed a definitive sale and purchase agreement to acquire 100% of Terra Insights from Vance Street Capital LLC. The transaction represents a strategic expansion of Orica’s Digital Solutions portfolio, involving the full integration of Terra’s sensor, software, and data delivery assets into the existing GroundProbe geotechnical monitoring business. The acquisition is a key component of Orica’s digital strategy to achieve growth beyond its core blasting operations. By combining Terra Insights with its existing GroundProbe business, Orica establishes a global leader in geotechnical and structural monitoring. The integration allows Orica to deploy its deep domain expertise into the civil and infrastructure markets while providing a more complete, end-to-end geotechnical monitoring proposition. This transaction also adds a scalable stream of recurring subscription-based software revenue to Orica’s earnings, enhancing the high-margin profile of its digital services business.

TERRA INSIGHTS, which reported an EBITDA margin of in 2023, is valued in this transaction at an EV/EBITDA multiple of , representing a level the average currently observed in the TMT (Tech, Media, Telecom) sector (15.3x).

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Target

Terra Insights is a prominent Canadian technology provider specializing in advanced sensors, software, and data delivery platforms designed for the continuous geotechnical, structural, and geospatial monitoring of critical assets. Operating extensively across the mining and civil infrastructure sectors, the enterprise delivers a vertically integrated, end-to-end monitoring ecosystem. Its comprehensive product portfolio encompasses real-time instrumentation such as InSAR technology, GPS/GNSS devices, and proprietary inclinometers, perfectly integrated with resilient connectivity solutions like data loggers and gateways. Furthermore, its proprietary visualization software synthesizes complex asset data, enabling operators to seamlessly track deformation, structural integrity, and geohazards, ultimately mitigating safety risks and optimizing productivity. Terra Insights maintains a compelling market footprint across more than ninety countries, enjoying a particularly robust presence throughout North America and Europe.

Ent. Value

Equity Value

Multiples

EV / Revenue

EV / EBITDA

EV / EBIT

Historical Financials (CAD)

Year
Rev
EBITDA
EBIT
2023
2022

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REFERENCES

Valuation range: EV 500M - 1.5b CAD

EBITDA range: 25M - 50M CAD

Note: This page provides detailed data on a private equity M&A transaction. Detailed and exact financial metrics for the acquisition of TERRA INSIGHTS by ORICA are reserved for mynth community members. Register for free to unlock full data.

Authors: This transaction was contributed by a verified mynth contributor and cross-checked against available transaction documents and official company communications.

Target: terra insights