M&A Deal Summary |
|
|---|---|
| Date | 2015-07-07 |
| Target | Ardent Health Services |
| Sector | Healthcare Services |
| Buyer(s) |
Equity Group Investments
Ventas |
| Sellers(s) |
Welsh Carson Anderson & Stowe
Ferrer Freeman |
| Deal Type | Secondary Buyout |
| Advisor(s) | Katten Muchin Rosenman (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1969 |
| Size | Large |
| Type | Sector Agnostic |
Equity Group Investments is a private investment group formed by Sam Zell. The Firm looks for opportunistic investments in a variety of sectors including energy, healthcare, logistics, manufacturing, transportation, media, and real estate. Equity Group Investments was established in 1969 and is headquartered in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 11 |
| Sector (Healthcare Services) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 1 |
| State (Tennessee) | 1 of 1 |
| Country (United States) | 2 of 10 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-01-01 |
Par Pacific
Houston, Texas, United States Par Pacific is a provider of petroleum products. Par, through its subsidiaries, owns and operates a 94,000 bpd refinery with related logistics and retail network in Hawaii. Par also transports, markets and distributes crude oil from Western U.S. and Canada to Hawaii and other refining hubs in the Midwest, the Gulf Coast, and the East Coast. Par Pacific was founded in 1984 and is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-02 |
Ventana Exploration and Production
Oklahoma City, Oklahoma, United States Ventana Exploration and Production LLC is a privately held oil & gas company focused on acquiring non-operated assets across the eastern Anadarko Basin. Ventana Exploration and Production LLC was founded in 2015 and is based in Oklahoma City, Oklahoma. |
Buy | - |
| Category | Company |
|---|---|
| Sector | Real Estate |
| Employees | 448 |
| Revenue | 4.1B USD (2022) |
Ventas is a real estate investment trust (REIT), with a highly diversified portfolio of nearly 1,500 seniors housing communities, medical office buildings, skilled nursing facilities and hospitals in 46 states, the District of Columbia and two Canadian provinces. Ventas is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 12 |
| Sector (Healthcare Services) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 1 |
| State (Tennessee) | 1 of 2 |
| Country (United States) | 8 of 11 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-02 |
American Realty Capital Healthcare Trust
New York,, New York, United States American Realty Capital Trust is a REIT that acquires, owns and operates single-tenant freestanding commercial properties. The company’s diversified real estate portfolio is comprised of long-term, net leases with primarily investment-grade tenants. American Realty Capital Trust’s primary goal is to provide durable, reliable income for investors through the delivery of dependable monthly dividends. |
Buy | $2.6B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-05 |
Wexford Science & Technology - Life Science & Medical Real Estate
United States Wexford Science & Technology - Life Science & Medical Real Estate portfolio includes 23 operating properties that contain 4.1 million square feet, are 97 percent leased and derive 73 percent of revenue from excellent credit tenants, including 11 universities with an average credit rating of Aa2, investment grade companies and public companies with an equity market capitalization exceeding $1 billion. It also includes two development assets encompassing approximately 400,000 square feet, that are nearly 60 percent pre-leased and affiliated with Duke University and Wake Forest University. The Company is also acquiring nine development sites principally contiguous to existing assets. |
Buy | $1.5B |
| Category | Private Equity Firm |
|---|---|
| Founded | 1979 |
| PE ASSETS | 27.0B USD |
| Size | Mega |
| Type | Sector Focused |
Welsh Carson Anderson & Stowe (WCAS) is a mega-sized, specialist private equity firm focused on investments in growth-oriented companies operating within the healthcare and technology/tech-enabled services industries. WCAS will consider small and large transactions; including venture investments, growth equity investments, buy-and-build transactions, public-to-private acquisitions, and corporate carve-outs. The Firm prefers control situations and generally seeks opportunities in the US. Welsh Carson Anderson & Stowe was formed in 1979 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 51 of 73 |
| Sector (Healthcare Services) | 17 of 25 |
| Type (Secondary Buyout) | 7 of 15 |
| State (Tennessee) | 4 of 8 |
| Country (United States) | 49 of 70 |
| Year (2015) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-04-20 |
Simeio
Hoboken, New Jersey, United States Simeio is a provider of IAM solutions to enterprises, delivering its unique Identity-as-a-Service solution through its proprietary Identity Orchestrator technology platform and its global, multi-site Identity Intelligence Center. Simeio is based in Hoboken, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-17 |
Ozburn-Hessey Logistics
Brentwood, Tennessee, United States Ozburn-Hessey Logistics LLC is a provider of integrated global supply chain management solutions including transportation, warehousing, customs brokerage, freight forwarding, and import and export consulting services. |
Sell | $800M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1995 |
| PE ASSETS | 900M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Ferrer Freeman & Co. (FFC) is a private equity firm that invests exclusively in healthcare companies generating sales minimum $20 to $200 million. FFC also invests in clinical products and outsourcing/infrastructure businesses serving the healthcare sector. FFC looks to commit $10 to $40 million per transaction and focuses primarily on growth capital financings and build-ups. However, the Firm will also selectively fund buyouts as well. Ferrer Freeman & Co. LLC was formed in 1995 and is based in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 23 |
| Sector (Healthcare Services) | 10 of 11 |
| Type (Secondary Buyout) | 4 of 5 |
| State (Tennessee) | 1 of 1 |
| Country (United States) | 21 of 23 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-11-13 |
Genova Diagnostics
Asheville, North Carolina, United States Genova Diagnostics is a specialty clinical laboratory focused on the identification and treatment of diseases, as well as providing critical information to support continued wellness and disease prevention. Genova Diagnostics was founded in 1986 and is based in Asheville, North Carolina. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-08-30 |
K2M
Leesburg, Virginia, United States K2M, Inc. is an innovative spinal device company committed to the research, development, and commercialization of simplified solutions for the treatment of complex spinal pathologies and minimally invasive procedures. |
Sell | $1.4B |
