Optum - M&A Summary and Business Overview

Information TechnologyCompany

Optum M&A Summary

Optum has acquired 16 companies, including 10 in the last 5 years. A total of 7 acquisitions came from private equity firms. It has also divested 1 asset.

Optum’s largest acquisition to date was in 2022, when it acquired LHC Group for $5.4B. It’s largest disclosed sale occurred in 2014, when it sold V3 Systems to Sphere 3D for $10M. Optum has acquired in 12 different US states. The Company’s most targeted sectors include healthcare services (69%) and information technology (25%).

Optum Business Overview

Where is Optum headquartered?

Optum is headquartered in Eden Prairie, Minnesota.

What sector is Optum in?

Optum is an information technology company.

M&A Summary

  • M&A Total Activity17
    • M&A Buy Activity16
    • M&A Sell Activity1
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 8

Optum, Inc.

11000 Optum Circle,
Eden Prairie, Minnesota 55344
United States,
(952) 833-7100
www.optum.com

Optum is an information and technology-enabled health services business dedicated to helping make the health system work better for everyone. Optum delivers intelligent, integrated solutions that help to modernize the health system and improve overall population health.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.6/yr) # 8 3 - 3 2 - 16
vol $1.3B $5.4B $3.3B $10.0B
Sell (0.0/yr) # 1 - - - - - 1
vol $10M $10M
  17

Most Recent M&A

Company Date Value Type
DaVita Medical Group 2023-06-19 - Divestiture
Denver, Colorado · www.davitamedicalgroup.com
Amedisys, Inc. 2023-06-05 3.3B USD Add-on Acquisition
Baton Rouge, Louisiana · www.amedisys.com
Change Healthcare, Inc. 2022-10-03 - Merger
Nashville, Tennessee · www.changehealthcare.com
LHC Group, Inc. 2022-03-29 5.4B USD Merger
Lafayette, Louisiana · www.lhcgroup.com
Refresh Management LLC 2022-03-24 - Add-on Acquisition
Jacksonville Beach, Florida · www.refreshmh.com
StoneEagle Services, Inc. 2020-12-01 - Add-on Acquisition
Plano, Texas · www.vpayusa.com
ConnectYourCare LLC 2020-11-01 - Add-on Acquisition
Hunt Valley, Maryland · www.connectyourcare.com
NaviHealth, Inc. 2020-05-18 - Add-on Acquisition
Brentwood, Tennessee · www.navihealth.us
Diplomat Pharmacy, Inc. 2019-12-09 - Add-on Acquisition
Flint, Michigan · www.diplomat.is
Vivify Health, Inc. 2019-10-30 - Add-on Acquisition
Plano, Texas · www.vivifyhealth.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Surgical Care Affiliates, Inc. 2017-01-09 PE GI Solutions 2022-06-01 1
Deerfield, Illinois · www.scasurgery.com Jamison, Pennsylvania · www.pegisolutions.com

M&A by Sector

Sector Buy # Value Sell # Value
Healthcare Services 11 (69%) 8.7B (87%) - -
Information Technology 4 (25%) 1.3B (13%) - -
Internet Software and Services 1 (6%) - 1 (100%) 10M (100%)
Total 16 $10.0B 1 $10M

By Geo

State/Country Buy Value Sell Value
United States 16 10.0B 1 10M
  Texas 3 - - -
  Tennessee 2 - - -
  Louisiana 2 8.7B - -
  Utah 1 - 1 10M
  West Virginia 1 - - -
  Michigan 1 - - -
  Massachusetts 1 - - -
  Maryland 1 - - -
  Illinois 1 - - -
  Florida 1 - - -
  District of Columbia 1 1.3B - -
  Colorado 1 - - -
Total 16 $10.0B 1 $10M

Deal Values

buy # Total
> $1B 3 $10.0B
TOTAL $10.0B
Largest LHC Group, Inc.
$5.4B (2022-03-29)
sell # Total
< $100M 1 $10M
TOTAL $10M
Largest V3 Systems, Inc.
$10M (2014-02-11)

M&A Connections

Deals
Acquired from
Investor(s)
44%
7 (44%)
Strategic(s)
13%
2 (13%)
Divested to
Strategic(s)
100%
1 (100%)

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