Beecken Petty O Keefe & Company Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Beecken Petty O Keefe & Company has acquired 4 companies. It has also invested in 2 others.

Beecken Petty O Keefe & Company’s most common sectors for investment are healthcare services (25%) and business services (16%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and secondary buyout (29%). In total, Beecken Petty O Keefe & Company has invested in 20 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2012 when it acquired Sunrise Senior Living for $845M.

In the last 3 years, Beecken Petty O Keefe & Company has exited 3 companies. The Firm’s most common exit type is trade sale (55%). Beecken Petty O Keefe & Company’s largest (disclosed) exit occurred in 2005 when it sold Team Health Holdings for $1.0B.

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M&A Summary

  • M&A Total Activity63
    • M&A Buy Activity32
    • M&A Sell Activity31
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 40
  • M&A Advisors 3

Beecken Petty O'Keefe & Company

131 South Dearborn Street, Suite 2800,
Chicago, Illinois 60603
United States
(312) 435-0300
www.bpoc.com
partners@bpoc.com

Beecken Petty O'Keefe & Company (BPOC) is a specialist private equity firm that targets investments in middle-market healthcare companies. Specific areas of interest within healthcare include, specialty distribution; provider and payor outsourcing; pharmacy, infusion, and home healthcare; outpatient an alternate site services; and medical products manufacturing with a focus on capital equipment. BPOC will consider buyouts and recapitalizations of businesses with enterprise values from $40 to $500 million, as well as growth stage investments in companies valued from $5 to $50 million. The Firm focuses on recapitalizations, buyouts, and growth capital investments. Beecken Petty O'Keefe & Company was formed in 1996 and is based in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Healthcare Services, Information Technology, Life Science, Medical Products, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 30
Investment Size 5 100
Enterprise Value 5 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.6/yr) # 24 2 2 1 3 - 32
vol $964M $964M
Sell (0.8/yr) # 27 1 2 1 - - 31
vol $2.2B $375M $2.6B
  63

Most Recent M&A

Company Date Value Type
Midwest Products and Engineering, Inc. 2019-10-01 - Secondary Buyout
Milwaukee, Wisconsin · www.mpe-inc.com
ClareMedica Health Partners LLC 2019-07-01 - Buyout (LBO, MBO, MBI)
Miami, Florida · www.claremedica.com
Health-E Commerce 2019-02-15 - Growth Capital
New York, New York · www.health-ecommerce.com
Medicus Healthcare Solutions LLC 2018-10-02 - Growth Capital
Windham, New Hampshire · www.medicushcs.com
Paragon Medical, Inc. 2018-04-03 375M USD Add-on Acquisition
Pierceton, Indiana · www.paragonmedical.com
Harbour Benefit Holdings, Inc. 2017-12-13 - Secondary Buyout
Mokena, Illinois · www.zenith-american.com
Cranial Technologies, Inc. 2017-05-15 - Secondary Buyout
Tempe, Arizona · www.cranialtech.com
Medical Solutions LLC 2017-05-08 - Secondary Buyout
Omaha, Nebraska · www.medicalsolutions.com
Southern Anesthesia and Surgical, Inc. 2017-02-20 - Add-on Acquisition
West Columbia, South Carolina · www.southernanesthesia.com
Absolute Dental 2016-05-01 - Buyout (LBO, MBO, MBI)
Las Vegas, Nevada · www.absolutedental.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Harbour Benefit Holdings, Inc. 2017-12-13 Benefits Administration LLC 2020-06-24 1
Mokena, Illinois · www.zenith-american.com Baltimore, Maryland · www.bacorporation.com
HealthPRO Heritage 2016-01-05 Alliance Physical Therapy Partners - Long-Term Care Unit 2018-11-29 1
Hunt Valley, Maryland · www.healthpro-heritage.com Tampa, Florida
Maxor National Pharmacy Services Corp. 2014-02-04 Pharmaceutical Specialties, Inc. 2016-12-02 1
Amarillo, Texas · www.maxor.com Rochester, Minnesota · www.psico.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 4 (36%) - 8 (25%) -
Business Services 2 (18%) 119M (100%) 5 (16%) 119M (12%)
Medical Products - - 5 (16%) -
Staffing 1 (9%) - 4 (13%) -
Distribution - - 2 (6%) -
Life Science 1 (9%) - 2 (6%) -
Manufacturing 1 (9%) - 2 (6%) -
Consumer Services - - 1 (3%) 845M (88%)
E-Commerce 1 (9%) - 1 (3%) -
Information Services 1 (9%) - 1 (3%) -
Information Technology - - 1 (3%) -
Total 11 $119M 32 $964M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) 119M (100%) 31 (97%) 964M (100%)
  Illinois 1 (9%) - 4 (13%) -
  Wisconsin 1 (9%) - 3 (9%) -
  New York 1 (9%) - 3 (9%) -
  Texas 2 (18%) - 2 (6%) -
  New Hampshire 1 (9%) - 2 (6%) -
  Florida 1 (9%) - 2 (6%) -
  Arizona 1 (9%) - 2 (6%) -
  Missouri 1 (9%) 119M (100%) 1 (3%) 119M (12%)
  Nevada 1 (9%) - 1 (3%) -
  Maryland 1 (9%) - 1 (3%) -
  Virginia - - 1 (3%) 845M (88%)
  Washington - - 1 (3%) -
  Tennessee - - 1 (3%) -
  South Carolina - - 1 (3%) -
  Pennsylvania - - 1 (3%) -
  Ohio - - 1 (3%) -
  Nebraska - - 1 (3%) -
  Massachusetts - - 1 (3%) -
  Indiana - - 1 (3%) -
  Connecticut - - 1 (3%) -
Ireland - - 1 (3%) -
Domestic 11 (100%) 119M (100%) 31 (97%) 964M (100%)
Cross-border - - 1 (3%) -
Total 11 $119M 32 $964M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (36%) - 12 (38%) 845M (88%)
Secondary Buyout 4 (36%) - 9 (28%) -
Growth Capital 2 (18%) - 4 (13%) -
Venture - - 3 (9%) -
Divestiture 1 (9%) 119M (100%) 2 (6%) 119M (12%)
Recapitalization - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 11 $119M 32 $964M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 11 (35%) 1.3B (51%)
Trade Sale 6 (19%) 250M (10%)
Unknown 6 (19%) -
Secondary Sale 5 (16%) 1.0B (40%)
IPO 3 (10%) -
Total 31 $2.6B

Top M&A Advisors

Financial Deals
Lincoln International
 1
Legal Deals
Paul Hastings LLP
 4
Kirkland & Ellis LLP
 1

Deal Values

buy # Total
$100M to $1B 2 $964M
TOTAL $964M
Largest Sunrise Senior Living, Inc.
$845M (2012-09-14)
sell # Total
> $1B 1 $1.0B
$100M to $1B 5 $1.6B
TOTAL $2.6B
Largest Team Health Holdings, Inc.
$1.0B (2005-10-12)

M&A Connections

Deals %
Acquired from
PE Firm(s)
86%
12 86%
Strategic(s)
14%
2 14%
Exited to
PE Firm(s)
22%
5 22%
Strategic(s)
78%
18 78%

Investor Summary

Size

Large

PE Assets

1.4B USD

Established

1996

Specialist/Generalist

Generalist

Leadership

David Beecken

Founder

Kenneth O'Keefe

Founder

William Petty

Founder

John Kneen

Founding Partner& CFO, CCO

Greg Moerschel

Managing Partner

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