Beecken Petty O Keefe & Company Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Beecken Petty O Keefe & Company has invested in 1 company.

Beecken Petty O Keefe & Company’s most common sectors for investment are healthcare services (23%) and medical products (19%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (30%) and secondary buyout (30%). In total, Beecken Petty O Keefe & Company has invested in 17 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 (57%). 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 Activity57
    • M&A Buy Activity27
    • M&A Sell Activity30
  • Total Sectors Invested 10
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 41
  • 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 (0.8/yr) # 23 - 2 - 2 - 27
vol $964M $964M
Sell (0.6/yr) # 27 - 2 1 - - 30
vol $2.2B $375M $2.6B
  57

Most Recent M&A

Company Date Value Type
Midwest Products and Engineering, Inc. 2019-10-01 - Secondary Buyout
Milwaukee, Wisconsin · www.mpe-inc.com
Health-E Commerce 2019-02-15 - Growth Capital
New York, New York · www.health-ecommerce.com
Paragon Medical, Inc. 2018-04-03 375M USD Add-on Acquisition
Pierceton, Indiana · www.paragonmedical.com
Zenith American Solutions, 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
Medical Solutions LLC 2015-09-02 - Recapitalization
Omaha, Nebraska · www.medicalsolutions.com
RSA Medical LLC 2015-08-24 - Add-on Acquisition
Naperville, Illinois · www.rsamedical.com
Teramedica, Inc. 2015-05-13 - Add-on Acquisition
Milwaukee, Wisconsin · www.teramedica.net
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Maxor National Pharmacy Services Corp. 2014-02-03 Pharmaceutical Specialties, Inc. 2016-12-02 1
Amarillo, Texas · www.maxor.com Rochester, Minnesota · www.psico.com
Maverick Healthcare, Inc. 2007-11-13 Lifecare Solutions, Inc. 2011-01-01 1
Mesa, Arizona · www.preferredhomecare.com San Diego, California · www.lifecaresoln.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 4 (50%) - 6 (22%) -
Medical Products - - 5 (19%) -
Staffing 1 (13%) 119M (100%) 4 (15%) 119M (12%)
Business Services 1 (13%) - 4 (15%) -
Distribution - - 2 (7%) -
Manufacturing 1 (13%) - 2 (7%) -
Consumer Services - - 1 (4%) 845M (88%)
E-Commerce 1 (13%) - 1 (4%) -
Information Technology - - 1 (4%) -
Life Science - - 1 (4%) -
Total 8 $119M 27 $964M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) 119M (100%) 26 (96%) 964M (100%)
  Illinois 1 (13%) - 4 (15%) -
  New York 1 (13%) - 3 (11%) -
  Wisconsin 1 (13%) - 3 (11%) -
  Arizona 2 (25%) - 2 (7%) -
  Florida 1 (13%) 119M (100%) 2 (7%) 119M (12%)
  Georgia 1 (13%) - 1 (4%) -
  Texas 1 (13%) - 1 (4%) -
  Virginia - - 1 (4%) 845M (88%)
  Ohio - - 1 (4%) -
  New Hampshire - - 1 (4%) -
  Nebraska - - 1 (4%) -
  Indiana - - 1 (4%) -
  Connecticut - - 1 (4%) -
  Washington - - 1 (4%) -
  Tennessee - - 1 (4%) -
  South Carolina - - 1 (4%) -
  Pennsylvania - - 1 (4%) -
Ireland - - 1 (4%) -
Domestic 8 (100%) 119M (100%) 26 (96%) 964M (100%)
Cross-border - - 1 (4%) -
Total 8 $119M 27 $964M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (13%) - 8 (30%) 845M (88%)
Secondary Buyout 4 (50%) - 8 (30%) -
Growth Capital 1 (13%) - 3 (11%) -
Venture - - 3 (11%) -
Divestiture 1 (13%) 119M (100%) 2 (7%) 119M (12%)
Recapitalization 1 (13%) - 2 (7%) -
Stake Purchase - - 1 (4%) -
Total 8 $119M 27 $964M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 11 (37%) 1.3B (51%)
Trade Sale 6 (20%) 250M (10%)
Secondary Sale 5 (17%) 1.0B (40%)
Unknown 5 (17%) -
IPO 3 (10%) -
Total 30 $2.6B

Top M&A Advisors

Financial Deals
Lincoln International
1
Legal Deals
Paul Hastings LLP
3
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)
83%
10 83%
Strategic(s)
17%
2 17%
Exited to
PE Firm(s)
22%
5 22%
Strategic(s)
78%
18 78%