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.

Join Mergr to view Beecken Petty O Keefe & Company’s full profile and discover more large private equity firms just like it.

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

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

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

100

Enterprise Value

500

values in millions of USD

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

Year

≤ '15

'16

'17

'18

'19

'20

Buy (0.8/yr)

vol

$964M

Sell (0.6/yr)

vol

$2.2B

$375M

$2.6B

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 >>

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 >>

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

Company

Acquired

Add-On/Sale

Date

Maxor National Pharmacy Services Corp.

2014-02-03

Pharmaceutical Specialties, Inc.

2016-12-02

Amarillo, Texas · www.maxor.com

Rochester, Minnesota · www.psico.com

Maverick Healthcare, Inc.

2007-11-13

Lifecare Solutions, Inc.

2011-01-01

Mesa, Arizona · www.preferredhomecare.com

San Diego, California · www.lifecaresoln.com

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

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

$119M

$964M

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

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

$119M

$964M

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

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

$119M

$964M

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

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

$2.6B

Financial	Deals
Lincoln International	1

Financial

Deals

Lincoln International

Legal	Deals
Paul Hastings LLP	3
Kirkland & Ellis LLP	1

Legal

Deals

Paul Hastings LLP

Kirkland & Ellis LLP

buy	#	Total
$100M to $1B	2	$964M
TOTAL	$964M
Largest	Sunrise Senior Living, Inc. $845M (2012-09-14)

buy

Total

$100M to $1B

$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)

sell

Total

> $1B

$1.0B

$100M to $1B

$1.6B

TOTAL

$2.6B

Largest

Team Health Holdings, Inc.
$1.0B (2005-10-12)

	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%

Deals

Acquired from

PE Firm(s)

83%

Strategic(s)

17%

Exited to

PE Firm(s)

22%

Strategic(s)

78%

Beecken Petty O Keefe & Company Mergers and Acquisitions Summary

Private Equity Profile

M&A Summary