Birch Hill Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Birch Hill Equity Partners has acquired 3 companies.

Birch Hill Equity Partners’ most common sectors for investment arebusiness services (9%) and retail (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (52%) and divestiture (14%). In total, Birch Hill Equity Partners has invested in 4 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2021 when it acquired ERCO Worldwide for $725M.

In the last 3 years, Birch Hill Equity Partners has exited 4 companies. The Firm’s most common exit type is trade sale (48%). Birch Hill Equity Partners’ largest (disclosed) exit occurred in 2007 when it sold Holiday Retirement for $6.9B.

Join Mergr to view Birch Hill Equity Partners’ full profile and discover more large private equity firm investors just like it.

M&A Summary

  • M&A Total Activity81
    • M&A Buy Activity45
    • M&A Sell Activity36
  • Total Sectors Invested 27
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 35
  • M&A Advisors 5

Birch Hill Equity Partners

Birch Hill Equity Partners Management, Inc.

4510-81 Bay Street PO Box 45,
Toronto, Ontario M5J 0E7
Canada
(416) 775-3800
www.birchhillequity.com
info@birchhillequity.com

Birch Hill Equity Partners is a middle-market private equity firm focused on investments in Canadian companies. Birch Hill targets growth oriented businesses valued between C$50 and C$1000 million. Sectors of interest include agriculture, communications, energy, environmental, entertainment, distribution, healthcare, manufacturing, software, and technology. Birch Hill will not consider investments in real estate, pure commodity companies or start ups. Birch Hill Equity Partners was formed in 1994 and is based in Toronto, Canada.


Investment Criteria

Sectors of Interest: Agriculture, Airlines, Apparel/Textiles, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Consumer Services, Distribution, Education, Energy Services and Equipment, Environmental, Healthcare Services, Information Technology, Life Science, Machinery, Manufacturing, Marine, Media, Medical Products, Oil/Gas Exploration, Renewable Energy, Retail, Software, Transportation

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

Geographic Preferences: East US, Midwest US, South US, West US, Canada, Western Europe, Eastern Europe, Africa, Asia/Pacific

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 50 1,000
values in millions of CAD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 41 1 1 1 1 - 45
vol $1.5B $725M $2.2B
Sell (0.8/yr) # 32 - 3 - 1 - 36
vol $11.7B $705M $2.1B $14.5B
  81

Most Recent M&A

Company Date Value Type
Yorkville Education Co. 2023-09-03 - Buyout (LBO, MBO, MBI)
Toronto, Ontario · www.yorkvilleu.ca
Uni-Select, Inc. 2023-02-27 2.1B USD Stake Sale
Boucherville, Quebec · www.uniselect.com
Polycor, Inc. 2022-05-04 - Secondary Buyout
Quebec, Quebec · www.polycor.com
HomeEquity Bank 2021-09-22 - Secondary Sale
Toronto, Ontario · www.homeequitybank.ca
Bio Agri Mix LP 2021-07-27 - Secondary Sale
Mitchell, Ontario · www.bioagrimix.com
Terrapure Environmental Ltd. 2021-03-15 705M CAD Trade Sale
Burlington, Ontario · www.terrapureenv.com
ERCO Worldwide LP 2021-02-18 725M USD Divestiture
Mississauga, Ontario · www.ercoworldwide.com
Harbour Air Ltd. 2020-01-19 - Buyout (LBO, MBO, MBI)
Richmond, British Columbia · www.harbourair.com
Uni-Select, Inc. 2019-12-18 - Stake Purchase
Boucherville, Quebec · www.uniselect.com
Marsulex Environmental Technologies Corp. 2019-12-03 - Trade Sale
Lebanon, Pennsylvania · www.met.net
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
GDI Integrated Facility Services 2012-01-03 Ainsworth, Inc. 2015-06-24 3
Lasalle, Quebec · www.gdi.com Toronto, Ontario · www.ainsworth.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (14%) 116M (9%) 4 (9%) 116M (5%)
Retail 1 (7%) - 3 (7%) 356M (16%)
Software - - 3 (7%) 60M (3%)
Information Technology 1 (7%) 412M (32%) 2 (4%) 773M (35%)
Chemicals 1 (7%) 725M (56%) 2 (4%) 725M (33%)
Education 1 (7%) - 2 (4%) 144M (6%)
Communications 1 (7%) - 2 (4%) -
Consumer Services 1 (7%) - 2 (4%) -
Distribution - - 2 (4%) -
Food - - 2 (4%) -
Manufacturing - - 2 (4%) -
Media - - 2 (4%) -
Oil/Gas Exploration 1 (7%) - 2 (4%) -
Renewable Energy - - 2 (4%) -
Medical Products 1 (7%) 50M (4%) 1 (2%) 50M (2%)
Airlines 1 (7%) - 1 (2%) -
Apparel/Textiles - - 1 (2%) -
Beverages - - 1 (2%) -
Building Materials 1 (7%) - 1 (2%) -
Consumer Products 1 (7%) - 1 (2%) -
Energy Services and Equipment 1 (7%) - 1 (2%) -
Environmental - - 1 (2%) -
Financial Services - - 1 (2%) -
Leisure - - 1 (2%) -
Life Science - - 1 (2%) -
Machinery - - 1 (2%) -
Transportation - - 1 (2%) -
Total 14 $1.3B 45 $2.2B

Acquisitions By Geo

State/Country Current # Value All-time # Value
Canada 12 (86%) 1.3B (100%) 40 (89%) 2.2B (100%)
  Ontario 6 (43%) 1.2B (91%) 24 (53%) 2.1B (95%)
  Quebec 3 (21%) 116M (9%) 5 (11%) 116M (5%)
  Alberta 2 (14%) - 4 (9%) -
  British Columbia 1 (7%) - 3 (7%) -
  Nova Scotia - - 2 (4%) -
  Newfoundland - - 1 (2%) -
  Manitoba - - 1 (2%) -
United States 1 (7%) - 4 (9%) -
  Illinois 1 (7%) - 1 (2%) -
  Florida - - 1 (2%) -
  South Carolina - - 1 (2%) -
  Pennsylvania - - 1 (2%) -
United Kingdom 1 (7%) - 1 (2%) -
Domestic 12 (86%) 1.3B (100%) 40 (89%) 2.2B (100%)
Cross-border 2 (14%) - 5 (11%) -
Total 14 $1.3B 45 $2.2B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (36%) - 23 (51%) 560M (25%)
Divestiture 3 (21%) 775M (59%) 6 (13%) 775M (35%)
Growth Capital 1 (7%) - 6 (13%) -
Going Private 2 (14%) 528M (41%) 5 (11%) 889M (40%)
Stake Purchase 1 (7%) - 2 (4%) -
PIPE - - 1 (2%) -
Recapitalization 1 (7%) - 1 (2%) -
Secondary Buyout 1 (7%) - 1 (2%) -
Total 14 $1.3B 45 $2.2B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 12 (33%) 4.4B (30%)
Trade Sale 11 (31%) 319M (2%)
Secondary Sale 8 (22%) 7.7B (53%)
IPO 3 (8%) -
Stake Sale 2 (6%) 2.1B (14%)
Total 36 $14.5B

Top M&A Advisors

Financial Deals
Lincoln International
3
National Bank Financial
1
TD Securities
1
Legal Deals
Stikeman Elliott LLP
1
Davies Ward Phillips & Vineberg LLP
1

Deal Values

buy # Total
$100M to $1B 6 $2.1B
< $100M 2 $110M
TOTAL $2.2B
Largest ERCO Worldwide LP
$725M (2021-02-18)
sell # Total
> $1B 3 $11.3B
$100M to $1B 7 $3.1B
< $100M 3 $135M
TOTAL $14.5B
Largest Holiday Retirement Corp.
$6.9B (2007-02-01)

M&A Connections

Deals
Acquired from
Investor(s)
4%
2 (4%)
Strategic(s)
16%
7 (16%)
Exited to
Investor(s)
22%
8 (22%)
Strategic(s)
50%
18 (50%)

FAQ

When was Birch Hill Equity Partners founded?

Birch Hill Equity Partners was founded in 1994.

What type of investor is Birch Hill Equity Partners?

Birch Hill Equity Partners is a private equity firm.

Where is Birch Hill Equity Partners headquartered?

Birch Hill Equity Partners is headquartered in Toronto, Ontario.

How much capital does Birch Hill Equity Partners have under management?

Birch Hill Equity Partners has 5.0B CAD under management.

 Subscribe to unlock this and 199,587
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 190K M&A Transactions
  • 195K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.