Blue Heron Capital Mergers and Acquisitions Summary

Private Equity Profile

Blue Heron Capital’s most common sectors for investment are information technology (50%) and internet software and services (13%). The Firm’s most common investment types include growth capital (50%) and venture (50%). In total, Blue Heron Capital has invested in 6 US states.

In the last 3 years, Blue Heron Capital has exited 2 companies. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity8
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Blue Heron Capital

8730 Stony Point Parkway, Suite 280,
Richmond, Virginia 23235
United States
(804) 212-3400
www.blueheroncap.com
info@blueheroncap.com

Blue Heron Capital is a private equity firm focused on growth equity and lower middle-market buyout opportunities. Blue Heron looks to invest $3 to $7 million in businesses with $5 to $25 million in sales. Preferred sectors include tech-enabled business service companies and healthcare. Blue Heron will invest across the US, but prefers opportunities along the East Coast. Blue Heron Capital was established in 2006 and is based in Richmond, Virginia.


Investment Criteria

Sectors of Interest: Business Services, Education, Healthcare Services, Information Technology, Media, Safety/Security, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

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

Transaction Criteria Min Max
Target Revenue 5 25
Target EBITDA - -
Investment Size 3 7
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 8 - - - - - 8
Sell (0.4/yr) # - - - 1 - 1 2
  10

Most Recent M&A

Company Date Value Type
WiserTogether, Inc. 2020-01-16 - Add-on Acquisition
Boston, Massachusetts · www.wisertogether.com
Tricast, Inc. 2018-07-18 - Add-on Acquisition
Milwaukee, Wisconsin
Verisma Systems, Inc. 2015-10-15 - Growth Capital
Pueblo, Colorado · www.verismasystems.com
Tricast, Inc. 2015-09-14 - Growth Capital
Milwaukee, Wisconsin
Apogee IT Services, Inc. 2014-04-21 - Growth Capital
Sewickley, Pennsylvania · www.apogeeitservices.com
PresenceLearning.com 2013-04-25 - Venture
San Francisco, California · www.presencelearning.com
WiserTogether, Inc. 2013-01-03 - Growth Capital
Boston, Massachusetts · www.wisertogether.com
innRoad, Inc. 2012-06-01 - Venture
New York, New York · www.innroad.com
CSA Medical, Inc. 2011-07-12 - Venture
Lexington, Massachusetts · www.csamedical.com
Certes Networks, Inc. 2011-01-11 - Venture
Pittsburgh, Pennsylvania · www.certesnetworks.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 2 (50%) - 4 (50%) -
Internet Software and Services 1 (25%) - 1 (13%) -
Medical Products 1 (25%) - 1 (13%) -
Safety/Security - - 1 (13%) -
Software - - 1 (13%) -
Total 4 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 8 (100%) -
  Pennsylvania 1 (25%) - 2 (25%) -
  Massachusetts 1 (25%) - 2 (25%) -
  Colorado 1 (25%) - 1 (13%) -
  California 1 (25%) - 1 (13%) -
  Wisconsin - - 1 (13%) -
  New York - - 1 (13%) -
Total 4 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (50%) - 4 (50%) -
Venture 2 (50%) - 4 (50%) -
Total 4 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

M&A Connections

Deals %
Exited to
Strategic(s)
100%
2 100%

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