Excellere Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Excellere Partners has invested in 5 companies.

Excellere Partners’ most common sectors for investment are healthcare services (34%) and business services (15%). The Firm’s most common investment types include growth capital (58%) and buyout (lbo, mbo, mbi) (29%). In total, Excellere Partners has invested in 19 US states.

In the last 3 years, Excellere Partners has exited 1 company. The Firm’s most common exit type is secondary buyout (72%). Excellere Partners’ largest (disclosed) exit occurred in 2012 when it sold MTS Medication Technologies for $158M.

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M&A Summary

  • M&A Total Activity28
    • M&A Buy Activity21
    • M&A Sell Activity7
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Excellere Partners

3033 East First Avenue, Suite #700,
Denver, Colorado 80206
United States,
(303)765-2400
www.excellerepartners.com
dkessenich@excellerepartners.com

Excellere Partners is a private equity firm focused on mid-market recapitalizations, management buyouts, and consolidation opportunities. Excellere looks to partner with management on transactions and targets opportunities in business services, education/training, healthcare, industrial services, and specialty foods. Excellere Partners was formed in 2006 and is based in Denver, Colorado.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Education, Environmental, Food, Healthcare Services, Insurance, Machinery, Medical Products, Packaging

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 14 - 5 - 2 - 21
Sell (0.2/yr) # 6 - 1 - - - 7
vol $158M $158M
  28

Most Recent M&A

Company Date Value Type
Sepro Corp. 2019-02-12 - Growth Capital
Carmel, Indiana · www.sepro.com
Concord Technologies 2019-01-30 - Growth Capital
Seattle, Washington · www.concord.net
TrialCard, Inc. 2017-11-14 - Secondary Buyout
Morrisville, North Carolina · www.trialcard.com
Biocare Medical LLC 2017-08-25 - Growth Capital
Pacheco, California · www.biocare.net
North Oakland Dermatology 2017-06-05 - Growth Capital
Rochester Hills, Michigan
Medlogix, Inc. 2017-06-05 - Growth Capital
Hamilton, New Jersey · www.medlogix.com
Two Labs LLC 2017-01-10 - Growth Capital
Powell, Ohio · www.twolabs.com
TwoLabs Marketing LLC 2017-01-02 - Growth Capital
Powell, Ohio · www.twolabsmarketing.com
U.S. Water Services, Inc. 2015-02-10 - Add-on Acquisition
St. Michael, Minnesota · www.uswaterservices.com
TrialCard, Inc. 2015-01-16 - Growth Capital
Morrisville, North Carolina · www.trialcard.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (14%) - 7 (33%) -
Business Services 3 (21%) - 3 (14%) -
Energy Services and Equipment 2 (14%) - 2 (10%) -
Environmental 1 (7%) - 2 (10%) -
Education 1 (7%) - 1 (5%) -
Engineering 1 (7%) - 1 (5%) -
Insurance 1 (7%) - 1 (5%) -
Internet Software and Services 1 (7%) - 1 (5%) -
Life Science 1 (7%) - 1 (5%) -
Medical Products - - 1 (5%) -
Test/Measurement Equipment 1 (7%) - 1 (5%) -
Total 14 - 21 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) - 21 (100%) -
  California 2 (14%) - 2 (10%) -
  Ohio 2 (14%) - 2 (10%) -
  Colorado 1 (7%) - 1 (5%) -
  Arizona 1 (7%) - 1 (5%) -
  Washington 1 (7%) - 1 (5%) -
  Virginia 1 (7%) - 1 (5%) -
  Texas 1 (7%) - 1 (5%) -
  New Jersey 1 (7%) - 1 (5%) -
  Mississippi 1 (7%) - 1 (5%) -
  Michigan 1 (7%) - 1 (5%) -
  Indiana 1 (7%) - 1 (5%) -
  Georgia 1 (7%) - 1 (5%) -
  Florida - - 1 (5%) -
  Wisconsin - - 1 (5%) -
  West Virginia - - 1 (5%) -
  Tennessee - - 1 (5%) -
  North Carolina - - 1 (5%) -
  Minnesota - - 1 (5%) -
  Kansas - - 1 (5%) -
Total 14 - 21 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 11 (79%) - 12 (57%) -
Buyout (LBO, MBO, MBI) 2 (14%) - 6 (29%) -
Recapitalization 1 (7%) - 2 (10%) -
Going Private - - 1 (5%) -
Total 14 - 21 -

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (71%) -
Trade Sale - Public Company 2 (29%) 158M (100%)
Total 7 $158M

Top M&A Advisors

Financial Deals
Jefferies LLC
1

Deal Values

sell # Total
$100M to $1B 1 $158M
TOTAL $158M
Largest MTS Medication Technologies, Inc.
$158M (2012-05-22)

M&A Connections

Deals %
Exited to
PE Firm(s)
80%
8 80%
Strategic(s)
20%
2 20%