Excellere Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Excellere Partners has invested in 7 companies.

Excellere Partners’ most common sectors for investment are healthcare services (32%) and energy services and equipment (10%). The Firm’s most common investment types include growth capital (60%) and buyout (lbo, mbo, mbi) (32%). 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 Activity29
    • M&A Buy Activity22
    • M&A Sell Activity7
  • Total Sectors Invested 12
  • 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, Energy Services and Equipment, Environmental, Food, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Life Science, Machinery, Manufacturing, Medical Products, Software, Test/Measurement Equipment, Utilities

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

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

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.6/yr) # 14 1 4 - 2 1 22
Sell (0.2/yr) # 6 - 1 - - - 7
vol $158M $158M
  29

Most Recent M&A

Company Date Value Type
ParcelShield LLC 2020-03-10 - Growth Capital
Redmond, Oregon · www.parcelshield.com
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
Lansdale, Pennsylvania · www.medlogix.com
Two Labs LLC 2017-01-10 - Growth Capital
Powell, Ohio · www.twolabs.com
LucidHealth, Inc. 2016-11-07 - Growth Capital
Columbus, Ohio · www.lucidhealth.com
U.S. Water Services, Inc. 2015-02-10 - Add-on Acquisition
St. Michael, Minnesota · www.uswaterservices.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
AIS Healthcare 2013-04-01 Hunt Valley PharmaLAB 2020-02-24 1
Dallas, Texas · www.aiscaregroup.com Cockeysville, Maryland · www.hvpcc.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 1 (11%) - 7 (32%) -
Energy Services and Equipment 1 (11%) - 2 (9%) -
Environmental 1 (11%) - 2 (9%) -
Insurance 1 (11%) - 2 (9%) -
Life Science 2 (22%) - 2 (9%) -
Business Services - - 1 (5%) -
Education - - 1 (5%) -
Engineering - - 1 (5%) -
Information Technology 1 (11%) - 1 (5%) -
Internet Software and Services 1 (11%) - 1 (5%) -
Medical Products - - 1 (5%) -
Test/Measurement Equipment 1 (11%) - 1 (5%) -
Total 9 - 22 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 22 (100%) -
  Texas 2 (22%) - 2 (9%) -
  Ohio 2 (22%) - 2 (9%) -
  California 1 (11%) - 2 (9%) -
  Washington 1 (11%) - 1 (5%) -
  Pennsylvania 1 (11%) - 1 (5%) -
  Oregon 1 (11%) - 1 (5%) -
  Indiana 1 (11%) - 1 (5%) -
  Wisconsin - - 1 (5%) -
  West Virginia - - 1 (5%) -
  Virginia - - 1 (5%) -
  Tennessee - - 1 (5%) -
  North Carolina - - 1 (5%) -
  Minnesota - - 1 (5%) -
  Michigan - - 1 (5%) -
  Kansas - - 1 (5%) -
  Georgia - - 1 (5%) -
  Florida - - 1 (5%) -
  Colorado - - 1 (5%) -
  Arizona - - 1 (5%) -
Total 9 - 22 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (89%) - 13 (59%) -
Buyout (LBO, MBO, MBI) 1 (11%) - 7 (32%) -
Going Private - - 1 (5%) -
Recapitalization - - 1 (5%) -
Total 9 - 22 -

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%

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