Havencrest Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Havencrest Capital Management has acquired 2 companies. It has also invested in 2 others.

Havencrest Capital Management’s most common sectors for investment arehealthcare services (75%) and medical products (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (50%). In total, Havencrest Capital Management has invested in 3 US states.

In the last 3 years, Havencrest Capital Management has exited 1 company.

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Havencrest Capital Management

2100 McKinney Avenue, Suite 1760,
Dallas, Texas 75201
United States
(214) 420-3492
www.havencrest.com
info@havencrest.com

Havencrest Capital Management is a Dallas-based, private equity fund manager specializing in the healthcare industry. Founded by long-time healthcare investor Christopher W. Kersey, M.D., M.B.A., Havencrest comprises a blue-chip team of investment partners, operating partners and senior advisors including some of the nation’s leading entrepreneurs, corporate executives and public policy experts.


Investment Criteria

Sectors of Interest: Healthcare Services, Medical Products

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 15
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.8/yr) # - - 1 1 2 - 4
Sell (0.2/yr) # - - - - 1 - 1
  5

Most Recent M&A

Company Date Value Type
Paradigm Health 2021-07-07 - Growth Capital
Indianapolis, Indiana · www.myparadigmhealth.com
Apara Autism Centers 2021-01-06 - Buyout (LBO, MBO, MBI)
Sugar Land, Texas · www.aparaautism.com
ThermoTek, Inc. 2020-10-22 - Buyout (LBO, MBO, MBI)
Flower Mound, Texas · www.thermotekusa.com
The Oncology Institute of Hope and Innovation 2019-03-05 - Growth Capital
Cerritos, California · www.theoncologyinstitute.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (67%) - 3 (75%) -
Medical Products 1 (33%) - 1 (25%) -
Total 3 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 4 (100%) -
  Texas 2 (67%) - 2 (50%) -
  Indiana 1 (33%) - 1 (25%) -
  California - - 1 (25%) -
Total 3 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (67%) - 2 (50%) -
Growth Capital 1 (33%) - 2 (50%) -
Total 3 - 4 -

Exits by Deal Type

Type Total # Value
SPAC 1 (100%) -
Total 1 -

Top M&A Advisors

Legal Deals
McDermott Will & Emery LLP
 1

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2017

Specialist/Generalist

Specialist

Leadership

Christopher Kersey

Founding Managing Partner

Matthew Shofner

Partner

M.Jett Aubrey

Vice President

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