HealthEdge Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, HealthEdge Investment Partners has acquired 1 company. It has also invested in 3 others.

HealthEdge Investment Partners’ most common sectors for investment arehealthcare services (30%) and information technology (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and growth capital (30%). In total, HealthEdge Investment Partners has invested in 11 US states.

In the last 3 years, HealthEdge Investment Partners has exited 5 companies. The Firm’s most common exit type is trade sale (60%). HealthEdge Investment Partners’ largest (disclosed) exit occurred in 2008 when it sold National Medical Health Card Systems for $143M.

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M&A Summary

  • M&A Total Activity35
    • M&A Buy Activity20
    • M&A Sell Activity15
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 17

HealthEdge Investment Partners

5550 W. Executive Drive Suite 230,
Tampa, Florida 33609
United States
(813) 490-7100
www.healthedgepartners.com
info@healthedgepartners.com

HealthEdge Investment Partners is an operating-oriented private equity firm that targets the healthcare industry. The firm pursues buyouts, recapitalizations or structured investments in healthcare companies with a strong market share. HealthEdge targets businesses with enterprise value ranging between $10 million and $100 million, and with revenues ranging between $5 million and $75 million. Moreover, the firm looks for companies with EBITDA near $15 million. The firm typically commits between $5 million to $20 million of capital per company. HealthEdge focuses on the healthcare segments that involve medical products, devices and equipment, healthcare services, healthcare IT, pharmaceutical, and distribution. HealthEdge Investment Partners was founded in 2005 and is based in Tampa, Florida.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Distribution, Healthcare Services, Information Services, Information Technology, Insurance, Life Science, Manufacturing, Medical Products, Packaging, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue 5 75
Target EBITDA 2 15
Investment Size 5 20
Enterprise Value 10 100
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.0/yr) # 15 1 1 - 2 1 20
Sell (1.0/yr) # 10 - 1 1 2 1 15
vol $206M $60M $266M
  35

Most Recent M&A

Company Date Value Type
Anodyne LLC 2022-04-25 - Growth Capital
Milwaukee, Wisconsin · www.anodyneshoes.com
Specialty Pharmacy Nursing Network, Inc. 2022-04-11 60M USD Add-on Acquisition
Sarasota, Florida · www.spnninc.com
The Columbus Organization 2021-11-19 - Add-on Acquisition
Blue Bell, Pennsylvania · www.columbusorg.com
Formulated Solutions LLC 2021-09-28 - Secondary Buyout
Largo, Florida · www.formulatedsolutions.com
Today's Dental Network 2021-07-13 - Growth Capital
, Florida
Specialty Pharmacy Nursing Network, Inc. 2021-03-31 - Growth Capital
Sarasota, Florida · www.spnninc.com
Westone Laboratories, Inc. 2020-06-22 - Add-on Acquisition
Colorado Springs, Colorado · www.westone.com
Legacy-Xspire Holdings LLC 2019-12-18 - Consolidation
Ridgeland, Mississippi
Data Dimensions Corp. 2019-12-12 - Secondary Buyout
Janesville, Wisconsin · www.datadimensions.com
Itrac LLC 2018-09-21 - Growth Capital
Portland, Oregon · www.itracllc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Legacy-Xspire Holdings LLC 2019-12-18 New American Therapeutics - ZONTIVITY 2020-09-03 4
Ridgeland, Mississippi Parsippany, New Jersey

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (29%) - 6 (30%) -
Information Technology 1 (14%) - 3 (15%) -
Medical Products 2 (29%) - 3 (15%) -
Business Services 1 (14%) - 2 (10%) -
Consumer Products - - 2 (10%) -
Life Science 1 (14%) - 2 (10%) -
Packaging - - 1 (5%) -
Staffing - - 1 (5%) -
Total 7 - 20 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 20 (100%) -
  Florida 3 (43%) - 7 (35%) -
  Wisconsin 1 (14%) - 2 (10%) -
  New York - - 2 (10%) -
  California - - 2 (10%) -
  Oregon 1 (14%) - 1 (5%) -
  Mississippi 1 (14%) - 1 (5%) -
  Kansas 1 (14%) - 1 (5%) -
  Pennsylvania - - 1 (5%) -
  Louisiana - - 1 (5%) -
  Georgia - - 1 (5%) -
  Colorado - - 1 (5%) -
Total 7 - 20 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (29%) - 9 (45%) -
Growth Capital 3 (43%) - 6 (30%) -
Consolidation 2 (29%) - 2 (10%) -
Secondary Buyout - - 2 (10%) -
Stake Purchase - - 1 (5%) -
Total 7 - 20 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 5 (33%) 266M (100%)
Trade Sale 5 (33%) -
Secondary Sale 3 (20%) -
Bankruptcy 1 (7%) -
Merger 1 (7%) -
Total 15 $266M

Deal Values

sell # Total
$100M to $1B 1 $143M
< $100M 2 $123M
TOTAL $266M
Largest National Medical Health Card Systems, Inc.
$143M (2008-04-30)

M&A Connections

Deals
Acquired from
Investor(s)
10%
2 (10%)
Exited to
Investor(s)
20%
3 (20%)
Strategic(s)
67%
10 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2005

Specialist/Generalist

Specialist

Leadership

Brian Anderson

Managing Partner & Founding Principal

Phillip Dingle

Managing Partner & Founding Principal

Jeffery Thompson

Partner

Scott Heberlein

Partner

Matt Dawson

Principal & CFO

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