Helios Capital Mergers and Acquisitions Summary

Private Equity Profile

Helios Capital’s most common sectors for investment are business services (18%) and internet software and services (14%). The Firm’s most common investment types include growth capital (48%) and buyout (lbo, mbo, mbi) (40%). In total, Helios Capital has invested in 10 US states.

The Firm’s most common exit type is trade sale (45%).

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity23
    • M&A Sell Activity9
  • Total Sectors Invested 15
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Helios Capital LLC

1409 South Lamar Street Suite 1007,
Dallas, Texas 75215
United States
(214) 421-1462
www.heliosinv.com
info@heliosinv.com

Helios Capital is a Dallas based private investment firm that targets middle-market company investments with revenues greater than $25 million. Areas of interest include business and financial services, consumer products and services, technology, media, healthcare, and industrial. Helios will invest up to $75 million of equity per transaction in companies valued up to $500 million. Prospective transaction types include management Buyouts, divestitures, operator buy-ins, owner recapitalizations, family successions, growth capital infusions, special situations/turnarounds, and public-to-private transactions. Helios Capital is based in Dallas, Texas.


Investment Criteria

Sectors of Interest: Agriculture, Apparel/Textiles, Automotive, Business Services, Construction, Consumer Products, Distribution, Financial Services, Gaming, Healthcare Services, Information Technology, Leisure, Marketing, Media, Software, Staffing, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Going Private, Growth Capital, Recapitalization, Special Situations/Distressed

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 2 -
Investment Size - -
Enterprise Value - 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 23 - - - - - 23
Sell (0.0/yr) # 9 - - - - - 9
  32

Most Recent M&A

Company Date Value Type
InStaff Personnel LLC 2013-05-28 - Add-on Acquisition
Plano, Texas · www.instaff.com
Helios Insurance Group 2008-01-01 - Buyout (LBO, MBO, MBI)
Dallas, Texas · www.helioscoverage.com
Mango Network 2006-09-01 - Shut Down
Salt Lake City, Utah
RabidPop 2006-08-01 - Growth Capital
, United States · www.rabidpop.com
Vasana Media 2006-06-01 - Growth Capital
, United States
JPG 2006-03-01 - Sold to Management
Virginia, Minnesota · www.jpgonline.com
Compare Apple 2005-04-01 - Growth Capital
Dallas, Texas · www.compareyourloans.com
Mango Network 2005-03-01 - Growth Capital
Salt Lake City, Utah
Envision Gaming Technologies 2004-09-01 - Growth Capital
, United States
Hammerman & Gainer (H&G) 2004-05-01 - Recapitalization
Lutcher, Louisiana · www.hng.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services - - 4 (17%) -
Internet Software and Services - - 3 (13%) -
Apparel/Textiles - - 2 (9%) -
Software - - 2 (9%) -
Transportation 1 (50%) - 2 (9%) -
Agriculture - - 1 (4%) -
Automotive - - 1 (4%) -
Construction - - 1 (4%) -
Distribution - - 1 (4%) -
Gaming - - 1 (4%) -
Insurance 1 (50%) - 1 (4%) -
Leisure - - 1 (4%) -
Marketing - - 1 (4%) -
Media - - 1 (4%) -
Staffing - - 1 (4%) -
Total 2 - 23 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 23 (100%) -
  Texas 2 (100%) - 12 (52%) -
  Washington - - 1 (4%) -
  Utah - - 1 (4%) -
  Tennessee - - 1 (4%) -
  North Carolina - - 1 (4%) -
  Minnesota - - 1 (4%) -
  Louisiana - - 1 (4%) -
  Connecticut - - 1 (4%) -
  California - - 1 (4%) -
Total 2 - 23 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 11 (48%) -
Buyout (LBO, MBO, MBI) 2 (100%) - 9 (39%) -
Recapitalization - - 3 (13%) -
Total 2 - 23 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (22%) -
Trade Sale 2 (22%) -
Trade Sale - Public Company 2 (22%) -
Merger 1 (11%) -
Shut Down 1 (11%) -
Sold to Management 1 (11%) -
Total 9 -

M&A Connections

Deals %
Exited to
PE Firm(s)
33%
2 33%
Strategic(s)
67%
4 67%

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