Helios Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Helios Capital’s most common sectors for investment arebusiness 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%).

Join Mergr to view Helios Capital’s full profile and discover more middle-market private equity firm investors just like it.

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 5

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 ≤ '19 '20 '21 '22 '23 '24 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 - Trade Sale
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
Investor(s)
22%
2 (22%)
Strategic(s)
44%
4 (44%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Established

2004

Specialist/Generalist

Generalist

Leadership

Luke Sweetser

Senior Managing Director

FAQ

When was Helios Capital LLC founded?

Helios Capital LLC was founded in 2004.

What type of investor is Helios Capital LLC?

Helios Capital LLC is a private equity firm.

Where is Helios Capital LLC headquartered?

Helios Capital LLC is headquartered in Dallas, Texas.

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