Heritage Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Heritage Group has invested in 4 companies.

Heritage Group’s most common sectors for investment arehealthcare services (73%) and software (10%) . The Firm’s most common investment types include growth capital (73%) and recapitalization (10%). In total, Heritage Group has invested in 8 US states.

In the last 3 years, Heritage Group has exited 1 company. The Firm’s most common exit type is pipe (50%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity11
    • M&A Sell Activity2
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 13

Heritage Group

Heritage Group

10 Burton Hills Blvd Suite 250,
Nashville, Tennessee 37215
United States
(615) 665-8220
www.heritagegroupusa.com
info@heritagegroupusa.com

Heritage Group is a private equity firm focused on healthcare companies throughout the US. The Firm seeks to make majority and minority investments in high-growth healthcare services and healthcare technology businesses. Heritage Group was established in 1986 and is based in Nashville, Tennessee.


Investment Criteria

Sectors of Interest: Healthcare Services, Life Science, 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 - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 7 - 4 - - - 11
Sell (0.2/yr) # 1 - 1 - - - 2
  13

Most Recent M&A

Company Date Value Type
EQUUM Medical 2021-08-24 - Growth Capital
New York, New York · www.equummedical.com
Connections Health Solutions 2021-08-04 - Growth Capital
Phoenix, Arizona · www.connectionshs.com
Sharecare, Inc. 2021-06-29 - SPAC
Atlanta, Georgia · www.sharecare.com
AvaSure Holdings, Inc. 2021-05-20 - Growth Capital
Belmont, Michigan · www.avasure.com
Upward Health 2021-03-02 - Growth Capital
Hauppauge, New York · www.upwardhealth.com
Relode LLC 2017-11-13 - Growth Capital
Brentwood, Tennessee · www.relode.com
TwelveStone Health Partners 2017-06-20 - Growth Capital
Murfreesboro, Tennessee · www.12stonehealth.com
Medical Solutions LLC 2017-05-08 - Secondary Sale
Omaha, Nebraska · www.medicalsolutions.com
Shearwater Health, Inc. 2016-01-08 - Growth Capital
Nashville, Tennessee · www.shearwaterhealth.com
Medical Solutions LLC 2015-09-02 - Recapitalization
Omaha, Nebraska · www.medicalsolutions.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 8 (89%) - 8 (73%) -
Internet Software and Services - - 1 (9%) -
Software 1 (11%) - 1 (9%) -
Staffing - - 1 (9%) -
Total 9 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 11 (100%) -
  Tennessee 3 (33%) - 3 (27%) -
  New York 2 (22%) - 2 (18%) -
  Texas 1 (11%) - 1 (9%) -
  Michigan 1 (11%) - 1 (9%) -
  California 1 (11%) - 1 (9%) -
  Arizona 1 (11%) - 1 (9%) -
  Nebraska - - 1 (9%) -
  Georgia - - 1 (9%) -
Total 9 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (89%) - 8 (73%) -
Buyout (LBO, MBO, MBI) 1 (11%) - 1 (9%) -
Recapitalization - - 1 (9%) -
Venture - - 1 (9%) -
Total 9 - 11 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
SPAC 1 (50%) -
Total 2 -

M&A Connections

Deals
Acquired from
Investor(s)
9%
1 (9%)
Exited to
Investor(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

700M USD

Established

1986

Specialist/Generalist

Specialist

Leadership

Rock Morphis

Co-Founder

David McClellan

Co-founder & Partner

Bryan Bui

Partner

Graham Hunter

Partner

Jesse Bland

Partner

FAQ

When was Heritage Group founded?

Heritage Group was founded in 1986.

What type of investor is Heritage Group?

Heritage Group is a private equity firm.

Where is Heritage Group headquartered?

Heritage Group is headquartered in Nashville, Tennessee.

How much capital does Heritage Group have under management?

Heritage Group has 700M USD under management.

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