Housatonic Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Housatonic Partners has acquired 3 companies. It has also invested in 8 others.

Housatonic Partners’ most common sectors for investment arebusiness services (17%) and healthcare services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (47%) and recapitalization (26%). In total, Housatonic Partners has invested in 20 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Aircraft Fasteners International for $14M.

In the last 3 years, Housatonic Partners has exited 3 companies. The Firm’s most common exit type is trade sale (42%). Housatonic Partners’ largest (disclosed) exit occurred in 2015 when it sold Learner s Digest International for $150M.

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M&A Summary

  • M&A Total Activity112
    • M&A Buy Activity71
    • M&A Sell Activity41
  • Total Sectors Invested 22
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 39
  • M&A Advisors 2

Housatonic Partners

800 Boylston Street, Suite 2220,
Boston, Massachusetts 02199
United States
(617) 399-9200
www.housatonicpartners.com
info@housatonicpartners.com

Housatonic Partners is a private equity firm focused on investing in growing, profitable companies with a preference for businesses generating recurring revenues. Target sectors include services, media, and communications. Housatonic looks to commit $10 to $30 million per transaction to support buyouts and recapitalizations. Prospective companies generally have high gross margins and moderate capital intensity. Housatonic was formed in 1994 and has offices in Boston, Massachusetts and San Francisco, California.


Investment Criteria

Sectors of Interest: Aerospace, Apparel/Textiles, Business Services, Communications, Consumer Services, Digital Media, Distribution, Education, Environmental, Healthcare Services, Information Technology, Marketing, Media, Medical Products, Publishing, Safety/Security, Software, Staffing, Technology Hardware, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (2.6/yr) # 58 2 3 1 5 2 71
vol $26M $26M
Sell (1.6/yr) # 33 5 1 1 - 1 41
vol $195M $195M
  112

Most Recent M&A

Company Date Value Type
Veridic Solutions 2021-09-22 - Growth Capital
Durant, Oklahoma · www.veridicsolutions.com
CLEO Communications, Inc. 2021-06-09 - Secondary Buyout
Rockford, Illinois · www.cleo.com
Working Solutions, Inc. 2021-01-12 - Growth Capital
Plano, Texas · www.workingsolutions.com
EOI Service Company 2020-12-16 - Growth Capital
Santa Ana, California · www.eoiservice.com
Abound Health Group 2020-11-03 - Growth Capital
Charlotte, North Carolina · www.aboundhealth.com
Cicero Therapies 2020-11-01 - Buyout (LBO, MBO, MBI)
Rockville, Maryland · www.cicerotherapies.com
MaxiTransfers LLC 2020-10-12 - Growth Capital
Houston, Texas · www.maxi-ms.com
Enrollment123, Inc. 2020-07-29 - Growth Capital
Laguna Beach, California · www.enrollment123.com
D2C Media, Inc. 2019-10-23 - Recapitalization
Montreal, Quebec · www.d2cmedia.ca
Circle Graphics, Inc. 2019-10-02 - Secondary Buyout
Longmont, Colorado · www.circlegraphicsonline.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Asurion LLC 1995-01-01 ServiceBench, Inc. 2008-01-16 3
Nashville, Tennessee · www.asurion.com Fairfax, Virginia · www.servicebench.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (11%) - 12 (17%) -
Healthcare Services 6 (22%) - 10 (14%) -
Communications 1 (4%) - 7 (10%) 13M (48%)
Media 2 (7%) - 7 (10%) -
Software 3 (11%) - 6 (8%) -
Internet Software and Services 3 (11%) - 5 (7%) -
Information Services 1 (4%) - 3 (4%) -
Distribution - - 2 (3%) 14M (52%)
Consumer Services 1 (4%) - 2 (3%) -
Financial Services 2 (7%) - 2 (3%) -
Information Technology 1 (4%) - 2 (3%) -
Marketing 2 (7%) - 2 (3%) -
Technology Hardware - - 2 (3%) -
Aerospace - - 1 (1%) -
Apparel/Textiles - - 1 (1%) -
Digital Media 1 (4%) - 1 (1%) -
Education - - 1 (1%) -
Environmental - - 1 (1%) -
Medical Products - - 1 (1%) -
Publishing 1 (4%) - 1 (1%) -
Safety/Security - - 1 (1%) -
Staffing - - 1 (1%) -
Total 27 - 71 $26M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 23 (85%) - 66 (93%) 26M (100%)
  California 5 (19%) - 18 (25%) 26M (100%)
  Massachusetts 2 (7%) - 10 (14%) -
  Texas 2 (7%) - 5 (7%) -
  Colorado 2 (7%) - 4 (6%) -
  Illinois 1 (4%) - 4 (6%) -
  New Jersey 2 (7%) - 3 (4%) -
  Florida 1 (4%) - 3 (4%) -
  Utah - - 3 (4%) -
  North Carolina 2 (7%) - 2 (3%) -
  Maryland 1 (4%) - 2 (3%) -
  Connecticut - - 2 (3%) -
  Arizona 1 (4%) - 1 (1%) -
  Tennessee 1 (4%) - 1 (1%) -
  Pennsylvania 1 (4%) - 1 (1%) -
  Oklahoma 1 (4%) - 1 (1%) -
  New York 1 (4%) - 1 (1%) -
  Hawaii - - 1 (1%) -
  Virginia - - 1 (1%) -
  New Hampshire - - 1 (1%) -
United Kingdom 1 (4%) - 1 (1%) -
Canada 1 (4%) - 1 (1%) -
  Quebec 1 (4%) - 1 (1%) -
Australia 1 (4%) - 1 (1%) -
Puerto Rico 1 (4%) - 1 (1%) -
Ireland - - 1 (1%) -
Domestic 23 (85%) - 66 (93%) 26M (100%)
Cross-border 4 (15%) - 5 (7%) -
Total 27 - 71 $26M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 8 (30%) - 33 (46%) 14M (52%)
Recapitalization 4 (15%) - 18 (25%) -
Growth Capital 13 (48%) - 16 (23%) 13M (48%)
Acquisition Financing 1 (4%) - 1 (1%) -
Divestiture 1 (4%) - 1 (1%) -
Secondary Buyout - - 1 (1%) -
Venture - - 1 (1%) -
Total 27 - 71 $26M

Exits by Deal Type

Type Total # Value
Trade Sale 18 (44%) 178M (91%)
Secondary Sale 14 (34%) -
Trade Sale - Public Company 5 (12%) 17M (9%)
IPO 2 (5%) -
Unknown 2 (5%) -
Total 41 $195M

Top M&A Advisors

Financial Deals
Headwaters MB
 1
Brightwood Capital Advisors LLC
 1

Deal Values

buy # Total
< $100M 2 $26M
TOTAL $26M
Largest Aircraft Fasteners International LLC
$14M (2007-11-06)
sell # Total
$100M to $1B 1 $150M
< $100M 3 $45M
TOTAL $195M
Largest Learner's Digest International LLC
$150M (2015-09-01)

M&A Connections

Deals
Acquired from
Investor(s)
1%
1 (1%)
Strategic(s)
1%
1 (1%)
Exited to
Investor(s)
32%
13 (32%)
Strategic(s)
41%
17 (41%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.3B USD

Established

1994

Specialist/Generalist

Generalist

Leadership

William Thorndike Jr.

Founding Partner & Managing Director

Barry Reynolds

Managing Director

Joseph Niehaus

Managing Director

Mark Hilderbrand

Managing Director

Jill Raimond

CFO

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