Housatonic Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Housatonic Partners has acquired 1 company. It has also invested in 2 others.

Housatonic Partners’ most common sectors for investment are business services (17%) and healthcare services (17%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and recapitalization (35%). In total, Housatonic Partners has invested in 15 US states and 4 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 6 companies. The Firm’s most common exit type is trade sale (40%). 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 Activity90
    • M&A Buy Activity55
    • M&A Sell Activity35
  • Total Sectors Invested 22
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 33
  • 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), Recapitalization

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 50 2 - 1 1 1 55
vol $26M $26M
Sell (1.4/yr) # 28 1 5 - 1 - 35
vol $195M $195M
  90

Most Recent M&A

Company Date Value Type
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
Registria 2018-05-17 - Growth Capital
Denver, Colorado · www.registria.com
Proservice Hawaii Business Development Corp. 2017-11-08 - Secondary Buyout
Honolulu, Hawaii · www.proservicehawaii.com
OASIS Group - Information Secured 2017-07-27 - Secondary Buyout
Dublin, Ireland · www.oasisgroup.com
HemaSource, Inc. 2017-07-20 - Secondary Buyout
West Jordan, Utah · www.hemasource.com
365 Data Centers 2017-04-25 - Buyout (LBO, MBO, MBI)
Norwalk, Connecticut · www.365datacenters.com
Fastener Distribution Holdings LLC (FDH) 2017-04-04 - Secondary Buyout
El Segundo, California · www.fdhaero.com
HealthWyse LLC 2016-10-18 - Add-on Acquisition
Wilmington, Massachusetts · www.healthwyse.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Healthcare Financial Resources LLC (HFRI) 2014-01-01 PARA Healthcare Financial Services, Inc. 2019-07-09 1
Elgin, Illinois · www.hfri.net Anaheim, California · www.para-hcfs.com
Cleo 2012-05-01 EXTOL International, Inc. 2016-04-05 1
Rockford, Illinois · www.cleo.com Pottsville, Pennsylvania · www.extol.com
Exponential Interactive, Inc. 2010-08-01 Techbargains.com 2013-11-19 1
Emeryville, California · www.exponential.com San Francisco, California · www.techbargains.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (11%) - 9 (16%) -
Healthcare Services 5 (26%) - 9 (16%) -
Communications 1 (5%) - 7 (13%) 13M (48%)
Media 2 (11%) - 5 (9%) -
Software 2 (11%) - 4 (7%) -
Distribution - - 2 (4%) 14M (52%)
Information Services - - 2 (4%) -
Internet Software and Services 1 (5%) - 2 (4%) -
Marketing 2 (11%) - 2 (4%) -
Aerospace - - 1 (2%) -
Apparel/Textiles - - 1 (2%) -
Consumer Services - - 1 (2%) -
Digital Media 1 (5%) - 1 (2%) -
Education 1 (5%) - 1 (2%) -
Environmental - - 1 (2%) -
Information Technology - - 1 (2%) -
Infrastructure 1 (5%) - 1 (2%) -
Publishing 1 (5%) - 1 (2%) -
Safety/Security - - 1 (2%) -
Staffing - - 1 (2%) -
Technology Hardware - - 1 (2%) -
Transportation - - 1 (2%) -
Total 19 - 55 $26M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 17 (89%) - 52 (95%) 26M (100%)
  California 5 (26%) - 17 (31%) 26M (100%)
  Massachusetts 2 (11%) - 9 (16%) -
  Illinois 2 (11%) - 4 (7%) -
  Colorado 1 (5%) - 3 (5%) -
  Texas 1 (5%) - 3 (5%) -
  Utah - - 3 (5%) -
  New Jersey 1 (5%) - 2 (4%) -
  Florida 1 (5%) - 2 (4%) -
  Connecticut - - 2 (4%) -
  Virginia 1 (5%) - 1 (2%) -
  New York 1 (5%) - 1 (2%) -
  New Hampshire 1 (5%) - 1 (2%) -
  Maryland 1 (5%) - 1 (2%) -
  Hawaii - - 1 (2%) -
Canada 1 (5%) - 1 (2%) -
  Quebec 1 (5%) - 1 (2%) -
Brazil 1 (5%) - 1 (2%) -
Ireland - - 1 (2%) -
Domestic 17 (89%) - 52 (95%) 26M (100%)
Cross-border 2 (11%) - 3 (5%) -
Total 19 - 55 $26M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (21%) - 25 (45%) 14M (52%)
Recapitalization 9 (47%) - 19 (35%) -
Growth Capital 5 (26%) - 8 (15%) 13M (48%)
Secondary Buyout - - 1 (2%) -
Stake Purchase 1 (5%) - 1 (2%) -
Venture - - 1 (2%) -
Total 19 - 55 $26M

Exits by Deal Type

Type Total # Value
Trade Sale 15 (43%) 178M (91%)
Secondary Sale 13 (37%) -
Trade Sale - Public Company 5 (14%) 17M (9%)
IPO 2 (6%) -
Total 35 $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
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
50%
14 50%
Strategic(s)
50%
14 50%

Investor Summary

Size

Large

PE Assets

1.4B USD

Established

1994

Specialist/Generalist

Generalist

Leadership

Barry Reynolds

Managing Director

Joseph Niehaus

Managing Director

Mark Hilderbrand

Managing Director

William Thorndike

Managing Director

Jill Raimond

CFO

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