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 (18%) and healthcare services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and recapitalization (25%). 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 4 companies. The Firm’s most common exit type is trade sale (45%). 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 Activity117
    • M&A Buy Activity74
    • M&A Sell Activity43
  • Total Sectors Invested 23
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 41
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.8/yr) # 60 3 1 5 2 3 74
vol $26M $26M
Sell (1.0/yr) # 38 1 1 - 1 2 43
vol $195M $195M
  117

Most Recent M&A

Company Date Value Type
Key Media Pty Ltd. 2022-08-16 - Growth Capital
Sydney, Australia · www.keymedia.com
ParaRev 2022-05-18 - Add-on Acquisition
Elgin, Illinois · www.pararevenue.com
EF Operating LLC 2022-01-31 - Add-on Acquisition
Littleton, Colorado · www.efficienthire.com
PeopleWorks Holdings LLC 2022-01-19 - Buyout (LBO, MBO, MBI)
Paradise Valley, Arizona
Mobile Vascular Physicians 2022-01-05 - Growth Capital
Bethpage, New York · www.mvpmedgroup.com
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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (7%) - 13 (18%) -
Healthcare Services 7 (25%) - 11 (15%) -
Media 3 (11%) - 8 (11%) -
Communications 1 (4%) - 7 (9%) 13M (48%)
Software 3 (11%) - 6 (8%) -
Internet Software and Services 2 (7%) - 5 (7%) -
Information Services 1 (4%) - 3 (4%) -
Distribution - - 2 (3%) 14M (52%)
Financial Services 2 (7%) - 2 (3%) -
Information Technology 1 (4%) - 2 (3%) -
Marketing 2 (7%) - 2 (3%) -
Staffing 1 (4%) - 2 (3%) -
Aerospace - - 1 (1%) -
Apparel/Textiles - - 1 (1%) -
Consumer Services 1 (4%) - 1 (1%) -
Digital Media 1 (4%) - 1 (1%) -
Education - - 1 (1%) -
Energy Services and Equipment - - 1 (1%) -
Environmental - - 1 (1%) -
Medical Products - - 1 (1%) -
Publishing 1 (4%) - 1 (1%) -
Safety/Security - - 1 (1%) -
Technology Hardware - - 1 (1%) -
Total 28 - 74 $26M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 23 (82%) - 68 (92%) 26M (100%)
  California 5 (18%) - 18 (24%) 26M (100%)
  Massachusetts 2 (7%) - 10 (14%) -
  Texas 2 (7%) - 5 (7%) -
  Colorado 1 (4%) - 4 (5%) -
  Illinois - - 4 (5%) -
  New Jersey 2 (7%) - 3 (4%) -
  Florida 1 (4%) - 3 (4%) -
  Utah - - 3 (4%) -
  North Carolina 2 (7%) - 2 (3%) -
  New York 2 (7%) - 2 (3%) -
  Arizona 2 (7%) - 2 (3%) -
  Maryland 1 (4%) - 2 (3%) -
  Connecticut - - 2 (3%) -
  Tennessee 1 (4%) - 1 (1%) -
  Pennsylvania 1 (4%) - 1 (1%) -
  Oklahoma 1 (4%) - 1 (1%) -
  Virginia - - 1 (1%) -
  New Hampshire - - 1 (1%) -
  Hawaii - - 1 (1%) -
Australia 2 (7%) - 2 (3%) -
United Kingdom 1 (4%) - 1 (1%) -
Canada 1 (4%) - 1 (1%) -
  Quebec 1 (4%) - 1 (1%) -
Puerto Rico 1 (4%) - 1 (1%) -
Ireland - - 1 (1%) -
Domestic 23 (82%) - 68 (92%) 26M (100%)
Cross-border 5 (18%) - 6 (8%) -
Total 28 - 74 $26M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (25%) - 33 (45%) 14M (52%)
Growth Capital 15 (54%) - 18 (24%) 13M (48%)
Recapitalization 3 (11%) - 18 (24%) -
Acquisition Financing 1 (4%) - 1 (1%) -
Divestiture 1 (4%) - 1 (1%) -
Secondary Buyout - - 1 (1%) -
Stake Purchase 1 (4%) - 1 (1%) -
Venture - - 1 (1%) -
Total 28 - 74 $26M

Exits by Deal Type

Type Total # Value
Trade Sale 19 (44%) 178M (91%)
Secondary Sale 14 (33%) -
Trade Sale - Public Company 6 (14%) 17M (9%)
IPO 2 (5%) -
Unknown 2 (5%) -
Total 43 $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)
30%
13 (30%)
Strategic(s)
44%
19 (44%)

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