Housatonic Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Housatonic Partners has acquired 2 companies. It has also invested in 6 others.

Housatonic Partners’ most common sectors for investment arebusiness services (19%) and healthcare services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (26%). In total, Housatonic Partners has invested in 21 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 (46%). 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 Activity121
    • M&A Buy Activity77
    • M&A Sell Activity44
  • 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.6/yr) # 64 5 2 4 2 - 77
vol $26M $26M
Sell (0.8/yr) # 40 - 1 2 1 - 44
vol $195M $80M $275M
  121

Most Recent M&A

Company Date Value Type
eCard Systems 2023-12-15 - Growth Capital
Brentwood, Tennessee · www.ecardsystems.com
D2C Media, Inc. 2023-11-02 80M CAD Trade Sale
Edmonton, Alberta · www.d2cmedia.ca
KeepingCount 2023-09-13 - Buyout (LBO, MBO, MBI)
Boise, Idaho · www.keepingcount.com
Brainfuse 2022-12-12 - Growth Capital
New York, New York · www.brainfuse.com
KM Business Information Australia Pty Ltd. 2022-08-16 - Growth Capital
Sydney, Australia · www.keymedia.com
ParaRev 2022-05-18 - Trade Sale
Elgin, Illinois · www.pararevenue.com
EF Operating LLC 2022-01-31 - Trade Sale
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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (10%) - 14 (18%) -
Healthcare Services 7 (23%) - 11 (14%) -
Media 3 (10%) - 8 (10%) -
Communications 1 (3%) - 7 (9%) 13M (48%)
Internet Software and Services 3 (10%) - 6 (8%) -
Software 3 (10%) - 6 (8%) -
Information Services 1 (3%) - 3 (4%) -
Marketing 2 (7%) - 3 (4%) -
Distribution - - 2 (3%) 14M (52%)
Consumer Services 2 (7%) - 2 (3%) -
Financial Services 2 (7%) - 2 (3%) -
Information Technology 1 (3%) - 2 (3%) -
Staffing 1 (3%) - 2 (3%) -
Aerospace - - 1 (1%) -
Apparel/Textiles - - 1 (1%) -
Education - - 1 (1%) -
Energy Services and Equipment - - 1 (1%) -
Environmental - - 1 (1%) -
Medical Products - - 1 (1%) -
Publishing 1 (3%) - 1 (1%) -
Safety/Security - - 1 (1%) -
Technology Hardware - - 1 (1%) -
Total 30 - 77 $26M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 26 (87%) - 71 (92%) 26M (100%)
  California 5 (17%) - 17 (22%) 26M (100%)
  Massachusetts 2 (7%) - 11 (14%) -
  Texas 2 (7%) - 5 (6%) -
  Colorado 1 (3%) - 4 (5%) -
  Illinois - - 4 (5%) -
  New York 3 (10%) - 3 (4%) -
  New Jersey 2 (7%) - 3 (4%) -
  Florida 1 (3%) - 3 (4%) -
  Utah - - 3 (4%) -
  Arizona 2 (7%) - 2 (3%) -
  Tennessee 2 (7%) - 2 (3%) -
  North Carolina 2 (7%) - 2 (3%) -
  Maryland 1 (3%) - 2 (3%) -
  Connecticut - - 2 (3%) -
  Pennsylvania 1 (3%) - 1 (1%) -
  Oklahoma 1 (3%) - 1 (1%) -
  Idaho 1 (3%) - 1 (1%) -
  Virginia - - 1 (1%) -
  New Hampshire - - 1 (1%) -
  Hawaii - - 1 (1%) -
Australia 2 (7%) - 2 (3%) -
United Kingdom 1 (3%) - 1 (1%) -
Puerto Rico 1 (3%) - 1 (1%) -
Canada - - 1 (1%) -
  Alberta - - 1 (1%) -
Ireland - - 1 (1%) -
Domestic 26 (87%) - 71 (92%) 26M (100%)
Cross-border 4 (13%) - 6 (8%) -
Total 30 - 77 $26M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (23%) - 33 (43%) 14M (52%)
Growth Capital 17 (57%) - 20 (26%) 13M (48%)
Recapitalization 2 (7%) - 18 (23%) -
Stake Purchase 2 (7%) - 2 (3%) -
Acquisition Financing 1 (3%) - 1 (1%) -
Divestiture 1 (3%) - 1 (1%) -
Secondary Buyout - - 1 (1%) -
Venture - - 1 (1%) -
Total 30 - 77 $26M

Exits by Deal Type

Type Total # Value
Trade Sale 19 (43%) 178M (65%)
Secondary Sale 14 (32%) -
Trade Sale - Public Company 7 (16%) 97M (35%)
IPO 2 (5%) -
Unknown 2 (5%) -
Total 44 $275M

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 4 $125M
TOTAL $275M
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)
45%
20 (45%)

FAQ

When was Housatonic Partners founded?

Housatonic Partners was founded in 1994.

What type of investor is Housatonic Partners?

Housatonic Partners is a private equity firm.

Where is Housatonic Partners headquartered?

Housatonic Partners is headquartered in Boston, Massachusetts.

How much capital does Housatonic Partners have under management?

Housatonic Partners has 1.3B USD under management.

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