First Trust Capital Partners Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, First Trust Capital Partners has acquired 1 company. It has also invested in 13 others.

First Trust Capital Partners’ most common sectors for investment aresoftware (21%) and healthcare services (17%) . The Firm’s most common investment types include venture (67%) and growth capital (21%). In total, First Trust Capital Partners has invested in 16 US states.

In the last 3 years, First Trust Capital Partners has exited 2 companies. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity26
    • M&A Buy Activity24
    • M&A Sell Activity2
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7
  • M&A Advisors 1

First Trust Capital Partners

First Trust Capital Partners, LLC

120 E Liberty Drive,
Wheaton, Illinois 60187
United States
www.ftcapitalpartners.com
info@ftcapitalpartners.com

First Trust Capital Partners is a private investment firm that looks to invest in early and growth stage companies principally in the financial services and healthcare technology sectors. First Trust Capital Partners is based in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Business Services, Education, Financial Services, Food, Information Technology, Infrastructure, Internet Software and Services, Leisure, Life Science, Marketing, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - 5
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.6/yr) # 6 4 5 9 - - 24
Sell (0.4/yr) # - - - - 1 1 2
  26

Most Recent M&A

Company Date Value Type
Mental Health Data Services, Inc. 2024-06-11 - Trade Sale
Portland, Oregon · www.owl.health
Aumni, Inc. 2023-03-22 - Trade Sale
Cottonwood Heights, Utah · www.aumni.fund
Sonara Health, Inc. 2022-10-04 - Venture
Dallas, Texas · www.sonarahealth.com
Sift Healthcare 2022-07-15 - Venture
Milwaukee, Wisconsin · www.sifthealthcare.com
First Trust Direct Indexing LP 2022-07-06 - Buyout (LBO, MBO, MBI)
Boston, Massachusetts · www.ftdirectindexing.com
CareAcademy.co, Inc. 2022-06-08 - Venture
Boston, Massachusetts · www.careacademy.com
Infectious Disease Connect, Inc. 2022-06-01 - Growth Capital
Cranberry Township, Pennsylvania · www.idctelemed.com
ProofPilot 2022-04-04 - Venture
New York City, New York · www.proofpilot.com
Circuit Clinical 2022-03-10 - Venture
Buffalo, New York · www.circuitclinical.com
Quaestor Technologies, Inc. 2022-02-24 - Venture
Los Altos, California · www.standardmetrics.io
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Symplr Software Intermediate Holdings, Inc. 2018-10-23 Midas Health Analytics Solutions 2022-01-04 11
Houston, Texas · www.symplr.com Florham Park, New Jersey
Symplr Software Intermediate Holdings, Inc. 2018-10-23 HealthcareSource HR, Inc. 2021-05-17 10
Houston, Texas · www.symplr.com Woburn, Massachusetts · www.healthcaresource.com
Symplr Software Intermediate Holdings, Inc. 2018-10-23 TractManager, Inc. 2020-10-23 9
Houston, Texas · www.symplr.com Dallas, Texas · www.tractmanager.com
Symplr Software Intermediate Holdings, Inc. 2018-10-23 ComplyTrack 2020-09-08 8
Houston, Texas · www.symplr.com Alphen A D Rijn, Netherlands · www.complytrack.com
Symplr Software Intermediate Holdings, Inc. 2018-10-23 The Patient Safety Co. 2020-02-14 7
Houston, Texas · www.symplr.com Alkmaar, Netherlands · www.patientsafety.com
Symplr Software Intermediate Holdings, Inc. 2018-10-23 Centricity Contingent Staffing 2019-02-20 6
Houston, Texas · www.symplr.com Hartford, Wisconsin · www.apihealthcare.com

M&A by Sector

Sector Current # Value All-time # Value
Software 4 (19%) - 5 (21%) -
Healthcare Services 4 (19%) - 4 (17%) -
Information Technology 4 (19%) - 4 (17%) -
Internet Software and Services 3 (14%) - 4 (17%) -
Education 2 (10%) - 2 (8%) -
Financial Services 1 (5%) - 2 (8%) -
Business Services 1 (5%) - 1 (4%) -
Life Science 1 (5%) - 1 (4%) -
Staffing 1 (5%) - 1 (4%) -
Total 21 - 24 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 21 (100%) - 24 (100%) -
  Illinois 5 (24%) - 5 (21%) -
  New York 2 (10%) - 2 (8%) -
  California 2 (10%) - 2 (8%) -
  Texas 2 (10%) - 2 (8%) -
  Massachusetts 1 (5%) - 2 (8%) -
  New Jersey 1 (5%) - 1 (4%) -
  Missouri 1 (5%) - 1 (4%) -
  Maine 1 (5%) - 1 (4%) -
  Georgia 1 (5%) - 1 (4%) -
  Wisconsin 1 (5%) - 1 (4%) -
  Washington 1 (5%) - 1 (4%) -
  Virginia 1 (5%) - 1 (4%) -
  Tennessee 1 (5%) - 1 (4%) -
  Pennsylvania 1 (5%) - 1 (4%) -
  Utah - - 1 (4%) -
  Oregon - - 1 (4%) -
Total 21 - 24 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 14 (67%) - 16 (67%) -
Growth Capital 5 (24%) - 5 (21%) -
Buyout (LBO, MBO, MBI) - - 1 (4%) -
Divestiture 1 (5%) - 1 (4%) -
Secondary Buyout 1 (5%) - 1 (4%) -
Total 21 - 24 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

Top M&A Advisors

Legal Deals
Chapman & Cutler
 1

M&A Connections

Deals
Acquired from
Investor(s)
4%
1 (4%)
Strategic(s)
4%
1 (4%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Small

Specialist/Generalist

Generalist

Leadership

Jon Phillips

Managing Director & Head of Private Equity

Donald Fuller

Senior Vice President

Mark Kroeger

Senior Vice President

James Hill

Vice President

Rachel Kern

Vice President

FAQ

What type of investor is First Trust Capital Partners?

First Trust Capital Partners is a growth capital firm.

Where is First Trust Capital Partners headquartered?

First Trust Capital Partners is headquartered in Wheaton, Illinois.

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