Formation Capital Mergers and Acquisitions Summary

Private Equity Real Estate Profile

Formation Capital’s most common sector for investment ishealthcare services (100%). The Firm’s most common investment types include secondary buyout (100%). In total, Formation Capital has invested in 1 US state.

The Firm’s most common exit type is bankruptcy (100%).

Join Mergr to view Formation Capital’s full profile and discover more large private equity real estate investors just like it.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Formation Capital

Formation Capital, LLC

3500 Lenox Rd STE 510,
Atlanta, Georgia 30326
United States
(770) 754-9660
www.formationcapital.com

Formation Capital is a private investment firm focused on senior housing and senior care, including post-acute and other senior health services. Formation Capital was formed in 2001 and is headquartered in Atlanta, Georgia.


Investment Criteria

Sectors of Interest: Healthcare Services, Real Estate

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # 1 - - - - - 1
  2

Most Recent M&A

Company Date Value Type
TridentCare 2019-02-13 - Bankruptcy
Sparks Glencoe, Maryland · www.tridentcare.com
TridentCare 2013-06-28 - Secondary Buyout
Sparks Glencoe, Maryland · www.tridentcare.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services - - 1 (100%) -
Total - - 1 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 1 (100%) -
  Maryland - - 1 (100%) -
Total - - 1 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout - - 1 (100%) -
Total - - 1 -

Exits by Deal Type

Type Total # Value
Bankruptcy 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Real Estate

Size

Large

PE Assets

2.9B USD

Established

2001

Specialist/Generalist

Specialist

Leadership

Arnold Whitman

Executive Chairman

Joe McDurmont

CFO

Cory Bennett

Managing Director

Nela Powell

Senior Vice President

Charity Simmons

Vice President, Finance

FAQ

When was Formation Capital founded?

Formation Capital was founded in 2001.

What type of investor is Formation Capital?

Formation Capital is a private equity real estate firm.

Where is Formation Capital headquartered?

Formation Capital is headquartered in Atlanta, Georgia.

How much capital does Formation Capital have under management?

Formation Capital has 2.9B USD under management.

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