Havencrest Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Havencrest Capital Management has acquired 5 companies. It has also invested in 1 other.

Havencrest Capital Management’s most common sectors for investment arehealthcare services (56%) and education (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (56%) and consolidation (23%). In total, Havencrest Capital Management has invested in 5 US states.

In the last 3 years, Havencrest Capital Management has exited 2 companies. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity9
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 5

Havencrest Capital Management

Havencrest Capital Management

2100 McKinney Avenue, Suite 1760,
Dallas, Texas 75201
United States
(214) 420-3492
www.havencrest.com
info@havencrest.com

Havencrest Capital Management is a Dallas-based, private equity fund manager specializing in the healthcare industry. Founded by long-time healthcare investor Christopher W. Kersey, M.D., M.B.A., Havencrest comprises a blue-chip team of investment partners, operating partners and senior advisors including some of the nation’s leading entrepreneurs, corporate executives and public policy experts.


Investment Criteria

Sectors of Interest: Healthcare Services, Life Science, Medical Products

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 15
Investment Size - -
Enterprise Value 25 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 2 1 2 - 4 - 9
Sell (0.4/yr) # - - 2 - - - 2
  11

Most Recent M&A

Company Date Value Type
Focus Staff Services 2023-11-02 - Buyout (LBO, MBO, MBI)
Dallas, Texas · www.focus-staff.com
Tekton Research LLC 2023-09-07 - Buyout (LBO, MBO, MBI)
Austin, Texas · www.tektonresearch.com
Avid Health at Home LLC 2023-08-10 - Consolidation
Chicago, Illinois · www.avidhealthathome.com
Deep Eddy Psychotherapy Management LLC 2023-08-03 - Consolidation
Austin, Texas · www.deepeddypsychotherapy.com
Effective School Solutions LLC 2021-11-01 - Secondary Sale
New Providence, New Jersey · www.effectiveschoolsolutions.com
Paradigm Health 2021-07-07 - Growth Capital
Indianapolis, Indiana · www.myparadigmhealth.com
Apara Autism Centers 2021-01-06 - Buyout (LBO, MBO, MBI)
Sugar Land, Texas · www.aparaautism.com
ThermoTek, Inc. 2020-10-22 - Buyout (LBO, MBO, MBI)
Flower Mound, Texas · www.thermotekusa.com
The Oncology Institute of Hope and Innovation 2019-03-05 - Growth Capital
Cerritos, California · www.theoncologyinstitute.com
Effective School Solutions LLC 2018-01-01 - Buyout (LBO, MBO, MBI)
New Providence, New Jersey · www.effectiveschoolsolutions.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 4 (57%) - 5 (56%) -
Education - - 1 (11%) -
Life Science 1 (14%) - 1 (11%) -
Medical Products 1 (14%) - 1 (11%) -
Staffing 1 (14%) - 1 (11%) -
Total 7 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 9 (100%) -
  Texas 5 (71%) - 5 (56%) -
  Indiana 1 (14%) - 1 (11%) -
  Illinois 1 (14%) - 1 (11%) -
  New Jersey - - 1 (11%) -
  California - - 1 (11%) -
Total 7 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (57%) - 5 (56%) -
Consolidation 2 (29%) - 2 (22%) -
Growth Capital 1 (14%) - 2 (22%) -
Total 7 - 9 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
SPAC 1 (50%) -
Total 2 -

Top M&A Advisors

Financial Deals
Lincoln International
1
Solomon Partners
1
Legal Deals
McDermott Will & Emery
1
Sheppard Mullin
1
Bass, Berry & Sims PLC
1

M&A Connections

Deals
Exited to
Investor(s)
50%
1 (50%)

FAQ

When was Havencrest Capital Management founded?

Havencrest Capital Management was founded in 2017.

What type of investor is Havencrest Capital Management?

Havencrest Capital Management is a private equity firm.

Where is Havencrest Capital Management headquartered?

Havencrest Capital Management is headquartered in Dallas, Texas.

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