Latticework Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Latticework Capital Management has acquired 2 companies. It has also invested in 2 others.

Latticework Capital Management’s most common sectors for investment arehealthcare services (70%) and business services (10%) . The Firm’s most common investment types include recapitalization (40%) and stake purchase (30%). In total, Latticework Capital Management has invested in 10 US states.

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

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity10
    • M&A Sell Activity2
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 1

Latticework Capital Management

Latticework Capital Management, LLC

100 Crescent Court, Suite 200,
Dallas, Texas 75201
United States
(214) 613-0179
www.latticeworkcapital.com
info@latticeworkcapital.com

Latticework Capital Management is a private equity group focused on the healthcare sector. The Firm looks to make control investments in middle-market companies in partnership with experienced management teams to execute customer focused acquisition strategies. Latticework Capital Management was formed in 2015 and is headquartered in Dallas, Texas.


Investment Criteria

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

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 5 1 2 1 1 - 10
Sell (0.4/yr) # - - 1 - - 1 2
  12

Most Recent M&A

Company Date Value Type
Xpress Wellness LLC 2024-05-23 - Trade Sale
Oklahoma, Oklahoma · www.xpresswellnessurgentcare.com
Institutes of Health, LLC 2023-10-25 - Stake Purchase
San Diego, California · www.institutesofhealth.org
American Clinical Research Services Holdings 2022-09-13 - Consolidation
Dallas, Texas · www.americanclinicalresearchservices.com
Athenix 2021-12-21 - Recapitalization
Beaverton, Oregon · www.athenixbody.com
Healthcare Building Solutions, Inc. 2021-09-09 - Growth Capital
Langhorne, Pennsylvania · www.hbsinc.com
American Veterinary Group 2021-03-16 - Secondary Sale
Tampa, Florida · www.americanveterinarygroup.com
Beacon Behavioral Partners 2020-01-11 - Stake Purchase
Baton Rouge, Louisiana · www.beaconbhpartners.com
Salt Dental Collective LLC 2019-01-01 - Stake Purchase
Phoenix, Arizona · www.saltdentalcollective.com
Xpress Wellness LLC 2018-11-15 - Recapitalization
Oklahoma, Oklahoma · www.xpresswellnessurgentcare.com
inReach Health 2018-08-28 - Recapitalization
Broomfield, Colorado · www.irhealthcare.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 6 (75%) - 7 (70%) -
Business Services 1 (13%) - 1 (10%) -
Consumer Services - - 1 (10%) -
Life Science 1 (13%) - 1 (10%) -
Total 8 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 10 (100%) -
  Texas 1 (13%) - 1 (10%) -
  Pennsylvania 1 (13%) - 1 (10%) -
  Oregon 1 (13%) - 1 (10%) -
  Minnesota 1 (13%) - 1 (10%) -
  Louisiana 1 (13%) - 1 (10%) -
  Colorado 1 (13%) - 1 (10%) -
  California 1 (13%) - 1 (10%) -
  Arizona 1 (13%) - 1 (10%) -
  Oklahoma - - 1 (10%) -
  Florida - - 1 (10%) -
Total 8 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 3 (38%) - 4 (40%) -
Stake Purchase 3 (38%) - 3 (30%) -
Growth Capital 1 (13%) - 2 (20%) -
Consolidation 1 (13%) - 1 (10%) -
Total 8 - 10 -

Exits by Deal Type

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

Top M&A Advisors

Legal Deals
McGuireWoods
 2

M&A Connections

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

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

550M USD

Established

2014

Specialist/Generalist

Specialist

Leadership

Kyle Bradford

Co-Founder & Managing Partner

Steve Neumann

Co-Founder & Managing Partner

Alek Blankenau

Vice President

Will Fletcher

Vice President

FAQ

When was Latticework Capital Management founded?

Latticework Capital Management was founded in 2014.

What type of investor is Latticework Capital Management?

Latticework Capital Management is a private equity firm.

Where is Latticework Capital Management headquartered?

Latticework Capital Management is headquartered in Dallas, Texas.

How much capital does Latticework Capital Management have under management?

Latticework Capital Management has 550M USD under management.

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