Leavitt Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Leavitt Equity Partners has acquired 3 companies. It has also invested in 1 other.

Leavitt Equity Partners’ most common sectors for investment arehealthcare services (73%) and information technology (10%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (32%). In total, Leavitt Equity Partners has invested in 18 US states.

The Firm’s most common exit type is trade sale (100%). Leavitt Equity Partners’ largest (disclosed) exit occurred in 2016 when it sold Veridicus Holdings for $75M.

Join Mergr to view Leavitt Equity Partners’ full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity24
    • M&A Buy Activity22
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 16

Leavitt Equity Partners

Leavitt Equity Partners

95 South State Street Suite 2190,
Salt Lake City, Utah 84111
United States
(801) 961-1599
www.leavittequity.com
info@leavittpartners.com

Leavitt Equity Partners is the private equity arm of Leavitt Partners, a healthcare focused consulting firm. Leavitt looks to partner with and invest in growth-oriented healthcare services companies throughout the US. Leavitt Equity Partners was formed in 2014 and is headquartered in Salt Lake City, Utah.


Investment Criteria

Sectors of Interest: Healthcare Services, Information Technology, Medical Products

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 - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.6/yr) # 14 4 - 2 2 - 22
Sell (0.2/yr) # 1 1 - - - - 2
vol $75M $75M
  24

Most Recent M&A

Company Date Value Type
SurgNet Health Partners, Inc. 2023-09-21 - Growth Capital
Nashville, Tennessee · www.surgnethealthpartners.com
Commonwealth Pain & Spine 2023-03-01 - Buyout (LBO, MBO, MBI)
Louisville, Kentucky · www.mypainsolution.com
United Energy Workers Healthcare 2022-10-01 - Buyout (LBO, MBO, MBI)
Riverton, Wyoming · www.uewhealth.com
Apollo Intelligence LLC 2022-06-07 - Buyout (LBO, MBO, MBI)
Watertown, Massachusetts · www.apollointelligence.net
Women's Care Florida 2020-12-07 - Secondary Buyout
Tampa, Florida · www.womenscareobgyn.com
Care Hospice, Inc. 2020-10-21 - Secondary Buyout
Charlottesville, Virginia · www.carehospice.com
NeuroPsychiatric Hospitals 2020-09-30 - Growth Capital
South Bend, Indiana · www.NeuroPsychiatricHospitals.net
Torch Insight 2020-08-18 - Trade Sale
Salt Lake City, Utah · www.torchinsight.com
Zing Health Holdings, Inc. 2020-05-18 - Growth Capital
Chicago, Illinois · www.myzinghealth.com
Pharmaceutical Associates, Inc. 2019-11-06 - Buyout (LBO, MBO, MBI)
Greenville, South Carolina · www.paipharma.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Ivy Rehab Network 2016-05-05 Theraplay, Inc. 2022-07-26 2
White Plains, New York · www.ivyrehab.com West Chester, Pennsylvania · www.theraplayinc.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 15 (71%) - 16 (73%) -
Information Technology 2 (10%) - 2 (9%) -
Business Services 1 (5%) - 1 (5%) -
Life Science 1 (5%) - 1 (5%) -
Medical Products 1 (5%) - 1 (5%) -
Real Estate 1 (5%) - 1 (5%) -
Total 21 - 22 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 21 (100%) - 22 (100%) -
  Florida 3 (14%) - 3 (14%) -
  Colorado 2 (10%) - 2 (9%) -
  North Carolina 2 (10%) - 2 (9%) -
  Georgia 1 (5%) - 1 (5%) -
  Arizona 1 (5%) - 1 (5%) -
  Wyoming 1 (5%) - 1 (5%) -
  Virginia 1 (5%) - 1 (5%) -
  Tennessee 1 (5%) - 1 (5%) -
  South Carolina 1 (5%) - 1 (5%) -
  New York 1 (5%) - 1 (5%) -
  New Mexico 1 (5%) - 1 (5%) -
  New Jersey 1 (5%) - 1 (5%) -
  Missouri 1 (5%) - 1 (5%) -
  Massachusetts 1 (5%) - 1 (5%) -
  Kentucky 1 (5%) - 1 (5%) -
  Indiana 1 (5%) - 1 (5%) -
  Illinois 1 (5%) - 1 (5%) -
  Utah - - 1 (5%) -
Total 21 - 22 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 11 (52%) - 11 (50%) -
Growth Capital 6 (29%) - 7 (32%) -
Secondary Buyout 3 (14%) - 3 (14%) -
Recapitalization 1 (5%) - 1 (5%) -
Total 21 - 22 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (50%) 75M (100%)
Trade Sale 1 (50%) -
Total 2 $75M

Deal Values

sell # Total
< $100M 1 $75M
TOTAL $75M
Largest Veridicus Holdings LLC
$75M (2016-11-21)

M&A Connections

Deals
Acquired from
Investor(s)
14%
3 (14%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

400M USD

Established

2014

Specialist/Generalist

Specialist

Leadership

Michael Leavitt

Founder & Chairman

Craig Omer

CFO

Andrew Clark

Partner

Taylor Leavitt

President & CEO

FAQ

When was Leavitt Equity Partners founded?

Leavitt Equity Partners was founded in 2014.

What type of investor is Leavitt Equity Partners?

Leavitt Equity Partners is a private equity firm.

Where is Leavitt Equity Partners headquartered?

Leavitt Equity Partners is headquartered in Salt Lake City, Utah.

How much capital does Leavitt Equity Partners have under management?

Leavitt Equity Partners has 400M USD under management.

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