WindRose Health Investors Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, WindRose Health Investors has acquired 5 companies. It has also invested in 3 others.

WindRose Health Investors’ most common sectors for investment arehealthcare services (50%) and life science (14%) . The Firm’s most common investment types include recapitalization (45%) and growth capital (27%). In total, WindRose Health Investors has invested in 19 US states. Its largest (disclosed) acquisition occurred in 2004 when it acquired IASIS Healthcare for $1.4B.

In the last 3 years, WindRose Health Investors has exited 7 companies. The Firm’s most common exit type is trade sale (54%). WindRose Health Investors’ largest (disclosed) exit occurred in 2005 when it sold HMS Healthcare for $390M.

Join Mergr to view WindRose Health Investors’ full profile and discover more large private equity firm investors just like it.

M&A Summary

  • M&A Total Activity64
    • M&A Buy Activity38
    • M&A Sell Activity26
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 24
  • M&A Advisors 9

WindRose Health Investors

WindRose Health Investors

320 Park Avenue, 33rd Floor,
New York, New York 10022
United States
(212) 887-2105
www.windrose.com
info@windrose.com

MTS Health Investors LLC is a specialist private investment firm focused on opportunities in the services sectors of the healthcare industry. Specific areas of interest include managed care/health insurance, healthcare providers, distributors of medical/products and providers of outsourced services. MTS also invests in low-technology medical product manufacturers. MTS makes equity investments in US based companies valued between $25 and $300 million. Prospective transaction types include buyouts, divestitures, recapitalizations, take-privates, acquisition financings, and growth financings. MTS Health Investors was formed in 2000 and is based in New York City.


Investment Criteria

Sectors of Interest: Business Services, Healthcare Services, Information Technology, Internet Software and Services, Life Science, Medical Products, Software, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Acquisition Financing, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 -
Investment Size 25 300
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.8/yr) # 29 1 4 4 - - 38
vol $1.4B $1.4B
Sell (1.8/yr) # 17 2 3 1 2 1 26
vol $1.4B $130M $1.5B
  64

Most Recent M&A

Company Date Value Type
Curation Health LLC 2024-10-08 - Trade Sale
Annapolis, Maryland · www.curationhealth.co
MDSave, Inc. 2023-09-27 - Trade Sale
Brentwood, Tennessee · www.mdsave.com
Lykan Bioscience LLC 2023-06-05 - Merger
Hopkinton, Massachusetts · www.lykanbio.com
Third Wave Recovery Systems LLC 2022-09-16 - Growth Capital
Las Vegas, Nevada · www.thirdwaverx.com
Brown Parker & DeMarinis Advertising 2022-08-03 - Growth Capital
Boca Raton, Florida · www.bpdhealthcare.com
RevHealth LLC 2022-07-27 - Recapitalization
Morristown, New Jersey · www.revhealth.com
Bridgeway Benefit Technologies LLC 2022-01-06 - Secondary Sale
Baltimore, Maryland · www.bridgewaybentech.com
Altruix 2022-01-05 - Recapitalization
Annapolis, Maryland · www.altruix.com
StateServ Medical 2021-11-22 - Recapitalization
Mesa, Arizona · www.stateserv.com
Workplace Options 2021-11-01 - Growth Capital
Raleigh, North Carolina · www.workplaceoptions.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 6 (43%) - 19 (50%) 1.4B (100%)
Life Science 2 (14%) - 5 (13%) -
Information Technology 1 (7%) - 3 (8%) -
Business Services - - 2 (5%) -
Marketing 2 (14%) - 2 (5%) -
Medical Products 1 (7%) - 2 (5%) -
Consumer Products - - 1 (3%) -
Consumer Services 1 (7%) - 1 (3%) -
Internet Software and Services - - 1 (3%) -
Software - - 1 (3%) -
Staffing 1 (7%) - 1 (3%) -
Total 14 - 38 $1.4B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) - 38 (100%) 1.4B (100%)
  Florida 2 (14%) - 4 (11%) -
  Tennessee 1 (7%) - 4 (11%) 1.4B (100%)
  New Jersey 1 (7%) - 4 (11%) -
  Maryland 2 (14%) - 3 (8%) -
  Massachusetts 1 (7%) - 3 (8%) -
  California 1 (7%) - 3 (8%) -
  Texas 1 (7%) - 2 (5%) -
  Colorado 1 (7%) - 2 (5%) -
  New York - - 2 (5%) -
  Georgia - - 2 (5%) -
  North Carolina 1 (7%) - 1 (3%) -
  Nevada 1 (7%) - 1 (3%) -
  Minnesota 1 (7%) - 1 (3%) -
  Arizona 1 (7%) - 1 (3%) -
  Ohio - - 1 (3%) -
  Nebraska - - 1 (3%) -
  Missouri - - 1 (3%) -
  Illinois - - 1 (3%) -
Total 14 - 38 $1.4B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 10 (71%) - 17 (45%) -
Growth Capital 4 (29%) - 10 (26%) -
Secondary Buyout - - 5 (13%) 1.4B (100%)
Buyout (LBO, MBO, MBI) - - 5 (13%) -
PIPE - - 1 (3%) -
Total 14 - 38 $1.4B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 8 (31%) 981M (71%)
Secondary Sale 7 (27%) 285M (21%)
Trade Sale 6 (23%) 121M (9%)
Recapitalization 3 (12%) -
Merger 2 (8%) -
Total 26 $1.4B

Top M&A Advisors

Financial Deals
Houlihan Lokey
1
Harris Williams
1
Guggenheim Securities
1
Legal Deals
McDermott Will & Emery
12
Hogan Lovells
4
Latham & Watkins
2

Deal Values

buy # Total
> $1B 1 $1.4B
TOTAL $1.4B
Largest IASIS Healthcare Corp.
$1.4B (2004-06-22)
sell # Total
$100M to $1B 7 $1.3B
< $100M 2 $190M
TOTAL $1.5B
Largest HMS Healthcare, Inc.
$390M (2005-06-24)

M&A Connections

Deals
Acquired from
Investor(s)
24%
9 (24%)
Exited to
Investor(s)
38%
10 (38%)
Strategic(s)
62%
16 (62%)

FAQ

When was WindRose Health Investors founded?

WindRose Health Investors was founded in 2000.

What type of investor is WindRose Health Investors?

WindRose Health Investors is a private equity firm.

Where is WindRose Health Investors headquartered?

WindRose Health Investors is headquartered in New York, New York.

How much capital does WindRose Health Investors have under management?

WindRose Health Investors has 2.5B USD under management.

 Subscribe to unlock this and 209,180
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 202K M&A Transactions
  • 205K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.