New Heritage Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, New Heritage Capital has invested in 6 companies.

New Heritage Capital’s most common sectors for investment are healthcare services (24%) and consumer products (12%). The Firm’s most common investment types include growth capital (50%) and buyout (lbo, mbo, mbi) (35%). In total, New Heritage Capital has invested in 11 US states and 3 different countries.

In the last 3 years, New Heritage Capital has exited 2 companies. The Firm’s most common exit type is secondary buyout (58%). New Heritage Capital’s largest (disclosed) exit occurred in 2005 when it sold Skilled Healthcare Group for $640M.

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M&A Summary

  • M&A Total Activity45
    • M&A Buy Activity26
    • M&A Sell Activity19
  • Total Sectors Invested 14
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 12
  • M&A Advisors 3

New Heritage Capital LLC

Prudential Tower, 800 Boylston Street, uite 1535,
Boston, Massachusetts 02199
United States
(617) 439-0688
www.newheritagecapital.com
info@heritagepartnersinc.com

New Heritage Capital LLC is a private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Heritage looks to invest in growing, middle-market companies with at least $30 million in annual revenue and EBITDA of at least $4 million. Target sectors include aerospace, consumer products, food/beverage, media/publishing, healthcare, manufacturing, pet products, plastics/packaging, printing, and value-added distribution. New Heritage Capital LLC was formed in 2006 and is based in Boston, Massachusetts.


Investment Criteria

Sectors of Interest: Aerospace, Apparel/Textiles, Beverages, Building Materials, Business Services, Consumer Products, Distribution, Electrical Equipment, Food, Healthcare Services, Machinery, Manufacturing, Marketing, Media, Packaging, Plastics, Publishing, Test/Measurement Equipment

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

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

Transaction Criteria Min Max
Target Revenue 30 -
Target EBITDA 4 20
Investment Size 15 40
Enterprise Value 30 -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.4/yr) # 19 1 1 2 2 1 26
Sell (0.4/yr) # 17 - - - 1 1 19
vol $864M $864M
  45

Most Recent M&A

Company Date Value Type
The Execu|Search Group 2021-04-06 - Secondary Buyout
New York, New York · www.execu-search.com
FMS Solutions Holdings LLC 2021-02-18 - Growth Capital
Ft Lauderdale, Florida · www.fmssolutions.com
Carnegie Dartlet 2020-10-13 - Growth Capital
Westford, Massachusetts · www.carnegiedartlet.com
DeWinter Group 2020-03-09 - Growth Capital
San Francisco, California · www.dewintergroup.com
EPTAM Plastics, Inc. 2020-01-24 - Secondary Buyout
Northfield, New Hampshire · www.eptam.com
Welcome Dairy Holdings LLC 2019-07-09 - Growth Capital
Colby, Wisconsin · www.welcomedairy.com
Rhythmlink International LLC 2019-03-04 - Growth Capital
Columbia, South Carolina · www.rhythmlink.com
Flying Colours Corp. 2018-02-08 - Growth Capital
Peterborough, Ontario · www.flyingcolourscorp.com
Continental Services 2017-02-22 - Buyout (LBO, MBO, MBI)
Detroit, Michigan · www.continentalserves.com
The Execu|Search Group 2016-10-06 - Growth Capital
New York, New York · www.execu-search.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 1 (11%) - 6 (23%) -
Consumer Products - - 3 (12%) -
Aerospace 1 (11%) - 2 (8%) -
Business Services 1 (11%) - 2 (8%) -
Distribution - - 2 (8%) -
Food 1 (11%) - 2 (8%) -
Staffing 1 (11%) - 2 (8%) -
Financial Services 1 (11%) - 1 (4%) -
Machinery - - 1 (4%) -
Marketing 1 (11%) - 1 (4%) -
Medical Products 1 (11%) - 1 (4%) -
Plastics - - 1 (4%) -
Publishing - - 1 (4%) -
Test/Measurement Equipment 1 (11%) - 1 (4%) -
Total 9 - 26 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (89%) - 23 (88%) -
  California 2 (22%) - 7 (27%) -
  New York - - 5 (19%) -
  Arizona 1 (11%) - 2 (8%) -
  Wisconsin 1 (11%) - 1 (4%) -
  South Carolina 1 (11%) - 1 (4%) -
  Michigan 1 (11%) - 1 (4%) -
  Massachusetts 1 (11%) - 1 (4%) -
  Florida 1 (11%) - 1 (4%) -
  New Jersey - - 1 (4%) -
  New Hampshire - - 1 (4%) -
Canada 1 (11%) - 2 (8%) -
  Ontario 1 (11%) - 2 (8%) -
France - - 1 (4%) -
Domestic 8 (89%) - 23 (88%) -
Cross-border 1 (11%) - 3 (12%) -
Total 9 - 26 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (78%) - 13 (50%) -
Buyout (LBO, MBO, MBI) 1 (11%) - 9 (35%) -
Recapitalization 1 (11%) - 4 (15%) -
Total 9 - 26 -

Exits by Deal Type

Type Total # Value
Secondary Sale 11 (58%) 659M (76%)
Trade Sale 5 (26%) -
Trade Sale - Public Company 2 (11%) 205M (24%)
Sold to Management 1 (5%) -
Total 19 $864M

Top M&A Advisors

Financial Deals
League Park Advisors LLC
 1
Lincoln International
 1
Legal Deals
Choate Hall & Stewart LLP
 4

Deal Values

sell # Total
$100M to $1B 2 $845M
< $100M 1 $19M
TOTAL $864M
Largest Skilled Healthcare Group, Inc.
$640M (2005-10-24)

M&A Connections

Deals
Exited to
Investor(s)
58%
11 (58%)
Strategic(s)
37%
7 (37%)

Investor Summary

Size

Large

PE Assets

1.4B USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Charles Gifford

Co-Founder & General Partner

Nickie Norris

Co-Founder & Senior Partner, COO, CCO

Mark Jrolf

Founder & Managing Senior Partner

Judson Samuels

Partner

Melissa Barry

Partner

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