M&A Deal Summary |
|
|---|---|
| Date | 2014-04-21 |
| Target | Sunrise Senior Living |
| Sector | Consumer Services |
| Buyer(s) |
Revera - Canada
Welltower |
| Sellers(s) |
Beecken Petty O Keefe & Company
KKR Welltower |
| Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
| Category | Company |
|---|---|
| Founded | 1961 |
| Sector | Healthcare Services |
Revera, Inc., is a provider of seniors accommodation, care and services; built on a 50-year history of helping seniors live life to the fullest.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Consumer Services) | 1 of 1 |
| Type (Add-on Acquisition) | 1 of 1 |
| State (Virginia) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2014) | 1 of 1 |
| Category | Company |
|---|---|
| Sector | Real Estate |
| Employees | 533 |
| Revenue | 6.5B USD (2023) |
Welltower is a real estate investment trust (REIT). The Company's portfolio ranges from healthcare real estate to senior housing communities, nursing/post-acute facilities, and medical office buildings.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 8 |
| Sector (Consumer Services) | 2 of 2 |
| Type (Add-on Acquisition) | 3 of 5 |
| State (Virginia) | 2 of 2 |
| Country (United States) | 5 of 6 |
| Year (2014) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-09-14 |
Sunrise Senior Living
McLean, Virginia, United States Sunrise Senior Living, Inc. offers a full range of personalized senior living services, including independent living, assisted living, care for individuals with Alzheimer's and other forms of memory loss, as well as nursing and rehabilitative services. |
Buy | $845M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-08-13 |
HealthLease Properties Real Estate Investment Trust
Toronto,, Ontario, Canada HealthLease owns a modern, high-quality portfolio of seniors housing, post-acute and long-term care communities, with 53 properties in two Canadian provinces and eight U.S. states. The communities are leased to experienced tenant operators under long-term, triple-net lease structures. |
Buy | $950M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1996 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Beecken Petty O'Keefe & Company (BPOC) is a specialist private equity firm that targets investments in middle-market healthcare companies. Specific areas of interest within healthcare include, specialty distribution; provider and payor outsourcing; pharmacy, infusion, and home healthcare; outpatient an alternate site services; and medical products manufacturing with a focus on capital equipment. The Firm focuses on recapitalizations, buyouts, and growth capital investments. BPOC was formed in 1996 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 37 |
| Sector (Consumer Services) | 1 of 1 |
| Type (Add-on Acquisition) | 10 of 18 |
| State (Virginia) | 1 of 1 |
| Country (United States) | 21 of 36 |
| Year (2014) | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-02-04 |
Maxor
Amarillo, Texas, United States Maxor is a diversified pharmacy services business comprised of three primary services: outsourced pharmacy management serving 43 pharmacies, pharmacy benefit management with 400,000 covered lives and specialty pharmacy services administering approximately 1.1 million doses annually. Maxor has operations in fourteen states. Maxor was formed in 1926 and is based in Amarillo, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-05-06 |
ISG Holdings
Farmington, Connecticut, United States ISG Holdings, Inc. (“ISG”) was formed to build a workers’ compensation focused company that offers a suite of products and services to help contain the medical costs related to workers’ injury claims. |
Sell | $225M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1976 |
| PE ASSETS | 510.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
KKR is a global investment firm founded by Jerome Kohlberg, Henry Kravis, and George Roberts. The Firm is separated into several business segments including private markets, public markets, capital markets, and other principal activities. KKR's private equity practice invests in management buyouts, take privates, corporate divestitures, industry consolidations, and partnerships with family-owned companies. KKR will invest in a broad range of industries and companies and will consider businesses throughout North America, Europe, Asia, and Australia/New Zealand. Sectors of interest include chemicals, consumer products, energy and natural resources, financial services, healthcare, industrial, media/communications, retail, and technology. In addition to its traditional principal investment activity business, KKR also invests in infrastructure assets. KKR was formed in 1976 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 52 of 178 |
| Sector (Consumer Services) | 1 of 4 |
| Type (Add-on Acquisition) | 16 of 62 |
| State (Virginia) | 1 of 3 |
| Country (United States) | 25 of 83 |
| Year (2014) | 6 of 17 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-01 |
Aceco TI
Brooklin Novo, Brazil Aceco TI is a premier provider of customized data center solutions in Brazil and Latin America. Headquartered in São Paulo and with offices throughout the region, the company provides design, implementation, installation and maintenance services for data center infrastructure. Aceco has built over 500 data centers throughout its history. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-24 |
Biomet
Warsaw, Indiana, United States Biomet, Inc. is a designs and manufactures orthopedic medical devices and other products used primarily by surgeons and medical specialists, with distribution in over 70 countries and a product portfolio that encompasses orthopedic joint replacement products, dental reconstructive implants, fixation devices, spinal products and other applications. |
Sell | $13.4B |
| Category | Company |
|---|---|
| Sector | Real Estate |
| Employees | 533 |
| Revenue | 6.5B USD (2023) |
Welltower is a real estate investment trust (REIT). The Company's portfolio ranges from healthcare real estate to senior housing communities, nursing/post-acute facilities, and medical office buildings.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Consumer Services) | 1 of 1 |
| Type (Add-on Acquisition) | 1 of 1 |
| State (Virginia) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2014) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-09-14 |
Sunrise Senior Living
McLean, Virginia, United States Sunrise Senior Living, Inc. offers a full range of personalized senior living services, including independent living, assisted living, care for individuals with Alzheimer's and other forms of memory loss, as well as nursing and rehabilitative services. |
Buy | $845M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-08-13 |
HealthLease Properties Real Estate Investment Trust
Toronto,, Ontario, Canada HealthLease owns a modern, high-quality portfolio of seniors housing, post-acute and long-term care communities, with 53 properties in two Canadian provinces and eight U.S. states. The communities are leased to experienced tenant operators under long-term, triple-net lease structures. |
Buy | $950M |
