M&A Deal Summary |
|
|---|---|
| Date | 2011-11-08 |
| Target | Senior Whole Health |
| Sector | Healthcare Services |
| Buyer(s) |
Wellfleet Capital Partners
TA Associates |
| Sellers(s) |
SSM Partners
New Capital Partners Council Capital Flexpoint Ford |
| Deal Type | Secondary Buyout |
| Advisor(s) | UBS Investment Bank (Financial) GreenbergTraurig (Legal) |
SEARCH BY
| Category | Merchant Bank |
|---|---|
| Founded | 1995 |
| Size | Small |
| Type | Sector Agnostic |
Wellfleet Capital Partners is a merchant banking firm focused on advising and investing in lower middle-market businesses with $10 to $150 million in revenues and EBITDA of at least $1.5 million. The Firm looks for companies with defensible market positions and high operating margins. Sectors of interest include business services, branded consumer products, healthcare, food/beverage, niche manufacturing, and value-added distribution. Wellfleet will consider opportunities throughout the US and Canada. The Firm was formed in 1995 and is based in Cambridge, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Healthcare Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Massachusetts M&A | 1 of 2 |
| Country: United States M&A | 2 of 3 |
| Year: 2011 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-07-14 |
Perrone Group
Braintree, Massachusetts, United States Perrone Group is a provider of integrated direct marketing solutions. The company has consistently delivered results-oriented services for nonprofit institutions and a wide variety of companies in the private sector. Perrone Group was founded in 1981 and is based in Braintree, Massachusetts. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-10-06 |
Building Engines
Boston, Massachusetts, United States Building Engines develops, deploys, hosts, and maintains a broad spectrum workflow, data collection, messaging, and operational support system for facility managers in commercial real estate and healthcare facilities. Building Engines was founded in 1999 and is based in Boston, Massachusetts. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1968 |
| PE ASSETS | 65.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
TA Associates is a private equity firm that targets investments in middle-market and large companies around the world. TA will consider control or minority investments in profitable companies and looks to commit between $70 and $500 million per transaction. TA proactively reaches out to companies directly in sourcing potential investment opportunities. Prospective businesses are generally valued between $100 million and $3 billion. Areas of interest include technology, software, communications, financial services, healthcare, business services, semiconductors/electronics, and consumer products/services. In addition to investing equity capital, TA also makes subordinated debt investments. TA's geographic preference is North America, Asia/Pacific, and Europe. TA Associates was formed in 1968 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 186 of 375 |
| Sector: Healthcare Services M&A | 17 of 25 |
| Type: Secondary Buyout M&A Deals | 13 of 75 |
| State: Massachusetts M&A | 20 of 25 |
| Country: United States M&A | 160 of 271 |
| Year: 2011 M&A | 15 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-11-08 |
Targus Information
Vienna, Virginia, United States TARGUS info is a data provider of real-time caller intelligence applications. The data includes name, postal address, predictive scores on household buying behavior, verification confidence scores, voice authentication, risk assessment factors and store location. The company each year processes over 15 billion real-time consumer initiated transactions and verifications over one of the world’s most powerful, reliable and state-of-the-art networks. |
Sell | $650M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-12-30 |
Microban International
Huntersville, North Carolina, United States Microban International manufactures and distributes antimicrobial, antibacterial and antifungal chemical compounds for consumer, industrial and medical products around the world. The company’s EPA-registered Microban® antimicrobial technologies are integrated into the manufacturing processes of a wide range of materials. Microban International also licenses the Microban brand to its customers who co-brand with the company. |
Sell | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2004 |
| Size | Small |
| Type | Sector Agnostic |
SSM Partners is a private equity firm that targets investments in smaller, rapidly growing, private companies based in the Southeast US. Areas of interest include business/outsourcing services, healthcare and consumer services. SSM focuses on transactions requiring $10 to $30 million of equity. Prospective transactions include growth financings, acquisitions, management led buyouts, and recapitalizations. SSM will also consider early-stage opportunities. SSM Partners is based in Memphis, Tennessee.
| DEAL STATS | # |
|---|---|
| Overall | 17 of 28 |
| Sector: Healthcare Services M&A | 4 of 4 |
| Type: Secondary Buyout M&A Deals | 4 of 5 |
| State: Massachusetts M&A | 1 of 2 |
| Country: United States M&A | 17 of 28 |
| Year: 2011 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-06-28 |
GoNoodle
Atlanta, Georgia, United States GoNoodle provides timely, medical information to physicians, healthcare professionals, and patients. GoNoodle is based in Atlanta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-01-17 |
New Era Portfolio
Austin, Texas, United States New Era Portfolio is an operator of a fully integrated art company reproduced fine art for consumers and designers. New Era Portfolio was founded in 2000 and is based in Austin, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| Size | Middle-Market |
| Type | Sector Agnostic |
New Capital Partners is a private equity firm focused on investing in high-growth companies. The Firm has a preference for Southeast US-based companies looks to acquire and/or partner with businesses and management teams who are seeking to build sustainable companies. Sectors of interest include healthcare services, healthcare IT, financial services, financial technology, and business services. New Capital Partners was established in 2001 and is based in Birmingham, Alabama.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 12 |
| Sector: Healthcare Services M&A | 3 of 6 |
| Type: Secondary Buyout M&A Deals | 1 of 3 |
| State: Massachusetts M&A | 1 of 2 |
| Country: United States M&A | 3 of 12 |
| Year: 2011 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-06-03 |
Teladoc Health
New York, New York, United States Teladoc Health is a national network of board-certified, state-licensed primary care physicians who provide telephone-based consultations 24 hours a day. Teladoc physicians diagnose routine care, and non-emergency medical problems via phone, recommend treatment, and prescribe medications when necessary. Teladoc Health was founded in 2002 and is based in New York, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-03-06 |
ControlCase
Fairfax, Virginia, United States ControlCase is a provider of Compliance as a Service (CaaS) solution as well as PCI DSS compliance services. The company’s solutions address all aspects of IT Governance, Risk Management, and Compliance Management, including compliance with PCI DSS, HIPAA, and ISO 27001 regulations. ControlCase was founded in 2004 and is based in Fairfax, Virginia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 300M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Council Capital is a private equity firm focused on investing in lower-middle market healthcare services and healthcare IT businesses across the US. The Firm targets control and minority investments in companies with growth potential, EBITDA up to $15 million, and between $5 and $50 million in revenue. Council Capital was founded in 2000 and is based in Nashville, Tennessee.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 14 |
| Sector: Healthcare Services M&A | 2 of 3 |
| Type: Secondary Buyout M&A Deals | 2 of 5 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 4 of 14 |
| Year: 2011 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-09-20 |
NuScriptRX
Nashville, Tennessee, United States NuScriptRX is a pharmacy that serves the pharmaceutical needs of long-term care facilities and their residents. NuScriptRX is based in Nashville, Tennessee. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-01-01 |
Influence Health
Birmingham, Alabama, United States Influence Health, Inc. is a provider of patient engagement software and healthcare marketing analytics solutions to hospitals across the United States and Canada. The company's software platform helps healthcare organizations attract and retain patients and improves patient experience and care through enhanced patient-doctor communication and information accessibility. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 7.8B USD |
| Size | Mega |
| Type | Sector Focused |
Flexpoint Ford is a private equity firm focused on investments in healthcare and financial services companies. Flexpoint prefers control based investments and looks to commit $50 to $500 million per transaction. The Firm is flexible when it comes to investment structure and asset class. Flexpoint Ford was formed in 2005 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 23 |
| Sector: Healthcare Services M&A | 1 of 4 |
| Type: Secondary Buyout M&A Deals | 1 of 6 |
| State: Massachusetts M&A | 1 of 2 |
| Country: United States M&A | 2 of 23 |
| Year: 2011 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-03-30 |
VeriClaim
Naperville, Illinois, United States VeriClaim, Inc. is a provider of outsourced insurance claims services along three primary lines of business: commercial property claims adjusting, marine cargo claims services and claims management services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-01-04 |
Innovative Aftermarket Systems
Austin, Texas, United States Innovative Aftermarket Systems LP is a provider of automotive warranties, vehicle services contracts (VSC), training, and related software and services sold across a broad and diverse distribution network. IAS was formed in 1984 and is headquartered in Austin, Texas IAS with offices in Oklahoma City, OK, and Dublin, OH. |
Buy | - |
