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Investment Summary

Berkley Capital Investors Invests In HealthEquity

On November 28, 2006, Berkley Capital Investors invested in information technology company HealthEquity

Investment Highlights
  • This is Berkley Capital Investors’ 1st transaction in the Information Technology sector.
  • This is Berkley Capital Investors’ 1st transaction in the United States.
  • This is Berkley Capital Investors’ 1st transaction in Utah.
Investment Fate
  • HealthEquity went public in 2014.

Investment Summary
Date 2006-11-28
Target HealthEquity
Sector Information Technology
Investor(s) Berkley Capital Investors
Deal Type Stake Purchase
Advisor(s) Portico Capital Securities (Financial)

Target

HealthEquity

Draper, Utah, United States
HealthEquity is a consumer-focused health care services company that enables health insurers, benefits administrators, employers, and financial institutions to provide employees and consumers with a personal savings and payment account integrated into their health plan’s claims platform. Additionally, HealthEquity provides 24/7 personal advisory services to help consumers better save and spend their health care dollars. HealthEquity was founded in 2002 and is based in Draper, Utah.

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Investor(S) 1

Investor

Berkley Capital Investors

United States
Category Company
Sector Healthcare Services
DESCRIPTION

Berkley Capital Investors, L.P., a subsidiary of W. R. Berkley Corporation (NYSE: BER).

DEAL STATS #
Overall 1 of 4
Sector: Information Technology M&A 1 of 1
Type: Stake Purchase M&A Deals 1 of 1
State: Utah M&A 1 of 1
Country: United States M&A 1 of 3
Year: 2006 M&A 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2007-01-01 Greenwich AeroGroup

Greenwich, Connecticut, United States

Greenwich AeroGroup operates a network of companies that offer commercial, government and the military services, including maintenance, avionics and interior refurbishments, fixed base operations, aircraft sales, charter and management, manufacturing and engineering, component repair and overhaul, parts distribution services.

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