M&A Deal Summary |
|
|---|---|
| Date | 2022-10-28 |
| Target | Bradford Health Services |
| Sector | Healthcare Services |
| Buyer(s) |
Lee Equity Partners
Comvest Partners Constitution Capital Partners |
| Sellers(s) |
Centre Partners
Yukon Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Coker Capital Harris Williams (Financial) Burr & Forman Dechert (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 4.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Lee Equity Partners is a private investment firm that looks for buyout and growth capital investments across a range of industries. Lee Equity Partners seeks investments requiring $50 to $150 million of equity capital. Lee Equity Partners was formed in 2006 by Thomas H. Lee, formerly of Thomas H. Lee Partners, LP.
| DEAL STATS | # |
|---|---|
| Overall | 32 of 38 |
| Sector (Healthcare Services) | 9 of 10 |
| Type (Secondary Buyout) | 11 of 13 |
| State (Alabama) | 1 of 1 |
| Country (United States) | 30 of 34 |
| Year (2022) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-13 |
Discovery Senior Living
Bonita Springs, Florida, United States Discovery Senior Living is a provider of senior living community property management, real estate design/development, and home health services for senior living communities. Discovery offers comprehensive solutions to both property owners and residents at the national, regional, and individual community levels. Discovery Senior Living is based in Bonita Springs, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-01 |
K2 Insurance
San Diego, California, United States K2 Insurance is an insurance services holding company, which owns a diverse group of MGAs that underwrite and distribute specialty property and casualty insurance products. K2 Insurance was founded in 2011 and is based in San Diego, California. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 7.7B USD |
| Size | Mega |
| Type | Sector Agnostic |
Comvest Partners is a private investment firm that provides equity and debt capital to middle-market companies across North America. Comvest funds a variety of investment situations, including buyouts, divestitures, recapitalizations, consolidations, take privates, and turnarounds. Sectors of interest include business services, information services, education, financial services, healthcare services, software, IT, and transportation. For equity investments, Comvest prefers control and looks to invest $50 to $150 million per transaction. For debt needs, Comvest seeks to provide $25 to $250 million per transaction. Comvest Partners was formed in 2000 and is based in West Palm Beach, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 53 of 62 |
| Sector (Healthcare Services) | 7 of 9 |
| Type (Secondary Buyout) | 9 of 12 |
| State (Alabama) | 3 of 3 |
| Country (United States) | 52 of 61 |
| Year (2022) | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-13 |
GAI Consultants
Homestead, Pennsylvania, United States GAI Consultants is an engineering, planning, environmental, and economic consulting firm. GAI Consultants was founded in 1958 and is based in Homestead, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-13 |
Duke’s Root Control
Elgin, Illinois, United States Duke’s Root Control is a nationwide service provider that identifies and eliminates sewer system blockages and I&I (Inflow & Infiltration), extending the life of your critical infrastructure assets. Duke’s Root Control is based in Elgin, Illinois. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 6.7B USD |
| Size | Mega |
| Type | Sector Agnostic |
Constitution Capital Partners is a private equity and asset management firm focused on opportunities throughout North America. Constitution Capital typically invests in private equity partnerships, however the Firm also makes direct private equity and credit investments. Constitution Capital Partners does not have any sector preferences. Constitution Capital Partners was formed in 2008 and is headquartered in Andover, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 87 of 88 |
| Sector (Healthcare Services) | 5 of 5 |
| Type (Secondary Buyout) | 39 of 40 |
| State (Alabama) | 2 of 2 |
| Country (United States) | 81 of 82 |
| Year (2022) | 12 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-27 |
WillowTree
Charlottesville, Virginia, United States WillowTree is a provider of digital strategy, user experience design, and app development services for a wide range of Fortune 500 companies. WillowTree is a mobile strategy, UX design, and app development services company whose focus is to bridge the highest level of consumer user experience with enterprise-grade deployments and security. WillowTree was founded in 2007 and is based in Charlottesville, Virginia. |
Sell | $1.2B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-17 |
Market Performance Group
Princeton Junction, New Jersey, United States Market Performance Group is an omnichannel commerce agency providing strategy and consulting services. MPG offers end-to-end omnichannel capabilities and integrated solutions for a wide range of strategy and commercialization needs, including strategy & business consulting, omnichannel strategy & services, business analytics & insights, consumer marketing & retail activation, order to cash/3 PL, and FleXforce. Market Performance Group was formed in 2002 and is headquartered in Princeton Junction, New Jersey. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1986 |
| PE ASSETS | 2.7B USD |
| Size | Large |
| Type | Sector Agnostic |
Centre Partners is a private equity firm focused on investments in North American middle-market companies 'with strong growth prospects, predictable cash flows, and defensible competitive positions'. Prospective transactions include investments in privately owned companies, growth capital financings, management buyouts/buy-ins, divestitures, and take privates. The Firm's typical investment size is $20 to $50 million. Areas of interest include consumer products and services, cable/media, business services, energy, financial services, healthcare, industrial, and retail. Centre Partners was formed in 1986 and has offices in New York, New York and Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 31 of 31 |
| Sector (Healthcare Services) | 3 of 3 |
| Type (Secondary Buyout) | 13 of 13 |
| State (Alabama) | 1 of 1 |
| Country (United States) | 30 of 30 |
| Year (2022) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-05-19 |
Captain D s
Nashville, Tennessee, United States Captain D's owns, operates, and franchises some 500+ restaurants in 25 states, plus military bases around the world. Captain D's offers its customers great seafood at reasonable prices in a relaxed environment. Captain D's was founded in 1969 and is based in Nashville, Tennessee. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-14 |
Toney Healthcare Consulting
Tampa, Florida, United States Toney HealthCare Consulting provides advisory services, hands-on leadership and experts in clinical operations, quality, regulatory and compliance, and accreditation for health plans and other risk-bearing organizations nationwide. THCC’s team consists of over 350 subject matter experts, experienced clinicians and administrative professionals across the spectrum of healthcare services. Toney Healthcare Consulting was founded in 2008 and is based in Tampa, Florida. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 640M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Yukon Partners is a mezzanine finance firm that works with private equity sponsors to fund a variety of investment situations. Yukon looks to invest $10 to $40 million to support buyouts, recapitalizations, take privates, and refinancings. Sectors of interest include automotive, building products, business services, consumer products, food/beverages, healthcare products/services, industrial manufacturing, niche manufacturing, and transportation/logistics. Prospective companies generally have revenues of $30 to $500 million and are profitable with EBITDA of $5 to $50 million. Yukon Partners was formed in 2008 and is based in Minneapolis, Minnesota.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 28 |
| Sector (Healthcare Services) | 3 of 3 |
| Type (Secondary Buyout) | 16 of 17 |
| State (Alabama) | 1 of 1 |
| Country (United States) | 26 of 27 |
| Year (2022) | 5 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-22 |
D&H United Fueling Solutions
Humble, Texas, United States D&H United Fueling Solutions is a provider of retail and commercial vehicle fueling facilities. D&H United Fueling Solutions provides service, equipment, installation, and environmental services. D&H United Fueling Solutions was founded in 2015 and is based in Humble, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-01 |
Apex Companies
Rockville, Maryland, United States Apex is a multi-disciplinary environmental services firm with 28 branches located throughout the Eastern and Central United States. The company provides a broad platform of environmental services, including stormwater system design, engineering, and maintenance; ports, harbors, and water system design and engineering; environmental remediation; industrial hygiene services; and general site assessment, regulatory compliance, and environmental consulting work. Apex was formed in 1988 and is headquartered in Rockville, Maryland. |
Sell | - |
