Investment Summary

McCarthy Partners Management Invests In WellnessLiving Systems

On August 16, 2022, private equity firm McCarthy Partners Management invested in software company WellnessLiving Systems

Investment Highlights
  • This is McCarthy Partners Management’s 7th transaction in the Software sector.
  • This is McCarthy Partners Management’s 1st transaction in Canada.
  • This is McCarthy Partners Management’s 1st transaction in Ontario.

Investment Summary

Date 2022-08-16
Target WellnessLiving Systems
Sector Software
Investor(s) McCarthy Partners Management
Deal Type Growth Capital

Target

WellnessLiving Systems

Thornhill, Ontario, Canada
WellnessLiving Systems develops multi-tenant business management software to allow business owners to schedule classes, appointments and events, manage staff, process payments and increase member engagement. WellnessLiving Systems was founded in 2013 and is based in Thornhill, Ontario.

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Investor(S) 1

Investor

McCarthy Partners Management

Omaha, Nebraska, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1986
PE ASSETS 1.0B USD
Size Large
Type Sector Agnostic
DESCRIPTION

McCarthy Capital is a private equity firm that seeks to invest in mid-to-late-stage companies. The firm looks for companies with revenue of at least $15 million and $3 million in operating profits. McCarthy will consider companies across a broad range of industries possessing significant growth opportunities through participation in growing markets, market share expansion, industry consolidation or innovative business strategies. McCarthy prefers to invest in the range of $5 and $125 million, and will take a minority or majority ownership stake in companies where management has material capital at risk. McCarthy Capital was founded in 1986 and is based in Omaha, Nebraska.


DEAL STATS #
Overall 47 of 50
Sector (Software) 7 of 8
Type (Growth Capital) 26 of 28
State (Ontario) 1 of 1
Country (Canada) 1 of 1
Year (2022) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-08 BUBS Naturals

Encinitas, California, United States

BUBS Naturals is a natural, better-for-you consumer-packaged-goods brand specializing in health and wellness products. The company develops, markets, and sells nutritional supplements, minerals and vitamins primarily direct-to-consumer. BUBS Naturals was founded in 2017 and is based in Encinitas, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-19 Rx Savings Solutions

Overland Park, Kansas, United States

Rx Savings Solutions (RxSS) is an innovative software company focused on pharmaceutical drug cost containment for employers, employees, and payers. Rx Savings Solutions was founded in 2012 and is based in Overland Park, Kansas.

Sell $875M