WindRose Health Investors Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, WindRose Health Investors has acquired 8 companies. It has also invested in 1 other.

WindRose Health Investors’ most common sectors for investment are healthcare services (65%) and life science (10%). The Firm’s most common investment types include recapitalization (39%) and growth capital (26%). In total, WindRose Health Investors has invested in 16 US states. Its largest (disclosed) acquisition occurred in 2004 when it acquired IASIS Healthcare for $1.4B.

In the last 3 years, WindRose Health Investors has exited 10 companies. The Firm’s most common exit type is trade sale (45%). WindRose Health Investors’ largest (disclosed) exit occurred in 2005 when it sold HMS Healthcare for $390M.

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M&A Summary

  • M&A Total Activity51
    • M&A Buy Activity31
    • M&A Sell Activity20
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 16
  • M&A Advisors 3

WindRose Health Investors

320 Park Avenue, 33rd Floor,
New York, New York 10022
United States
(212) 887-2105
www.windrose.com
info@windrose.com

MTS Health Investors LLC is a specialist private investment firm focused on opportunities in the services sectors of the healthcare industry. Specific areas of interest include managed care/health insurance, healthcare providers, distributors of medical/products and providers of outsourced services. MTS also invests in low-technology medical product manufacturers. MTS makes equity investments in US based companies valued between $25 and $300 million. Prospective transaction types include buyouts, divestitures, recapitalizations, take-privates, acquisition financings, and growth financings. MTS Health Investors was formed in 2000 and is based in New York City.


Investment Criteria

Sectors of Interest: Business Services, Healthcare Services, Information Technology, Internet Software and Services, Life Science, Medical Products, Software, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Acquisition Financing, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 -
Investment Size 25 300
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.2/yr) # 20 2 3 3 2 1 31
vol $1.4B $1.4B
Sell (2.0/yr) # 10 - 5 - 4 1 20
vol $1.1B $216M $1.4B
  51

Most Recent M&A

Company Date Value Type
Caregiver, Inc. 2020-07-28 - Recapitalization
Fort Worth, Texas · www.cg-idd.com
Medical Knowledge Group LLC 2020-01-08 - Recapitalization
New York City, New York · www.mkgny.com
Shearwater Health, Inc. 2019-12-05 - Secondary Buyout
Nashville, Tennessee · www.swhealth.com
Aerocare Holdings, Inc. 2019-10-21 - Secondary Buyout
Orlando, Florida · www.aerocareusa.com
Ovagen Fertility 2019-07-17 - Recapitalization
Los Angeles, California · www.ovagenfertility.com
Ovation Fertility 2019-06-17 - Recapitalization
Encino, California · www.ovationfertility.com
Lykan Bioscience LLC 2019-06-04 - Recapitalization
Phoenix, Arizona · www.lykanbio.com
Healthmap Solutions, Inc. 2019-05-29 - Recapitalization
Tampa, Florida · www.healthmapsolutions.com
Traditions Psychology Group, Inc. 2018-11-14 - Recapitalization
Napa, California · www.tbhcare.com
Kolmac Outpatient Recovery Centers 2018-09-05 - Recapitalization
Baltimore, Maryland · www.kolmac.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Caregiver, Inc. 2020-07-28 Pine Ridge-Pine Village, Inc. 2020-09-01 2
Fort Worth, Texas · www.cg-idd.com Williamsburg, Ohio
Caregiver, Inc. 2020-07-28 Soto ALG 2020-08-31 1
Fort Worth, Texas · www.cg-idd.com Augusta, Georgia · www.sotoalg.com
Kolmac Outpatient Recovery Centers 2018-09-05 BioCare Recovery 2019-06-20 1
Baltimore, Maryland · www.kolmac.com Yardley, Pennsylvania · www.biocarerecovery.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 7 (58%) - 20 (65%) 1.4B (100%)
Life Science 1 (8%) - 3 (10%) -
Business Services - - 1 (3%) -
Consumer Products - - 1 (3%) -
Consumer Services 1 (8%) - 1 (3%) -
Diversified - - 1 (3%) -
Information Technology 1 (8%) - 1 (3%) -
Internet Software and Services 1 (8%) - 1 (3%) -
Medical Products - - 1 (3%) -
Software 1 (8%) - 1 (3%) -
Total 12 - 31 $1.4B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 31 (100%) 1.4B (100%)
  Tennessee 2 (17%) - 4 (13%) 1.4B (100%)
  California 1 (8%) - 4 (13%) -
  Florida 1 (8%) - 3 (10%) -
  Maryland 2 (17%) - 2 (6%) -
  Texas 1 (8%) - 2 (6%) -
  New Jersey 1 (8%) - 2 (6%) -
  Colorado 1 (8%) - 2 (6%) -
  New York - - 2 (6%) -
  Massachusetts - - 2 (6%) -
  Georgia - - 2 (6%) -
  Nevada 1 (8%) - 1 (3%) -
  Illinois 1 (8%) - 1 (3%) -
  Arizona 1 (8%) - 1 (3%) -
  Ohio - - 1 (3%) -
  Nebraska - - 1 (3%) -
  Missouri - - 1 (3%) -
Total 12 - 31 $1.4B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 8 (67%) - 12 (39%) -
Growth Capital 4 (33%) - 8 (26%) -
Secondary Buyout - - 5 (16%) 1.4B (100%)
Buyout (LBO, MBO, MBI) - - 4 (13%) -
PIPE - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 12 - 31 $1.4B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 6 (30%) 851M (68%)
Secondary Sale 6 (30%) 285M (23%)
Recapitalization 4 (20%) -
Trade Sale 3 (15%) 121M (10%)
Merger 1 (5%) -
Total 20 $1.3B

Top M&A Advisors

Financial Deals
Houlihan Lokey
1
Legal Deals
McDermott Will & Emery LLP
6
Hogan Lovells
4

Deal Values

buy # Total
> $1B 1 $1.4B
TOTAL $1.4B
Largest IASIS Healthcare Corp.
$1.4B (2004-06-22)
sell # Total
$100M to $1B 6 $1.2B
< $100M 2 $190M
TOTAL $1.4B
Largest HMS Healthcare, Inc.
$390M (2005-06-24)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
17 100%
Exited to
PE Firm(s)
52%
11 52%
Strategic(s)
48%
10 48%

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