WindRose Health Investors Mergers and Acquisitions Summary

Private Equity Firm Profile

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

WindRose Health Investors’ most common sectors for investment arehealthcare services (50%) and life science (14%) . The Firm’s most common investment types include recapitalization (45%) and growth capital (27%). In total, WindRose Health Investors has invested in 19 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 8 companies. The Firm’s most common exit type is trade sale (48%). 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 Activity61
    • M&A Buy Activity38
    • M&A Sell Activity23
  • Total Sectors Invested 13
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 18
  • M&A Advisors 8

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.8/yr) # 24 3 2 1 4 4 38
vol $1.4B $1.4B
Sell (1.6/yr) # 15 - 3 2 2 1 23
vol $1.4B $130M $1.5B
  61

Most Recent M&A

Company Date Value Type
Third Wave Recovery Systems LLC 2022-09-16 - Growth Capital
Las Vegas, Nevada · www.thirdwaverx.com
BPD LLC 2022-08-03 - Growth Capital
Boca Raton, Florida · www.bpdadvertising.com
RevHealth LLC 2022-07-27 - Recapitalization
Morristown, New Jersey · www.revhealth.com
basys, Inc. 2022-01-06 - Secondary Buyout
Baltimore, Maryland · www.basys.com
Terrapin Pharmacy 2022-01-05 - Recapitalization
Annapolis, Maryland · www.terrapinpharmacy.com
StateServ Medical 2021-11-22 - Recapitalization
Mesa, Arizona · www.stateserv.com
Workplace Options 2021-11-03 - Growth Capital
Raleigh, North Carolina · www.workplaceoptions.com
Vital Decisions LLC 2021-08-04 130M USD Add-on Acquisition
Edison, New Jersey · www.vitaldecisions.net
Bluestone Physician Services, PA 2021-04-14 - Recapitalization
Stillwater, Minnesota · www.bluestonemd.com
Veristat Group, Inc. 2021-04-07 - Recapitalization
Southborough, Massachusetts · www.veristat.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 6 (38%) - 19 (50%) 1.4B (100%)
Life Science 3 (19%) - 5 (13%) -
Business Services - - 2 (5%) -
Information Technology 1 (6%) - 2 (5%) -
Medical Products 1 (6%) - 2 (5%) -
Communications 1 (6%) - 1 (3%) -
Consumer Products - - 1 (3%) -
Consumer Services 1 (6%) - 1 (3%) -
Diversified - - 1 (3%) -
Internet Software and Services 1 (6%) - 1 (3%) -
Marketing 1 (6%) - 1 (3%) -
Software - - 1 (3%) -
Staffing 1 (6%) - 1 (3%) -
Total 16 - 38 $1.4B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (100%) - 38 (100%) 1.4B (100%)
  Florida 2 (13%) - 4 (11%) -
  Tennessee 1 (6%) - 4 (11%) 1.4B (100%)
  New Jersey 1 (6%) - 4 (11%) -
  Massachusetts 2 (13%) - 3 (8%) -
  Maryland 2 (13%) - 3 (8%) -
  California 1 (6%) - 3 (8%) -
  Colorado 1 (6%) - 2 (5%) -
  Texas 1 (6%) - 2 (5%) -
  Georgia - - 2 (5%) -
  New York - - 2 (5%) -
  Nevada 1 (6%) - 1 (3%) -
  Minnesota 1 (6%) - 1 (3%) -
  Illinois 1 (6%) - 1 (3%) -
  Arizona 1 (6%) - 1 (3%) -
  North Carolina 1 (6%) - 1 (3%) -
  Nebraska - - 1 (3%) -
  Missouri - - 1 (3%) -
  Ohio - - 1 (3%) -
Total 16 - 38 $1.4B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 12 (75%) - 17 (45%) -
Growth Capital 4 (25%) - 10 (26%) -
Secondary Buyout - - 5 (13%) 1.4B (100%)
Buyout (LBO, MBO, MBI) - - 5 (13%) -
PIPE - - 1 (3%) -
Total 16 - 38 $1.4B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 8 (35%) 981M (71%)
Secondary Sale 8 (35%) 285M (21%)
Trade Sale 3 (13%) 121M (9%)
Recapitalization 3 (13%) -
Merger 1 (4%) -
Total 23 $1.4B

Top M&A Advisors

Financial Deals
Harris Williams & Co.
1
Guggenheim Securities
1
Triple Tree LLC
1
Legal Deals
McDermott Will & Emery LLP
12
Hogan Lovells
4
Latham & Watkins
2

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 7 $1.3B
< $100M 2 $190M
TOTAL $1.5B
Largest HMS Healthcare, Inc.
$390M (2005-06-24)

M&A Connections

Deals
Acquired from
Investor(s)
24%
9 (24%)
Exited to
Investor(s)
48%
11 (48%)
Strategic(s)
52%
12 (52%)

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