New Heritage Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, New Heritage Capital has invested in 1 company.

New Heritage Capital’s most common sectors for investment arehealthcare services (25%) and consumer products (11%) . The Firm’s most common investment types include growth capital (54%) and buyout (lbo, mbo, mbi) (33%). In total, New Heritage Capital has invested in 12 US states and 3 different countries.

In the last 3 years, New Heritage Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (58%). New Heritage Capital’s largest (disclosed) exit occurred in 2005 when it sold Skilled Healthcare Group for $640M.

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M&A Summary

  • M&A Total Activity47
    • M&A Buy Activity28
    • M&A Sell Activity19
  • Total Sectors Invested 14
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 11
  • M&A Advisors 3

New Heritage Capital LLC

Prudential Tower, 800 Boylston Street, uite 1535,
Boston, Massachusetts 02199
United States
(617) 439-0688
www.newheritagecapital.com
info@heritagepartnersinc.com

New Heritage Capital LLC is a private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Heritage looks to invest in growing, middle-market companies with at least $30 million in annual revenue and EBITDA of at least $4 million. Target sectors include aerospace, consumer products, food/beverage, media/publishing, healthcare, manufacturing, pet products, plastics/packaging, printing, and value-added distribution. New Heritage Capital LLC was formed in 2006 and is based in Boston, Massachusetts.


Investment Criteria

Sectors of Interest: Aerospace, Apparel/Textiles, Beverages, Building Materials, Business Services, Consumer Products, Distribution, Electrical Equipment, Food, Healthcare Services, Machinery, Manufacturing, Marketing, Media, Packaging, Plastics, Publishing, Test/Measurement Equipment

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Recapitalization, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue 30 -
Target EBITDA 4 20
Investment Size 15 40
Enterprise Value 30 -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # 25 2 1 - - - 28
Sell (0.4/yr) # 17 1 - 1 - - 19
vol $864M $864M
  47

Most Recent M&A

Company Date Value Type
Rhythmlink International LLC 2023-03-17 - Secondary Buyout
Columbia, South Carolina · www.rhythmlink.com
AMFM Healthcare 2022-07-19 - Growth Capital
San Juan Capistrano, California · www.amfmtreatment.com
Icelandirect LLC 2021-08-11 - Growth Capital
Clifton, New Jersey · www.icelandirect.com
Tandym Group 2021-04-06 - Secondary Buyout
New York, New York · www.tandymgroup.com
FMS Solutions Holdings LLC 2021-02-18 - Growth Capital
Ft Lauderdale, Florida · www.fmssolutions.com
Carnegie Dartlet 2020-10-13 - Growth Capital
Westford, Massachusetts · www.carnegiedartlet.com
DeWinter Group 2020-03-09 - Growth Capital
San Francisco, California · www.dewintergroup.com
Eptam Plastics, Inc. 2020-01-24 - Secondary Buyout
Northfield, New Hampshire · www.eptam.com
Welcome Dairy Holdings LLC 2019-07-09 - Growth Capital
Colby, Wisconsin · www.welcomedairy.com
Rhythmlink International LLC 2019-03-04 - Growth Capital
Columbia, South Carolina · www.rhythmlink.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (20%) - 7 (25%) -
Consumer Products - - 3 (11%) -
Distribution 1 (10%) - 3 (11%) -
Aerospace 1 (10%) - 2 (7%) -
Business Services 1 (10%) - 2 (7%) -
Food 1 (10%) - 2 (7%) -
Staffing 1 (10%) - 2 (7%) -
Financial Services 1 (10%) - 1 (4%) -
Machinery - - 1 (4%) -
Marketing 1 (10%) - 1 (4%) -
Medical Products - - 1 (4%) -
Plastics - - 1 (4%) -
Publishing - - 1 (4%) -
Test/Measurement Equipment 1 (10%) - 1 (4%) -
Total 10 - 28 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (90%) - 25 (89%) -
  California 3 (30%) - 8 (29%) -
  New York - - 5 (18%) -
  New Jersey 1 (10%) - 2 (7%) -
  Arizona 1 (10%) - 2 (7%) -
  Wisconsin 1 (10%) - 1 (4%) -
  Michigan 1 (10%) - 1 (4%) -
  Massachusetts 1 (10%) - 1 (4%) -
  Florida 1 (10%) - 1 (4%) -
  South Carolina - - 1 (4%) -
  Ohio - - 1 (4%) -
  New Hampshire - - 1 (4%) -
Canada 1 (10%) - 2 (7%) -
  Ontario 1 (10%) - 2 (7%) -
France - - 1 (4%) -
Domestic 9 (90%) - 25 (89%) -
Cross-border 1 (10%) - 3 (11%) -
Total 10 - 28 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (80%) - 15 (54%) -
Buyout (LBO, MBO, MBI) 1 (10%) - 9 (32%) -
Recapitalization 1 (10%) - 4 (14%) -
Total 10 - 28 -

Exits by Deal Type

Type Total # Value
Secondary Sale 11 (58%) 659M (76%)
Trade Sale 5 (26%) -
Trade Sale - Public Company 2 (11%) 205M (24%)
Sold to Management 1 (5%) -
Total 19 $864M

Top M&A Advisors

Financial Deals
League Park Advisors LLC
 1
Lincoln International
 1
Legal Deals
Choate Hall & Stewart LLP
 4

Deal Values

sell # Total
$100M to $1B 2 $845M
< $100M 1 $19M
TOTAL $864M
Largest Skilled Healthcare Group, Inc.
$640M (2005-10-24)

M&A Connections

Deals
Exited to
Investor(s)
58%
11 (58%)
Strategic(s)
37%
7 (37%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.4B USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Charles Gifford

Co-Founder & General Partner

Nickie Norris

Co-Founder & Senior Partner, COO, CCO

Mark Jrolf

Founder & Managing Senior Partner

Judson Samuels

Partner

Melissa Barry

Partner

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