Upstream Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Upstream Capital’s most common sectors for investment aremedical products (67%) and healthcare services (34%) . The Firm’s most common investment types include growth capital (67%) and secondary buyout (34%). In total, Upstream Capital has invested in 3 US states.

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Upstream Capital is a private equity firm focused on acquiring small, profitable ($300k to $5 million) businesses that are at an inflection point. Sectors of interest include healthcare, consumer products, distribution, business services, and training. The Firm prefers companies with low capex needs, recurring revenue and defensible market positions. Upstream Capital was formed in 2015 and is based in Boston, Massachusetts.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Distribution, Education, Healthcare Services, Medical Products

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 0 5
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
TenderHeart Health Outcomes 2020-08-14 - Secondary Buyout
Austin, Texas · www.tenderheart.com
Spiro Health 2020-05-04 - Growth Capital
Sandwich, Massachusetts · www.spirohealthservices.com
OJ Medtech, Inc. 2016-04-01 - Growth Capital
Bay Shore, New York · www.ojmedtech.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Medical Products 1 (50%) - 2 (67%) -
Healthcare Services 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 3 (100%) -
  Texas 1 (50%) - 1 (33%) -
  New York 1 (50%) - 1 (33%) -
  Massachusetts - - 1 (33%) -
Total 2 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 1 (50%) - 2 (67%) -
Secondary Buyout 1 (50%) - 1 (33%) -
Total 2 - 3 -

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2015

Specialist/Generalist

Generalist

Leadership

Christina Novicki

Team Member

Thomas Lindberg

Team Member

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