Home Health Care

Blue Wolf Capital Partners had made major investments in the home health care sector.  In 2015 and 2016 the private equity fund had purchased two U.S. regional companies.

In 2018, a new opportunity arose. Purchasing Jordan Health would expand its geographical footprint in this field and create the fourth-largest continuum-based homecare company in the U.S. The newly formed company would serve more than 63,000 individuals and families daily, with projected annual revenues topping $1 billion.

The Blue Wolf research team described the merger's benefits and challenges to the Investment Committee. What was the likelihood that this opportunity would succeed? Would Blue Wolf be better served by focusing on the potential for synergies and organic growth within its existing firms? Should the Investment Committee give the go-ahead to purchase Jordan Health or stay with its current holdings?