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Hellman & Friedman

Patrick Healy, CEO

Overview

AUM$80B
AUM Date2025
Funds12
Bankruptcies2

Notable Funds

Fund XI ($24.4B)

Description

San Francisco-based, concentrated portfolio approach — typically 10-15 companies per fund. Fund XI raised $24.4B (2022). Backed Verisure, Hub International, Kronos/UKG, Grocery Outlet. Low bankruptcy rate due to focus on recurring-revenue businesses. Hub International at 8.5x leverage — a key credit watch name in insurance brokerage roll-ups.

Related Deals (8)

CompanySectorYearMultipleLeverageStatus
Medline IndustriesHealthcare202118x5.5xactive
AthenahealthHealthcare202214x6xactive
ZendeskSoftware20228x5.5xactive
Hub InternationalInsurance201814x7xactive
Nielsen HoldingsMedia / Data20069x7xactive
Athenahealth (Dividend & Refinancing)Healthcare IT202214x6xactive
MultiPlan (Healthcare Cost Management)Healthcare202015x7xactive
Medline Industries (IPO attempt)Healthcare202118x5.5xactive

Hot Potato Deals

AthenaHealth

$5.7B → $17B in ~2 years. Veritas/Elliott tripled their money. H&F and Bain are the bag-holders at peak-era price.

Active — H&F/Bain holding at 3x what Veritas paid, peak-era valuation

Medline Industries

$34B take-private — the largest PE-backed healthcare deal ever. Three mega-firms needed to split the equity check. Heavily levered medical supply distributor in a margin-compressed industry. The Mills family took chips off the table; PE is holding the bag at peak multiples.

Active — consortium holding at $34B. Largest PE healthcare deal in history. IPO path unclear.