Transaction · Vertical SaaS Payments · 2021

Mindbody / ClassPass 2021

Mindbody acquired ClassPass on October 21, 2021.

Target
ClassPass
Acquirer
Mindbody
Deal type
Stock
Announced
October 21, 2021
Sub-sector
Vertical SaaS Payments

Transaction overview

  • Mindbody announced the acquisition of ClassPass on October 21, 2021, in an all-stock transaction.
  • The combined company was valued at approximately $1 billion post-merger.
  • ClassPass is a fitness and wellness membership platform connecting consumers to studios, gyms, and spas.
  • ClassPass had raised over $500 million in venture funding prior to the deal.
  • Mindbody provides business management software to fitness, beauty, and wellness businesses.
  • The deal gave Mindbody a consumer-facing subscription product to pair with its B2B software platform.
  • Vista Equity Partners, which owned Mindbody, backed the transaction.
  • The transaction closed in late 2021, with ClassPass CEO Fritz Lanman becoming CEO of the combined entity.

Why it matters

  • The merger united the dominant B2B software platform for wellness businesses with the largest consumer fitness subscription network in the US.
  • Combined, the two companies covered tens of thousands of wellness venues and millions of consumer members across more than 30 countries.

Strategic rationale

Vista-backed Mindbody combines with consumer fitness marketplace to anchor wellness platform spanning studio software and consumer demand.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
October 21, 2021
Close date
December 1, 2021
Acquirer
Mindbody (PE-backed Strategic)
Target HQ
United States
Deal type
Stock
Consideration structure
All-stock transaction; no cash consideration publicly disclosed
Regulatory status
Cleared; transaction closed approximately December 2021

About ClassPass

ClassPass is a New York-based fitness and wellness membership platform founded in 2013. Subscribers pay a monthly fee for credits redeemable at partner studios, gyms, salons, and spas. The platform operated in more than 30 countries and had partnerships with tens of thousands of wellness venues at the time of the deal. ClassPass paused operations during the COVID-19 pandemic in 2020 before resuming and raising additional capital.

Founded
2013
HQ
United States
Prior funding
>$500 million
Key metric
Over $500 million raised in venture funding prior to acquisition

About Mindbody

Mindbody is a San Luis Obispo, California-based software company that sells business management tools to fitness studios, salons, spas, and other wellness businesses. Its platform handles scheduling, payments, and client management for tens of thousands of venues globally. Vista Equity Partners took Mindbody private in a $1.9 billion deal in 2019. At the time of the ClassPass acquisition, Mindbody operated primarily as a B2B platform with limited direct consumer reach.

Founded
2001

Frequently asked questions

Why did Mindbody acquire ClassPass?

Mindbody wanted a consumer subscription product to complement its B2B software business. ClassPass brought millions of paying subscribers and a demand-generation channel for Mindbody's venue clients.

How much did Mindbody pay for ClassPass?

The deal was structured as an all-stock transaction. No cash purchase price was publicly disclosed, though the combined entity was reported to be valued at roughly $1 billion.

Who runs the combined Mindbody and ClassPass company?

Fritz Lanman, who was CEO of ClassPass, became CEO of the combined company after the merger closed.

When did the Mindbody and ClassPass deal close?

The transaction closed in approximately December 2021, roughly six weeks after the October 21, 2021 announcement.

Who owned Mindbody at the time of the ClassPass acquisition?

Vista Equity Partners owned Mindbody, having taken the company private in a $1.9 billion transaction in 2019.

How much had ClassPass raised before being acquired?

ClassPass had raised more than $500 million in venture funding from investors including L Catterton, Temasek, and Google before the Mindbody deal.

Sources