page-header

Investment Criteria

Partners Make All The Difference

We develop partnerships with exceptional managers to maximize the LONG-TERM value of the businesses we acquire.

Company Characteristics

  • Established management teams committed to the long-term
  • Owners seeking an alternative to traditional PE
  • Positive market trends with sustainable market position
  • Companies using technology to innovate within healthcare

Financial Metrics

  • Revenue: $5 to $75M
  • EBITDA: Up to $10M

Investment Structure

  • Equity Only
  • Equity + Debt Capital
  • Equity Co-investments
  • Control or minority equity for buyouts or recapitalizations

Investment Criteria

  • $3M-$30M + Equity Investments
  • Revenue of $5M+
  • EBITDA $1 to $15M

Geography

  • Continental United States

Targeted Attributes

  • Majority equity ownership
  • Meaningful management rollover
  • Experienced leadership in proven businesses
  • Identified organic growth opportunities
  • Sustainable cash flow
  • Sectors with long-term tailwinds

Industry Focus

  • Healthcare Services
  • Healthcare Technology

Sector Focus

  • Specialty Pharmacy
  • Chronic Care
  • Behavioral Health
  • Rehab and Physical Therapy
  • Dialysis/Kidney Care
  • Managed Care
  • Patient Engagement
  • RCM
  • Remote Patient Monitoring
  • Telehealth
  • Medical Transport
  • Payor Services

Hold Period

  • Indefinite with a target investment horizon of 30+ years