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 Equity
    • Majority Recapitalizations
    • Buyouts
    • Minority Investments with a Path to Control Ownership

Investment Amounts

  • $3M-$30M, with the capacity to finance larger transactions on a deal-by-deal basis

Geography

  • Continental United States

Industry Focus

  • Healthcare Services
  • Healthcare Technology

Recent Focus Areas

  • Specialty Pharmacy
  • Chronic Care Management
  • Behavioral Health
  • Rehabilitation and Physical Therapy
  • Revenue Cycle Management
  • Patient Engagement
  • Patient Monitoring
  • Telehealth
  • Dialysis/Kidney Care
  • Medical Transport
  • Self-Insured Employer Cost Savings
  • Urgent Care