Our Approach

Flexible Partnership Options

We recognize that each owner’s vision is unique. That is why we offer flexible partnership structures designed to align with your goals – whether you’re ready to fully transition out or want to remain invested in the next phase of growth.

Growth Capital Partnerships

For businesses seeking capital to accelerate growth, we provide investment to support expansion initiatives such as entering new markets, hiring key talent, investing in infrastructure, or pursuing strategic acquisitions. We partner closely with management teams while allowing owners to retain equity and continue leading the business.

Rolled Equity Partnerships

For owners interested in remaining involved and participating in future upside, we structure transactions that allow sellers to roll a portion of their equity into the next chapter of the business. This enables owners to maintain meaningful ownership while benefiting from additional resources and strategic support.

Buyouts

For owners ready to transition away from day-to-day operations, we provide full acquisition solutions designed to ensure continuity for employees, customers, and the business itself. Our goal is to preserve what has made the company successful while supporting the next phase of growth.

Flexible Partnership Options

We recognize that each owner’s vision is unique. That’s why we offer flexible partnership structures designed to align with your goals – whether you’re ready to fully transition out or want to remain invested in the next phase of growth.

Clinic Operations & Data Tracking

Implementing systems that provide visibility into performance, scheduling systems, and client metrics.

Clinic Operations & Data Tracking

Finance & Accounting

Bookkeeping, budgeting, reporting, and payroll.

Finance & Accounting

Equipment & Procurement

Vendor relationships, purchasing, and inventory management.

Equipment & Procurement

Information Technology

Implementing and maintaining practice management, scheduling, and reporting systems.

Information Technology

Marketing

Digital campaigns, branding, client retention programs, and referral strategies.

Marketing

HR & Recruiting

Hiring, onboarding, compliance, and benefits administration.

HR & Recruiting

Training & Education

Developing staff training programs and ongoing professional education.

Training & Education

Legal, Compliance & Real Estate

Managing contracts, regulatory filings, lease negotiations, and related matters.

Legal, Compliance & Real Estate

Investment Criteria

We look to partner with established businesses that demonstrate strong fundamentals and long-term growth potential.

Financial Profile

Businesses generating over $10M in annual revenue with a strong margin profile.

Financial Profile

Market Position

Established brands with a loyal customer base and strong reputation.

Market Position

Growth Potential

Scalable business models with opportunities for organic growth and regional expansion.

Growth Potential

Management Team

Experienced leadership willing to stay on board during the transition phase.

Management Team

Sector Focus

Services generalists, with particular interest in healthcare services, residential and facility services, and other resilient lower middle-market businesses.

Sector Focus

Geographic Reach

Primarily focused on North America.

Geographic Reach

Contact us

No matter where you are in your journey – actively seeking investment, weighing your options, or just getting curious – we’re always happy to connect.