M&A and Capital

Our partners purchase businesses, invest, or help raise capital for businesses with solid growth potential, allowing entrepreneurs to focus on operating their business. Selling your company can provide financial certainty, allowing you to explore other options or continue to work and receive a very health paycheck without all the headaches around being an owner and operator of the business. Raising capital can help your business finance new equipment, expand operations or move into new markets.

Our team and investment partners are very flexible, and craft a specific structure that works best for everyone, ensuring that the business is healthy. There is no cookie cutter formula when it comes to valuation. Your business and circumstances are unique, and when it comes to what the future holds, whether it’s selling or getting capital for growth, we take a very personal customized approach. 

Acquisition Search and Retained Search

We partner with roll-up companies, entrepreneurs, and businesses to source perfect targets for acquisition. Our team expedites the process of searching for business acquisitions by focusing on candidates that fit the specific criteria of what you are looking for. Instead of taking valuable time doing cold outreach and searching for new opportunities, we build a pipeline composed of proprietary deal flow. You and your team focus on warm and hot opportunities without wasting valuable time drumming up net new opportunities making cold calls and sending emails. Our partners fill their acquisition pipeline with high quality opportunities that match their specific criteria, are screened multiple times, and have ongoing strategic follow up combined with the benefits of a third party that helps pass along key information, and increase the chances of closing a good company on the right terms. This results in a more efficient use of your team’s valuable resources and better valued opportunities. We protect your identity until there is an opportunity worth while.  

• Client supplies us with acquisition or investment criteria
• Our analysts gather data and rank targets by researching online and using our proprietary technology
• Our associates reach out via email, social messages, and phone to build a relationship with the targets
• An initial meeting is booked with a senior associate and the target to screen for the criteria, further build a relationship, and ensure they understand the proposition
• A senior manager has a final call to confirm the targets meets all criteria
• A meeting is booked with our Managing Partner, our Acquisition Partner or Investor, and the Target
• We pass on the qualified leads through a warm hand-off via conference call introduction
• We pursue follow up activities to assist in aspects ranging from gathering additional information, coordinating follow up calls, keeping a pulse on the target, and relationship management ensuring the desired outcome is achieved

We work to build a relationship with the interested seller, understanding their motivations for selling. Our ongoing dialogue with targets provides a backchannel for key information during a deal. Candidates we pass on are screened, interested in dealing and have passed initial due diligence allowing for an expedited acquisition process.

We effectively function as an extension of your corporate acquisition team. Our process uncovers proprietary deal flow, as many of the companies we speak to were not initially considering a sale or investment. If your team is looking for a strategic partner to drive acquisitions or investment opportunities, please contact us to learn how we can further accelerate your acquisition efforts.

For larger investment groups with multiple businesses and portfolio companies, we can work across the portfolio to drive acquisitions for each of the companies while also uncovering strategic opportunities across and within the portfolio of companies. This can result in realizing synergies, cost efficiencies, and revenue driving opportunities across the portfolio.

Selling Your Business

Selling your business can be a complex and time-consuming process. Especially if you have a smaller company or are in a geography that is less dense. Even if you are a larger clinic or business in a dense metropolitan city you want to have representation which will maximize your sale price and get you the specific terms which are most important for you. 

We are very unique in that our perspective is that of a buyer, not a broker or advisor. This serves to significantly enhance the sale price of your business. When a potential buyer is talking to a broker, there is a different relationship then when they are speaking directly to a fellow investor. This give us a significant advantage, and allows you to make more money selling your business when working with us.

Some of the activities we undertake when helping you sell your business: 

• Develop a valuation
• Enhance the look of your company online
• Market and reach out to potential buyers leveraging our expansive network and our proprietary technology
• Helping to prepare and market the business for sale (including creating marketing materials and coordinating management presentations and site visits)
• Designing and leading the sale process, including keeping all parties on track to meet important milestones
• Working with legal counsel to evaluate bids and negotiate the transaction agreement, including financing structure and terms
• Getting you the price and terms you want

Strategic Consulting and Partnerships

Great companies view multiple facets of their business, such as their employees and service providers, as strategic partners. Our investing partners, advisors, and portfolio companies have very strong relationships and expertise in our focused fields (healthcare and technology),  and we leverage their knowledge and skill sets. Our advisors and consultants have a wealth of experience in their defined focus area, and are ready to have a conversation with you to discuss any areas of opportunity or challenges. 

As an example, one of our portfolio companies has deep expertise in the healthcare marketing sector which serves to benefit our investing partners and specifically business acquisitions, sellings businesses, and strategically growing,  tremendously.  Instead of moving between online marketing companies with such varied services and questionable practices, we invested in a healthcare marketing company so that our group can benefit from a trusted partner that provides consistent excellent results. This is an example of one of the strategic partnerships that can help your business.

We are happy to create relationships with our investors and portfolio companies to help serve your company, so that you can benefit the same way our group does. This has the benefit of helping us build a relationship and helping you add value to your business.