Deal History

Exclusive financial advisor to Performance Health Partners on acquisition by Sentact (BV Investment Partners portfolio company). Performance Health Partners is #1 Best-in-KLAS provider of healthcare safety event/incident management software.

Advisor to Throtle on acquisition by IQVIA. Healthcare IT technology company.

Exclusive financial advisor to SocialClimb, a healthcare IT platform offering patient satisfaction, reputation management, and revenue growth solutions for healthcare provider organizations.

Advisor to Espyr on acquisition by Acentra Health. Healthcare services platform.

Exclusive financial and strategic advisor to Advanced Orthopaedics on sale to Aspen Medical Products.

Financial advisor to Seaside Healthcare on sale of community agencies to SUN Behavioral Health. Expands SUN's community-based mental health services across the Southeast.

Exclusive strategic and financial advisor to PeerLink Medical on acquisition by Emperion. PeerLink is an independent peer review services company with URAC accreditation serving workers' compensation, auto, disability and healthcare markets.

Exclusive financial advisor to Total Infusion Care on acquisition by BioMatrix Infusion Pharmacy. Total Infusion Care is a Nevada-based home and ambulatory infusion services provider serving western United States with state-of-the-art infusion suite and specialty pharmacy.

Exclusive financial and strategic advisor to Care Connectors Medical Group on majority recapitalization led by Epilog Partners. Tech-enabled value-based care platform providing primary care, evaluation, and follow-up coordination for Medicare Advantage members.

Exclusive financial and strategic advisor to Claims Eval, a national provider of peer review and utilization review services for carriers, third-party administrators, managed care organizations, and self-insured employers.

Exclusive financial advisor to The Surgical Clinic, a physician-owned multispecialty surgical practice operating 17 clinic locations in Tennessee and Kentucky offering general surgery, surgical oncology, bariatric surgery, breast surgery, vascular and endovascular surgery, veins, plastic surgery, and podiatry.

Exclusive financial advisor to Burrows Consulting on acquisition by VMG Health (Incline Equity Partners portfolio company). Burrows specializes in Federally Qualified Health Center (FQHC) consulting, grant writing, reimbursement optimization, and federal/state program navigation.