100+ total transactions representing $5B+ in aggregate value — 18 tracked below spanning 2023–2026 · 3 industries
Exclusive financial advisor on BESLER (market leader in revenue recovery and hospital reimbursement solutions) sale to Kodiak Solutions, a technology and tech-enabled services company.
Exclusive financial advisor to Americollect (revenue cycle management solutions for healthcare providers, patient engagement specialist) on acquisition by GetixHealth.
Exclusive financial advisor to PPM Partners (revenue cycle management for anesthesia sector) on acquisition by Knack RCM, tech-enabled RCM solutions leader.
Financial advisor to Aspirion (RCM provider, denials and complex claims specialist) on acquisition of Boost Healthcare (denied and underpaid claims recovery).
Exclusive financial advisor to Contract Logix (contract lifecycle management for healthcare) on acquisition by LegalSifter, AI-powered contract operations platform.
Exclusive financial advisor to Ntracts (contract lifecycle management for healthcare, 30+ year history through Hall Render) on significant capital investment from Accel-KKR, $19B cumulative commitments.
Exclusive financial advisor to Georgia Recovery Campus (leading addiction and mental health treatment platform, Reynolds, GA, multi-state operations) partnership with First Steps Recovery, sponsored by Avesi Partners.
Exclusive financial advisor on recapitalization of Reliant Healthcare (home infusion therapy provider, 14 centers in LA/TX/OK) by Shore Capital Partners, $14B+ AUM healthcare specialist.
Exclusive financial advisor to Westside Children's Therapy (30+ year Chicagoland provider of pediatric therapy services) on strategic investment from Achieve Partners.
Financial advisor to Cressey & Company (45-year healthcare PE firm) on investment in Paradigm Health (hospice and palliative care platform, Indianapolis, multi-state operations).
Exclusive financial advisor to Discovery Point Retreat (evidence-based dual-diagnosis treatment, Dallas-area, substance use and eating disorders) on recapitalization by Eagle Capital Health Ventures.
Exclusive financial advisor to LifeCare Home Health Family (multi-state home health and private duty provider) on investment from Zenyth Partners, $700M+ AUM healthcare specialist.
Financial advisor to Renovus Capital Partners ($2B+ AUM) on acquisition of Superior Health Holdings (hospice and home health, Baton Rouge, multi-state operations).
Financial advisor to LHC Group (UnitedHealth subsidiary, 30,000 employees, 37-state home health and hospice network) on acquisition of Blossom Ridge (Sacramento-based home health and hospice).
Financial advisor to Whistler Capital Partners (Nashville-based, $1B+ AUM healthcare specialist) on investment in AmeriPro Health (medical transport, patient logistics, emergency services, 10-state platform).