Deal History

211+ total transactions representing $45B+ in aggregate value — 14 tracked below spanning 2024–2026 · 3 industries

211+
Total Transactions
3
Industries
2024–2026
Years Active
Financial Services1
Blue Cross Blue Shield Kansas City - Affiliation with Highmark2025
Strategic acquirer: Highmark, Inc.

Exclusive financial advisor on pending affiliation with Highmark (5th largest BCBS-affiliated organization in country with 7M+ members).

Sell SideSell Side Advisor
Healthcare Products2
Thermo Fisher Scientific - Senior Notes Offering2026
Strategic acquirer: Capital markets buyers

Co-Manager on $3.8B Senior Notes offering (comprised of $1B, $750M, $1.3B, and $750M tranches). Proceeds fund acquisition of Clario Holdings and general corporate purposes.

$3.8B offeringBuy SideCo Advisor
Wedgewood Pharmacy - Debt Refinancing2025
Acquired by PE: Partners Group

Co-manager on $350M Senior Secured Credit Facilities ($40M revolver, $310M unitranche) supporting refinancing for nation's leading compounding pharmacy dedicated to animal health.

$350M financingRecapitalizationCo Advisor
Healthcare Services11
MyTown Health Partners - Acquisition of MDB Health Services2026
Strategic acquirer: MyTown Health Partners

Buy-side advisor to physician-led management organization on acquisition of multi-disciplinary provider serving post-acute care facilities in Mississippi, Louisiana, and Arkansas.

Buy SideBuy Side Advisor
National Radiology Solutions - Sale to Premier Radiology2026
Acquired by PE: Premier Radiology (Grovecourt Capital portfolio)

Exclusive financial advisor on sale of teleradiology solutions provider to leading provider of teleradiology services with 165+ board-certified radiologists.

Sell SideSell Side Advisor
HonorHealth - Acquisition of Evernorth Care Group from Cigna2025
Strategic acquirer: HonorHealth

Exclusive financial advisor to buyer on acquisition of care group providing services to 200,000 patients in Phoenix area.

Buy SideBuy Side Advisor
MultiCare Health System - Affiliation with Samaritan Health Services2025
Strategic acquirer: MultiCare Health System

Exclusive financial advisor to buyer on affiliation with 25-year-old Oregon regional health system serving 280,000 residents.

$1.748B revenue (seller)Sell SideSell Side Advisor
US Fertility - Senior Secured Credit Facilities and Equity Recapitalization2025
Acquired by PE: Amulet Capital Partners / L Catterton

Joint Lead Arranger and Administrative Agent on $1.07B Senior Secured Credit Facilities supporting recapitalization with new equity from L Catterton and acquisition of Genetics & IVF Institute. Largest fertility group in US with 200+ physicians across 118 locations.

$1.07B financingRecapitalizationBuy Side Advisor
Sevita - Senior Secured Credit Facilities and Senior Notes2025
Acquired by PE: Centerbridge Partners / Madison Dearborn / Vistria Group

Joint Lead Arranger and Bookrunner on $1.564B Senior Secured Credit Facilities and $1.275B Senior Secured Notes supporting acquisition of BrightSpring Health's Community Living division. National provider of home and community-based services across 40 states.

$2.839B financingRecapitalizationCo Advisor
Gauge Capital - Acquisition of Reliable Medical2025
Acquired by PE: Gauge Capital

Buy-side advisor on acquisition of complex rehabilitation technology provider serving patients with severe mobility impairments across the US.

Buy SideBuy Side Advisor
Central Maine Healthcare - Affiliation with Prime Healthcare Foundation2025
Strategic acquirer: Prime Healthcare Foundation

Exclusive sell-side advisor on affiliation of 400,000-person service area health system with 44-hospital national platform. Transaction included continued local governance and $100M capital commitment.

$643M revenue (seller)Sell SideSell Side Advisor
FHN Memorial Hospital - Affiliation with Mercyhealth2025
Strategic acquirer: Mercyhealth

Exclusive financial advisor on affiliation with $1.3B revenue health system. Buyer committed $100M in capital investment over five years.

$169M revenue (seller)Sell SideSell Side Advisor
Tenor Health Foundation - Acquisition of Commonwealth Health2025
Strategic acquirer: Tenor Health Foundation

Exclusive financial advisor to buyer on acquisition of three-hospital system (Regional Hospital of Scranton, Moses Taylor Hospital, Wilkes-Barre General Hospital) with 675+ beds and 2,400 employees.

$629M revenue (seller)Buy SideBuy Side Advisor
AdventHealth - Acquisition of ShorePoint Health System2024
Strategic acquirer: AdventHealth

Exclusive financial advisor to buyer on acquisition of healthcare system from Community Health Systems (NYSE: CHS).

$263M revenue (target)Buy SideBuy Side Advisor