17 completed transactions spanning 2019–2025 · 5 industries
Exclusive financial advisor on sale of East Haven, CT-based revenue cycle management (RCM) company founded 2003. Specialized in FQHC (Federally Qualified Health Center) market serving 500+ community health centers. Also serves dermatology, primary care, orthopedic, ophthalmology, specialty practices. Buyer: KLAS-rated RCM leader GeBBS (ChrysCapital portfolio), 14,000+ global workforce, top-ranked for medical coding and billing outsourcing. Transaction provided GeBBS larger US footprint and entry into FQHC market.
Sell-side advisor on the sale of New Jersey-based 10-location urgent and community care provider.
Sell-side advisor on the sale of Napa, CA-based healthcare revenue cycle company providing technology solutions and services related to medical billing, payer contracting and credentialing.
Sell-side advisor on the sale of Pennsylvania-based in-home care provider primarily focused on Medicaid Waiver Population.
Sell-side advisor on the sale of California-based provider of Member Enrollment and Risk Adjustment software to payers within Medicare Advantage, Medicaid, and Commercial Exchange Plans marketplace.
Strategic and sell-side advisor on the merger of Massachusetts-based provider of healthcare data science and population health analytics software to payers including health plans and employer groups with IntegriChain, Accel KKR portfolio company.
Exclusive financial advisor on the sale of leading contract packaging and manufacturing company (West Chester, PA) producing healthcare and beauty products including Procter & Gamble Oral-B floss. Four US locations plus China plant. Family-owned business founded 1991. 9-year Falcon client relationship (advisory from 2016, formal engagement 2018). Mapaex, a third-generation international family business with operations in 85+ countries, acquired HavPak for significant US market entry and oral care division expansion.
Exclusive financial advisor on sale of Grand Rapids, MI-based TEMS (Technology Expense Management) managed services provider founded 1991. Woman-owned business (WBENC/WOSB certified) providing full spectrum of TEMS services: Audit & Optimization, Managed Mobility Services, Global Telecom Expense Management. GTEM® proprietary platform for procurement, invoice processing, inventory tracking. Buyer: EPSA Groupe subsidiary (France-based, 1,600 employees, 35 countries). Transaction provided Saaswedo strategic entry into US TEMS market.
Sell-side advisor on the sale of Pennsylvania-based information security and managed security services provider.
Sell-side advisor on the sale of Virginia-based supplier of enterprise quality management software (EQMS) to highly regulated industries including laboratory services, manufacturing, and aerospace.
Sell-side advisor on the sale of Florida-based provider of SaaS telecom expense management and mobile expense management software.
Sell-side advisor on the sale of New Jersey-based information security and managed security services provider.
Sell-side advisor on the sale of Florida-based Technology and Telecommunications Expense Management Solutions (TEMS) consulting and managed services provider.
Sell-side advisor on the sale of Pennsylvania-based Technology and Telecommunications Expense Management Solutions (TEMS) consulting and managed services provider.