Deal History

Exclusive financial advisor to Nashville-based Statement Rendering Solutions on sale to KUBRA Data Transfer, a portfolio company of Toronto-based Clairvest Equity Partners. BPO company specializing in outsourced statement and bill production services. Harpeth raised offer price substantially and structured deal to allow family member continuation as employee and equity holder.

Sale of Uniguest, Inc. to Atlantic Street Capital. Transaction closed December 16, 2013.

Financial advisor on acquisition of furniture-rental company CORT Business Services by Wesco Financial ($467M transaction). Wesco is 80% owned by Berkshire Hathaway. Deal closed after tender offer process.

Harpeth Capital served as financial advisor to Tree of Life Beauty on acquisition by Heyday. Consumer/retail transaction.

Exclusive financial advisor to MDsave, a Nashville-based healthcare marketplace platform democratizing access to care. Sendo, a health systems partner platform, acquired MDsave to integrate its patient-centric platform with clinical operations. Harpeth served MDsave on prior capital placements (Change Healthcare investment in 2018, institutional funding in 2015).

Acquisition of Woodridge Behavioral Care by Perimeter Healthcare (portfolio company of Ridgemont Equity Partners). Behavioral health consolidation transaction closed August 2025.

Served as placement agent for Montecito Medical Physicians IV Limited Partnership capital raise of $485.765M (November 2025). Institutional healthcare fund focused on physician-led platforms and health services consolidation.

Capital raise for SurgNet, an ASC (ambulatory surgery center) platform, with $50M syndicated equity check led by Fulcrum Equity Partners and Leavitt Equity Partners, with co-investment from Harpeth Capital. Demonstrates firm's venture capital capability and conviction in healthcare platform consolidation.

Placement agent for Montecito Medical Physicians III Limited Partnership capital raise of $307.171M (October 2021). Healthcare fund platform.

Merger of SunCrest Healthcare with Omni Home Care, a portfolio company of New Mainstream Capital and MBF Healthcare Partners. Home care consolidation transaction.

Sale of EnergyLogic to Rock Energy Systems (portfolio company of Aldine). Industrial/energy sector transaction demonstrating firm's multi-sector advisory capability.

Advised Board of Directors of Regional Health Properties (OTCQB:RHEP), a micro-cap healthcare real estate investment company, on transformative all-stock merger with SunLink Health Systems. Transaction closed August 14, 2025, following shareholder vote on August 5, 2025.