Deal History

26+ total transactions representing Undisclosed (26+ transactions since 2003) in aggregate value — 12 tracked below spanning 2012–2025 · 4 industries

26+
Total Transactions
4
Industries
2012–2025
Years Active
Business Services5
HealthCell LLC Acquisition of Ohio RCM Company2017
Strategic acquirer: HealthCell LLC

Advised Ohio-based healthcare revenue cycle management company in their acquisition by HealthCell LLC.

UndisclosedSell SideSell Side Advisor
Indiana Medical Billing Sale2014
Strategic acquirer: Midwest Strategic Buyer

Advised Indiana medical billing and health technology company in their acquisition by a Midwest strategic buyer.

UndisclosedSell SideSell Side Advisor
Medical Billing Claims Sale2014
Acquired by PE: Management Team and Private Capital

Advised medical billing and claims company in their acquisition by management team and private capital.

UndisclosedSell SideSell Side Advisor
Globalnet Solutions Sale2012
Strategic acquirer: Medical Transcription Billing, Corp. (MTBC)

Advised Globalnet Solutions Inc. in their acquisition by Medical Transcription Billing, Corp. (NASDAQ: MTBC).

UndisclosedSell SideSell Side Advisor
Midwest Medical Billing Sale2012
Acquired by PE: Midwest Financial Buyer

Advised Midwest medical billing company in their acquisition by a Midwest financial buyer.

UndisclosedSell SideSell Side Advisor
Distribution & Logistics2
Dyenomite Apparel Debt Financing2020
Strategic acquirer: SPECTRUM Commercial Services Company

Advised Dyenomite Apparel in securing debt financing from SPECTRUM Commercial Services Company, L.L.C.

UndisclosedRecapitalizationSell Side Advisor
Ohio Trucking Company Sale2014
Acquired by PE: Calypso Asset Management LLC

Advised Ohio trucking and logistics company in their acquisition by Calypso Asset Management LLC.

UndisclosedSell SideSell Side Advisor
Healthcare Services3
Confidential Company Sale2025
Strategic acquirer: Confidential Strategic Buyer

Advised confidential healthcare services company in their acquisition by a strategic buyer.

UndisclosedSell SideSell Side Advisor
Financing for Behavioral Health Provider2025
Strategic acquirer: Strategic Capital Partner

Successfully closed a financing transaction for a rapidly growing, multi-site behavioral health and addiction treatment provider. Transaction included cash out, refinancing, and acquisition line of credit to fuel expansion.

UndisclosedRecapitalizationSell Side Advisor
Senior Healthcare Services Sale2015
Strategic acquirer: Health Square Inc

Advised Senior Healthcare Services Inc. in their acquisition by Health Square Inc.

UndisclosedSell SideSell Side Advisor
Software & SaaS2
VedaMed Investment2019
Acquired by PE: LE-OH Fund I LLC

Advised VedaMed (healthcare software and data processing) in securing investment from LE-OH Fund I LLC.

UndisclosedRecapitalizationSell Side Advisor
Behavioral Health Software Investment2019
Acquired by PE: Office Practicum (Pamlico portfolio)

Advised behavioral health software company in securing investment from Office Practicum, a portfolio company of Pamlico.

UndisclosedRecapitalizationSell Side Advisor