100+ total transactions representing $5B+ in aggregate value — 9 tracked below spanning 2024–2026 · 3 industries
Advised Acentus (Tampa-based medical supplier specializing in Continuous Glucose Monitors for Medicare patients, founded 2018) on acquisition by Henry Schein. Founders joined Henry Schein management team.
Exclusive financial advisor on recapitalization of Blue Sky Biotech, a Contract Research Organization (CRO) specializing in genetic cloning, recombinant protein expression, and fermentation services for biotech firms.
Exclusive sell-side advisor on the acquisition of Rhode Island-based in-home care provider by HouseWorks, a multi-state personal care services consolidator. Transaction expands HouseWorks' footprint in New England and strengthens regional capacity.
Advised Hanabusa IVF (San Diego fertility clinic specializing in mini-IVF) and Asian Egg Bank (donor egg bank) on partnership with CSG.BIO, a global fertility and reproductive health platform. Creates integrated fertility offering with specialized donor network.
Advised First Children Services (NJ/PA behavioral health and special education services provider serving 1,000+ children) on securing growth investment from Station Partners. Enables expansion and geographic scaling.
Represented WestStar Physical Therapy Network (Southern California workers' compensation and auto injury PT provider with 17 clinics) in recapitalization by Accord Asset Partners and Paras Capital Partners. Enables expansion across California and into new states.
Exclusive financial advisor to CPS Infusion (Georgia-based infusion therapy provider with 7 locations) on transformative platform transaction with Seven Hills Capital. Partnership enables therapeutic area expansion and new market entry.
Facilitated acquisition of Meperia, a healthcare supply chain and strategic sourcing SaaS platform serving health systems, by Diversis Capital. Also facilitated Kermit platform acquisition. Creates integrated supply chain platform with Genesis Automation.