7 completed transactions spanning 2018–2025 · 1 industry
Financial advisor to CARE on acquisition by Flourish Research, a leading multi-site clinical trial organization. CARE is a specialized clinical research facility in Gainesville, GA founded in 1998 with 150+ completed clinical trials across multiple therapeutic areas.
Advised leading Omaha-based orthopedic practice (25+ specialty-trained physicians, integrated hospital and physical therapy clinics) on partnership with InTandem Capital Partners to create preeminent musculoskeletal platform in Upper Midwest.
Advised South Carolina's leading ophthalmology practice (60+ year legacy, Dr. David Vroman and Dr. Millin Budev leadership) on partnership with EyeSouth Partners, representing EyeSouth's first South Carolina affiliation.
Advised leading South Carolina ophthalmology practice (Dr. Alexander Kent and Dr. Joseph Lally leadership) on partnership with EyeSouth Partners, expanding EyeSouth to 12-state presence.
Advised on sale of physical therapy managed services agreement division (8-state footprint with long-tenured health system contracts) to IncreMedical, expanding their network to 12+ additional states.
Financial advisor to Keystone Clinical Studies, a leading Alzheimer's disease and CNS clinical research site founded in 2003 in Philadelphia, on recapitalization with Flourish Research/NMS Capital portfolio. Keystone had established market-leading reputation for excellence in CNS research.
Exclusive financial advisor on debt capital raise with U.S. Bancorp for Panorama, a vertically-integrated Denver-based orthopedic system with 70+ year history, 40+ surgeons performing 15,000 surgeries annually, specialty hospital, and comprehensive musculoskeletal services.