Platform M&A Advisory

We prepare established, tech-enabled healthcare service providers for rigorous institutional scrutiny to secure premium multiples.

Health-IT & RCM Platforms

Strategic advisory for interoperability, telehealth, and revenue cycle platforms — optimizing for Rule of 40 performance to attract top-tier global acquirers.

Specialized Healthcare MSP

Leveraging our MSP veteran heritage to advise IT providers serving the healthcare sector on HIPAA compliance and recurring revenue stability.

MedTech M&A & Recapitalization

Drawing on our roots in cardiology and surgical innovation, we advise established MedTech firms on strategic exits and growth-capital initiatives.

Medical Device Distribution

Specialized M&A for medical device and equipment distribution platforms — where operational scale and GPO relationships drive premium valuations.

Logistics & Supply Chain

Specialized M&A for medical distribution and pharmaceutical logistics assets, built on our team’s deep executive experience at McKesson.

Pharma-Services & CRO Advisory

Providing institutional-grade rigor to the exit strategies of clinical research organizations and biopharma service platforms.

Pharmacy Benefits & Cost Containment

Advisory for specialty pharmacy benefits platforms and cost-containment businesses serving self-funded employers — one of the fastest-growing segments in healthcare services M&A.

Global Strategic Transactions

Utilizing our veteran experience at Eli Lilly to guide established life science firms through complex cross-border transactions and strategic consolidations.

Behavioral Health Platforms

Advisory for established behavioral health and mental health service platforms pursuing institutional capital or strategic exits in one of healthcare’s most active M&A sectors.

Specialty Care & Physician Groups

M&A advisory for specialty care providers and multi-site physician groups navigating PE partnership, recapitalization, or full strategic sale.

Home Health & Care Continuum

Advising home health, hospice, and care continuum businesses on exits and growth transactions as the shift to value-based care accelerates consolidation.

HIPAA & Compliance Platforms

M&A advisory for healthcare compliance and data governance platforms — where regulatory complexity creates defensible moats and premium buyer interest.

Healthcare Cybersecurity & MSSP

Specialized advisory for MSSPs and cybersecurity firms serving the healthcare sector — where data breach exposure and regulatory scrutiny drive strategic consolidation.

Clinical Data & Interoperability

Advisory for health data platforms, EHR integrators, and interoperability solutions positioned at the intersection of clinical operations and enterprise technology.