FINANCIAL CHARACTERISTICS

REVENUE: Greater Than $10M
EBITDA: Greater Than $1M
ENTERPRISE VALUE: $10M – $75M
Healthcare or B2B Services
United States Based

INVESTMENT STRUCTURE

$10M – $25M Investments
Mezzanine Debt
Preferred Equity
Common Equity
Control or Non-Control

TRANSACTION TYPES

Minority Growth Capital
Recapitalizations
Buyouts
Acquisition Financing
Platform Buy-and-Build
Independent Sponsor Transactions

HEALTHCARE


HEALTHCARE INVESTMENT THEMES

  • SOLVING ACCESS CHALLENGES
  • SITE OF CARE OPTIMIZATION
  • CONSUMER DRIVEN HEALTHCARE & PATIENT EMPOWERMENT
  • HIGH COST, HIGH COMPLEXITY PATIENT POPULATIONS
  • INNOVATIVE CARE & PAYMENT MODELS
  • APPLICATION OF EMERGING TECHNOLOGIES

HEALTHCARE AREAS OF INTEREST

MULTI-UNIT PROVIDER SERVICES

Behavioral and mental health, post-acute care, women’s health & fertility, specialty dental, ASC management.

NOVEL TREATMENT MODELS

Risk-based primary care, hospital at home and advanced home care, ESRD & CKD care models, PACE, PPEC.

PHARMA SERVICES

Infusion services, outsourced commercialization and clinical trial support services, patient access solutions, specialty pharma.

CONSUMER HEALTH & WELLNESS

Concierge health and membership models, functional health and alternative care modalities, longevity & preventive health clinics, nutrition as medicine.

HEALTHCARE IT & TECH ENABLED SERVICES

Tech enabled disease management and population health, revenue cycle management, enterprise asset management, payment solutions.

PAYOR & EMPLOYER SERVICES

Health plan and network services, transparent PBM models, cost containment and member engagement solutions, TPA platforms, benefits management solutions.

B2B SERVICES


B2B SERVICES INVESTMENT THEMES

  • ASSET LIGHT
  • RECURRING OR HIGHLY REOCCURING REVENUE
  • STRONG INDUSTRY GROWTH
  • DIFFERENTIATED OFFERING
  • TECHNOLOGY ENABLEMENT

B2B SERVICES AREAS OF INTEREST

BUSINESS PROCESS OUTSOURCING

Outsourced HR & administrative, regulatory & compliance, marketing & sales, and legal services.

IT SERVICES

Ongoing IT support, including MSPs, select implementation providers, and cyber security services providers.

INDUSTRIAL SERVICES

Automation and robotics system integrators and other service providers moving clients to Industry 4.0.

PROFESSIONAL SERVICES

Corporate training, marketing and advertising services, and other niche consulting services.

FACILITY & FIELD SERVICES

Residential services and facilities services such as HVAC, landscaping mechanical, pest control, building systems and elevators.

CONTRACT MANUFACTURING

Asset light, high margin contract manufacturers serving high growth end markets.