Our Partners
Building lasting partnerships with exceptional businesses and strategic allies to create value and ensure sustainable growth.
Portfolio Companies
Successful partnerships that demonstrate our commitment to business growth and succession planning
Healthcare Technology
2023
MedTech Solutions
Leading provider of medical device management software for hospitals
40% revenue growth post-acquisition
Stage: Growth
Healthcare Services
2022
Regional Healthcare Services
Multi-location healthcare services provider in the Midwest
Expanded to 3 new markets
Stage: Expansion
Medical Devices
2023
Biomedical Innovations
Specialized manufacturer of surgical instruments and devices
Successful founder transition
Stage: Succession
Investment Criteria
What we look for in potential portfolio companies
Strong Management
Businesses with experienced leadership teams ready for growth or succession
Market Position
Companies with defensible market positions and competitive advantages
Growth Potential
Businesses showing consistent revenue growth and expansion opportunities
Quality Operations
Well-run companies with strong operational foundations and systems
Strategic Alliances
Trusted partnerships that enhance our capabilities and expand our reach
Alvarez & Marsal
Consulting Partner
Global professional services firm specializing in performance improvement
Collaboration:
Search fund identification and due diligence support
Healthcare Industry Consortium
Industry Network
Network of healthcare industry leaders and investors
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Collaboration:
Market intelligence and partnership opportunities
Wharton Alumni Network
Academic Partnership
Access to extensive network of finance and business professionals
Collaboration:
Deal sourcing and strategic advisory
Latin America Business Council
Academic Partnership
Cross-border business development and investment opportunities
Collaboration:
International expansion and market entry