Healthcare Investment Banking

Combining healthcare and financial expertise with a tailored approach to M&A, capital raising, and strategic advisory for middle market healthcare companies.

HEALTHCARE INDUSTRY FOCUS 

Exclusively focused on healthcare, we excel in M&A and financial strategy, leveraging our deep understanding of the industry's unique dynamics. Our team's real-world experience across various healthcare roles ensures practical, customized advice tailored to your specific challenges and opportunities.

Healthcare Products and Services

Healthcare Providers and Facilities

Healthcare
Technology

Managed
Healthcare

SERVICES

Mergers & Acquisitions

We streamline sell-side processes to maximize business value — focusing on strategy, valuation, and buyer identification—and bring skilled negotiation and transaction management to the table. On the buy-side, we align with clients’ growth goals, managing the process from target identification to transaction completion. Our distinct healthcare industry focus ensures an efficient and effective realization of our clients' specific objectives in healthcare deals, combining deep sector knowledge with transaction expertise.

Capital Raising

We advise on debt and equity financing, utilizing a strong network to match clients with the ideal capital partners. Our approach to debt financing is customized, concentrating on structuring and negotiating terms that fit our clients' unique situations. In equity financing, we engage deeply with preparing and presenting equity offerings, actively engaging investors. Our bespoke financing strategies are designed for the healthcare sector's specific challenges and opportunities, ensuring alignment with our clients' needs.

Strategic Advisory

We provide strategic advisory services related to Financial Strategy, Valuation Services, and Transaction Readiness. We combine financial and healthcare insights for strategic decision-making and thoroughly prepare companies for transactions, enhancing M&A and capital raising outcomes. Our comprehensive understanding of the healthcare industry ensures our clients receive strategic solutions that create value and successful outcomes.

ABOUT OUR FIRM

Boutique Agility Meets Deep Expertise

Our firm uniquely combines the agility of a boutique firm with the extensive expertise found in larger counterparts. Enabled by our senior bankers’ deep involvement, we tailor our services to the middle market, ensuring sophisticated, efficient, and adaptable solutions.

Beyond Transactions: Building Enduring Partnerships

Our philosophy is to build enduring partnerships underpinned by integrity and dedication to excellence. We go beyond transactional advice, focusing on long-term success and consistently prioritizing clients’ needs with transparency and fairness. In the world of M&A, this translates to combining deep financial expertise with a personable approach, offering a blend of professional rigor and approachable partnership to meet goals.

Specialized Excellence in Healthcare Finance

Our team's expertise in healthcare finance and M&A is rooted in decades of focus in the healthcare industry, distinguishing us as specialists adept at navigating the sector's complexities. Our experience across operational, investment, and board roles provides holistic, real-world insights, ensuring deeply informed and tailored advice for the unique challenges and opportunities in healthcare.

FOUNDERS

Greg Anderson

Managing Director

  • With an extensive 30-year career in healthcare investment banking, accounting, and tax, Greg brings a wealth of experience to his role as Managing Director at Helix Health Capital Advisors. His career includes spearheading the national healthcare investment banking practice at Green Manning & Bunch, where he led over 30 pivotal M&A transactions, financings, and advisory assignments. His tenure at Bear Stearns was marked by managing significant M&A deals and various debt and equity undertakings.

    Prior to these roles, Greg honed his skills in tax compliance at Ernst & Young and accounting management at Marriott. His board memberships are extensive, including roles at OrthoColorado Hospital, Omega Hospital, Diathrive, and Livestock Labs, an innovative Australian biometric sensing company for the livestock industry. His leadership experience also includes serving as the president of the CoBiz Cares Foundation.

    • Omega Hospital — Interim CEO

    • Green Manning & Bunch — Managing Director | Healthcare Investment Banking

    • Bear Stearns — Associate | Investment Banking

    • Ernst & Young — Tax Accountant

    • Marriot International — Property Controller

    • MBA, University of Chicago Booth School of Business

    • BS, Accounting, summa cum laude, University of Utah

    • Board Trustee, OrthoColorado Hospital

    • Board Director, Omega Hospital

    • Board Director, Diathrive

    • Board Director, Livestock Labs

Brad Brumbaugh, CFA

Director

  • Brad Brumbaugh, Director at Helix Health Capital Advisors, specializes in guiding healthcare companies and investors through complex M&A, capital raising, and strategic financial decisions. He brings over a decade of experience in healthcare deals at firms such as PwC, VMG Health, and Berkeley Research Group, where he has advised a diverse range of clients, from Fortune 500 companies and major health systems to specialized provider groups and innovative startups.

    Additionally, Brad has held leadership roles in PE-backed entities, including US Anesthesia Partners and a healthcare AI startup, where he focused on strategic finance, corporate development, and value creation. Brad's unique combination of advisory and operational expertise gives him a distinct perspective, enhancing his advisory strategies with practical insights and bespoke solutions tailored to the dynamic healthcare landscape.

    • Eon — SVP, Finance | Healthcare Corporate Finance

    • PwC — Senior Manager | Healthcare M&A Advisory

    • US Anesthesia Partners — Manager, Finance | Healthcare Corporate Finance

    • VMG Health — Manager | Healthcare M&A Advisory

    • Berkeley Research Group — Senior Associate | Healthcare M&A Advisory

    • Ascendient Healthcare Advisors — Senior Consultant | Healthcare M&A Advisory

    • MBA, The Wharton School, University of Pennsylvania

    • CFA Charterholder

    • BS, Finance, summa cum laude, East Carolina University

    • Board Member, CFA Society of Colorado

REPRESENTATIVE ENGAGEMENTS