About
We help healthcare companies achieve their goals through deep expertise, tailored advisory, and lasting partnerships built on trust and integrity.
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.
Providers
Physician groups
Hospitals and health systems
Ambulatory surgery centers
Behavioral health
Home health and post-acute care providers
Other patient care services across the continuum of care
Services
Lab, diagnostics, and imaging
Managed care
Outsourced operations (e.g., RCM, education, compliance, transportation, logistics)
Staffing and workforce solutions
Consulting and other professional services
Technology
Health IT and digital health
Telehealth and remote patient care technologies
AI and data analytics platforms
SaaS healthcare solutions
Patient engagement tools
Products
Medical devices
Contract manufacturing and pharma outsourcing
Supplies, consumables, and equipment
Product innovation and development
Distribution and supply chain
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
Decades of healthcare expertise, committed to your success.
Greg Anderson
Managing Director
Greg brings over 30 years of experience in healthcare investment banking, accounting, and tax. He started his investment banking career on Wall Street at Bear Stearns, where he worked on M&A and capital markets transactions across debt and equity. He later led the healthcare investment banking practice at Green Manning & Bunch for a decade, advising clients on M&A, financings, and strategic transactions. Earlier roles included tax and accounting positions at Ernst & Young and Marriott. Greg has served as interim CEO of a surgical hospital and is an active healthcare investor and board member.
Greg holds an MBA from Chicago Booth.
Brad Brumbaugh
Managing Director
Brad advises healthcare companies and investors on M&A, capital raising, and strategic financial decisions. He has almost 15 years of experience in healthcare transactions, with roles at PwC and VMG Health advising Fortune 500s, provider groups, and startups. He has also held leadership roles in private equity–backed companies, including US Anesthesia Partners and a healthcare AI startup, focusing on strategic finance, corporate development, and value creation.
Brad holds an MBA from The Wharton School and is a CFA Charterholder.
Contact Us
Looking for expert guidance on healthcare M&A or strategic opportunities? Connect with our team for tailored advice and support.