Representative Engagements
We take pride in our proven track record of successful healthcare M&A and advisory engagements. The following transactions demonstrate our expertise, commitment, and the value we bring to each client.
HIGHLIGHTED ENGAGEMENTS
Sell-Side Advisor to TTG Healthcare Advisors in its Sale to Coker
TTG provides healthcare consulting services to independent physician practices
Buyer interest included large strategic consulting and accounting firms, and PE-backed healthcare consulting roll-ups
An expedited sale process resulted in a 50% increase to purchase price over the pre-Helix involvement stage
Sell-Side Advisor to PeopleCare in its Sale to TEAM Public
PeopleCare provides in-home support services through CO Medicaid programs
Multiple PE-backed homecare consolidators pursued the opportunity, resulting in a “best case” EBITDA multiple
Owners were able to choose their preferred buyer and exceed valuation expectations
Sell-Side Advisor to Axion in its Sale to Cority
Axion is a SaaS-based HCIT company providing employee health record tracking solutions for the healthcare industry, primarily serving hospital systems
A highly competitive sale process resulted in a high single digit revenue multiple
Financial diligence was completed by three potential buyers pre-LOI execution
Sell-Side Advisor to Pulse Systems in its Sale to Heraeus
Pulse is a medical manufacturer specializing in precise laser cutting, with three facilities in Northern California
Its buyer, Heraeus, is one of Germany’s largest private companies
10+ strategic and private equity buyers submitted bids, driving the EBITDA multiple to the low teens
Sell-Side Advisor to Canary Insights in its Sale to Policy Reporter
Canary provides real-time updates and insights to medical device companies on payor reimbursement rates and trends
Multiple bidders drove the valuation to a higher than projected purchase price
The transaction was completed virtually, including negotiations with the PE sponsor, Odyssey Investment Partners in NYC
Sell-Side Advisor to Briotix in its Sale to US Physical Therapy
Briotix provides ergonomic coaching and physical therapy services across the U.S.
The sale process included large strategic buyers and several private equity firms
US Physical Therapy was chosen, largely due to our ability to negotiate an arrangement where Briotix’s rollover equity remained in a separate division
