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

REPRESENTATIVE ENGAGEMENTS