From build to exit.
We represent healthcare and wellness founders through the full arc of an exit — strengthening the business first, then running the process. We take a select number of mandates positioned for outcomes of $50M and above.
An advisor that has sat in your chair.
Build-to-exit, not just a process
Most bankers show up at the finish line. We engage early to tighten operations, sharpen growth, and clean up the story — so the company is worth more before a single buyer is contacted.
Operators, not generalist bankers
We've built, scaled, and sold healthcare companies ourselves. We advise from the operator's seat, which means our positioning survives diligence because we've lived it.
Healthcare & wellness specialists
A focused mandate set and a buyer network built specifically for health and wellness — strategics, sponsors, and platforms who pay for fit, not just financials.
Built for $50M+ outcomes
We take a small number of engagements where the work can move a nine-figure needle. Selective representation, senior attention, aligned incentives.
Five phases from where you are to where you sell.
Every engagement is shaped to the company, but the arc is consistent — value is created before it is captured.
Diagnose
A clear-eyed read of where value is today and where the gap to a premium exit lives — financials, unit economics, concentration risk, and the story a buyer will underwrite.
Build
We work alongside the team to close that gap: tightening operations, accelerating durable growth, and de-risking the parts of the business that compress multiples.
Position
Financials, narrative, and materials assembled to institutional standard — then a precision map of the strategics and sponsors who pay the most for this exact company.
Run the process
A disciplined, competitive process that creates real tension among the right buyers — protecting the founder's time and the company's confidentiality throughout.
Close
Negotiation, diligence, and structure handled end-to-end — driving toward the best terms, not just the highest headline, and a clean transition on the other side.
We're built for a specific kind of founder.
If most of these describe your company, we should talk. If they don't yet, the build-to-exit path is how we get there together.
Healthcare & wellness
Telehealth, specialty care, digital health, consumer wellness, devices, services, and the infrastructure underneath them.
$50M+ exit potential
Real revenue and a credible path to a nine-figure outcome — today or after a focused period of value creation.
Founder-led
Owners who care how the story is told, who the company lands with, and what happens to the team and brand after close.
Ready to maximize, not rush
Founders who want the best possible outcome and are open to a short window of work that meaningfully moves the number.
Thinking about an exit in the next few years?
The best time to engage is before you're ready to sell — that's when the most value gets created. Every conversation is confidential and obligation-free.