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We are committed...

To meeting the unique needs of companies and their owners by delivering insightful and sophisticated advice at the highest level of service. Focused on the middle-market, our dedicated team combines years of relevant transaction experience, deep industry knowledge and a global network of long-standing relationships to deliver expert advisory services. 




Longstanding relationships with executive decision makers at the relevant strategic, private equity and lending participants in the industry

Bullseye target


Our exclusive focus on the middle market provides the insight needed to relate to entrepreneurial business owners and their management teams



Successful track-record of communicating a company's unique attributes through a custom process rather than a one size fits all approach

hand with gear


We take a long-term approach to client relationships and serve as a resource as they consider strategy, financing, growth and liquidity

“No two clients are the same, and we tailor our efforts accordingly. We value the trust business owners place in us and work diligently to prove them right.”

Lance Bell, Managing Director, Investment Banking

Sector focus

Behavioral health

- Autism therapy & IDD
- Eating disorders
- Psychiatric & co-occurring
- Substance use disorder & MAT

Facilities & Alternate site

- Ambulatory surgery centers
- Specialty infusion
- Urgent care, freestanding ER
- Wound care therapy

Healthcare outsourcing

- Clinical & specialty staffing
- Payor services
- Medical billing & coding
- Medical products & supplies

Healthcare IT & Tech-enabled services

- Data analytics & population health
- Practice management
- Revenue cycle management
- Telehealth

Physician practice management

- Dentistry
- Emergency medicine
- Pain management & spine
- Veterinary
- Vision
- Women's health


- Assisted living & skilled nursing
- Home health & hospice
- IRFs & LTACs
- Rehabilitation (PT, OT, ST)

Senior leader

Lance Bell Headshot

Lance Bell

Managing Director | Investment Banking