The Company is a national outsourced services business focused on providing specialized staffing and revenue cycle services for hospitals. The investment in technology and recruitment of scarce resources were the keys for the company as the industry transitioned to ICD 10.

As Chairman of the Board and lead investor, we recruited a new CEO, CFO and key members to the sales team.

During ownership, revenues and earnings more than tripled. The Company was sold to a multi-billion dollar public strategic in 2016.

The Company is a specialty services business focused on providing risk adjustment services to health plans. Risk adjustment is a key service for health plans and a rapidly growing industry.

Key introductions to customers and investment in technology were important roles that we played in the company’s success.

During ownership, revenues and earnings grew rapidly. The Company recapitalized in 2017.

The Company is a benefits provider focused on providing affordable and quality dental and vision care.

This was a proprietary opportunity sourced through direct contact and building a strong relationship with the original founders.

The company was merged into a regional health plan to provide ancillary services to its over 1.5 million members.

The Company is a healthcare distribution and equipment business focused on the hospice industry. The company was a first mover in its space focused on technology and capitated rates.

During ownership, we served as interim CFO and Board Member and led the recruitment of a new CEO.

The Company grew rapidly from one to 19 states and expanded its service offerings. Revenue and earnings followed in-line growing more than 8x. The Company was sold to a financial sponsor in 2015.

The Company is a leading Southeast regional provider of hospice services. The Company provided end of life care to more than 1,000 patients monthly and grew to multiple states.

While affiliated, the Company made two acquisitions and grew out its management team.

During ownership, the company more than doubled and was sold to a large, national strategic acquiror.

The Company is one of the largest independently owned, tech enabled, diversified therapy and related service providers in the country.

The opportunity was sourced directly with the CEO and numerous acquisitions were made aided by our support. We were also an integral part of the finance team in the early days.

During ownership, despite a challenging reimbursement and regulatory environment, the Company grew rapidly and sold to a financial sponsor in 2015.

The Company was founded as an accountable care organization focused on co-locating primary care facilities in outsourced behavioral health providers.

This was a proprietary opportunity sourced with the CEO, a high profile and successful former health plan executive. We served as a board member and strategic partner.

Our capital was used to expand locations, create technology and pivot to a broader model with 125 currently owned and affiliated locations.

The Company provided regional medical transportation focused on emergency and non-emergency transports.

Our capital was used to acquire the initial platform, update the vehicle fleet and expand the management team. During our ownership and board roles, we also played a number of operational roles for the Company.

Unfortunately, all investments don’t produce the outcomes desired. After acquiring a similar sized provider in another state, reimbursement changed creating pressure on the Company. We worked diligently to recapitalize the Company.

The Company designs, manufactures and distributes clean drinking solutions to more than 80 countries.

We provided convertible debt to recapitalize the Company out of Chapter 11. After acquisition, we worked in tandem with the restructuring firm to execute operational turnaround plan.

As a member of the board of directors, we were very hands on with operations, strategy and acquisitions. The Company expanded quickly and was successfully recapitalized.

The Company is one of the world’s largest suppliers of custom engineered Fiberglass Reinforced Plastic composite products.

We negotiated with the lender group to acquire the assets of the Company in Article 5 Foreclosure. During ownership we recruited a new management team and negotiated two tuck-in acquisitions.

The Company was successfully recapitalized.

The Company is an outsourced legal services provider for Fortune 500 clients in the pharma and oil and gas sectors. The company was growing rapidly and needed capital to continue its growth trajectory.

The solution included debt and a minority equity investment of 20%. In addition to the new institutional investor, the capital stack included high net worth family offices and wealthy individuals.

The investment provided the means for continued growth and leveraged the skills of the leadership team and the new investor.

The Company is a manufacturer of orthotics and other protective and supportive products for people.

The Company had an offer from a top private equity firm prior to hiring us as the advisor. We successfully initiated a sales process that increased the eventual value by 57%.

Ownership in the company was widely held which resulted in over 90 employees receiving more than $1 million in proceeds.