We work across healthcare and general business, wherever clinical fluency and financial rigor together make a real difference.
Owners of surgery centers and medical practices preparing to sell.
We position the practice to sell at the top of its range — improving margins and operations, then framing clinical quality and workflow in the language buyers pay premiums for. A surgeon and a dealmaker preparing your exit together is an advantage few sellers have.
Ambulatory surgery centers and physician-owned practices focused on growth.
Operational assessment and margin improvement grounded in an actively practicing surgeon's understanding of how a clinical practice actually runs — building value now, whether or not a sale is near.
Small and mid-sized business owners across industries, ready to exit.
Exit-readiness planning and sell-side representation that bring institutional deal discipline to owner-operated businesses — so you capture the full value of what you've built when you walk away.
Search-fund acquirers, ETA searchers, and individual buyers evaluating a purchase.
Commercial, financial, and — for healthcare targets — clinical diligence you can trust before you commit, plus deal structuring and negotiation support through close. We help searchers acquire the right business at the right price.
Law firms and insurance carriers handling cases involving surgical or critical care standards of care.
Medical record review, written expert opinion, and deposition or trial testimony from an actively practicing, board-certified surgeon.
Medical device and healthtech companies navigating clinical validation and commercialization.
Clinical innovation strategy and commercialization guidance from a practicing surgeon who has personally taken a device through the patent-pending process.
These are our most common engagements, not the limit of what we do. Tell us what you're facing.
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