We help healthcare providers navigate through economic cycles, business challenges, and the impact of regulatory and other changes in the marketplace.

The healthcare industry is at a crossroads, marked by profound challenges and unprecedented opportunities. In recent years, technological advancements have revolutionized how healthcare is delivered, offering innovative solutions for diagnosis, treatment, and patient care. However, alongside these advancements, the industry grapples with pressing issues such as rising costs, convoluted regulations, and an aging population with increasingly complicated healthcare needs. Healthcare services companies, ranging from insurers and pharmaceutical firms to medical device manufacturers and healthcare IT providers, play a pivotal role in navigating these complexities.

We partner with companies across the healthcare industry, including medical devices, biotech, pharmaceuticals, medical suppliers, senior care facilities, and substance-recovery services, to identify opportunities and implement solutions. We have deep experience dealing with healthcare operational issues, regulatory requirements, and reimbursement processes, allowing us to deliver proven and practical solutions. Our investment bankers have a successful track record in leading transactions such as debt and equity capital raises, mergers, acquisitions, and divestitures in the healthcare sector.

Examples of Our Work


Lender Advisor
Interactive Health Solutions
Chief Restructuring Officer
American Addiction Centers

Select Team Members

Keith Daniels

Managing Partner
Keith optimizes stakeholder value by providing comprehensive industry, operations and transaction expertise.

Mark Claster

Mark has more than 40 years of executive leadership, investment banking and advisory experience.

Jonathan Killion

Jonathan has over 15 years of experience specializing in liquidity management, profit improvement strategies, debt restructurings and M&A transactions.

If you’d like to learn more about our team’s experience and expertise working with healthcare companies, please call or email us.

Sign Up for Our Newsletter

This field is for validation purposes and should be left unchanged.