Results
Ninety-nine closings, counted one at a time.
A single advisor, a small number of engagements at once, and a record built over three decades.
- 99
- Transactions closed
- 33
- Years in practice
- $703M+
- Aggregate transaction value
Private, public and non-profit companies
Founded in Philadelphia in 1990
Across the full 33 years
Sectors served
- Retail and institutional pharmacy
- Home medical equipment and respiratory
- Clinical and physiological laboratories
- Home care and paramedical services
- Community health and dental clinics
- Surgical supply and orthopedic appliances
- Medical real estate and properties
- Non-profit healthcare organizations
How an engagement runs
01
Understand the owner first
Goals, fears, family priorities, timing. The financial objective is only part of what a sale has to accomplish.
02
Position the business honestly
Value comes from how a buyer reads the operation. Fifty years of operating experience shows where that reading can be improved before going to market.
03
Run a disciplined process
Qualified buyers, structured diligence, anticipated obstacles. Most bumps in the road are predictable to someone who has seen them.
04
Close, and stay reachable
Through legal, lender and transition details — and long after, as clients' letters attest.