Advisory Services

Strategic Planning:  Worked with a pharmacy benefit management company’s senior team to redefine the approach to markets post Affordable Care Act.  Company implemented the plan and subsequently sold for over 12 times EBITDA.

Transaction Services

Company Exit:  Partnered with company founders and provided interim management for a distribution company with $17 million in revenue to bring performance from breakeven to seven-figure EBITDA.  Marketed, negotiated, and sold the company at a premium multiple to strategic buyer.

Capital Services

Equity Capital:  Facilitated over $6 million in fundraising for a Denver medical device company, largely via a strategy to reach HNW individuals and family offices with experience in the category.

Private Equity Services

Portfolio Company:  In addition to numerous minority positions, we acquired a portfolio company in the exercise distribution business, HealthStlyes Exercise Equipment, where we have partnered with management to grow the company.