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.
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.
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.