Date Target Description Acquirer Sector
June 6, 2018 Triangle Visions Optometry

Advised AFD in its sale to Chicagoland Smile Group

Chicagoland Smile Group
Shore Capital Partners
Healthcare Services
Announced on
April 30, 2018
Triangle Visions Optometry

Advised Ortho2 on the pending sale of 50% interest to Henry Schein

Henry Schein Healthcare Technology
December 1, 2017 Triangle Visions Optometry

Advised Triangle Visions Optometry on its growth recapitalization

Undisclosed investor group Healthcare Services
July 13, 2017 AllBetterCare

Advised AllBetterCare on the acquisition

PinnacleHealth Healthcare Services
August 18, 2016 Carolina Coast Primary Medicine

Advised Med First on the acquisition

Med First Healthcare Services
August 2, 2016

Advised RMS Healthcare on its majority recapitalization by Sverica Capital

Infinite Aegis Group Healthcare Services
March 1, 2016 Infinite Aegis Group

Advised Infinite Aegis Group on its sale to undisclosed investors

Undisclosed Investors Healthcare Services
December 15, 2015 The Family Doctor - Walk-in Care

Advised Med First on the acquisition

Med First

Healthcare
Services
September 14, 2015 Industrial Solutions Network Advised Industrial Solutions Network on its sale to OneCall Care Management OneCall Care Healthcare
Services
August 20, 2015 Advised Physicians Immediate Med on its sale to CRH Healthcare Healthcare
Services
August 1, 2015 Swansboro Medical Center Advised Med First on the acquisition Med First Healthcare
Services
December 1, 2014 Advised Tulsa Spine & Specialty Hospitals in its sale of 51% interest Healthcare
Services
October 14, 2014 Advised Carolina Quick Care on the acquisition of 7 urgent care facilities by FastMed Healthcare
Services
August 1, 2013 Advised PrimaCare on the acquisition of 11 PrimaCare Medical Center locations by NextCare Holdings Healthcare
Services
June 15, 2012 Advisor to the Founder Group in their Series A. Multiple VCs Healthcare
Services
June 30, 2012 Advisor to Physicians Immediate Care in their recapitalization with WellPoint and LLR Partners Healthcare
Services
May 25, 2012 Advisor to Hometown Urgent Care in its recapitalization with Ridgemont Equity Partners Healthcare
Services
January 5 2012 Advisor to Nashville Capital Network in its investment in Neighbor MD Healthcare
Services
June 27, 2011 Valuation advisor to various Jubilant subsidiaries and affiliates Life
Sciences
September 10, 2011 Advisor to MedEquity in its recapitalization of AppleCare Healthcare
Services
October 22, 2010 Advisor to FastMed (formerly Urgent Cares of America) in its recapitalization by the Comvest Group Healthcare
Services
September 1, 2010 Valuation advisor to various Jubilant subsidiaries and affiliates Life
Sciences