Investment Banking Transactions
| Date | Target | Description | Acquirer | Sector |
|---|---|---|---|---|
| Announced December 18, 2020 |
An affiliate of |
Advised FastMed on the Acquisition |
 |
Healthcare Services |
| December 16, 2020 |  |
Advised Hometown in its sale to Great WellNow
|
An affiliate of  |
Healthcare Services |
| August 27, 2020 |  |
Advised MainStreet in its recapitalization
|
 |
Healthcare Services |
| October 8, 2019 |  |
Advised on the sale of MedExcel’s emergency depertment and hospitalist management division to Sound Physicians |
 |
Healthcare Services |
| April 3, 2019 |  |
Advised Little Spurs in its sale to Great Point Partners |
 |
Healthcare Services |
| December 14, 2018 |  |
Advised Golden Gate on its sale |
  |
Healthcare Services |
| June 6, 2018 |  |
Advised AFD in its sale to Chicagoland Smile Group |
  |
Healthcare Services |
| Announced on April 30, 2018 |
 |
Advised Ortho2 on the pending sale of 50% interest to Henry Schein |
 |
Healthcare Technology |
| December 1, 2017 |  |
Advised Triangle Visions Optometry on its growth recapitalization |
Undisclosed investor group | Healthcare Services |
| July 13, 2017 |  |
Advised AllBetterCare on the acquisition |
 |
Healthcare Services |
| August 18, 2016 | Carolina Coast Primary Medicine |
Advised Med First on the acquisition |
 |
Healthcare Services |
| August 2, 2016 |  |
Advised RMS Healthcare on its majority recapitalization by Sverica Capital |
 |
Healthcare Services |
| March 1, 2016 |  |
Advised Infinite Aegis Group on its sale to undisclosed investors |
Undisclosed Investors | Healthcare Services |
| December 15, 2015 |  |
Advised Med First on the acquisition |
|
Healthcare Services |
| September 14, 2015 |  |
Advised Industrial Solutions Network on its sale to OneCall Care Management |  |
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 | |
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 |
