The physician founder of this extremely successful facilities-based healthcare business had achieved regional dominance and was poised for further growth. The founder wished to pass the torch to his physician co-owner, who was extremely well-prepared to take the business to the next level of prosperity. However, significant outside capital was required to achieve liquidity for the founder and his co-owners, as well as to capitalize on growth opportunities. After an ineffective sale process run by another advisor, the owners turned to Surgi-Connect for a solution.
Surgi-Connect introduced the owners to a short list of selected investors which were well-positioned to provide significant capital, plus deep expertise in growing healthcare businesses.
Within twelve months, we closed a transaction which enabled a smooth transition to the next generation of leadership. We achieved transforming asset diversification for the owners, and the company is on a path to dramatic expansion.