How we partner

The Breakpoint Growth Approach

Our Process

Collaborative, transparent, and tailored to you

Initial Conversation

In-Person Meeting

Letter of Intent

Evaluation and Alignment

Closing

What we look for

Business characteristics that excite us

Healthcare-Focused B2B

Software or services supporting healthcare providers or payors.

Healthcare-Focused B2B

Software or services supporting healthcare providers or payors.

Founder-Led

Built by a founder who shaped the business and cares about its future.

Founder-Led

Built by a founder who shaped the business and cares about its future.

Proven Track Record

A history of steady performance.

Proven Track Record

A history of steady performance.

Differentiated Offering

A compelling product or service that is difficult to replace.

Differentiated Offering

A compelling product or service that is difficult to replace.

Deep Client Relationships

Long-standing partnerships built on trust and consistent delivery.

Deep Client Relationships

Long-standing partnerships built on trust and consistent delivery.

Engaged Team

Experienced people who take pride in their work and want to stay.

Engaged Team

Experienced people who take pride in their work and want to stay.

Our transaction profile

Transitions structured for long-term growth

Majority Ownership

We prefer majority stakes while welcoming meaningful equity rollover.

Majority Ownership

We prefer majority stakes while welcoming meaningful equity rollover.

Majority Ownership

We prefer majority stakes while welcoming meaningful equity rollover.

Conservative Debt

Limited debt, if any, to preserve flexibility and support investment in the business.

Conservative Debt

Limited debt, if any, to preserve flexibility and support investment in the business.

Conservative Debt

Limited debt, if any, to preserve flexibility and support investment in the business.

Flexible Time Horizon

We hold for as long as it makes sense for the business.

Flexible Time Horizon

We hold for as long as it makes sense for the business.

Flexible Time Horizon

We hold for as long as it makes sense for the business.

Growth Capital

Additional capital available to support growth opportunities.

Growth Capital

Additional capital available to support growth opportunities.

Growth Capital

Additional capital available to support growth opportunities.

How we add value

We build on existing strengths to enable growth

Team

Supporting leadership and retaining the people who make the business work.

Operations

Simplifying processes and systems to support consistent execution.

Go-To-Market

Improving how the business serves, retains, and grows its client base.

Technology & AI

Applying technology where it meaningfully improves efficiency or accelerates growth.

Selective M&A

Adding complementary offerings when they strengthen the core business.

How we partner

The Breakpoint Growth Approach

Our Process

Collaborative, transparent, and tailored to you

Collaborative, transparent, and tailored to you

Initial Conversation

In-Person Meeting

Letter of Intent

Evaluation and Alignment

Closing

What we look for

Business characteristics that excite us

Healthcare-Focused B2B

Healthcare-Focused B2B

Founder-Led

Founder-Led

Proven Track Record

Proven Track Record

Differentiated Offering

Differentiated Offering

Deep Client Relationships

Deep Client Relationships

Engaged Team

Engaged Team

Our transaction profile

Transitions structured for long-term growth

Majority Ownership

Majority Ownership

Majority Ownership

Conservative Debt

Conservative Debt

Conservative Debt

Flexible Time Horizon

Flexible Time Horizon

Flexible Time Horizon

Growth Capital

Growth Capital

Growth Capital

How we add value

We build on existing strengths to enable growth

Team

Operations

Go-To-Market

Technology & AI

Selective M&A

Let's talk

Get started with a confidential conversation

Let's talk

Get started with a confidential conversation

Let's talk

Get started with a confidential conversation