How we partner

The Breakpoint Growth Approach

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Inner Banner
Our Process

Collaborative, transparent, and tailored to you

Collaborative, transparent, and tailored to you

01
Initial Conversation
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02
In-Person Meeting
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03
Letter of Intent
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04
Evaluation and Alignment
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05
Closing
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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 an owner who shaped the business and cares about its future

Founder-Led

Built by an owner 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

Investments that empower long term growth

Why Choose Us Image
Why Choose Us Image
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 businesses for as long as it makes sense to maximize value.

Flexible Time Horizon

We hold businesses for as long as it makes sense to maximize value.

Flexible Time Horizon

We hold businesses for as long as it makes sense to maximize value.

Growth Capital

Potential to invest additional capital to support growth initiatives.

Growth Capital

Potential to invest additional capital to support growth initiatives.

Growth Capital

Potential to invest additional capital to support growth initiatives.

How we add value

We build on existing strengths to enable growth

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Team

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

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Operations

Simplifying processes and systems to support consistent execution.

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Go-To-Market

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

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Technology & AI

Finding practical technology applications to increase efficiency and accelerate growth.

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Selective M&A

Adding complimentary offerings when they strengthen the core business.

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Let's talk

Get started with a confidential conversation

Cubic Pattern
Let's talk

Get started with a confidential conversation

Cubic Pattern
Let's talk

Get started with a confidential conversation