ACQUISITION FOCUS

INDUSTRY

○ Healthcare or healthcare-adjacent○ Fragmented with opportunity for consolidation○ Stable and growing industry with low cyclicality (meaning: recession proof/does not fluctuate based on the economy)○ Example: Specialized long term care providers or their suppliers○ Asset Light

COMPANY

○ Preferably located in the South Florida region but open to other○ ~$750k to ~$1.5M in SDE (Seller's Discretionary Earnings)○ Consistently and sustainably profitable with comfortable margins○ Recurring revenue / patients○ High competitive barriers○ Growth potential

SITUATIONS

○ Owner is motivated to sell and is seeking to retire or move on from the company for non-business reasons○ Clinical owner is seeking a buyer with clinical and business background

OUR PROCESS

The process of selling and relinquishing control of your business can be daunting. We strive to make it a straightforward and transparent experience for you to guide you towards the best outcome. Let's build a close relationship and navigate this journey together. Here's what you can expect:

1) Introductory Call

First, we'll begin with a short introductory call for 30 minutes. During this call, we'll discuss the main aspects of your business and what you hope to achieve. Rest assured, anything you share will be kept private and confidential.

2) Preliminary Offer

At this stage, we will take an in-depth and closer look at your business's financial data required to make a well informed preliminary offer detailed in a Letter of Intent (LOI).

3) Due Diligence

With the help of expert advisors, we will initiate the documentation process and work to complete financial, business, market, and legal facets of due diligence. We will also collaborate on creating a transition plan with the best interest of the future of your business, employees, and customers in mind.

4) Closing

If everything is to your satisfaction, we will finalize signing all necessary documents, initiate the transfer of funds, and legal ownership.

5) Transition

To ensure the success of your business, we will continue to work with your team to smoothly implement the transition plan.

MEET THE TEAM

David Morpeau, MBA

Co-Founder and Managing Principal & Growth Operator

David is a renowned industry leader and venture investor committed to elevating healthcare standards. By prioritizing quality, personalization, and consumer-centricity, he aims to address and alleviate healthcare challenges. David holds an MBA in Healthcare Management and a BA in Biology from Florida International University.His expansive career has seen him delve into multiple facets of healthcare, including clinical operations, process improvement, management consulting, and venture investing.David's dedication to healthcare excellence is evident in his service as a board member for the American College of Healthcare Executives (ACHE) of South Florida. He was also honored as it's 2022 Regent's Award recipient. In addition to his tenure with ACHE, David previously served as a board member for the Florida chapter of the National Association of Health Service Executives (NAHSE) and the South Florida chapter of the Medical Group Management Association as a past board member.Away from his professional commitments, David is a passionate tennis player. He relishes traveling, networking, and cherishing moments with his beloved dog, Niko."If you're not making someone else's life better, then you're wasting your time. Your life will become better by making lives better.” - Will Smith

Melissa Chamblain, MD

Co-Founder and Managing Principal & Clinical Operator

Dr. Mel is a Board-Certified Internist and Geriatrician dedicated to making a positive impact on her community through promoting healthcare literacy, wellness, and mentorship. Raised in Haiti, her journey began with a pursuit of higher education in the United States. Dr. Chamblain's passion for common conditions associated with aging and end-of-life care led her to pursue a geriatric fellowship at NYU Langone Hospital in Long Island, NY. Eager to contribute to her hometown community, she returned to South Florida to work as a primary care provider honoring the underserved population with affordable care.Dr. Chamblain firmly believes in the power of mentorship and its role in promoting diversity, equity, and inclusion in the workforce. She actively participates in mentorship programs within her community, offering guidance and empowerment to aspiring professionals. Beyond her professional endeavors, Dr. Chamblain actively participates in community outreach programs by attending church events, breast cancer awareness initiatives, and educational events.Dr. Chamblain's exceptional dedication and sense of innovation have been recognized, as she was honored with the Top Doctor 2023 award in Aventura Magazine's May 2023 issue. She has also been featured in the Best in Florida Magazine in 2023. She is an avid tennis player and a virtual Zumba instructor.

Contact Us

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