Investment Focus

We invest in healthcare and wellness businesses across a range of verticals including clinical, consumer products and services and e-Commerce

  • $750,000 or more in EBITDA

  • A strong history of consistent profit margins

  • A well-established presence in the community

  • Virginia, Maryland or Washington, D.C. based

We prioritize businesses that have a strong reputation among their clients and employees. Our investment philosophy is centered on long-term growth, operational excellence, and preserving the culture and values that have made these businesses successful.

Our Approach

We understand that selling a business is a significant decision. Our process is designed to be transparent, efficient, and tailored to each business owner's needs:

  1. Initial Discussion – We start with a confidential conversation to understand your business, goals, and timeline.

  2. Evaluation & Offer – We conduct a thorough but straightforward assessment of your business and present a fair, market-driven offer.

  3. Diligence & Transition Planning – Our deal team will work closely with you to review key business performance and operational documents*. Our goal is to make this process as seamless and efficient as possible while respecting your time and confidentiality.

  4. Closing & Integration – Once the purchase agreement is finalized, we focus on integrating the business while preserving its legacy, team, and customer relationships.

Our approach prioritizes stability and continuity, ensuring that employees, customers, and partners experience minimal disruption while we work to unlock new growth opportunities.

* This typically includes, but is not limited to, financial statements (P&L, balance sheets, tax returns), customer and vendor contracts, lease agreements, employee agreements, operational procedures, and compliance records.