Client
Business
Transaction
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses.
Type: M&A, Acquisition
Details: Acquisition of Lens Express and Lens 1st
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses.
Type: Public Equity Offering
Details: Lead Managed IPO

360 Fresh 

Palo Alto, CA

Develops innovative clinical analytic solutions for acute and post-acute care providers, accountable care organizations, payors and stakeholders in the healthcare industry.

Type: M&A, Sale

Details: Sold to The Advisory Board Company (Washington, DC)

AvTech Laboratories
Portage, MI
Provides analytical contract research organization services to the pharmaceutical industry.
Type: M&A, Sale
Details: Sold to Eurofins Scientific (Nantes, France)
Collaborative Clinical Research
Cleveland, OH
Conducts clinical research.
Type: Public Equity Offering
Details: Co-managed IPO
Complient
Cleveland, OH
Provides automated external defibrillators (AED) and cardiopulmonary resuscitation (CPR) training and AED program management.
Type: Private Equity Offering
Details: Equity private placement
CPR Prompt
Solon, OH
Provides automated external defibrillators (AED) and cardiopulmonary resuscitation (CPR) training and AED program management.
Type: Private Equity Offering
Details: Equity private placement

Enovate

Canton, MI

​Designs, manufactures, and supplies mobile and wall-mounted clinical workstation solutions for the healthcare industry.

Type: Financial Advisory

Details: Merged with Stinger Medical (Murfressboro, TN), a portfolio company of Riverside Partners (Boston, MA)

ForTec Medical
Streetsboro, OH
Provides on-call mobilization of surgical equipment to hospitals and surgical centers.
Type: M&A, Acquisition
Details: Acquisition of Falls Church Laser (Falls Church, VA)
Gliatech
Cleveland, OH
Manufactures surgical adhesion devices and central nervous system (CNS) therapeutics.
Type: Private Equity Offering
Details: Equity private placement
Gliatech
Cleveland, OH

Manufactures surgical adhesion devices and central nervous system (CNS) therapeutics.

Type: Public Equity Offering
Details: Co-managed IPO

Harrington Holdings
Twinsburg, OH
Markets and distributes healthcare products to managed care beneficiaries, home care supply providers, and healthcare professionals.
Type: M&A, Sale
Details: Sold to The Jordan Company (New York, NY)
Health Imaging
Las Vegas, NV
Manufactures radiopharmaceuticals.
Type: Financial Advisory
Details: Financial advisor in restructuring
Imalux
Cleveland, OH
Commercializes optical coherence tomography (OCT) systems for site-of-care tissue imaging.
Type: Financial Advisory
Details: Financial advisor in equity restructuring
Intellitecs
Cincinnati, OH
Manufactures women's hygiene products.
Type: Private Equity Offering
Details: Equity private placement
Lexi-Comp
Hudson, OH
Synthesizes medical information to provide point of care clinical decision support.
Type: M&A, Sale
Details: Sold to Wolters Kluwer (Alphen aan den Rijn, Netherlands)

Lighthouse Insurance Group
Independence, OH 

Insurance advisor specializing in a broad array of Health, Life, Dental and Supplemental Insurance.

Type: Recapitalization
Details: Recapitalized by management and certain outside investors

Optical Dynamics
Louisville, KY
Develops Cast RX digital lens technologies.
Type: Private Equity Offering
Details: Equity private placement

Palladian Health, LLC

West Seneca, NY

Leading technology-enabled provider of outsourced musculoskeletal care and pain management services

Type: M&A, Sale

Details: Sold to eviCore healthcare, LLC (Bluffton, SC)

Regional Diagnostics
Cleveland, OH
Operates outpatient diagnostic imaging center chains in the United States.
Type: M&A, Sale
Details: Sold to Trivest Partners (Coral Gables, FL)

Shareholder of TandemLife 

Pittsburgh, PA

Manufactures the world's first FDA-cleared and CE-marked short-term extracorporeal circulatory support platform.  

Type: M&A, Sale

Details: Sold to LivaNova, PLC (London, England)


Healthcare