your trusted business & financial partners..
specialize in Healthcare, Security, and Tech-Powered B2B Services
your trusted business & financial partners..
specialize in Healthcare, Security, and Tech-Powered B2B Services
About Us
Management Consulting
Management Led Buyouts
Management Led Buyouts
We are trusted by Founders, Boards & Management Teams to create value and attract smart capital. We become your one-stop shop extended team to execute on strategic growth plans, turnarounds, roll-ups, M&A's and institutional grade capital placements.
Management Led Buyouts
Management Led Buyouts
Management Led Buyouts
In select companies, we take an active management role and provide leadership to build roll-up platforms, management led buy outs, acquisitions and raise institutional capital.
Industry Insights
Management Led Buyouts
Industry Insights
We conduct deep research and share our insights on the trends, drivers and catalysts in healthcare, security and professional services industries.
Our Expertise
Healthcare Industry
Healthcare Industry
Healthcare Industry
Behavioral Health & Wellness, Specialty Psychiatric and Addiction Centers, LTC and SNF's, Neuroscience, Telehealth and other Innovative Health & Wellness technologies
Security Industry
Healthcare Industry
Healthcare Industry
Cyber Security, Physical Security, GRC, Reputation Management, Background Checks, Investigative Services
B2B Services
Healthcare Industry
Later-Stage Companies
Technology-powered professional services such as engineering services, disaster recovery, sustainability, compliance, training, ESG and related services
Later-Stage Companies
Small to Middle-Market Size
Later-Stage Companies
Late Stage VC, Family Office, Founder or Private Equity Backed Companies
Small to Middle-Market Size
Small to Middle-Market Size
Small to Middle-Market Size
Companies with $1 Million+ EBITDA run rate
Founder-Led Management Team
Small to Middle-Market Size
Small to Middle-Market Size
We are best fit for founder-led companies that are ready for the next level of growth
Team
Manish Sood, Managing Partner
Dr. Ronald J. Clark, Principal Adviser
Suzanne Cross, Principal Adviser
private equity and venture capital backed operations, interim management, technology, business transformation, Roll-ups, M&A, Board Governance, Behavioral Healthcare, Security and B2B Services (previously Private Equity Affiliate at MidOcean Partners, CEO at Smart Data Science, Messagemind)
Suzanne Cross, Principal Adviser
Dr. Ronald J. Clark, Principal Adviser
Suzanne Cross, Principal Adviser
pharmaceutical, healthcare, corporate development, M&A, branding, change management, marketing, business development, industry alliances (previously Vice President and Global Head of Business Development at Johnson & Johnson)
Dr. Ronald J. Clark, Principal Adviser
Dr. Ronald J. Clark, Principal Adviser
Dr. Ronald J. Clark, Principal Adviser
security, risk management, government, defense, cyber, disaster recovery, military and veterans healthcare, executive leadership and strategy (previously Deputy Under Secretary for the National Protection and Programs Directorate, at DHS, National Security Council Staff at the White House. (retired) Marine Corps infantry and force recon
security, risk management, government, defense, cyber, disaster recovery, military and veterans healthcare, executive leadership and strategy (previously Deputy Under Secretary for the National Protection and Programs Directorate, at DHS, National Security Council Staff at the White House. (retired) Marine Corps infantry and force reconnaissance officer. Awarded Bronze Star Medal and the National Security Council Outstanding Service Award.
Jack Lichtenstein, Principal Adviser
Jack Lichtenstein, Principal Adviser
Dr. Ronald J. Clark, Principal Adviser
business and government strategy, policy, security & risk management, ethics, communications and reputation management (former adviser to the White House, US Senate Staff, VP of Government Affairs & Public Policy at ASIS. Col. (retired) U.S. Army Reserve. Awarded the Legion of Merit for his Army service and the Bronze Star Medal for his role in the 1991 liberation of Kuwait.
Alain Oberrotman, Principal Adviser
Jack Lichtenstein, Principal Adviser
Alain Oberrotman, Principal Adviser
senior management executive and CFO for healthcare, financial and tech companies. leading due diligence, transactions and exits for PE & VC firms. Board of Directors for private and public companies.
(former World Wide Controller at McKinsey & Co., and Operating Principal at Hambro International Equity Partners and Odyssey Partners.)
David Lam, Principal Adviser
Jack Lichtenstein, Principal Adviser
Alain Oberrotman, Principal Adviser
business and financial strategist, startup planning and implementation, working capital, growth and expansion capital procurement, Roll-out strategy implementation, financial management, operational efficiency. U.S. Marine Corps served in Operation Desert Shield and Desert Storm. Currently Managing Partner at Global Funding Sources.
What's Different
It's not just business..we are disciplined operators, but your success is personal to us. We are passionate and vested all-in on accomplishing your visions and goals. We have the know-how and know-who, and we know what it takes to get things done. We are your trusted partners, advisers and force-multipliers!