Kyle Daly

Associate

Alec Douglas

Senior Associate

Jesse Lane

Founder and Managing Director

Greg McDouglas

Vice President

Erik Smith

Associate

3 past transactions

NationsBenefits

Private Equity Round in 2022
NationsBenefits® is a leading supplemental benefits company that provides managed care organizations customized healthcare management solutions based on clinically focused interventions that maximize quality and deliver value-based outcomes.

Sollis Health

Series A in 2022
Sollis Health, formerly known as Priority Private Care (PPC), offers members access to medical facilities, including best-in-class ER physicians who manage their care from check-in to follow-up, superior staff to attend to a member’s every need, advanced diagnostic imaging, VIP support from leading hospitals, and fast access to our hand-selected specialist network. The company specializes in concierge urgent and emergency care, functioning similarly to having a personal doctor available at all times.

NationsBenefits

Debt Financing in 2021
NationsBenefits® is a leading supplemental benefits company that provides managed care organizations customized healthcare management solutions based on clinically focused interventions that maximize quality and deliver value-based outcomes.
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