Brett Carlson

Founder and CEO

Neil Vangala

Managing Director

John Woody

Partner

8 past transactions

Porter

Private Equity Round in 2025
Porter is a big data and analytics company for health care and consumer products. The company was founded in 2021 and is headquartered in Miami, Florida,

PharmaForceIQ

Acquisition in 2024
PharmaForceIQ is an AI-powered platform that provides a hyper-targeted, omnichannel solution for pharmaceutical and biotech companies. The platform supports real-time affinity-driven communications by evaluating marketing strategies and data to tailor patient engagement. It enables companies to generate marketing alternatives based on target customers, channels, and physician requirements.

GiftHealth

Private Equity Round in 2023
GiftHealth is a healthcare technology startup founded in 2020 and headquartered in Columbus, Ohio. The company specializes in streamlining the pharmacy experience through its innovative software, which simplifies the prescription process for patients, prescribers, and partner pharmacies. GiftHealth's platform enables users to easily find nearby pharmacies with available medications while offering competitive pricing and free delivery options. By focusing on affordability and convenience, GiftHealth aims to enhance the overall prescription experience for its customers.

ReviveHealth

Venture Round in 2023
Founded in 2020, ReviveHealth is a healthcare solution provider headquartered in Ponte Vedra, Florida. It offers comprehensive employee health plans, including primary and urgent care, mental health therapy, physical therapy, pharmacy benefits, and other care solutions across North America.

Helpware

Acquisition in 2022
Helpware is an outsourcing provider that builds customized teams for customer support and back-office functions. It serves fintech, e-commerce, retail, consumer services, and healthcare industries, delivering digital customer service, content control and verification, AI operations, and back-office support, along with data annotation, data labeling, data entry, content moderation, and medical concierge services. The company aims to enhance customer experience by combining human task services with API-enabled integration across global delivery locations.

ARC Healthcare Technologies

Private Equity Round in 2022
ARC Healthcare Technologies develops inventory management software solutions for healthcare providers.

Millennia

Private Equity Round in 2021
Millennia is a provider of patient revenue cycle management solutions that aim to enhance the financial experience for patients. The company specializes in payment processing, patient access, and patient recovery services. Its offerings include patient billing, medical collections, and statement processing, as well as a medical payment portal and patient payment plans. Millennia focuses on simplifying and streamlining the financial interactions between healthcare providers and patients, ensuring that clients feel informed and empowered throughout the billing process. By integrating various services such as credit card processing and patient estimates, Millennia seeks to improve patient satisfaction and facilitate efficient payment solutions.

Cloudmed

Private Equity Round in 2017
Cloudmed provides revenue integrity and revenue cycle management services for healthcare providers to ensure accurate and timely reimbursement. The company serves more than 400 healthcare clients nationwide and has completed over 675 engagements, offering a broad suite of services including revenue recovery, revenue integrity, underpayment management, outsourced expense management, and interim management to hospitals and healthcare systems. By delivering end-to-end revenue optimization and continuous improvement, Cloudmed helps clients identify additional revenue opportunities and prevent losses.
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