OUR INVESTMENT Approach


1

Our Approach

At Confluence Healthcare Partners, our approach is rooted in partnership, operational excellence, and strategic growth. We collaborate with leading healthcare service providers and companies, offering a blend of financial resources and hands-on operational support to drive expansion, innovation, and value creation.


2

Key Elements of Our Approach

• Targeting lower-middle market healthcare services companies with strong growth potential

• Providing both majority and minority equity investments

• Supporting expansion into new geographies and service lines

• Facilitating strategic collaborations, mergers, and acquisitions

• Serving as transitional capital for owners and management teams seeking to achieve long-term objectives

• Offering advisory and consulting services to select companies outside our typical investment parameters


3

Our Strategy

Our strategy is to partner with leading healthcare services companies in the lower-middle market, providing operational expertise and financial backing to accelerate growth, drive healthcare business expansion, and create new opportunities through strategic collaborations and acquisitions. We help our partner companies expand into new geographies and service lines, often serving as the transitional capital that enables owners and management teams to achieve their long-term objectives in healthcare mergers and acquisitions and practice management.


Confluence Healthcare Partners has developed an extensive network of private healthcare companies, brokers, capital providers, and intermediaries focused on lower-middle market healthcare investment opportunities, having reviewed over 500 transactions with a disciplined and selective approach to healthcare private equity. In select situations, we also provide healthcare advisory and consulting services to companies outside our typical investment parameters.


4

Our Success

Our success is measured by the clinical excellence and operational performance of our partner companies, as well as the value delivered to investors and the communities we serve.

Healthcare Empowerment

By combining operational insight with financial strength, Confluence Healthcare Partners empowers healthcare companies to achieve their next stage of growth and deliver better care to more patients.

A black and white photo of three doctors looking at a clipboard

Ready to accelerate your healthcare company's growth?