Healthcare M&A
Healthcare acquisitions, sourced and closed.
We advise healthcare companies and their investors on M&A. We run platform and add-on searches for private equity firms and sponsor-backed companies, and sell-side processes for founders.
Buy-side
Platform and add‑on searches, run end to end.
Retained searches for private equity firms and sponsor-backed healthcare companies. We research the theme, build the market map and target universe from claims data and our own sourcing tools, then reach founders and owners directly.
You get sponsor-ready target memos and regular pipeline reporting, from first outreach through close.
- Market maps and target universes
- Direct outreach to founders and owners
- Target memos and pipeline reporting
Sell-side
A sale process built around the founder.
For founders of healthcare software and healthcare services companies. We position the business, prepare the materials, run buyer outreach and manage the process from valuation through diligence and close.
- Valuation and positioning
- Presentation, teaser and financial model
- Buyer outreach and data room
- Diligence through close
We also advise healthcare technology businesses on product and distribution strategy.
Track record
Led by someone who has sat in the investor's seat.
Paul Cassisa founded Pelican Heritage Partners after a decade in institutional private equity at Silversmith Capital Partners and Serent Capital. Over that time he led 15 healthcare acquisitions worth more than $500M combined.
- Healthcare acquisitions led
- 15
- Combined deal value
- $500M+
- Years in private equity
- 10
Contact
Start the conversation.
Tell us about the search you are planning or the company you are thinking of selling, and we will take it from there.
Paul CassisaFounder and President
