🔒 Private Portal
The Partnership Portal
Deeper partnership criteria, investment focus, and process detail for serious counterparties. Enter your access code to continue. Don’t have one? Email us and we’ll share it.
Don’t have the access code? Email us for access.
The Partnership Portal
Where the detail lives.
Thank you for the trust. Below: our investment focus, our partnership model, and how to engage with us directly.
Investment Focus
What we pursue.
We partner with one exceptional business at a time. Beyond a generally strong financial profile and quality management team, the characteristics below guide where we engage.
- Niche service businesses with defensible market positions
- High barrier-to-entry industries
- High-acuity behavioral health
- Residential rehabilitation facilities
- Specialized logistics (e.g., organ transport, cold-chain pharmaceutical)
- Critical access hospitals and rural healthcare
- Specialty clinics with recurring patient or contract revenue
What we avoid.
We are deliberate about where we don’t play:
- Rapidly depreciating asset bases
- Short-lifecycle technology or SaaS
- Businesses that are structurally difficult to value
- Home health, Medicare-dependent, or entitlement-program-dependent revenue
- Businesses whose revenue would contract in a government-spending pullback
Partnership Model
Flexible structures. Owner-first.
Our partnership model is designed around what the business owner wants, not around a template.
Full transition
Clean handover. The owner exits with proceeds; we step in as the long-term steward.
Minority ownership retention
The owner remains as a minority investor, participates in the business’s next chapter, and benefits from the growth we build together. Preserves the owner’s legacy and financial upside.
Phased transition
Control transfers in stages. The owner remains operationally involved on their chosen timeline, stepping back as the business readies for its next phase.
Post-close continuation
After closing, we can help the business owner think through what comes next, including how to thoughtfully put the proceeds to work alongside their own advisors. Holistic partnership, not just a transaction.
Capital & Philosophy
Patient, permanent, and discreet.
We deploy our own capital alongside patient, permanent-capital partners. We are not raising a fund; there is no LP committee, no fund lifecycle, and no artificial timeline pressuring our decisions. That is how we can move on the business owner’s timeline, not ours.
Every aspect of our engagement is held in strict confidence. The owner defines the pace, the boundaries, and who knows what, when. That’s the way sophisticated counterparties expect to be treated, and it’s the way we operate.
For specifics on entity structure, capital mechanics, or additional detail not covered here, reach out directly. We share that information over a conversation, not a web page.
Process
How the engagement unfolds.
- Initial advisory conversation. A short phone or video call to spend time getting to know each other. We hear your story, learn about your business, and listen to your goals to understand if we could be a good fit. No preparation required. Informal and confidential.
- Financial statement preparation. We work alongside the owner’s team to prepare financials that reflect the true value of the business. Collaborative, not interrogative.
- Formal partnership proposal. A straightforward proposal with honest pricing and clear terms. Our structures are flexible, from a full transition to a minority ownership stake that keeps you invested in the business you built.
- Letter of Intent. If the fit is mutual, we sign a Letter of Intent. In plain terms: you and Highmont enter a period of exclusivity, typically 60 to 90 days, during which we conduct thoughtful due diligence together. No surprises, no parallel processes. You define the pace and the parameters.
- Due diligence as a conversation. Ours is thorough, yes, but conducted with respect for your time and your team. We work alongside your advisors, your attorney, your accountant, your trusted counsel, and communicate at every step.
- Close and continuation. Together, we design a successful close that is completely aligned with your goals. We sign the final purchase agreement and transfer funds. Your clients continue to be served. Your team continues to be cared for. Your legacy carries forward with the dignity it deserves.