The Top 50 Lower Middle Market Healthcare Investors & M&A Advisors [2024]

Axial is happy to release its 2024 publication of the Top 50 Lower Middle Market Healthcare Investors and M&A Advisors: a list that features Axial’s 50 most active and sought-after members who worked on transactions across various healthcare sectors over the past 12 months (full methodology below).

Healthcare has always undoubtedly been one of the backbones of the lower middle market. And while it may not be a standout — neither on the buyside nor the sell-side — when it comes to deals marketed and pursuit rates, the players in this industry remain strong and consistent in the middle of the pack, with 205 deals hitting the market in Q2, and an 8.17% pursuit rate (that skews significantly higher — more than double — when looking at deals $5M+ EBITDA).

We invite you to take a look at the below data surrounding Axial platform activity in the healthcare industry. And please give a big kudos to the top 50 buyers and sellers that are featured in this piece!

Methodology

Our Top 50 healthcare list was generated based on a weighted formula leveraging four key metrics:

• The number of healthcare deals brought to market via Axial (sell-side)
• The level of interest those deals generated from Axial’s buyside member base
• The number of specific healthcare-focused investment mandates created in the platform (buyside)
• The number of healthcare deals that progressed through the deal funnel achieving a signed NDA, shared CIM, received IOI, received LOI, executed LOI or successfully consummated transaction (buyside & sell-side).

Congratulations to these members for their achievements!

The Axial Healthcare Top 50

Buyside		Sell-Side
1	Fulcrum Equity Partners	1	VERTESS Healthcare Advisors
2	Latticework Capital	2	Paragon Ventures
3	Abacus Investments	3	Mertz Taggart
4	Lighthouse Equity Partners	4	Merritt Healthcare Advisors
5	Skyharbor Capital Partners	5	Cascade Partners
6	Honor Health Network	6	American HealthCare Capital
7	Martis Capital	7	Mauch Business Solutions
8	Tillery Capital	8	Lawrence, Evans & Co., LLC
9	Ascendis Capital	9	The Bloom Organization
10	Pharmex Direct Inc.	10	Polaris Healthcare Partners
11	Taurus Capital Partners	11	TUSK Practice Sales
12	Kepler Capital Corporation	12	Woodbridge International
13	Ten:34 Partners, LLC	13	Cornhusker Capital
14	The Pine Street Group	14	VelocityHealth Securities
15	Traverse Pointe Partners	15	TREP Advisors
16	Westfall Private Capital	16	M&A Healthcare Advisors
17	Excellere Partners	17	Young America Capital
18	United Pain Clinics	18	DelMorgan & Co.
19	Alpenglow Capital Partners	19	Westbury Group
20	Sagemoore Capital	20	Integral Capital Advisors
21	Pillar49 Capital	21	Frontier Investment Banking
22	Lead Capital Partners	22	Logan Growth Advisors
23	Darshan Capital	23	BlackRose Group
24	Calmont Partners	24	ASA Ventures Group
25	ALAMidas Capital Partners Inc.	25	Gleason Advisors

Axial is the trusted deal platform serving the lower middle market.

Over 3,500 advisory firms and 3,000 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships.

Visit the Member Closed Deals page to see selected transactions that have been sourced and closed via Axial.

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