Calex Partners

Healthcare M&A advisory firm specializing in behavioral health transactions

New York, New York, United States

Est. 2016

1-10 employees

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Verified

10+ Yrs

About Calex Partners

Calex Partners is a mergers and acquisitions advisory firm headquartered in New York City that focuses exclusively on healthcare services transactions. Founded in 2016, the firm provides sell-side and buy-side advisory services to healthcare companies and private equity sponsors in the autism, behavioral health, healthcare IT, retail healthcare, and animal health sectors.

The firm's approach centers on deep sector expertise combined with senior-level attention throughout the transaction process. Led by Managing Director Jon Krieger, Calex has advised on more than $4 billion in transaction value since 2016. The firm maintains an advisory board composed of industry operators and founders with domain expertise in autism services and behavioral health.

Calex has completed notable transactions including Center for Autism and Related Disorders, Behavioral Innovations, LEARN Behavioral, and multiple autism therapy providers. The firm works with both private equity-backed companies and founder-owned businesses seeking strategic exits or growth capital partners.

Best For

Calex Partners is best suited for middle-market healthcare services companies considering a sale or recapitalization, particularly those in behavioral health, autism services, healthcare IT, and retail healthcare. The firm serves both founder-owned businesses and private equity sponsors seeking exit or add-on acquisition advisory.

Key Strengths

Deep specialization in autism and behavioral health M&A with over $4 billion in advised transactions since 2016
Senior-level attention with Managing Director Jon Krieger directly involved in all engagements
Advisory board composed of former operators including Dr. Doreen Granpeesheh (CARD founder) and Michael Maloney (LEARN Behavioral founder)
Strong track record with private equity firms including Shore Capital, Audax Private Equity, FFL Partners, and LLR Partners
Extensive testimonials from completed transactions demonstrating client satisfaction and successful outcomes
Focus on four specific healthcare services verticals allows for targeted buyer networks and market knowledge

Why Choose Calex Partners

Companies should consider Calex Partners when they require specialized expertise in behavioral health or autism services M&A transactions. The firm's concentrated focus means they bring specific buyer relationships and market knowledge that generalist investment banks may lack.

Clients can expect senior-level involvement throughout the process, from initial positioning through due diligence and closing. The firm's track record suggests they are particularly effective at identifying strategic and financial buyers who understand the specific dynamics of autism therapy, behavioral health, and related healthcare services businesses.

Healthcare Focus

Calex Partners exclusively serves healthcare services companies, with 100% of their business focused on healthcare transactions. The firm concentrates on four specific verticals: behavioral health (particularly autism services), healthcare information technology, retail healthcare, and animal health services. Their advisory board includes clinicians and operators with Board Certified Behavior Analyst credentials and autism therapy provider experience, providing clinical credibility in behavioral health transactions.

Ideal Client Profile

The ideal client is a healthcare services company with $5-50 million in revenue operating in autism services, behavioral health, healthcare IT, or retail healthcare. Companies backed by private equity sponsors seeking exits or founder-owned businesses considering their first institutional capital partner align well with Calex's experience and buyer networks.