Claremont Hudson

Claremont Hudson is a Chicago-based investment bank that specializes exclusively in middle-market healthcare transactions. The firm provides mergers and acquisitions advisory, capital raising, and strategic consulting services to healthcare companies across behavioral health, dialysis, dental, pediatric therapy, clinical training, surgery centers, and healthcare technology sectors.

As a member of the Finalis Securities network, Claremont Hudson offers clients access to an extended network of healthcare private equity funds, family offices, lenders, and strategic investors. The firm's approach combines financial transaction expertise with operational insights, working alongside management teams to execute complex deals and growth strategies. Recent transactions include advising on the sale of TapCloud to WellSky, recapitalizations for SmithMedical and Sanderling, and acquisition advisory for Willcrest and Webster.

The firm maintains established relationships throughout the healthcare investment community, positioning itself to navigate regulatory complexities and market dynamics specific to healthcare services and technology providers. Client testimonials emphasize the team's responsiveness, healthcare sector knowledge, and ability to structure compelling narratives for investor presentations.

Choose Claremont Hudson when seeking an investment banking partner with deep middle-market healthcare expertise and a commitment to hands-on engagement. The firm differentiates itself through operational involvement beyond traditional advisory, actively working with management teams to implement strategies and prepare companies for optimal transaction outcomes.

Expect a collaborative partnership where the team invests time in understanding your business narrative and positioning it effectively for the investor community. Their healthcare sector specialization means they understand regulatory considerations, reimbursement dynamics, and the specific criteria that healthcare investors evaluate when assessing opportunities.

Claremont Hudson maintains 100% focus on healthcare transactions, with specific expertise across behavioral health, dialysis, dental, pediatric therapy, clinical training, surgery centers, and healthcare technology. The firm understands healthcare-specific regulatory frameworks, reimbursement models, and the operational metrics that healthcare investors prioritize.

Their healthcare specialization extends to relationships with investors who specifically target healthcare deals, including private equity funds focused on behavioral health consolidation, specialty healthcare services roll-ups, and healthcare IT platforms. This sector-specific network enables them to connect clients with buyers and capital sources that understand healthcare business models and regulatory requirements.

Healthcare services companies and healthcare technology providers generating $5-50 million in revenue seeking growth capital, recapitalization, or exit opportunities. Founder-owned businesses or management teams working with existing private equity sponsors who value a partner that will invest time in strategic positioning and investor storytelling alongside traditional M&A execution.