Cap Table Merger Solutions for Partnerships and Acquisitions

Equity mergers and partnerships

Charlotte, NC – Polaris Healthcare Partners announced today it is expanding its core service offering to include Capitalization Table solutions for existing Partnerships as well as for Merger and Acquisition strategies.  These innovative and comprehensive equity solutions are based off of the company's existing EBITDA-based Financial Model and will help solve two primary challenges of group practices: converting practice-level equity into a common management company equity structure and facilitating growth strategies through outright or partial merging of equity interests of another business.      

"Almost every group practice founder begins their journey by adding a second and a third location, and all too often they take on partners in those independent locations.  At some point, they realize that in order to really scale the business, they need to form a management company and consolidate all ownership into that one structure.  The challenge then is twofold: how to actually calculate the conversion and how to potentially equalize the individual equity stakes" said Perrin DesPortes, one of Polaris's Co-Founders.  "We understand that this process has a highly analytical component as well as a highly emotional component.  Our Polaris Financial Model creates the clarity our clients need to believe in the value of their individual stakes and our experience creates the confidence they need to navigate this critical early-stage journey." 

Company Co-Founder Diwakar Sinha went on to say: "Our clients are all familiar with the concept of 'rolling equity' into a Private Equity-backed venture when they want to sell their business, so why shouldn't they be able to use the same tactics to facilitate their own M&A activity?  There's no reason a doctor-founded and debt-funded group cannot or should not use equity to continue to grow their footprint through the acquisition of solo practices or the merger of a smaller-sized group in their local marketplace.  We have a very robust analytical model that can show the valuation of both entities and the resulting valuation of the combined entity along with the resulting ownership stakes of all parties.  We believe that this new capability will help successful entrepreneurs unlock more value at a greater level and at a faster rate than ever before - without the need for a private equity sponsor."     

Polaris Healthcare Partners' mission is to help dentists and other healthcare entrepreneurs build and sustain successful group practices. The company provides support through discovery of needs, executive level consulting, access to capital, equity partnerships and M&A advisory services.

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