Long-term ownership. Chicago-based leadership. One company, decades of focus.
Let's Talk →Our mission is to acquire a single, well-established business in Chicagoland or SE Wisconsin and lead it for the long term.
I'm Charles. I have a healthcare M&A and strategy consulting background.
I've worked at the largest private health insurance company in the US, the largest public health insurer, and a Top 10 healthcare system—leading corporate strategy, M&A, and growth initiatives across healthcare services, technology, and pharmacy.
Before that, I advised private equity firms on potential investments as part of a commercial due diligence team at a leading strategy consulting firm.
I've seen what works—and what doesn't—when business owners hand off something they've built.
Now I'm taking a different path: acquiring one business to run as an owner-operator.
We're focused on profitable, established businesses in healthcare services, medical equipment, and manufacturing.
If you've built a business with recurring revenue, a strong team, and a defensible market position—let's have a conversation.
If you're thinking about what comes next for your business, reach out. No pressure, no pitch—just a conversation about your goals and whether we might be the right fit.