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Forum Health
Visit Forum Health Functional Medicine for personalized healthcare on your journey to wellness. Hormone health, weight loss, & integrative medicine.
Overview
Visit Forum Health Functional Medicine for personalized healthcare on your journey to wellness. Hormone health, weight loss, & integrative medicine.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Flint
Corporate office
Flint, MI, United States
Additional offices
Austintown, OH · Gilbert, AZ · Tampa, FL
Principals
Phil Hagerman
Chairman and CEO
Adam Puttkammer
President
Andrew Petersen, DO
Chief of Staff & Cofounder
Shilpa P. Saxena, MD
Chief Medical Officer
Lisbeth Roy, DO
Chief Strategy Officer
Sector focus
Frequently asked questions
What is Forum Health's business model exactly?
Forum Health operates as a direct owner-operator of integrative and functional medicine clinics. It acquires existing practices, integrates them under a shared brand, and equips them with central services including its EMR platform Power2Practice, supplement line Inwell Biosciences, and the affiliated Strive Pharmacy. The model combines clinical service revenue with product and pharmacy margin.
What does the 'Forum Health Enterprises' structure include?
Forum Health Enterprises, Inc. is the parent entity with three identified components: the Forum Health clinic network, the nutraceutical arm Inwell Biosciences, and the practice management software company Power2Practice. This structure allows the firm to earn revenue from patient care, the products prescribed during that care, and the software that manages it.
Who leads the investment and acquisition strategy?
Chairman and CEO Phil Hagerman leads strategy with a track record of scaling Diplomat Pharmacy into the nation's largest independent specialty pharmacy. President Adam Puttkammer oversees the operational integration of acquired clinics and affiliated entities. The firm advertises clinic locations and a careers page but does not publicly name a dedicated head of M&A.
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