Heal Financial

The office runs a disciplined allocation strategy with a core of public equities and fixed income for liquidity, layered with private investments concentrated in healthcare services, outpatient real estate, and medical technology. It acts primarily as a direct co-investor, writing equity checks alongside a vetted network of sector-focused private equity sponsors rather than operating as a blind-pool fund-of-funds.

Sourcing relies on deep, multigenerational relationships with healthcare operators, regional hospital system executives, and a tight group of lower-middle-market private equity firms in the Midwest and Southeast. The office does not market itself as a capital provider; deal flow comes through personal networks built over decades of operating and investing in physician practice management, ambulatory surgery, and post-acute care.

Yes, co-investment is the firm's primary private markets execution strategy. It partners with a small number of regional and sector-specialist private equity sponsors, providing equity for healthcare platform add-ons, select real estate development projects, and specialty finance originations. This structure allows the office to access deal flow while avoiding the blind-pool fee drag of traditional fund commitments.