Health Rosetta Group

The two entities share a common founder in Dave Chase and a common intellectual framework — the 42-component Health Rosetta blueprint for high-performing health plans. The nonprofit certifies employer health plans and advisors; the investment firm uses that certification framework to evaluate and operate healthcare-services acquisitions. They are legally separate entities but operationally aligned through Chase's leadership of both efforts.

No. The firm uses deal-by-deal capital formation rather than a blind-pool fund structure, and it targets permanent-hold ownership rather than a 5-to-7-year liquidation timeline. Dave Chase has described this as closer to a holding-company or Berkshire-style model than to conventional private equity, which appeals to family offices and operators seeking long-duration healthcare exposure.

The firm focuses on US-based middle-market healthcare-services companies with $5 million to $50 million in revenue and demonstrated profitability. Target sub-sectors include revenue-cycle management, third-party benefits administration, and tech-enabled care delivery. The firm looks for founder-owned businesses that need operational scaling rather than financial restructuring.