Company Overview

Leading provider of web-delivered decision support solutions to post-acute healthcare and insurance markets.

Leading investor in information and business services companies, managing over $20 billion in capital.

Situational Overview

The Company had an industry leading technology that used historical data to determine the best and most cost effective treatment setting for seniors.

Although it had a great product, SeniorMetrix lacked the resources to build a salesforce and effectively scale the business.

Periodically, SeniorMetrix received inquires from potential financial investors and strategic buyers.

In addition, founders wanted liquidity in a premium valuation environment at existing capital gains rates.

BCA Strategy

Advised Company to pursue strategic buyers to meet needs for immediate liquidity and to broaden growth platform.

Assisted management in positioning the Company to articulate value proposition to prospective acquirers.

Transaction Result

SeniorMetrix was acquired by NaviHealth, an affiliate of Welsh Carson.

NaviHealth provided optimum platform for continued growth of SeniorMetrix.

SeniorMetrix owners achieved liquidity at a highly favorable valuation, with retained opportunity for future upside.

Sell-side Led by

“This transaction is a strong validation of the post-acute care management tools and systems that our team has developed, and we are enthusiastic about the opportunity provided by NaviHealth's comprehensive and unique platform. Brentwood Capital Advisors, our investment banking advisor, played a critically important role in structuring, negotiating and closing a transaction that met and exceeded the needs of our shareholders for liquidity and for strategic opportunity going forward. Brentwood Capital Advisors expertise and commitment to success was a key factor in closing this transaction."

- Rick Glanz
CEO, SeniorMetrix