Company Overview

PRIME exits® and American Healthcare Capital have been exclusively retained to represent this founder-led, profitable, recurring-revenue healthcare savings platform serving self-funded employers, benefit-channel partners, and healthcare cost-containment stakeholders.

The Company helps clients reduce healthcare spend across high-cost categories through a recurring, service-enabled model that combines technology-enabled access, contracted savings solutions, bundled pricing, and dedicated nurse-led member support. The business addresses two persistent sources of employer healthcare cost pressure: specialty pharmaceutical spend and high-cost elective surgery / imaging expenses. Its programs operate as a voluntary overlay to existing health plans, enabling clients to pursue measurable savings without disrupting plan architecture, broker relationships, TPA arrangements, or member benefit structures.

Financial Overview

Management reports approximately $26.9 million in 2025, estimated $42.6 over the next twelve months post-closing, with a approximately 99% recurring revenue profile. The Company generated approximately $10.0 millions of salary-normalized EBITDA for the recent period, inclusive of CEO and COO compensation normalization, and management estimates 2026E EBITDA of approximately $20.0 million, subject to buyer diligence and contract review.

Nurse-led member engagement is central to the Company’s model. Dedicated registered nurses support member communications, clinical documentation, provider selection, logistics, and ongoing guidance, helping convert identified savings opportunities into actual realized savings. The bundled surgery and imaging solution provides access to a broad national footprint of more than 3,600 facilities nationwide, bundled pricing, no balance billing and nurse coordination, with pricing options including a low PEPM (Per Employee Per Member) access fee and/or a shared savings model based on utilization.

Key Platform Highlights

Key platform highlights include a self-funded employer and benefit-channel focus, recurring service-enabled savings model, specialty Rx plus bundled surgery / imaging navigation, U.S.-licensed nurse-led member support, voluntary overlay implementation with limited plan disruption, and estimated 2026E EBITDA of approximately $20.0 million.

The buyer universe is expected to include healthcare services platforms, TPA / benefit administrator ecosystems, stop-loss or captive-channel participants, PBM-adjacent savings platforms, employer-benefits technology companies, and healthcare-focused private equity sponsors.

The shareholders are seeking a majority recapitalization with a strategic or institutional partner while retaining meaningful seller rollover equity, expected to be approximately 30% to 45%. The preferred transaction timeline is to close within approximately 90 days.

Enterprise Value and Asking Price

Enterprise value and asking price will be determined through discussions with qualified buyers and investors. The final negotiated price is expected to be structured on a debt-free basis and to exclude cash, accounts receivable, normalized working capital, and any real estate assets, unless otherwise agreed. Final rollover equity, debt treatment, working-capital mechanics, and purchase-price adjustments will be subject to diligence and definitive documentation.

To preserve the integrity of the process and ensure that prospective buyers have the financial wherewithal to complete a transaction of this scale, interested parties will be required to provide evidence of available capital of at least $200 million prior to advancing in the process. This proof-of-capital requirement is not intended to imply a minimum purchase price, target valuation, or required bid amount, but rather to confirm that participants have sufficient resources to pursue and close a potential transaction.