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  • Completed Transactions
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2025

Comfort Keepers

Fort Myers, FL

Sid Annabonia acquired Comfort Keepers in Fort Myers, FL from our clients Tom & Kim Dean

Right at Home

Colorado Springs, CO

TJ Henley acquired Right at Home in Colorado Springs, CO from the Franchisor

Visiting Angels

Littleton, CO

Erik Reynolds acquired Visiting Angels in Littleton, CO from our client Pete Guerrero

Always Best Care

Fletcher, NC

ElmCare, LLC acquired Always Best Care in Fletcher, NC from our clients Jim & Anne Smeaton

Home Instead

Plano, TX

Chase & Taylor Crenwelge acquired Home Instead in Plano, TX from our client Todd Felker

Best Home Care

Wakefield, MA

An Industry Consolidator acquired Best Care n More in Wakefield, MA from our clients Barry and Martha Hamm.

Visiting Angels

CT and RI

Marc Lundeberg acquired Visiting Angels in CT and RI from our clients George Germano and Lauri Oliveri

Visiting Angels

Richmond, VA

Procter Fishburne acquired Visiting Angels in Richmond, VA from our client Marie Olson

Home Instead

North Platte, NE

Paul & Ashley Fry acquired Home Instead in North Platte, NE from our clients Steve & Mary Jo Chatelain

Davis In-Home Care

Redondo Beach, CA

Dipali Nanda & Anshul Vaswaney acquired Davis In-Home Care, Inc. in Redondo Beach, CA from our client Drew Davis

Homewatch Caregivers

Windsor, CT

Carly Wellington acquired Homewatch Caregivers in Windsor, CT from our client Lori Mgrdichian

Homewatch Caregivers

Springfield, MA

Carly Wellington acquired Homewatch Caregivers in Springfield, MA from our client Lori Mgrdichian

2024

EGIS

Santa Fe, NM

The Geneva Partners acquired EGIS Complete Care in Santa Fe, NM from our client Kevin Koval

Homewatch Caregivers

Houston, TX

Serhat Bolukbasi acquired Homewatch Caregivers in Houston, TX from our clients Sam and Ellen Moreton

Akin Care

New Jersey

Gyan Singh acquired Akin Care Senior Services in New Jersey from our clients Laszlo & Ann Musza

BrightStar Care

The Woodlands, TX

Tim Nesler acquired Brightstar Care in the Woodlands from our client Don Forlani

Always Best Care

Wallingford, CT

Ariel Calmanovici acquired Always Best Care in Wallingford, CT from our client Linda Craig

Homewatch Caregivers

Ann Arbor, MI

Carly Mitchell acquired Homewatch Caregivers in Ann Arbor, MI from our clients Brian & Breanne Stuart

Home Instead

San Jose, CA

Inder Atwal acquired Home Instead in San Jose, CA from our client Ken Tak

BrightStar Care

Fort Wayne, IN

Drew & Morgan Miller acquired Brightstar Care in Fort Wayne, IN from our clients Steve & Stephanie Zishka

Visiting Angels

Brentwood, TN

Bob Tomek acquired Visiting Angels in Brentwood, TN from our client Mark Aspenson

Home Instead

Salt Lake City, UT

Trent Davis acquired Home Instead in Salt Lake City, UT from our client Dannette Arnell.

BrightStar Care

Flower Mount, TX

James Muench acquired Bright Star Care in Flower Mound, TX from our clients Kevin and Teri Jones.

Home Instead

Mobile, AL

Braddock Wilson acquired Home Instead in Mobile, AL from our client Teresa Logiotatos.

Home Instead

Sun City, AZ

Jason Fish acquired Home Instead in Sun City, AZ from our clients Scott & Vicki Castleman.

2023

Home Instead

Fort Worth, TX

Adam & Ashley Worthen acquired Home Instead in Fort Worth, TX from our clients Mary & Sandy Rew

Home Instead

Federick, MD

Satyam Singh acquired Home Instead in Frederick, MD from our client Brad Snively

Right at Home

Santa Rosa, CA

Investor-Operator acquired Right at Home in Santa Rosa, CA from our clients Robert and Carol Brohmer

Home Instead

Edina, MN

Nicholas Weber acquired Home Instead in Edina, MN from our client Cher Kuechle

Home Instead

Kokomo, IN

Ben Klipsch acquired Home Instead in Kokomo, IN from our client Jim Clouser

Homewatch Caregivers

South Orange, NJ

Ankit Chaudhary acquired Homewatch Caregivers in South Orange, NJ from our client Larry Aronson

Home Instead

Provo, UT

J.R. Cazier acquired Home Instead in Provo, UT from our client Lana Wilson

Visiting Angels

Elgin, IL

John Barrett acquired Visiting Angeles in Elgin, IL from our client Bill Petersen

Home Instead

Tolland, CT

Lesley Kuffour acquired Home Instead in Tolland, CT from our client Jane Downing

Interim Healthcare

Redding, CA

Bhanuprakash Padala acquired Interim Healthcare in Redding, CA from our clients Rob & Cindy Seawright and Renee Rand

BrightStar Care

Indianapolis, IN

David Stordy acquired BrightStar Care in Indianapolis, IN from our client Jon Olson

BrightStar Care

Plano, TX

A Houston based search fund acquired BrightStar Care in Plano, TX from our clients Bill and Susan Stinson

BrightStar Care

Greer, SC

Brightstar Care acquired the Brightstar Care in Greer, SC from our client Frank Sanders.

Always Best Care

Denver, CO

Daniel Craig acquired the Always Best Care in Denver, CO from our client Erin Nichols.

Home Instead

Watkinsville, GA

Matthew Bell acquired Home Instead in Watkinsville, GA from our client Daniel Hedgepeth

2022

Right at Home

Jacksonville, FL

Reid Grier acquired Right at Home in Jacksonville, FL from our client Kimberly Schafer.

Home Instead

San Francisco Bay, CA

David Ramirez acquired Home Instead in San Francisco Bay, CA from our client Ezra Proctor.

Homewatch Caregivers

Pittsburgh, PA

Mark & Sandra Diehl acquired Homewatch Caregivers in Pittsburgh, PA from our client Ray Medina.

BrightStar Care

Middlesex, NJ

Kelly Bailen acquired the BrightStar Care in Middlesex, NJ from our clients Reeta & Aggarwal

BrightStar Care

Greer, SC

Brightstar Care acquired the Brightstar Care in Greer, SC from our client Frank Sanders.

Home Instead

Surryvale, CA

Ian Hamilton acquired the Home Instead in Sunnyvale, CA from our client Michelle Rogers

BrightStar Care

Lawrenceville, GA

Michael O'Connor acquired the BrightStar Care in Lawrenceville, GA from our client Tim Golden

Home Instead

Northborough, MA

Ankur Rustgi acquired the Home Instead in Northborough, MA from our client Bruce Bender.

Visiting Angels

Newburyport, MA

Sanjay Rustogi acquired the Visiting Angels in Newburyport, MA from our clients John & Tina Spellman

Visiting Angels

Newburyport, MA

Sanjay Rustogi acquired the Visiting Angels in Newburyport, MA from our clients John & Tina Spellman

BrightStar Care

DuPage, IL

Diane Vitolka & Leonard Sanchez acquired the Brightstar Care in DuPage, IL from our client Jim Flickinger

Home Instead

Spokane, WA

Erik Hansen acquired the Home Instead in Spokane, WA from our client Christie Amans

Home Instead

Portland, OR

Bernard Bufford acquired the Home Instead in Portland, OR from our client Matt Preston

Right at Home

Darien, CT

Demarcus Brooks acquired the Right at Home in Darien, CT from our client David Babcock.

Seniors In Place

Springfield, NJ

A Strategic Buyer acquired Seniors in Place in Springfield, NJ from our client Adam Blecker

BrightStar Care

Austin, TX

Patrick Wong acquired the BrightStar Care in Austin, TX from our client George Sanchez

Always Best Care

Denver, CO

Daniel Craig acquired the Always Best Care in Denver, CO from our client Erin Nichols.

BrightStar Care

Brighton, MI

Chris Miller acquired the BrightStar Care in Brighton, MI from our clients Kelvyn & Sarah Williams

2021

Visiting Angels

Golden, CO

Steven Signor acquired the Visiting Angels in Golden, CO from our clients Greg Elliott and Amy Ahrens.

Home Instead

Phoenix, AZ

Debbie Gross & Steve Conroy acquired the Home Instead in Phoenix, AZ from our client Brian Huebner

Old Dominion Home Care

Fairfax, VA

An Industry Consolidator acquired Old Dominion in Fairfax, VA from our clients Sue Roll and Kenny Augst

Geriatric Care Consultants, LLC

Larchmont, NY

An Industry Consolidator acquired Geriatric Care Consultants in Larchmont, NY from our client Karen Schwartz

Senior Helpers

San Jose, CA

Alay Yajnik acquired the Senior Helpers in San Jose, CA from our client Jon Purdy

Visiting Angels

Denver, CO

Pete Guerrero acquired the Visiting Angels in Denver, CO from our client Carl Knight

BrightStar Care

Oklahoma City, OK

Jarod Cannicott acquired the BrightStar Care in Oklahoma City, OK from our client Ken Fearnow

Home Instead

Waco TX

Lance Summey acquired the Home Instead in Waco, TX from our client Brett Rhodes.

Comfort Keepers

Santa Fe, NM

Roger Duncan acquired the Comfort Keepers in Santa Fe, NM from our client Leslie Van Pelt

BrightStar Care

Chesabeake, VA

Richard Killngsworth acquired the BrightStar Care in Chesapeake, VA from our client Michael Walton

Right at Home

La Jolla, CA

Calvin Forbes acquired the Right at Home in La Jolla, CA from our clients Marc & Christina Gray

Home Instead

Melbourne, FL

Haynes Payne acquired the Home Instead in Melbourne, FL from our client Marjorie Thompson

2020

Senior Home Care Services

Morristown, NJ

HomeCare Assistance acquired Senior Home Care Services in Morristown, NJ from our client George Koenig

Right at Home

Hicksville, NY

Zubin Kapadia acquired the Right at Home in Hicksville, NY from our clients Sandy & Phil Quartuccio

Home Instead

Milford, IA

Teresa Comer acquired the Home Instead Senior Care in Milford, IA from Mary Dean.

Seniorcorp

Virginia Beach, VA

Home Instead

Mission Viejo, CA

Jim Kordenbrock acquired the Home Instead Senior Care in Mission Viejo, CA from our client Joe Sanders.

Home Instead

Houston, TX

Ibrahim Abousawan acquired Home Instead Senior Care in Houston, TX from Chris & Shelley Lerch.

Comfort Keepers

Denver, CO

Nathan Miller acquired Comfort Keepers in Denver, CO from Ora Lee

Always Best Care

Madison, WI

David and Kenny Ogunnoiki acquired Always Best Care in Madison, WI from Ernie Agne

Home Instead

San Francisco, CA

Ezra Proctor acquired Home Instead Senior Care in San Francisco Bay, CA from Frank Billante

Visiting Angels

Kilmarnock, VA

Jennifer and Stephen Bowhey acquired Visiting Angels in Kilmarnock, VA from Frank McCarthy

Home Instead

Long Island, NY

Leslie Russo acquired Home Instead Senior Care in Long Island, NY from Tracey Zaweski

Home Instead

Missoula, MT

Greg Henderson acquired Home Instead Senior Care in Missoula, MT from Dave and Denise Krueger

My Care Manager

Naples, FL

Chuck Fultz acquired MyCareManager in Naples, FL from Jill Summerscales & Linda Cramer

Home Instead

Sequim, WA

Kathleen & Isaac Schmidt acquired Home Instead Senior Care in Sequim, WA from Brian & Trina Jackson

BrightStar Care

Easton, MD

Thomas Graves acquired BrightStar Care in Easton, MD from Robert Brueckman.

Lowcountry Companions

Charleston, SC

Amy Petersen-Smith of Low Country Elder Care acquired Lowcountry Companions in Charleston, SC from our client Tali Wells

Visiting Angels

Newton, MA

Larry Michel & Karen Woodrow acquired Visiting Angels in Newton, MA from our clients Barney & Eileen Freiberg-Dale

Home Helpers

Cleveland, OH

Rex Talbott acquired Home Helpers in Cleveland, OH from our clients Mark & Grett Yenny

Home Instead

Jonesboro, AR

Paul Fry acquired Home Instead Senior Care in Jonesboro, AR from our client Stephen Lunde.

Home Instead

Bellevue, WA

Main & Jennifer Ng acquired Home Instead Senior Care in Bellevue, WA from Robert & Valarie Megargel

Elder Care Management

Gold River, CA

ApexCare acquired Elder Care Management of Northern California in Gold River, CA from Virginia McMurchie

2019

Home Instead

Sioux Falls, SD

Dale Weber acquired Home Instead Senior Care in Sioux Falls, SD from our client Jason Valder

Always Best Care

Fallston, MD

Tamara Riley acquired Always Best Care in Fallston, MD from our client Elaine Gill

Comfort Keepers

Fairfax, VA

Nick Bryan acquired Comfort Keepers in Fairfax, VA from our clients Jason & John Allevato

BrightStar Care

Mill Valley, CA

Brian & Christine O’Keefe acquired BrightStar Care in Mill Valley, CA from our clients Paul & Christine Wichman

Visiting Angels

Ft Myers/Napels, FL

Mark Aspenson acquired Visiting Angels in Ft. Myers and Naples, FL from our clients Kathleen Fleming & Karen Hill

Home Instead

West Nyack, NY

Darin & Jamie Hecht acquired Home Instead Senior Care in West Nyack, New York from our client Alison Kellner

Always Best Care

Southbury, CT

Jeff Gladstein acquired Always Best Care in Southbury, CT from Bob & Lois Nelson

BrightStar Care

Mesa, AZ

Andrew Ray acquired BrightStar Care in Mesa, AZ from Thom & Cyndi Moore

Home Instead

Pembroke, MA

Willie Sanders acquired Home Instead Senior Care in Pembroke, MA from Mary Worthington

Right at Home

N. Andover, MA

Cait Hampson acquired Home Instead Senior Care in North Andover, MA from Martha Cashins

Home Instead

Snellville, GA

Matt McClure & Matt Cohn acquired Home Instead Senior Care in Snellville, GA from Benita Summers

Home Instead

Towson, MD

Tyler Tuggle acquired Home Instead Senior Care in Towson, MD from Jerry DePetris.

Home Instead

Hickory, NC

John & Joan Coffey acquired Home Instead Senior Care in Hickory, NC from Susan Saylor.

Matched Caregivers

Menlo Park, CA

Home Care Assistance acquired Matched Caregivers in Menlo Park, CA from Jim & Kathy Janz.

Comfort Home Care

West Union, OH

Home Care by Blackstone acquired Comfort Home Care in West Union, OH from Jay Lafferty.

BrightStar Care

Baltimore, MD

Andri Purkanto and Ryan Guzzino acquired BrightStar Care in Baltimore, MD from Lynn Berberich.

Home Helpers

Cincinnati, OH

Kristin Worthington and George Ramage acquired Home Helpers in Cincinnati, OH from Joseph Sander.

BrightStar Care

Arlington, VA

Vince & Andrea DeVito acquired BrightStar Care in Arlington, VA from Reem Aloul

Harmony Home Care

El Dorado Hills, CA

Ignacio Cespedes of Altus Health acquired Harmony Home Health Care in El Dorado Hills, CA from Jennifer Jarrett and Patrick Philbrick.

Abby Senior Care

Denver, CO

Briggs Acquisition-Colorado, LLC acquired Abby Senior Care in Denver, CO from David Hoppe

Home Instead

Somerset, NJ

Robert Schweidel acquired Home Instead Senior Care in Somerset, NJ from Dana and Janet Goodman

Home Instead

Valdosta, GA

Chuck Coker acquired Home Instead Senior Care in Valdosta, GA from Jack Hartley.

Home Instead

Columbus, GA

Chad & Sharon Baker acquired Home Instead Senior Care in Columbus, GA from Jason Sager

Comfort Keepers

Pittsford, NY

Roger Duncan acquired Comfort Keepers in Pittsford, NY from Terry & Donna Hafler

Big Hearts Home Care

Chicago, IL

Briggs Healthcare acquired Big Hearts Home Care in Chicago, IL from Matthew Calcagno

Caring Friends

Harrisburg, PA

HouseWorks acquired Caring Friends in Harrisburg, PA from Friends LifeCare Partners

Visiting Angels

Chelmsford, MA

Larry Michel & Karen Woodrow acquired Visiting Angels in Chelmsford, MA from Wendy Bean & Carol Kilduff

2018

Anthem

Corpous Christi, TX

Briggs Healthcare acquired Anthem Senior Care Services in Corpus Christi, TX from Chris Guillanelle

Home Instead

Bethlehem, PA

Bill Carroll acquired Home Instead Senior Care in Bethlehem, PA from Lonny Boline

Home Helpers

Bloomington, IN

Pete Bucklin acquired Home Helpers in Bloomington, IN from Harold Cameron

Home Instead

Salt Lake City, UT

Dannette Arnell acquired Home Instead Senior Care in Salt Lake City, UT from Oussama and Rick Davis

Home Instead

Minneapolis, MN

Jason Crane acquired Home Instead Senior Care in Minneapolis, MN from Dan Arnold

Home Instead

San Diego, CA

Alyssa Ferguson acquired Home Instead Senior Care in San Diego, CA from DeDe Fadel.

Home Instead

Whittier, CA

Richard Southard acquired Home Instead Senior Care in Whittier, CA from Laurie Dobies

Home Helpers

Charlotte, NC

Dawn Hill acquired Home Helpers in Charlotte, NC from Glenn Holden

Right at Home

Orange County, CA

Dan Boyle acquired Right at Home in Orange County, CA from George Strickland

Home Instead

Duncanville, TX

Brian & Sandi Allen acquired Home Instead Senior Care in Duncanville, TX from Rick Boeglin

Home Instead

Cape Cod, MA

Joe Bazzinotti acquired Home Instead Senior Care in Cape Cod, MA from Denise Dever

Home Choice

Cedar Rapids, IA

BrightStar Care acquired Home Choice in Cedar Rapids, IA from Koleene Herlocker

Home Instead

San Leandro, CA

Sudheer Sreenangapalle acquired Home Instead Senior Care in San Leandro, CA from Renee Mac Arthur

Home Instead

Medford, OR

Corey Donovan acquired Home Instead Senior Care in Medford, OR from Indra Nichols

2017

Senior Helpers

Chicago, IL

Senior Helpers Corporate acquired Senior Helpers Chicago, IL from Bob Tucker

Home Instead

Cary, IL

Dan Woodka acquired Home Instead Senior Care Cary, IL from Bob Koch

Home Instead

Napa, CA

Jaime Panahererra acquired Home Instead Senior Care in Napa, CA from Candy Smith

Home Instead

Bettendorf, IA

Aaron Christopher acquired Home Instead Senior Care in Bettendorf, IA from Steve Habenicht

Home Helpers

Barberton, OH

Dan Sell acquired Home Helpers in Barberton, OH from Nancy Kepley

Regal Home Health Care

Boca Raton, FL

Comfort Keepers Franchise Inc. acquired Regal Home Health Care Management Concierge in Boca Raton, FL from Ferial Andre

Home Instead

Bend, OR

Cole Mach acquired Bend, OR from Home Instead Senior Care in Todd Sensenbach.

Handle With Care

Elmhurst, IL

Senior Helpers Corporate acquired Handle With Care in Elmhurst, IL from Julie Kastholm

Home With You

Owings Mills, MD

Briggs Healthcare acquired Home With You Senior Care in Owings Mills, MD from Angela Propst

Morning Glory Homecare

Troy, IL

Briggs Healthcare acquired Morning Glory Homecare in Troy, IL from Catherine Callahan.

Cornerstone

Lenexa, KS

Briggs Healthcare acquired Cornerstone Assisted Home Care in Lenexa, KS from Douglas Peterson

Home Instead

Granbury, TX

Lori Gonzalez acquired Home Instead Senior Care in Granbury, TX from Jack Brock

Absolute Companion Care

Monkton, MD

Briggs Healthcare acquired Absolute Companion Care in Monkton, MD from Kathryn Rogers

Home Instead

N. Dartmouth, MA

Richard Langevin acquired Home Instead Senior Care in N. Dartmouth, MA from Sailynn Doyle

Right at Home

Augusta, GA

Stephan Swafford acquired Right at Home in Augusta, GA from Celeste Hoffman

Companion Care

Albuquerque, NM

Comfort Keepers acquired Companion Care in Albuquerque, NM from Janet Schuh

Home Instead

Melrose, MA

Bill Mishkin acquired Home Instead Senior Care in Melrose, MA from Ross Capobianco

Home Instead

Burlington, NC

Mike Zurilla acquired Home Instead Senior Care in Burlington, NC from Gail Moore

Home Helpers

Hendersonville, NC

Leigh Warlick acquired Home Helpers in Hendersonville, NC from Stephen Edwards

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