The Team
The people behind every mandate.
Nathan Mouliere
Investment Banking Fellow
Northeastern — D'Amore-McKim School of Business
Healthcare Investment Banking
You spent decades building a healthcare business that patients, providers, and families count on. Selling it is a turning point, not a transaction. MaximForte guides healthcare founders and family owners from first valuation to final close — and stays with you after — stewarding what the exit creates through private wealth solutions. You built the legacy. We protect the passage.
Securities offered through Finalis Securities LLC, Member FINRA / SIPC.
Who We Serve
We advise founders and families of healthcare businesses — typically with EBITDA above $2 million — deciding whether, when, and to whom to sell:
You built it from zero — a practice, a clinic network, a healthcare services or technology company — and it still runs through you. We plan and run processes around the realities healthcare buyers price: owner and referral dependence, payer concentration, and earnings a diligence team can verify.
Pharmacies, home care, long-term care, medical distribution — second and third generations carry more than a balance sheet. We handle succession, the sell-or-keep decision, and transactions where the family name is part of what patients and the community are valuing.
Group practices, surgery centers, multi-partner clinics — multiple owners, one decision. We align partners around valuation, timing, and terms: buy-ins, buyouts, and full processes that treat every physician's and holder's stake with the same care.
Administrators and clinicians who became owners — through a buyout, earn-in, or succession. We advise on recapitalizations, MSO and platform transactions, and the exit that rewards the team that built the value.
Services
i.
Know what it's worth before anyone asks — a confidential estimated valuation and an owner-readiness assessment, years ahead of any process.
ii.
Preparation that begins well before a transaction — resolving value detractors and aligning founders and families on objectives and timing.
iii.
End-to-end representation — positioning, confidential buyer outreach, negotiation, and close. Securities offered through Finalis Securities LLC, Member FINRA/SIPC.
iv.
Stewarding what the exit creates — through MaximForte Private Wealth LLC, an investment adviser registered in New York and Texas serving post-exit healthcare owners and their families.
Securities offered through Finalis Securities LLC, Member FINRA / SIPC. M&A advisory and private placement activities are conducted through this broker-dealer relationship.
Investment advisory services are offered through MaximForte Private Wealth LLC, an investment adviser registered with the States of New York and Texas. Registration does not imply a certain level of skill or training. Advisory services are separate from the firm’s investment banking activities.
The Team
Investment Banking Fellow
Northeastern — D'Amore-McKim School of Business
The Owner's Brief
Latest · Issue No. 04 · November 2026
AI has made buyer diligence faster and shallower at the same time. Where the tools genuinely help the sale of a healthcare business, where they have nothing to say — and why the premium increasingly accrues to trust, experience, and the people across the table.
Read the issue →Past Issues
Issue No. 03 — Valued Differently Issue No. 02 — The Valuation Gap View all issues →One useful email a month — from one business owner to another. Held in confidence, unsubscribe anytime.
Contact
It's private, without obligation, and useful whatever you decide: you'll leave with a clearer picture of what your company could be worth, what buyers would scrutinize, and whether now — or later — is your moment. Most owners tell us they wish they'd started this conversation two years earlier.
Email · info@maximforte.com
Phone · (201) 241-4826
Brookfield Place, 200 Vesey St
24th Floor, New York, NY 10281
14905 Southwest Fwy, Suite 122
Sugar Land, TX
Not ready to talk? Take the exit-readiness assessment — four minutes, private, and free.
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