
GROW WITH CONIFER
A Chicago-based investment firm which targets control ownership positions in founder-owned and closely-held private companies operating in the lower-middle market segment of the U.S. healthcare industry.
Conifer’s principals possess a long history of healthcare investing and operating experience, having contributed to successful outcomes in companies across a broad range of healthcare sectors and business life cycle stages.
Investment Focus
Our healthcare focus reflects our passion for building high-performance organizations that address critical payor, provider, or patient needs.
We rely on our extensive network of strategic, commercial, and financial relationships and our focus on operational execution to accelerate profitable growth of portfolio companies.
Our partners have the option to retain meaningful ownership stakes in the companies in which Conifer invests, providing the opportunity to realize significant additional value creation.
Specific sectors of our healthcare industry investment focus include:
Behavioral Health
Healthcare IT / Tech-Enabled Services
Rehabilitation Services
Healthcare Consumables and Disposables
Pharma CDMO
Outsourced Services
Diagnostics
Pharma Supply Chain
INVESTMENT CRITERIA*
ENTERPRISE VALUE
$15M - $125M
EBITDA
$1M - $15M
STRUCTURES
Buyouts (51%-100%)
Recapitalizations
Corporate Carve-Outs
Industry Consolidation
EQUITY INVESTMENT
$10M - $75M
*Per platform investment; no minimum criteria for add-on investments

Investment Approach
CHARACTERISTICS WE SEEK
We seek to create significant long-term value by partnering with motivated, growth-oriented management teams to execute disciplined organic and acquisition strategies, while building relationships based on transparency, strategic alignment, and shared values.
Our approach to value creation is long-term in nature and emphasizes sustained operational execution and improvement rather than financial engineering.
In platform investments:
Culture of compliance/clinical excellence
Proven organic growth opportunities
Multiple value-creation levers
Differentiated value proposition
Scalable infrastructure
Engaged management team