Investment Focus & Thesis

Latticework Capital focuses exclusively on healthcare companies. Their investment thesis centers on partnering with management teams to build market-leading healthcare companies: Investment Range Equity investments typically ranging from $20 million to $75 million in lower middle market healthcare companies. Sector Focus Healthcare services, healthcare technology, and healthcare-related business services. Healthcare services — Post-acute care, home health, hospice, and behavioral health Healthcare technology — Software and IT solutions for healthcare providers Medical devices — Medical device manufacturing and distribution Healthcare distribution — Medical supply and pharmaceutical distribution Revenue cycle management — Healthcare billing and revenue cycle services

Notable Portfolio Companies

Latticework Capital has built a diversified portfolio across healthcare sectors: Company Sector Notes BrightStar Care Home Health Home health and medical staffing Trinity RX Pharmaceutical Services Pharmacy services platform MediXure Healthcare Technology Healthcare software solutions Premier Health Healthcare Services Integrated healthcare services Curae Health Post-Acute Care Post-acute care platform LHS Healthcare Healthcare Services Healthcare management services Latticework has been highly active in 2025, continuing to deploy capital into the healthcare sector with a focus on companies that can benefit from their operational expertise and industry relationships.

What Latticework Capital Looks For

Based on their investment patterns, Latticework Capital evaluates opportunities based on: Healthcare expertise — Deep understanding of healthcare delivery and regulations Recurring revenue — Business models with predictable revenue streams Market position — Strong competitive positions in growing healthcare markets Management teams — Experienced healthcare operators with clinical and operational expertise Growth potential — Clear pathways to growth through organic expansion and acquisitions }> Pro Tip Latticework brings over 110 years of combined healthcare investing experience. Be prepared to discuss not just financials but also clinical outcomes, regulatory compliance, and how your company fits into the evolving healthcare landscape.

How to Connect With Latticework Capital

Approaching Latticework Capital requires demonstrating your healthcare excellence: 1 Demonstrate Healthcare Expertise Show deep understanding of healthcare delivery, reimbursement, and regulatory compliance. Healthcare expertise is essential. 2 Show Scale Potential Be prepared to discuss how your company can scale through acquisitions and market expansion. Latticework looks for platforms with acquisition potential. 3 Prepare Healthcare Metrics Have detailed information on patient volumes, reimbursement rates, payer mix, and clinical outcomes ready for due diligence. 4 Leverage Industry Relationships Many healthcare deals come through industry conferences, healthcare consultants, or advisory relationships with Latticework.

The Value of Financial Preparedness

PE firms like Latticework expect detailed financial information specific to healthcare: Healthcare Metrics • Patient volumes by service line • Payer mix breakdown • Reimbursement rates • Clinical outcomes data Operational Data • EBITDA breakdown • Working capital requirements • Compliance costs • Staffing metrics }> How Eagle Rock Helps We help healthcare companies prepare for PE investment by building detailed financial models, operational dashboards, and margin analysis. Our fractional CFO services ensure your company is ready for healthcare-focused due diligence.

Frequently Asked Questions