Latticework Capital Review: Dallas Healthcare Private Equity Investment Focus, Portfolio

In-depth review of Latticework Capital: their healthcare investment thesis, portfolio companies, typical deal sizes, and how to prepare for investment.

Key Takeaways

  • •Focus on Distribution, Technology, Manufacturing companies
  • •Investment range: $25M-$100M in equity
  • •Based in United States
  • •Growth equity focus
  • •Active value creation approach
  • •Also invests in Business Services

Notable Portfolio Companies

Latticework Capital has built a diversified portfolio across healthcare sectors:

  • ACRS — Healthcare Services — Autism services for children
  • American Veterinary Group — Healthcare — Veterinary services platform
  • Beacon Behavioral Partners — Healthcare — Behavioral health services
  • First Medical Associates — Healthcare Services — Physician practice management
  • inReach Health — Healthcare Services — Home health services
  • Kalon Aesthetics — Healthcare — Medical aesthetics
  • Life Science Connect — Healthcare IT — Life sciences marketing platform
  • Xpress Wellness Urgent Care — Healthcare — Urgent care services

What Latticework Capital Looks For

Latticework Capital is a Dallas-based private equity firm focused exclusively on healthcare with over 110 years of combined investing experience, making control equity investments in the lower middle market:

  • 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:

  • Demonstrate Healthcare Expertise — Show deep understanding of healthcare delivery, reimbursement, and regulatory compliance. Healthcare expertise is essential.
  • Show Scale Potential — Be prepared to discuss how your company can scale through acquisitions and market expansion. Latticework looks for platforms with acquisition potential.
  • Prepare Healthcare Metrics — Have detailed information on patient volumes, reimbursement rates, payer mix, and clinical outcomes ready for due diligence.
  • Leverage Industry Relationships — Many healthcare deals come through industry conferences, healthcare consultants, or advisory relationships with Latticework.
  • PE firms like Latticework expect detailed financial information specific to healthcare:
  • Patient volumes by service line
  • Payer mix breakdown
  • Reimbursement rates
  • Clinical outcomes data
  • EBITDA profitability analysis 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.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

What industries does Latticework Capital focus on?

Latticework Capital primarily invests in Distribution, Technology, Manufacturing. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does Latticework Capital acquire?

Latticework Capital typically invests $25M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.

What is Latticework Capital's typical investment size?

The firm's equity investments generally range from $25M-$100M, positioning them as active investors who can provide meaningful capital for growth.

How long does Latticework Capital's due diligence process take?

Due diligence timelines vary by deal complexity, but Latticework Capital typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with Latticework Capital?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does Latticework Capital work with portfolio companies?

Latticework Capital takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

Ready to Connect With Latticework Capital?

Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.

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This article is part of our Private equity firms | Eagle Rock CFO guide.