Is the Home Care Industry Consolidation Proof?

The home care industry is notoriously fragmented, primarily due to the highly personal and local nature of in-home senior care services. Recognizing that families prefer to use locally owned and operated home care providers, many of the industry pioneers saw the power of franchising to create a trusted national brand through local ownership. “Families serving […]

Recent Closings – March 2019

We’re pleased to announce the latest acquisitions initiated for our clients. These deals closed in March 2019. New Managing Owner, Robert Schweidel, acquired the operating assets of Home Instead Senior Care in Somerset, NJ from our clients Dana and Janet Goodman. New Managing Owner, Chuck Coker, acquired the operating assets of Home Instead Senior Care […]

Recent Closings – February 2019

We’re pleased to announce the latest acquisitions initiated for our clients. These deals closed in February 2019. Our client, Briggs Healthcare, acquired Big Hearts Home Care in Chicago, IL from Matthew Calcagno. New Managing Owner, Roger Duncan, acquired the operating assets of Comfort Keepers in Pittsford, NY from our clients Terry & Donna Hafler. Osborne […]

Recent Closings – January 2019

We’re pleased to announce the latest acquisitions initiated for our clients. These deals closed in January 2019. Our client, HouseWorks, acquired Caring Friends in Harrisburg, PA from Friends LifeCare Partners. New Managing Owners, Larry Michel & Karen Woodrow, acquired the operating assets of Visiting Angels in Chelmsford, MA from our clients Wendy Bean & Carol […]

The Fourth Time’s A Charm

Because of the highly personal and intimate nature of the home care industry, families prefer to use locally-owned care providers run by accessible, mission driven Managing Owners. That’s in large part why nationally branded franchise networks have been so successful, and why the home care industry is so fragmented. Franchises are locally-owned, many with family […]

Recent Closings – December 2018

We’re pleased to announce the latest acquisitions we initiated for our clients. These deals closed in December 2018. Our client, Briggs Healthcare, acquired Anthem Senior Care Services in Corpus Christi, TX from Chris Guillanelle. New Managing Owner, Bill Carroll, acquired the operating assets and franchise rights to Home Instead Senior Care in Bethlehem, PA from […]

The Irreplaceable Managing Owner

During the past few years, most nationally branded franchise home care systems and many top home care providers have been acquired by private equity investors. These “buy & build” investors are attracted to the durable and ever-expanding demand fueled by a growing elderly population intent on aging at home until the end. These investors are […]

Recent Closings – August 2018

We’re pleased to announce the latest acquisitions we initiated for our clients. Both deals closed in August 2018. New Managing Owner, Richard Southard, acquired the operating assets of Home Instead in Whittier, California formerly owned by our client Laurie Dobies. New Managing Owner, Alyssa Ferguson, acquired the operating assets of Home Instead in San Diego, […]

Recent Closings – June 2018

We’re pleased to announce the latest acquisitions we initiated for our clients. Both deals closed in June 2018. New Managing Owner, Dawn Hill, acquired the operating assets of Home Helpers in Charlotte, North Carolina formerly owned by our client Glenn Holden.   New Managing Owner, Dan Boyle, acquired the operating assets of Right at Home […]

The Tax Cut and Jobs Act: What’s In It For Home Care Owners?

When the Tax Cut and Jobs Act of 2017 was signed into law on December 22nd, the most significant change to the US tax code in more than thirty years, I expected a collective rejoicing among home care owners. Instead, confusion prevailed. Although I’m not a Certified Public Accountant and nothing herein should be construed […]