Who We Serve
Working With Clients Across Industries and Structures
CBIG Partners works with owners, investors, physicians, founders, and operators across the business lifecycle. Every engagement is built around the client’s specific situation, capital structure, leadership capacity, and timeline. We do not apply templates. We deploy the right expertise, manage the execution, and hold ourselves accountable for the outcome.
Private Equity and Investors
Operational depth from pre-LOI diligence through post-close integration, performance improvement, and value creation.
Entrepreneurs and Founders
Advisory and execution support for ETA entrepreneurs and founder-led companies navigating growth, acquisition, succession, and exit.
Healthcare Operators and Physicians
Operational and transaction support for AHCA-licensed home care agencies, nurse registries, home health agencies, physician groups, and healthcare practices across South Florida and nationally.
Professional Services Firms
Organizational infrastructure, revenue model development, financial discipline, and M&A advisory for growth-minded professional services businesses.
Startups and Middle Market Companies
Market entry, operational infrastructure, capital planning, acquisition support, and growth execution for companies at the stage where professional advisory and execution discipline produce the most leverage.
Contact Our Office – admin@cbigpartners.com | 954-247-1442
Transaction Advisory
Sale Readiness Select Indicators Scorecard
CBIG Partners provides operational and strategic advisory across the transaction lifecycle. We support acquirers conducting diligence, sellers preparing for exit, physicians planning a transition, physician negotiating a contact, independent sponsors sourcing opportunities, and investors requiring post-close integration support. CBIG Partners provides strategic advisory, operational due diligence, acquisition-readiness review, integration planning, and post-close value-creation planning. CBIG Partners does not act as a business broker, real estate broker, securities broker-dealer, or legal counsel. Any brokerage, listing, buyer procurement, seller procurement, negotiation, or transaction-closing services will be handled by a properly licensed broker, attorney, or other authorized professional.
For Acquirers
- Proprietary deal sourcing and target identification
- Operational due diligence and management assessment
- Quality of earnings support and financial model review
- Post-close integration planning and execution
- Ongoing portfolio company advisory
For Sellers
- Exit readiness assessment
- Value maximization planning
- Financial and operational preparation for buyer diligence
- Confidential process support
- Physician practice transition planning and operational preparation
- Transition planning through close and post-close
For Independent Sponsors and Family Offices
- Deal sourcing and screening in healthcare, home care, professional services, and middle market businesses
- Operational diligence and investment thesis validation
- Management assessment
- Physician group and specialty practice acquisition screening and diligence
- Post-close value creation planning
Engagement Options
- Proprietary acquisition search across healthcare, professional services, and middle market
- Target identification and evaluation
- Introductory facilitation and LOI support
- Monthly Operating Review and Guidance Program
- Transaction and exit advisory for sellers and acquirers
admin@cbigpartners.com | 954-247-1442
Transaction Advisory
Acquisition, Exit, and Transaction Advisory
Reviewed by CBIG Partners on Behalf of Sellers
Before entering a sale process, CBIG Partners evaluates the following areas to determine how prepared the business is for buyer diligence, transition, and close. Each area is assessed and prioritized for remediation. CBIG Partners provides exit-readiness, operational preparation, business review, management reporting support, buyer-diligence preparation, and transition planning. CBIG Partners does not act as a business broker, real estate broker, securities broker-dealer, or legal counsel. If the owner elects to pursue a sale process, brokerage activities will be handled by a properly licensed broker or other authorized professional.
CBIG Partners reviews each category, identifies gaps, and builds a remediation plan before the seller enters a formal process. The goal is to eliminate surprises and maximize transaction value.
Transaction Advisory
Acquisition Diligence - Select Indicators
Reviewed by CBIG Partners on Behalf of Buyers
CBIG Partners evaluates the following areas on behalf of buyers to assess operational risk, integration complexity, and post-close execution requirements before an acquisition closes. Each category is scored and summarized in a diligence findings report. CBIG Partners provides strategic advisory, operational due diligence, acquisition-readiness review, integration planning, and post-close value-creation planning. CBIG Partners does not act as a business broker, real estate broker, securities broker-dealer, or legal counsel. Any brokerage, listing, buyer procurement, seller procurement, negotiation, or transaction-closing services will be handled by a properly licensed broker, attorney, or other authorized professional.
CBIG Partners delivers a written diligence findings summary with risk ratings, remediation recommendations, and a post-close execution framework for each engagement.
Transaction Advisory
Independent Sponsors and Family Offices
CBIG Partners supports independent sponsors, family offices, and acquisition-focused investors that need operator-led diligence, target screening, deal execution support, and post-close value creation planning. Our office helps bridge the gap between the investment thesis and the operating reality of the business.
admin@cbigpartners.com | 954-247-1442
Why Sponsors Engage CBIG
Operating Depth for Transaction Execution
Independent sponsors and family offices often need more than financial review. They need a partner who can assess management quality, operational risk, scalability, staffing, workflow, payer or customer concentration, integration requirements, and the practical work required after closing.
Investment Thesis Validation
We pressure-test the deal thesis against real operating conditions, management capacity, customer concentration, labor structure, and execution risk.
Operational Due Diligence
We evaluate the operating model, leadership structure, staffing, systems, compliance exposure, revenue quality, and scalability of the target.
Target Screening and Prioritization
We support acquisition searches by organizing the target universe, ranking opportunities, identifying diligence gaps, and separating realistic targets from noise.
Post-Close Value Creation
We help translate the acquisition thesis into a practical 100-day plan, operating cadence, KPI structure, and integration roadmap.
Where We Add Value
From Target Screen to 100-Day Execution
Pre-LOI and Diligence Support
- Target identification and screening
- Owner and decision-maker research
- Operational due diligence
- Management assessment
- Revenue quality review
- Payer, customer, or referral concentration review
- Risk identification before LOI
- Preliminary integration planning
Post-Close and Value Creation Support
- 100-day operating plan
- KPI dashboard and reporting cadence
- Leadership alignment
- Workflow and process improvement
- Margin improvement initiatives
- Staffing and organizational redesign
- Integration support
- Portfolio company operating review
Target Sectors
Sectors Where CBIG Adds the Most Value
CBIG Partners is most effective where operating complexity, staffing, regulation, recurring revenue, and local market relationships materially affect enterprise value.
Healthcare Services
Home care, home health, nurse registries, physician groups, outpatient practices, dental, behavioral health, and related healthcare services.
Professional Services
Founder-led service businesses where people, process, client retention, and leadership infrastructure drive value.
Lower-Middle-Market Services
Recurring or repeat-service businesses where operational discipline, management reporting, and acquisition integration can improve enterprise value.
Founder-Led Businesses
Privately owned businesses where owner transition, succession, and operational infrastructure are central to the transaction.
Engagement Options
Engagement Options for Sponsors and Family Offices
- Acquisition thesis development
- Proprietary target search support
- Target ranking and acquisition matrix development
- Operational due diligence
- Management and leadership assessment
- Quality of earnings support coordination
- LOI and deal structure advisory
- 100-day integration planning
- Post-close operating review
- Add-on acquisition support
Built for Practical Execution
CBIG Partners is not a passive advisory resource. Our office helps sponsors and investors understand what will actually need to happen after closing, who will execute it, what risks must be addressed, and where value can realistically be created.
Start the Conversation
Discuss a Transaction, Operational Execution, or Acquisition Strategy
Whether you are evaluating a platform acquisition, screening add-on targets, validating an investment thesis, or preparing for post-close execution, CBIG Partners can support the work with operating discipline and transaction judgment.
admin@cbigpartners.com | 954-247-1442
Transaction Advisory
Acquisition Advisory for Acquirers and Buyers
CBIG Partners supports buyers, operators, investors, and acquisition entrepreneurs evaluating founder-led businesses, healthcare companies, and lower-middle-market opportunities. Our office helps buyers move from interest to disciplined evaluation, practical diligence, and executable post-close planning.
admin@cbigpartners.com | 954-247-1442
Buyer Support
Support Before, During, and After the Deal
A transaction may look attractive financially but fail operationally. CBIG Partners helps buyers evaluate whether a business can be transitioned, integrated, managed, and improved after closing.
Target Identification
Define the acquisition thesis, build the target universe, and prioritize opportunities.
Operational Diligence
Evaluate leadership, staffing, systems, workflow, compliance, customer concentration, and operating risk.
Deal Readiness
Support LOI preparation, diligence planning, integration assumptions, and management questions.
Post-Close Execution
Build the 100-day plan, KPI structure, operating cadence, and value creation roadmap.
Diligence Focus Areas
What We Pressure-Test
- Revenue quality and concentration
- Customer, payer, or referral-source dependence
- Owner dependency
- Management depth
- Staffing model and labor risk
- Systems and reporting quality
- Compliance and regulatory exposure
- Integration complexity
- Margin improvement opportunity
- Scalability beyond the current owner
Diligence Focus Areas
Who We Support
ETA Entrepreneurs
Buyers searching for their first platform acquisition or operating company.
Strategic Acquirers
Operators seeking add-on acquisitions, geography expansion, or service-line growth.
Independent Sponsors
Deal teams requiring practical operating support before and after closing.
Healthcare Buyers
Acquirers evaluating home care, home health, nurse registry, physician practice, and healthcare service targets.
Start the Conversation
Evaluate the Deal Before You Own the Risk
CBIG Partners helps buyers understand the operational reality behind the transaction and prepare for the work required after closing.
admin@cbigpartners.com | 954-247-1442
Transaction Advisory
Seller Advisory and Exit Readiness
CBIG Partners supports business owners preparing for sale, succession, recapitalization, or transition. Our office helps owners strengthen operational readiness, prepare for buyer diligence, and evaluate transaction options with discretion.
admin@cbigpartners.com | 954-247-1442
Why Exit Readiness Matters
Prepare the Business Before the Buyer Reviews It
Buyers do not only evaluate revenue and profit. They evaluate owner dependency, management depth, customer concentration, systems, compliance, staffing, reporting quality, and whether the business can operate after transition.
Operational Readiness
Strengthen processes, staffing, systems, and reporting before buyer diligence.
Financial Preparation
Organize management reporting, revenue quality, expenses, margin trends, and add-back support.
Leadership Transition
Reduce owner dependency and prepare the management structure for buyer review.
Confidential Process Support
Support sensitive conversations with discretion and professional preparation.
Exit Readiness Workstreams
What We Help Prepare
- Business overview and operating model
- Revenue and margin analysis
- Customer or payer concentration
- Referral-source concentration
- Staffing and management structure
- Vendor and contract review
- Compliance and licensing readiness
- Policies, procedures, and file organization
- Diligence request preparation
- Transition and post-close support planning
Healthcare and Founder-Led Sellers
Built for Founder-Led and Healthcare Businesses
CBIG Partners is especially effective where a business is founder-led, operationally complex, relationship-driven, or regulated. These businesses often need practical preparation before entering a formal sale process.
- Home care agencies
- Nurse registries
- Home health agencies
- Physician practices
- Professional services firms
- Founder-led service businesses
- Owner-operated companies preparing for succession
Start the Conversation
Start With a Confidential Conversation
Whether you are ready to sell, preparing for succession, or simply evaluating your options, CBIG Partners can help you understand the steps required to prepare the business properly.
admin@cbigpartners.com | 954-247-1442