Industries
Private equity, the health and wellness value chain, care platforms and financial services.
We work with private equity sponsors and with mid-market and PE-backed companies in two sectors. In health and wellness, we work along the value chain from ingredients and chemistry to pharma services, food and the retail shelf, and with the multi-site platforms that deliver care. In financial services, we work with wealth managers, broker-dealers, RIA aggregators and CPA and advisory platforms. Each page sets out the economics we look at, how the Diagnostic applies, and the programs that usually follow.
Flagship
Private Equity
We work through private equity sponsors, go deep in health and wellness, and specialize in buy-and-build. Sponsors start with the Portfolio Diagnostic: one method across the companies you own.
When the multiple stops carrying the return, the operating plan has to.
Entry prices are high and holds are long, so the EBITDA growth a deal now needs has to come from pricing, cost-to-serve, working capital and add-on integration rather than from the multiple. Ometz Partners works with sponsors and their portfolio companies in health and wellness and in financial services, with buy-and-build as the specialty. The Portfolio Diagnostic applies one method across the companies you own; the Performance Diagnostic baselines a single company. From there we build the 100-day plan with management, redesign the work, deploy technology where it earns its place, and track every lever against the company's own baseline, so the result holds up when a buyer tests it.
View industrySPONSOR OFFER
Portfolio Diagnostic
One method across a sponsor's portfolio companies: a baseline for each, the levers ranked across the portfolio, and a priced plan per company.
How it worksHealth & Wellness
One connected value chain, from ingredients and chemistry to medicines, foods, care and the shelf.
Value Chain
Manufacturers and brand owners: pricing, planning, quality documentation and commercial growth.
Food & Beverage
Turn food and beverage growth into margin.
View industryPharma Services & Consumer Health
Shorter release cycles and steadier supply, with every batch disposition still decided by your Quality Unit.
View industryChemicals & Ingredients
Hold specialty margins through the downcycle, then grow out of it.
View industryCare Platforms
Multi-site platforms and roll-ups: integration of acquired sites, patient and client access, scheduling and revenue cycle, run as operating work with clinical decisions left to clinicians.
DSOs & Dental Groups
Grow production and margin in the offices you already support, and in every one you add.
View industryHome Health Platforms
Turn more referrals into admissions, and more authorized hours into staffed and billed care, in every branch.
View industryAesthetics & Wellness Platforms
Membership, provider hours and conversion decide the aesthetics P&L.
View industryMSOs & Multi-site Medical Groups
The margin in a medical group sits between the referral and the payment.
View industryFinancial Services
Sponsors, wealth managers, broker-dealers, RIA aggregators and CPA and advisory platforms: buy-and-build integration, organic growth and operating discipline for mid-market and PE-backed firms.
Private Equity
When the multiple stops carrying the return, the operating plan has to.
View industryWealth Management & RIA Aggregators
Acquired assets become platform value only when integration and organic growth follow.
View industryCPA & Advisory Platforms
Turn a collection of acquired firms into one platform with the capacity to grow.
View industryNext step
Not sure where your business fits?
Book a Performance Diagnostic. In two to four weeks you get a baseline, three priced improvement plays and a 90-day plan, wherever you sit in the sector.