Institutional Intake | MCS Advisory

Section A

Platform / Sponsor & Contact

Platform, MSO, or sponsoring entity name *

Primary contact name *

Title / role *

Phone *

Email *

City / State *

Section B

Platform Profile

1. What best describes you?

PE-backed healthcare platform Family office / institutional investor Healthcare holding company Existing MSO / management co. Physician group exploring MSO Independent sponsor

Practices / entities currently in the platform

States of operation

3. Approximate platform annual revenue (most recent full year)

Section C

The Mandate

2. Is there a capital event on the horizon?

Raising capital now Preparing for a sale / recap Active acquirer (add-ons) Not currently Exploring

Target timeline

What would a successful engagement look like?

Section D

Diligence Inputs & Advisors

These help us scope an accurate proposal. Attach where available; nothing here is binding.

Which do you currently have? (check all that apply)

Audited / reviewed financials Consolidated P&L / model Cap table Payor contracts summary Existing MSA / PC structure Data room None readily available

Current legal / accounting / banking advisors

Anything else we should know to scope the right engagement?

Next Step

Schedule a confidential conversation

We will review your submission and respond within one business day to schedule a 30-minute confidential conversation. You can also book directly using the Calendly link.

Would you like us to contact you to schedule the conversation?

Yes, please contact me Not yet — submitting for review

Best way and time to reach you

Or schedule directly via Calendly →

Confidential. Nothing here is binding. We do not share, sell, or syndicate your information.

Tell us about your platform.

Platform / Sponsor & Contact

Platform Profile

The Mandate

Diligence Inputs & Advisors

Schedule a confidential conversation