Capital raise · Dental Practice Management

Dental Practice Management Family Office Capital Raise: An Independent Sponsor's Counsel

Raising Family Office Capital Raise on dental practice management deals, with the structure protection and capital connectivity an independent sponsor actually needs.

EV range $10M to $130M EV EBITDA $2.5M to $22M Audience Independent Sponsor
The deal context

An independent sponsor closing dental practice management transactions in the $10M to $130M EV range has a defined set of moves at the Family Office Capital Raise stage. Most of them are not in a generic M&A textbook.

The typical dental practice management platform sits at $10M to $130M EV with EBITDA in the $2.5M to $22M range. The thesis runs on DSO buy-up under an MSO. Insurance mix dictates valuation. Read the PPO contracts before the EBITDA.

The moves

How Family Office Capital Raise actually gets structured.

  1. Lead with the deal and the structure, not with the firm pitch. Family offices invest in deals first.

  2. Build a Reg D 506(b) or 506(c) deck depending on whether you have a pre-existing relationship.

  3. Confirm accredited or qualified-purchaser status before sharing transactional detail.

  4. Match the LP's preferred check size to the position you can offer in the deal.

  5. In dental practice management, layer in MSO model documented per state as part of the Family Office Capital Raise workstream.

The common mistake

Pitching family offices the same way you pitch institutional PE. They want shorter conversations and tighter alignment, not a fund deck.

Jason's take
"Family offices are not small institutions. They are sophisticated buyers of single positions. Pitch accordingly."
Jason Powell · Family Office Capital Raise
Capital after close

The deal is one thing. The capital that opens up after close is another.

The capital that opens up post-close, from refinancing to growth equity to strategic exit, runs through a small set of Wall Street relationships. That network is built in.

MONTH 18
Senior refi
MONTH 24
Dividend recap
MONTH 36
Growth equity
YEAR 4–5
Strategic exit
WORK WITH JASON

Bring the dental practice management deal. Get Family Office Capital Raise done right.

Direct counsel from a securities and M&A attorney with billions in structured transactions, the independent-sponsor-native playbook, and the capital markets network that opens up post-close.