Mergers & Acquisitions Advisory
Independent. Unbiased. Essential. Powered by a Team That Delivers.
Unlocking Enterprise Value in Care-at-Home & Healthcare Technology
A Force Behind Every Transaction
At Momentum, no PE firm works with just one advisor—you gain the full strength of our leadership team. Behind every analysis, every integration plan, and every growth strategy is a team of seasoned operators and strategists who have collectively shaped billions of dollars in enterprise value across healthcare providers, franchises, and technology innovators.
Led by Kristen Duell, Chris Taylor, and Michelle Pickering, Momentum brings together a unified bench of experience that spans provider operations, franchising, technology, and national-scale growth. Each perspective reinforces the other—so you get clarity, speed, and confidence in every decision.
Our Approach
Pre-Transaction Strategy
Post-Transaction Integration
Pre-Transaction Strategy
- Market mapping and target identification
- Competitive benchmarking and industry analysis
- Operational and technology readiness assessments
- Strategic alignment with your investment thesis
The power of the team: While one leader maps competitive dynamics, another evaluates operational fit, and another stress-tests the tech stack. Together, we expose risks and unlock opportunities before you commit.
Due Diligence
Post-Transaction Integration
Pre-Transaction Strategy
- Operational and financial review
- EMR, CRM, and tech stack evaluation
- Leadership and workforce strength assessment
- Risk identification and mitigation strategies
The power of the team: Our blended operator + technologist + strategist lens allows us to see what others miss. We translate diligence into actionable insights that preserve and grow enterprise value.
Post-Transaction Integration
Post-Transaction Integration
Post-Transaction Integration
- Integration playbooks for people, process, and technology
- Culture and leadership alignment
- Technology migration and optimization
- Growth acceleration and market expansion roadmaps
The power of the team: One voice drives the change narrative, another ensures systems don’t break under scale, another builds the path for revenue expansion. Integration succeeds when it’s a coordinated effort.
Why Private Equity Partners Choose Momentum
A Collective Bench of Experience
Momentum is not one advisor—it’s a team with 60+ years of combined leadership. Together, we’ve taken organizations from $200K startups to $300M enterprises, driven exits, and advised national networks on strategy and scale.
360° Industry Insight
We’ve sat in every chair—provider, franchisor, technology partner, and investor advisor. That multi-lens vantage point gives our team the ability to spot patterns, avoid pitfalls, and accelerate confident decisions.
Execution Depth
Growth is fragile without operational mastery. Our team builds structures, systems, and processes that convert strategy into enterprise value.
Technology Without Bias
No hidden agendas. Our evaluations are purely about what will scale your portfolio company.
Accelerated Impact
Momentum moves at PE speed. Our team works as one unit—compressing timelines, cutting noise, and surfacing the only insights that matter.
Reputation as Currency
Behind our name is a team whose reputations are guarded fiercely and built on results. In an industry where reputation is everything, Momentum protects yours.
