Our Experience

LedgeRock Advisors works with some of the most innovative and respected companies to help them achieve their goals and realize their accelerated success. The following represents select client engagements in several industry verticals: 

• LRA led the national expansion of a prominent substance abuse treatment provider that included acquisitions of both outpatient and residential treatment facilities. LRA provided guidance for the restructuring, repositioning, and rebranding of the parent and subsidiary companies. 
• LRA served as the exclusive financial advisor on the acquisition and development of a residential mental health treatment center for one of the largest behavioral health providers in the United States.
• LRA was engaged by a global leader in healthcare industry patient management technology to develop and implement target market expansion plan. 
• LRA advised a California-based healthcare services provider on its sale to a private equity firm. 
• LRA was engaged as exclusive financial advisor by a multi-location substance abuse and mental health services provider on the buyout of their joint venture partner. 
• LRA led the expansion of service offerings for an addiction treatment provider to include mental health and medicine-assisted treatment. 
• LRA served as exclusive advisor for the development of a business and financing plan for a well-known Employee Assistance Program provider to build and operate de novo residential SUD and mental health treatment facilities offering a complete continuum of care.
• LRA represented the provider of residential addiction and eating disorder services on the divestiture of a multi-building campus. 
• LRA served as exclusive marketing and financial advisors to a healthcare industry medication management technology provider. 
• LRA was engaged as exclusive sell-side advisor by the developer and provider of "next-generation" productivity technology for multiple industry verticals. 
• LRA was retained but nationwide trade association to conduct a feasibility study for the integration of an affiliated captive insurance subsidiary. 
• LRA served as exclusive financial and marketing advisor to the developer and manufacturer of fitness and nutrition snack foods.