Calex provides trusted mergers and acquisitions advice to market-leading healthcare services companies and financial sponsors.
Calex provides trusted mergers and acquisitions advice to market-leading healthcare services companies and financial sponsors.
We partner with our clients to advance their success by leveraging our experience, healthcare knowledge, relationships, judgment, and integrity. We are passionate about healthcare and our clients, and our unrelenting determination consistently delivers exceptional results.
Calex is a mergers and acquisitions advisory firm exclusively focused on healthcare services. We provide thoughtful, tailored, experienced sell-side and buy-side advice to market-leading companies and financial sponsors in the autism, behavioral health, healthcare IT, and retail healthcare sectors.
ABOUTWe share our clients’ entrepreneurial spirit and have had the privilege of being the trusted partners of market-leading healthcare companies and financial sponsors. Our transactions shape the future of healthcare.
TRANSACTIONSThe Calex leadership and advisory team is among the most experienced in healthcare. We bring differentiated levels of industry insight, technical skills, process expertise, creative thinking, and passion to all of our engagements.
MEET OUR TEAMJon Krieger and his team provided thoughtful guidance at every turn and did everything possible to ensure a great outcome for Behavioral Innovations. It was the perfect outcome for Behavioral Innovations, the management team and Shore Capital.
Jon Krieger and his team were trusted and valued partners throughout the Acorn transaction process, understanding the goals and objectives of both the sponsor and the management team. Their depth of knowledge of the autism sector is unparalleled. They understood the dynamics of our business completely and knew exactly how to convey our value proposition to potential buyers. This enabled Calex to highlight Acorn’s full potential throughout the process and drive an exceptional outcome. Jon did exactly what he said he would do, and the entire journey, from process to timing to outcome, played out exactly as he said it would. Most importantly, Calex aligned us with the best go-forward partner for Acorn. The Jon you get pre-transaction is the same Jon who shows up during the most challenging stage of diligence - whether late at night or on a Sunday afternoon - consistently bringing patience, wisdom, and guidance to each stage of the process.
Jon, thank you so much for a job well done! I have met a lot of investment bankers in the nearly 30 years that I have been at CARD's helm, and you have proven yourself to be the best. You showed a unique and comprehensive understanding of our business and market, which — coupled with your hands-on approach and commitment to the process — allowed us to evaluate a variety of very attractive options in a highly efficient manner. Your ability to appreciate our transaction objectives, tailor a process to best achieve them, and exhibit the leadership skills to motivate the entire team was impressive. The result was an extraordinarily successful outcome that enabled us to identify the best long-term partner to enhance our mission to serve the autism community. You have been a trusted advisor to me throughout every step of the process, and I will continue to rely on your advice.
Thank you Jon!!!! Congratulations!! I love you guys!! We’ve learned so much from this process. You found us the BEST partner for ACES and you made it happen!! You’re amazing!! So excited to grow ACES!!
Jon Krieger, we could not have done it without you! We valued your advice every step of the way and are so thankful to you for everything. You were an absolute pleasure to work with. Your autism industry knowledge and M&A; experience are second to none and the preparation, execution, and counsel were all exceptional. You exceeded our expectations and transaction objectives through your skillset, work ethic and integrity. You found the ideal partner for Proud Moments ABA and we are excited about the next chapter.
Jon Krieger was a valued partner throughout the process. His guidance, healthcare knowledge, and commitment allowed us to find a great partner for our next stage of growth.
Thank you Jon. We appreciate your guidance, support and hard work to get us this great outcome.
Jon Krieger, you and your team were a pleasure to work with. I have the utmost respect for the skill sets you exhibited in positioning the business, pulling together our materials, the tireless hours you put in, and the “get it done” attitude that purveyed all the way to closing. Thanks so much for your leadership in bringing this transaction to a successful close for all parties involved. I truly feel good for the Extension team and Vocera; a win/win end result.
Jon, thank you for guiding M2S through the transaction process. I thoroughly enjoyed working with you and your team. I hope that our paths will cross again soon.
Jon Krieger and his team were invaluable trusted advisors. Their understanding of our business, the payment integrity market and the overall healthcare landscape as well as their M&A; deal experience resulted in a great outcome for the shareholders, a great home for the business, and very positive outcome for all parties.
Our advisor Jon Krieger and his team ran a great sales process that resulted in a positive outcome for all parties.