Specialized in three areas that we know
uniquely well
We focus on sectors where our team is uniquely positioned to create value
Target Sectors
Healthcare (US focused)
- RCM/billing/coding/payment integrity
- Clinical trials ecosystem
- Core medical products
- Outsourced manufacturing and design
- Behavioral and mental health
- Multi-disciplinary musculoskeletal care
- Selective physician practice management
- Niche sub-vertical software
- Care / case management
Outsourced services to providers and payors
Medtech - products and services
Move to alternative sites of care
Healthcare tech-enabled services
- Outsourced services to providers/payors (e.g. RCM)
- Medtech – products and outsourced manufacturing
- Multi-unit healthcare and selective physician practice management
- Tech-enabled services and solutions (e.g. vertical software)
Financial and Business Services
(US focused)
- Payments and transaction processing
- Outsourced services to financial institutions
- BPO/BPM and KPO
- Outsourced IT and Tech-enabled services
- Data/analytics/AI outsourced services
- Niche 3PL Services
- Warehouse and Inventory Management
- Automation and controls integration
- Sensing, Optics, and Industrial IoT
Non-balance sheet financial services
Outsourced IT and Tech-Enabled Services
Transportation and Logistics
Industrial tech-enabled services
- Payments
- Wealth and investment management
- Outsourced services to financial institutions
US-India or
US-SE Asia Companies
- Must be US HQ’ed, substantial US revenues, presence
- 1 in 3 of the investments considered
- We bring networks and experience in Asia to bear
- Substantial US revenues or presence
- Healthcare, financial/business services, software, BPO/ KPO, tech-enabled services
- Cross-border nature fundamental to competitive advantage
- Asian delivery/supply chains or entry into growth end markets
Strategic Private Capital for Leading Companies
Opportunities that are an especially good fit for us
Committed Owners or Managers
We love partnering with founders and management teams that retain a substantial stake in the business and seek to continue the company’s growth journey in partnership with BayLink
Seeking a Value-Added Business Partner
Companies and management seeking not just capital, but an aligned business and operating partner with a track record of driving growth
Already Successful Companies Ready to Accelerate
Companies with ~$3-15M+ of EBITDA that are ready to go through an inflection towards a significantly higher growth trajectory:
– aggressive investment in de novo growth
– significant additions to executive team
– transformative M&A and integration
Situations with Complexity or Discontinuity
We embrace complexity requiring deeper diligence, including:
– family ownership dynamics or corporate carve-outs
– discontinuous growth, competitive entry or other industry dynamics
Investment Criteria
Ambitious Management Team
Dedicated founder/management team committed to growing their business.Geography
North America headquarters. Some investments focus on untapped geographic advantage in South and Southeast Asia.Investment Size
Our firm targets investments of $15 to $50 million or more.Future Expansion
Potential for follow-on investment. Target holding period of 10 years or longer.
We believe we can do good while doing well
We seek to serve all of our stakeholders including our management partners, employees, the environment and the community in addition to shareholders and investors