SCALE Gold Fund | SCALE Healthcare

SCALE Gold Fund

Strategic capital meeting healthcare expertise

Target Objectives

Combines the strategic and operational expertise of our Gold Club CEO members with a dedicated strategic investment fund

Targeting co-investment opportunities alongside institutional investors such as family offices and private equity groups

Institutional co-investments have included investments in behavioral health, orthopedic medical device (exited), physical therapy (exited), weight loss, and ophthalmology assets.

The SCALE Competitive Advantage

Strategically Positioned for Proprietary Deal Flow: Independent Practice Clients; Credible Independent Practice MSO Integration Solution; Extensive Healthcare Market Network
Often Able to Obtain Intimate Knowledge of Targets Through Services Engagements Prior to Investment Close
Often Able to Achieve Favorable Entry Valuations: Execute on Differentiated Transaction Types; Credible Post-Close Strategic Value Add
Now increasingly also exposed to HCIT/AI and Life Sciences Med Tech opportunities

Symbiotic OpCo / InvestCo Relationship

Investment performance / execution

Differentiated buyer value proposition

Investment lead generation

SCALE Healthcare

(Consulting to Healthcare Industry)

SCALE Gold Fund

(Investment Vehicle)

Support long-term partnerships with healthcare platforms

In-House Diligence Services Provided to Leading Investors Across Platform & Add-on Transactions

Integrated Diligence Solution

Market Research

Regulatory/ Reimbursement

Business Due Diligence

Coding / Clinical Compliance

Integration Diligence

Quality of Earnings

Tax Analysis

Select Representative Diligence Experience