Investment Strategy

BPOC is focused on achieving significant risk adjusted returns for its investors by making privately negotiated equity investments in middle market companies based in the U.S. and operating in the healthcare industry.

  • BPOC investments are targeted primarily towards buyout and recapitalization transactions of middle market companies with at least $5 million of EBITDA.
  • BPOC typically partners with experienced management teams and strives to create equity value in portfolio companies by substantially increasing EBITDA and cash flow.
  • Our investments generally consist of buyouts of privately held companies or divisions of larger corporations as well as recapitalizations of closely held companies.

Sectors of Interest – Investing with Purpose and Partnership

BPOC is focused actively and exclusively on investments within the healthcare industry.

BPOC seeks to partner with strong management teams with successful records of increasing shareholder value. Our interest is in organizations across all healthcare sectors, with particular focus on the following:

Outsourcing

Companies providing medical staffing, disease management and related services.

Distribution

Companies focused on distribution to the pharmaceutical, veterinary, medical and dental fields, primarily to alternate site settings.

Medical Products

Companies manufacturing medical and dental instruments, consumables and other niche products.

Managed Care

HMOs, PPOs, and IPAs, as well as disease and wellness management companies, at-risk service providers, population management and other risk-based entities seeking to control healthcare costs within a defined population.

Information Technology

Providers of information technology/software and services focused on hospital and physician revenue cycle management, payer services, process automation and information management.

Pharma Products and Services

Companies concentrated on the chronic and acute disease pharmacy, institutional pharmacy, and the home healthcare and hospice sectors.

Providers

Within outpatient and alternate site settings, surgery and dialysis centers, mental health services, dental and physician services, allied professional and diagnostic and laboratory services.


DISCLAIMER


REGULATORY INFORMATION

VISITORS TO THE BEECKEN PETTY O'KEEFE & COMPANY, LLC WEBSITE ARE REQUESTED TO READ THE FOLLOWING:

Beecken Petty O'Keefe & Company, LLC ("BPOC") is an investment adviser registered with the United States Securities and Exchange Commission ("SEC").

All information contained on this website is for informational purposes only. Nothing on this website is to be construed as a solicitation to offer investment advice or services. Information about investing in BPOC funds is only available in the form of private placement memoranda and other offering documents. These documents contain information to help investors evaluate BPOC funds' investment objectives, risks, fees and expenses, among other factors, before considering an investment. Further information about BPOC is also available in Form ADV Part 2, filed with the SEC.

Past performance is no guarantee of future results and no representation is made that BPOC's funds will achieve their investment objectives or that the strategies will be successful.

Certain links, including links to portfolio company websites, are provided on this website. These links are provided as a convenience and do not imply BPOC's sponsorship or approval of any of these websites or their content. BPOC has no control over or responsibility for other websites that may be accessible from this website, the contents thereof, their security or privacy policies, or any products/services that may be offered by them. If you access any third-party website through this website or because it is referred to in this website, you do so at your own risk. Links to or from this website do not constitute an endorsement by BPOC of the parties or businesses which are so linked, nor do they necessarily indicate any affiliation between us and such parties or businesses.

The title "Senior Executive Advisor" is not intended to indicate that a team member with this title is a partner, principal or employee of BPOC or any BPOC fund or other affiliate. Senior Executive Advisors provide expertise to BPOC and its portfolio companies. They may be independent contractors or employees of current or former portfolio companies and may have business or investment activities unrelated to BPOC.

Details on selected active and former investments have been included for illustrative purposes only and have been selected in order to provide examples of the types of investments previously made by BPOC and do not purport to be a complete list of investments. Further, investments bound by non-disclosure agreements are not included in the list of portfolio companies. For more information, please contact BPOC at partners@bpoc.com.