Jonathan Barak

Jonathan has over 18 years experience as an advisor and acquisitions consultant.

Jonathan's main focus is within the lower middle market arena (businesses that are $5m-$100m Enterprise Value). From pharmacies to various service businesses, Jonathan has closed transactions for some of the largest national companies in the telehealth, medical, & B2B services sectors. He has become a go-to resource for companies seeking acquisitions.

Jonathan maintains expertise spanning most pharmacy and pharmacy-related businesses, from Compounding Pharmacies (503a / 503b) to Specialty Pharmacies, Multi-state licensed operations to PBM based businesses, P.I. to Worker's Comp and License-only entities, Medicare and Medicaid based businesses to specialty purpose-built facilities among others.

In the broader healthcare sector, Jonathan works with multi-site healthcare companies, home-health agencies and nursing registries, doctors offices, DSOs, PT/OT/ST, skilled and unskilled service providers, insurance, Medicare / Medicaid related companies and many others.

Jonathan's other engagements and successes range from various B2B companies, large brokerages, consumer finance companies, logistics, telecom / fiber services firms, manufacturing, construction services, CPA firms, and more. He has transacted in many sectors and likely has familiarity with yours.

In helping clients prepare for successful exits, Jonathan provides valuable insight as to what serious buyers are looking for and how to maximize exit value. His direct first-hand knowledge from working with national footprint companies and private equity firms becomes an invaluable asset to his clients, and helps get deals done.

His passion for helping businesses, understanding of their goals & how to achieve them is what enables him to provide superior services tailored to each client’s specific needs. Jonathan works will clients across the USA and has also closed cross-border transactions. He has set valuation records within his areas of focus, and always takes a client-first approach.

**Note: Most middle-market & lower middle-market transactions Jonathan represents are not publicly advertised, per client request.