Sheridan Capital Partners Invests in FirstEnroll

Housatonic Partners Invests in Enrollment123, Inc.

July 29, 2020

Software

Housatonic Partners has made a growth investment in Enrollment123, a Laguna Beach–based provider of enrollment, billing and agent-management software for the health insurance distribution market. The founders, David and Steven Jaeger, remain with the business and a new operating team led by Fred Studier will partner with Housatonic to scale the company; financial terms were not disclosed.

Sheridan Capital Partners Invests in ADVI Health

December 1, 2022

Healthcare Services

Sheridan Capital Partners has taken an ownership stake in ADVI Health, investing alongside ADVI senior leaders who retained a meaningful ownership interest and will remain active in leadership. The investment is intended to accelerate ADVI's growth by expanding its market-access, commercialization, and policy offerings and scaling its data-informed products and services.

Sheridan Capital Partners Invests in National Care Systems

September 16, 2025

Healthcare Services

Sheridan Capital Partners completed an investment in National Care Systems (NCS), a Brooklyn-based provider of revenue cycle management and payroll software serving skilled nursing and assisted living facilities across the United States. The investment will support NCS’s expansion of partnerships with post-acute facilities while founder and CEO David Klein remains in place; financial terms were not disclosed.

Sheridan Capital Partners Invests in SimiTree Healthcare Consulting

May 18, 2021

Healthcare Services

Sheridan Capital Partners has invested in SimiTree Healthcare Consulting, a newly formed company created by the strategic combination of Simione Healthcare Consultants and BlackTree Healthcare Consulting. Sheridan invested alongside SimiTree's management team to support technology, talent, and add-on acquisitions to scale the post-acute services platform; financial terms were not disclosed and Twin Brook Capital Partners provided debt financing.

Sheridan Capital Partners Invests in Oral Surgery Partners

August 22, 2019

Dental

Chicago-based private equity firm Sheridan Capital Partners made a growth investment in Oral Surgery Partners, a Greater St. Louis–based oral surgery practice management platform. Sheridan invested alongside OSP's surgeons and management (who retained meaningful ownership); Twin Brook Capital Partners provided debt financing for the transaction.

Sheridan Capital Partners Completes Investment in ICANotes

January 13, 2026

Software

Sheridan Capital Partners completed an investment in ICANotes, a purpose-built electronic health record (EHR) and practice management platform serving behavioral health providers. Financial terms were not disclosed; Sheridan said it will support ICANotes' product development and nationwide expansion to scale the company's behavioral-health-focused EHR and practice management capabilities.