Warburg Pincus and Great Hill Partners Invest in ParetoHealth

Great Hill Partners Recapitalizes Pareto Health

September 4, 2019

Insurance

Great Hill Partners completed a recapitalization of Pareto Health, a Philadelphia-based employee benefit group captive manager, to support accelerated geographic expansion, sales and marketing growth, and enhanced cost-containment capabilities. Financial terms were not disclosed; Great Hill partners Mark Taber and Rafael Cofiño joined Pareto Health's board as part of the transaction.

Warburg Pincus Makes Growth Investment in Quantum Health; Great Hill Partners Retains Stake

November 20, 2020

Healthcare Services

Warburg Pincus has made a significant growth investment in Quantum Health, partnering with existing investor Great Hill Partners (which will retain a significant stake) to accelerate the company's technology platform and service delivery. Quantum Health, a Columbus, Ohio-based healthcare navigation and care coordination provider serving more than 1.7 million plan participants across 400+ employers, will continue to be led with Kara Trott remaining as Chair.

MAI Capital Management Acquires Pareto Wealth Management

August 9, 2022

Financial Services

MAI Capital Management, a Cleveland-area registered investment adviser, has acquired Pareto Wealth Management, a Cleveland-based wealth management team led by Sean Kriak and Joe Palko. The deal expands MAI's financial planning and wealth capabilities in Northeast Ohio; Pareto was previously a division of McDonald Partners Wealth Advisory Group.

Berkshire Partners and Warburg Pincus Make Growth Investment in Ensemble Health Partners

March 28, 2022

Healthcare Services

Berkshire Partners and Warburg Pincus have agreed to make a significant investment in Ensemble Health Partners, a Cincinnati-based provider of technology-enabled revenue cycle management for hospitals and physician groups. Bon Secours Mercy Health will remain a commercial partner and shareholder, and Golden Gate Capital will retain a minority interest; the capital will support growth and investment in Ensemble's technology and people.

Great Point Partners Invests in JPA Health

May 4, 2022

Healthcare Services

Great Point Partners completed a growth recapitalization investment in JPA Health, a Washington, D.C.-based marketing, public relations and patient advocacy agency serving life sciences, public health and government clients. The capital will support JPA's expansion of services, talent and potential add-on acquisitions.

Pictet Alternative Advisors Acquires Pareto FM from NVM Private Equity

November 27, 2023

Industrial Services

Swiss-headquartered Pictet Alternative Advisors has completed a secondary buyout of Reading-based facilities management provider Pareto FM, acquiring the stake previously held by NVM Private Equity. NVM realized a 4.2x return after backing Pareto in a 2021 management buyout; under NVM Pareto expanded its headcount (141 to 509) and grew revenues nearly threefold.