Concierge Capital Advisory is a new breed of investment bank for the lower middle market, committed to providing exceptional, white-glove advisory service to privately held healthcare services companies

We recognize that for owner-operators and founders, the sale of all, or even part of one’s company involves so much more than numbers on a spreadsheet.  Through limited and select engagements, we stand by our commitment to deliver senior level, transparent, and attentive service in true partnership fashion by respecting the importance of each and every transaction. 

CAPITAL
RAISES
MERGERS &
ACQUISITIONS
MARKET
INTELLIGENCE
 

✓ PHYSICIAN PRACTICES

✓ OUTPATIENT SERVICES

✓ PROVIDER SERVICES

FOCUS

Domain expertise, developed through decades of focus on the healthcare services market, is a central element of our comprehensive service. Combining this with our focus on private company growth capital, recapitalization and sale transactions, we are able to harness deep industry relationships and real-time insights to best prepare and position our clients for a successful outcome.

✓ REAL-WORLD EXPERIENCE

✓ DIVERSE SKILLSETS

✓ EXTENSIVE VIEWPOINTS

EXPERIENCE

Our advisory team is led by highly dedicated and seasoned professionals with diverse backgrounds in medicine, law, investment banking, consulting, and executive management. This comprehensive and differentiated array of knowledge and skill is brought to bear on each and every client engagement as we uniquely deliver 360° of perspective, insight, and guidance.

✓ ALIGNED INTERESTS

✓ UNBIASED INTEGRITY

✓ SUCCESS DRIVEN

PARTNERSHIP

We are passionate about client service and driven by the long-term relationships forged in the fire of successful transactions.  Uninfluenced by institutional bias, we commit to each engagement with immersive senior banker attention and conflict-free advocacy.  And  our success occurs only when we deliver optimal outcomes with service reflecting the utmost level of respect, humility, and transparency.

 
SENIOR TEAM

Ross DeDeyn

Managing Director

646.641.0455

rd@concierge-ca.com

Over the course of 15+ years in investment banking, Mr. DeDeyn has worked with public and private companies across the full spectrum of healthcare and has executed more than 50 M&A and financing transactions. In the last 10 years, he has focused exclusively on the healthcare services sector, working with clients in areas such as physician practice management, temporary and long-term staffing, revenue cycle management, and information technology.

 

Mr. DeDeyn began his banking career in the healthcare group of UBS Investment Bank in New York. Subsequently he was a Vice President in Piper Jaffray’s healthcare banking group and a founding member of the firm’s New York office in 2004. Prior to launching CCA in January 2019, he was a Managing Director with Bowstring Advisors in their Atlanta headquarters where he led the firm’s coverage of middle-market healthcare services businesses.

 

Mr. DeDeyn graduated from Vanderbilt University with degrees in economics and psychology. He received his JD from the University of Georgia School of Law and his MBA from Columbia Business School.

Charles "Charlie" Day

Managing Director

706.593.6778

wcd@concierge-ca.com

Mr. Day is the former Chief Executive Officer, Chairman and majority owner of Aspirion Health Resources, LLC (“Aspirion”), a complex claims management company serving healthcare providers nationwide.

 

As a practicing attorney, Mr. Day represented healthcare providers on matters involving managed care contracts, commercial disputes, and insurance claims. Recognizing the revenue cycle challenges faced by health systems when collecting from non-traditional payors, he founded Aspirion in 2012. Over the ensuing six years, Mr. Day grew the business through the addition of approximately 100 hospital and 1,000 physician clients together with 200 employees. He sold his interest in Aspirion when it was acquired by Aquiline Capital Partners in 2018 and subsequently co-founded CCA with Mr. DeDeyn in January 2019.

 

Mr. Day graduated from Columbus State University with a degree in accounting. He earned his JD and MBA from Samford University’s Cumberland School of Law and Brock School of Business. A native of Columbus, GA, Mr. Day currently lives in Sarasota, FL with his wife and two children.

 

Messrs. DeDeyn and Day are Registered Representative of and Securities Products are offered through Ashland Securities, LLC  

Supervised by the Home Office, located at 80 S.W. 8th Street, Suite 2000 Miami, Florida 33130  |  Phone Number 305-279-3176.

 

Member FINRA |  SIPC

 

Concierge Capital Advisory, LLC and Ashland Securities, LLC  are separate and unaffiliated entities.  

CONTACT

Concierge Capital Advisory

The Pinnacle Building

3455 Peachtree Road NE

5th Floor

Atlanta, GA 30326

This location is supervised by Ashland Securities

Home Office, located at 80 S.W. 8th Street, Suite 2000 Miami, Florida 33130 | Phone Number 305-279-3176.

Member FINRA |  SIPC

 

Securities Products and Investment Banking Services are offered through Ashland Securities, LLC.  Supervised by the Home Office, located at 80 S.W. 8th Street, Suite 2000 Miami, Florida 33130  |  Phone Number 305-279-3176. 

 

Please refer to BrokerCheck for more information about Ashland Securities, LLC , Concierge Capital Advisory, LLC and Ashland Securities, LLC  are separate and unaffiliated entities.  

© 2019 By Concierge Capital Advisory