Capstone Partners advised Saisystems—a provider of end-to-end revenue cycle management and electronic health record solutions—on its partnership with Serent Capital. The transaction closed in December of 2025, and terms of the deal were not disclosed.
Saisystems Health is a vertically integrated healthcare technology platform serving post-acute and skilled nursing facility providers. They offer a comprehensive suite of solutions—including revenue cycle management, electronic health records, practice management, and payer enrollment services—designed to optimize reimbursement, streamline clinical workflows, and improve patient care. Headquartered in Shelton, Connecticut, and supported by global delivery operations, Saisystems Health serves physician groups across the United States. For more Information on Saisystems, visit here.
When evaluating Investment Bankers, Saisystems Health chose to partner with Capstone due to their expertise and experience in the Healthcare Technology market. The team at Capstone understood where we were in our process and was creative in deal structure. Additionally, they kept the process swift and efficient.
“At Saisystems, our goal has always been to simplify the complexity of post-acute care so physicians can focus on patients, not paperwork,” continued Wadhwani. “With Serent’s partnership, we look forward to expanding our reach and continuing to build technology that makes a meaningful difference for providers and the patients they serve.”
David DeSimone, Managing Director at Capstone Partners, commented, “We were thrilled to work with the shareholders of Saisystems on a process that generated strong interest from the PE community, with the company ultimately selecting Serent Capital based on transaction structure, alignment of vision, and cultural fit. We believe that this shared vision for the future of company will result in an exceptional growth profile going forward.”
Founded in 2008, Serent Capital partners with bootstrapped founders of B2B software and tech-enabled services companies to build category-defining businesses. They provide flexible capital and differentiated support to help companies scale and thrive. Over nearly two decades, Serent has grown to over $6 billion in AUM, expanded their offices in Austin and San Francisco, and partnered with 70+ companies. For more Information on Serent Capital, visit here.
The investment banking professionals on Capstone Partners’ dedicated Technology Team work with leading middle market companies operating in the healthcare technology market to advise on their strategic decision-making in order to maximize financial outcomes at every stage of the business lifecycle. Our firm has developed a full suite of corporate finance solutions, including M&A advisory, debt advisory, financial advisory, and equity capital financing to help privately-owned businesses and private equity firms address any need, ranging from growth and financial or operational advisement to an ultimate exit transaction. To learn more about this transaction, or about the benefits of starting a relationship with our Technology Banking Team, contact us here.
