FAQs
Skytale As A Whole
What services does Skytale offer?
Skytale provides a full spectrum of advisory services, including investment banking, management consulting, and private capital solutions through Skytale Capital. Whether you need strategic guidance, transaction support, or access to growth capital, we offer integrated solutions that help you scale, optimize, and maximize your business’s value.
What industries does Skytale serve?
We work with companies across the healthcare, elective healthcare, pharma services, and consumer sectors. Our clients range from provider organizations and clinical businesses to commercialization services and consumer health brands. This includes medical aesthetics, dental, physician groups, specialty pharma, and beyond.
What makes Skytale different from other advisory firms?
Skytale is a boutique firm delivering high-touch service and Wall Street-caliber expertise to companies in the traditionally underserved lower middle market. Unlike firms that focus on a single service line, we bring together investment banking, management consulting, and capital solutions to support clients at every stage of their growth journey.
Whether you begin with one team or engage multiple, our approach remains the same. Each is equipped with deep industry expertise and a client-first mindset to deliver strategic, high-impact outcomes.
Where is Skytale based, and do you work with clients nationally?
With headquarters in Dallas, Texas, Skytale partners with clients worldwide. Our team advises businesses in major healthcare and consumer markets nationwide, providing both remote and on-site support tailored to our clients’ needs.
What is the first step in working with Skytale?
We begin with an introductory call to learn more about your business, goals, and challenges. From there, we assess how our team can best support you. Whether through consulting, transaction advisory, or capital solutions, we tailor the engagement to fit your vision, timeline, and priorities. Connect with our team by scheduling a call.
Management Consulting
What types of businesses do you work with?
We work with businesses across healthcare, elective healthcare, pharma services, and consumer sectors. From single-site operators to multi-location groups, private equity-backed platforms, and financial sponsors, we provide tailored strategies that help organizations scale, optimize performance, and prepare for financial milestones.
Do I need to be preparing to sell my business to benefit from consulting?
Not at all. While some clients engage us when planning for a sale, the goal of management consulting is to help your business operate more efficiently, grow strategically, and build long-term value, regardless of whether you plan to sell.
Skytale’s management consulting services are designed to strengthen operations, improve financial performance, and support leadership at every stage of the business lifecycle. Many of our clients partner with us to scale, optimize, or work toward future goals, not because they are planning an exit.
What types of consulting services does Skytale offer?
We offer a comprehensive suite of strategic, financial, and operational consulting services tailored to healthcare and professional services organizations. Whether you’re developing your business strategy, optimizing day-to-day operations, or preparing for a transaction, our team brings deep, actionable expertise.
Our work spans areas such as strategic planning, SOP development, financial modeling, KPI benchmarking, marketing advisory, revenue cycle and collections optimization, technology integration, and patient or consumer insights. We also provide access to fractional executive leadership and a network of specialized legal and compliance experts as needed. You can find a full list of Skytale’s services here.
Every engagement is customized to meet the unique goals and challenges of your business.
How does a typical consulting engagement work?
Each engagement is customized to align with your specific goals. Our process begins with a discovery phase to understand your challenges and objectives. From there, we develop a tailored project plan based on your timeline and goals. Whether you require a one-time strategic project or long-term advisory support, we collaborate closely with your team to deliver impactful results.
Do you offer one-time projects or ongoing support?
We offer flexible engagement models to meet your needs. These include:
- One-time, fixed fee project work
- Ongoing advisory to best match our support with your evolving business needs
Our flexibility ensures you receive the appropriate level of support at each stage of your business development.
Do you work with private equity?
Yes, we frequently collaborate with private equity-backed platforms and financial sponsors. Our services for investors vary, but typically include market studies, due diligence, surveys, integration planning, and post-close operational execution to ensure value creation.
How do I know if my business is ready for consulting?
All businesses can benefit from the right strategic partner — one that offers clarity and guidance at every stage in their business journey. We often support clients with:
- Rapid growth or operational bottlenecks
- Practice integration
- Business stagnation or decline
- Uncertainty about optimal strategic next steps to achieve your goals
- Preparation for a capital event or sale
- General business strategy (e.g., pricing, service mix, patient journey, etc.)
We adapt to meet you where you are, offering support whether you’re building foundational infrastructure or navigating complex.
How is your consulting team structured?
Our team comprises former operators with extensive industry expertise and experienced management consultants. You’ll be partnered a seasoned team who understands the intricacies of your sector and can operate seamlessly alongside your internal team.
How do we get started?
We begin with a discovery call to thoughtfully assess your objectives, challenges, and long-term vision. From there, we recommend an engagement structure aligned with your priorities, timeline, and investment to ensure we move forward with focus and intention. Connect with our team by scheduling a call.
Investment Banking
What does the transaction process look like?
We guide clients through a structured, comprehensive process designed to ensure optimal outcomes:
- Preparation: We align strategy, refine financials, and define objectives.
- Marketing: Our team develops compelling materials to position your business for maximum interest.
- Buyer Outreach: We engage with qualified buyers tailored to your unique goals and create a market with competitive tension to obtain maximum value for your business.
- Due Diligence: We coordinate inquiries and facilitate a seamless due diligence process.
- Closing: Our experts negotiate terms and manage all aspects of finalizing the transaction.
Throughout, we handle every detail, allowing you to focus on managing your business.
How do you determine what my business is worth?
Our valuation process is rigorous and tailored, incorporating:
- Key financial and operational metrics, such as EBITDA, revenue growth, service mix, provider diversification, and profitability.
- Market analysis, including trends and benchmarking against recent comparable transactions.
- Risk and opportunity assessments to present a compelling value proposition.
Our aim is to position your business in a way that maximizes its value and attracts strong interest.
Who are the buyers you typically work with?
We maintain relationships with a diverse network of trusted buyers, including:
- Strategic acquirers – Companies pursuing synergies or market expansion.
- Private equity firms – Investors seeking high-quality growth opportunities.
- Family offices – Long-term investors with flexible partnership approaches.
Each outreach effort is tailored to align with your strategic priorities, such as maximizing value or preserving the company’s legacy.
What does Skytale do differently from other M&A advisors?
Skytale is not just an M&A advisor—we are a FINRA-registered investment banking firm, which adds a layer of regulatory oversight, professionalism, and deal-making credibility that come with formal registration. Our team brings experience from leading middle market and global investment banks, bringing institutional rigor to founder-led businesses and specialized industries.
What truly sets us apart:
- Deep Industry Focus: With a nuanced understanding of your market and business dynamics, we provide guidance rooted in sector-specific understanding and strategic expertise.
- Strategic Storytelling: We don’t just market your business—we craft a tailored narrative that reflects your unique strengths, growth story, and vision. This helps drive premium valuations and better buyer alignment.
- Sophisticated Process Execution: Our vetted network of high-quality buyers and structured, competitive processes create urgency, surface multiple offers, and maximize leverage.
- Hands-on partnership: Our senior bankers stay deeply involved from day one through close—no handoffs, no shortcuts. We are your thought partner, advocate, and deal captain every step of the way.
Ultimately, our difference is in how we deliver outcomes—with precision, transparency, and a client-first mindset that reflects the importance of what’s often a once-in-a-lifetime transaction.
What types of transactions do you support?
We advise on a range of transaction types, including mergers and acquisitions, capital raising, and evaluations of strategic alternatives. Whether you are exploring a full or partial sale, seeking a growth partner, or assessing your long-term options, we work closely with you to identify the path that best aligns with your unique goals. Our role is to help you navigate complex decisions with clarity and confidence—always aligned with your vision and priorities.
How long does the M&A process typically take?
While every transaction is unique, most deals take 6 to 9 months from initial preparation to closing. The timeline can vary based on factors such as deal complexity, financial readiness, and buyer dynamics.
At Skytale, we run a disciplined and efficient process, moving with urgency while never compromising on preparation, positioning, or results. Our goal is to maintain momentum, minimize disruption to your business, and ensure the outcome aligns with your strategic and financial objectives.
How do I know if now is the right time to sell?
Timing a sale is both a strategic and personal decision. Key factors to consider include:
- Personal goals: Are you ready for a transition, whether a full exit, partial sale, or growth partnership?
- Business performance: Is your company performing well and positioned for continued growth?
- Market conditions: Are current market dynamics favorable for your sector and likely to support a strong valuation?
At Skytale, we combine market intelligence, financial analysis, and strategic insight to help you evaluate whether now is the right time, or if waiting and preparing could create greater long-term value. We’re here to guide you with clarity, not pressure.
Can Skytale help if I’m not ready to sell but want to explore my options?
Absolutely. Many clients begin their journey with our Management Consulting team to gain clarity on the market landscape, explore potential exit paths, and evaluate the strength of their business through strategic benchmarking and valuation support. We help you assess your readiness, uncover areas of opportunity, and determine the right time to act.
This process uncovers opportunities to strengthen your business and positions you for success, whether you decide to sell in the near future or continue to build value.
When the time nears or comes to pursue a sale, our Investment Banking team is available to guide you through a thoughtfully executed process, should you choose to engage us.
Skytale Capital
What is Skytale Capital?
Skytale Capital is the private capital solutions arm of Skytale Group. We provide growth-focused investments and flexible debt options to support businesses at critical inflection points in their expansion journey.
What types of businesses do you invest in?
We partner with healthcare services and consumer businesses led by ambitious operators who are focused on growth. Our capital solutions support a wide range of specialties across the healthcare landscape, from clinical practices to emerging care delivery models.
Skytale As A Whole
What services does Skytale offer?
Skytale provides a full spectrum of advisory services, including investment banking, management consulting, and private capital solutions through Skytale Capital. Whether you need strategic guidance, transaction support, or access to growth capital, we offer integrated solutions that help you scale, optimize, and maximize your business’s value.
What industries does Skytale serve?
We work with companies across the healthcare, elective healthcare, pharma services, and consumer sectors. Our clients range from provider organizations and clinical businesses to commercialization services and consumer health brands. This includes medical aesthetics, dental, physician groups, specialty pharma, and beyond.
What makes Skytale different from other advisory firms?
Skytale is a boutique firm delivering high-touch service and Wall Street-caliber expertise to companies in the traditionally underserved lower middle market. Unlike firms that focus on a single service line, we bring together investment banking, management consulting, and capital solutions to support clients at every stage of their growth journey.
Whether you begin with one team or engage multiple, our approach remains the same. Each is equipped with deep industry expertise and a client-first mindset to deliver strategic, high-impact outcomes.
Where is Skytale based, and do you work with clients nationally?
With headquarters in Dallas, Texas, Skytale partners with clients worldwide. Our team advises businesses in major healthcare and consumer markets nationwide, providing both remote and on-site support tailored to our clients’ needs.
What is the first step in working with Skytale?
We begin with an introductory call to learn more about your business, goals, and challenges. From there, we assess how our team can best support you. Whether through consulting, transaction advisory, or capital solutions, we tailor the engagement to fit your vision, timeline, and priorities. Connect with our team by scheduling a call.
Management Consulting
What types of businesses do you work with?
We work with businesses across healthcare, elective healthcare, pharma services, and consumer sectors. From single-site operators to multi-location groups, private equity-backed platforms, and financial sponsors, we provide tailored strategies that help organizations scale, optimize performance, and prepare for financial milestones.
Do I need to be preparing to sell my business to benefit from consulting?
Not at all. While some clients engage us when planning for a sale, the goal of management consulting is to help your business operate more efficiently, grow strategically, and build long-term value, regardless of whether you plan to sell.
Skytale’s management consulting services are designed to strengthen operations, improve financial performance, and support leadership at every stage of the business lifecycle. Many of our clients partner with us to scale, optimize, or work toward future goals, not because they are planning an exit.
What types of consulting services does Skytale offer?
We offer a comprehensive suite of strategic, financial, and operational consulting services tailored to healthcare and professional services organizations. Whether you’re developing your business strategy, optimizing day-to-day operations, or preparing for a transaction, our team brings deep, actionable expertise.
Our work spans areas such as strategic planning, SOP development, financial modeling, KPI benchmarking, marketing advisory, revenue cycle and collections optimization, technology integration, and patient or consumer insights. We also provide access to fractional executive leadership and a network of specialized legal and compliance experts as needed. You can find a full list of Skytale’s services here.
Every engagement is customized to meet the unique goals and challenges of your business.
How does a typical consulting engagement work?
Each engagement is customized to align with your specific goals. Our process begins with a discovery phase to understand your challenges and objectives. From there, we develop a tailored project plan based on your timeline and goals. Whether you require a one-time strategic project or long-term advisory support, we collaborate closely with your team to deliver impactful results.
Do you offer one-time projects or ongoing support?
We offer flexible engagement models to meet your needs. These include:
- One-time, fixed fee project work
- Ongoing advisory to best match our support with your evolving business needs
Our flexibility ensures you receive the appropriate level of support at each stage of your business development.
Do you work with private equity?
Yes, we frequently collaborate with private equity-backed platforms and financial sponsors. Our services for investors vary, but typically include market studies, due diligence, surveys, integration planning, and post-close operational execution to ensure value creation.
How do I know if my business is ready for consulting?
All businesses can benefit from the right strategic partner — one that offers clarity and guidance at every stage in their business journey. We often support clients with:
- Rapid growth or operational bottlenecks
- Practice integration
- Business stagnation or decline
- Uncertainty about optimal strategic next steps to achieve your goals
- Preparation for a capital event or sale
- General business strategy (e.g., pricing, service mix, patient journey, etc.)
We adapt to meet you where you are, offering support whether you’re building foundational infrastructure or navigating complex.
How is your consulting team structured?
Our team comprises former operators with extensive industry expertise and experienced management consultants. You’ll be partnered a seasoned team who understands the intricacies of your sector and can operate seamlessly alongside your internal team.
How do we get started?
We begin with a discovery call to thoughtfully assess your objectives, challenges, and long-term vision. From there, we recommend an engagement structure aligned with your priorities, timeline, and investment to ensure we move forward with focus and intention. Connect with our team by scheduling a call.
Investment Banking
What does the transaction process look like?
We guide clients through a structured, comprehensive process designed to ensure optimal outcomes:
- Preparation: We align strategy, refine financials, and define objectives.
- Marketing: Our team develops compelling materials to position your business for maximum interest.
- Buyer Outreach: We engage with qualified buyers tailored to your unique goals and create a market with competitive tension to obtain maximum value for your business.
- Due Diligence: We coordinate inquiries and facilitate a seamless due diligence process.
- Closing: Our experts negotiate terms and manage all aspects of finalizing the transaction.
Throughout, we handle every detail, allowing you to focus on managing your business.
How do you determine what my business is worth?
Our valuation process is rigorous and tailored, incorporating:
- Key financial and operational metrics, such as EBITDA, revenue growth, service mix, provider diversification, and profitability.
- Market analysis, including trends and benchmarking against recent comparable transactions.
- Risk and opportunity assessments to present a compelling value proposition.
Our aim is to position your business in a way that maximizes its value and attracts strong interest.
Who are the buyers you typically work with?
We maintain relationships with a diverse network of trusted buyers, including:
- Strategic acquirers – Companies pursuing synergies or market expansion.
- Private equity firms – Investors seeking high-quality growth opportunities.
- Family offices – Long-term investors with flexible partnership approaches.
Each outreach effort is tailored to align with your strategic priorities, such as maximizing value or preserving the company’s legacy.
What does Skytale do differently from other M&A advisors?
Skytale is not just an M&A advisor—we are a FINRA-registered investment banking firm, which adds a layer of regulatory oversight, professionalism, and deal-making credibility that come with formal registration. Our team brings experience from leading middle market and global investment banks, bringing institutional rigor to founder-led businesses and specialized industries.
What truly sets us apart:
- Deep Industry Focus: With a nuanced understanding of your market and business dynamics, we provide guidance rooted in sector-specific understanding and strategic expertise.
- Strategic Storytelling: We don’t just market your business—we craft a tailored narrative that reflects your unique strengths, growth story, and vision. This helps drive premium valuations and better buyer alignment.
- Sophisticated Process Execution: Our vetted network of high-quality buyers and structured, competitive processes create urgency, surface multiple offers, and maximize leverage.
- Hands-on partnership: Our senior bankers stay deeply involved from day one through close—no handoffs, no shortcuts. We are your thought partner, advocate, and deal captain every step of the way.
Ultimately, our difference is in how we deliver outcomes—with precision, transparency, and a client-first mindset that reflects the importance of what’s often a once-in-a-lifetime transaction.
What types of transactions do you support?
We advise on a range of transaction types, including mergers and acquisitions, capital raising, and evaluations of strategic alternatives. Whether you are exploring a full or partial sale, seeking a growth partner, or assessing your long-term options, we work closely with you to identify the path that best aligns with your unique goals. Our role is to help you navigate complex decisions with clarity and confidence—always aligned with your vision and priorities.
How long does the M&A process typically take?
While every transaction is unique, most deals take 6 to 9 months from initial preparation to closing. The timeline can vary based on factors such as deal complexity, financial readiness, and buyer dynamics.
At Skytale, we run a disciplined and efficient process, moving with urgency while never compromising on preparation, positioning, or results. Our goal is to maintain momentum, minimize disruption to your business, and ensure the outcome aligns with your strategic and financial objectives.
How do I know if now is the right time to sell?
Timing a sale is both a strategic and personal decision. Key factors to consider include:
- Personal goals: Are you ready for a transition, whether a full exit, partial sale, or growth partnership?
- Business performance: Is your company performing well and positioned for continued growth?
- Market conditions: Are current market dynamics favorable for your sector and likely to support a strong valuation?
At Skytale, we combine market intelligence, financial analysis, and strategic insight to help you evaluate whether now is the right time, or if waiting and preparing could create greater long-term value. We’re here to guide you with clarity, not pressure.
Can Skytale help if I’m not ready to sell but want to explore my options?
Absolutely. Many clients begin their journey with our Management Consulting team to gain clarity on the market landscape, explore potential exit paths, and evaluate the strength of their business through strategic benchmarking and valuation support. We help you assess your readiness, uncover areas of opportunity, and determine the right time to act.
This process uncovers opportunities to strengthen your business and positions you for success, whether you decide to sell in the near future or continue to build value.
When the time nears or comes to pursue a sale, our Investment Banking team is available to guide you through a thoughtfully executed process, should you choose to engage us.
Skytale Capital
What is Skytale Capital?
Skytale Capital is the private capital solutions arm of Skytale Group. We provide growth-focused investments and flexible debt options to support businesses at critical inflection points in their expansion journey.
What types of businesses do you invest in?
We partner with healthcare services and consumer businesses led by ambitious operators who are focused on growth. Our capital solutions support a wide range of specialties across the healthcare landscape, from clinical practices to emerging care delivery models.