Partner.
Innovate.
Grow.
Endure.
We believe sustainable, long-term growth comes from operational value creation.
Revelstoke’s Portfolio Transformation Group, with its specialized resources, works in partnership with our investment team to help our portfolio companies scale their businesses to new heights.
Portfolio Transformation Group
Specialized
Operating Resources
Revelstoke built its Portfolio Transformation Group (“PTG”) to provide management teams direct access to specialized internal resources who help implement best practices and growth-focused operating playbooks.
Our Portfolio Transformation Group provides operating expertise across six functional areas:
Approach
A High-Urgency Value Creation Approach
Revelstoke employs a systematic, repeatable approach to value creation. Our in-house Portfolio Transformation Group assists the investment team to first set the foundation, where we take a long-term view on investments in infrastructure.
We then collaborate with management teams to transform our businesses through a combination of strategic add-on acquisitions and organic growth initiatives, such as sales force development, “de-novo” clinic openings, product line extensions, geographic expansion, and the development of strategic industry partnerships.
Our Value Creation Approach:
the impact of our
Value Creation
We believe a company’s long-term, sustainable financial performance can be the result of the positive impact it has on its stakeholders. Therefore, as fiduciaries, while we focus on financial aspects, we also strive to be active stewards of the companies in which we invest through responsible investment.
Revelstoke has made a substantial positive impact on its majority-owned portfolio companies throughout its investment by improving access to care and growing the businesses to benefit patients and employees. From the beginning of our investment in each of the noted companies, through 12/31/2024,(1) we have made the following positive impacts:
1,475
clinics added(2)
15.6M+
patient visits
in 2024(3)
15,600+
additional
employees hired(4)
- Data provided as of 12/31/2024 or date of sale for all 2024 majority-owned portfolio companies.
- Represents total new clinics opened for each company (or, for Company Confidential, brick-and-mortar locations opened to support its home care operations) since initial investment. Value excludes locations since closed .
- Represents an estimate of aggregate patient visits in 2024 for each company based upon available company data (e.g., annual visit total, average daily census, 60-day visit total, etc.). If full-year values were not available, data was extrapolated in a method approved by the company.
- Represents aggregate headcount across each company as of 12/31/2024 compared to aggregate headcount at the time of initial investment in each company, based upon available company data.
Greg Steil“Over ten years I have witnessed the Revelstoke commitment to a shared strategic vision and its willingness toinvest in corporate infrastructure to foster growth.”
Clyde Bell“In addition to having deep healthcare experience, Revelstoke understands how toeffectively partner with physician-led businesses.”
Dave Van Name“Partnering with Revelstoke Significantly accelerated our growth profile.”
Testimonials of portfolio company CEOs and/or operating partners are provided to demonstrate the benefits of working with the Revelstoke team. They are not provided to solicit investors in a Revelstoke fund. Some CEOs and/or operating partners featured in the testimonials have an interest in the company they advise and/or a Revelstoke fund; such CEO’s and/or operating partner’s testimonial is not offered on the basis of being an investor in a Revelstoke company or fund but rather as someone who works with the Revelstoke team. No operating partners/CEOs were paid for their participation in this video. There is a conflict of interest in these unpaid testimonials and endorsements in that all executives stand to benefit from Revelstoke’s success and for portfolio company executives specifically, their company is owned or partially owned by a Revelstoke fund and thus they are incented to provide favorable references.