Montgomery DME

Montgomery DME is a provider of durable medical equipment on a rental basis to hospices throughout California.

How We Partnered

Transaction Dynamics

A partnership with management to acquire the Company from its previous private equity owner. Management made a meaningful investment in the company as part of the transaction.

 

Investment Thesis

  • High-growth and recession-resistant market
  • Defensible value proposition creating sticky customer relationships
  • Strong financial profile and attractive payback period on equipment
  • Multiple levers for growth and opportunity to invest in company systems and infrastructure

 

Incline Value Enhancement

  • Accelerate organic growth through new and existing customers
  • Support greenfield investment to expand into new geographies
  • Pursue strategic M&A opportunities
  • Invest in internal systems to enhance data analytics and improve efficiencies
Key Details

HEADQUARTERS
Santa Fe Springs, CA

STAGE
Active

INDUSTRY
Services

INVESTMENT DATE
August 2022

“For over 25 years, we have remained dedicated to providing compassionate care alongside our hospice partners. For our next phase of growth, we wanted a partner that shared our core values and vision for continuing to offer the highest levels of care. Incline’s strategic resources and guidance will allow us to serve our hospice partners more effectively and expand our capabilities within our core and adjacent markets. We are enthusiastic about what the future holds for MDME.”

Tom Fischer

Chief Executive Officer