Senior advisors who lead your deal personally.
At Grand Round Partners, you don't get passed to a junior associate after an initial meeting. The partners you meet are the partners who run your process — from valuation through to the closing table.
The Partners
Two founders, one standard of care
Operators. Advisors. Advocates. Combining experience in healthcare operations, acquisitions, and investment banking, we help physician owners navigate critical decisions with confidence and clarity.
Stephen is a healthcare executive with over a decade of experience leading growth, M&A, and strategic development across provider organizations and private equity–backed healthcare companies. He has held senior leadership roles including Chief Development Officer at Nira Medical, Chief Growth Officer at ClareMedica Health Partners, and VP of Corporate Development at LifeStance Health, where he helped drive the company's acquisition strategy and national expansion. Earlier in his career, Stephen worked in private equity at EDG Partners and investment banking at Covington Associates. He holds a B.S. in Finance from Bentley University.
Jason is a healthcare finance and M&A professional who has advised founder-owned, private equity–backed, and public healthcare organizations on acquisitions, financings, and strategic growth initiatives. Most recently, he led M&A at Nira Medical — owning acquisition sourcing, financial analysis, due diligence, and transaction execution as the company expanded its national footprint. Previously, he helped execute acquisition strategies at Sonova and LifeStance Health, supporting the growth of multi-site healthcare organizations. He began his career in leveraged finance investment banking at Citizens Bank, advising private equity sponsors and middle-market companies on acquisition financings. He earned his B.S. in Finance from Babson College.
How We Work
A boutique by design
We deliberately keep our engagement load light. By taking on a select number of clients at a time, we ensure every transaction gets the full attention of a partner rather than being managed from a distance.
That focus means faster responses, sharper strategy, and a team that genuinely knows the details of your business — not just the line items on a spreadsheet.
When the moment comes to negotiate, you want the most experienced person in the room on your side of the table. At Grand Round Partners, that's exactly who you get.
Direct Partner Attention
Work directly with experienced partners from start to finish.
Select Number of Engagements
We limit our client load to ensure your transaction gets the focus it deserves.
Healthcare-Focused Expertise
Deep domain knowledge of healthcare operations, reimbursement, and market dynamics.
Extensive Buyer Relationships
Access to a broad network of strategic and financial buyers across healthcare.