How we engage.
We engage with strategic partners, institutional investors, and qualified acquirers. The process below is consistent across counterparties.
Inbound
Initial contact via info@nextleaf-group.com. State the firm or fund, the nature of interest (strategic, capital, partnership, or acquisition), and any time constraints on your mandate.
Introductory call
Thirty minutes to establish fit. We cover your mandate; we walk the system at the layer relevant to your thesis. No financial detail disclosed pre-NDA.
Mutual NDA
Standard mutual NDA executed via DocuSign — your firm's template or ours. Two-year term, carve-outs for publicly available information.
Data room access
Read-only access granted to a structured data room indexed by legal entity, operating financials, regulatory licenses, processing volume on Gatorpay, telemedicine consultation counts, and key commercial contracts.
- We do not run formal sale processes.
- We do not pay finders' fees or success fees on inbound.
- We do not make exclusivity commitments before financial diligence.
- All disclosures are subject to NDA. Data room access is logged per recipient.
Operating financials, processing volume, prescriber counts, and entity registrations available under NDA. Data room index on request. info@nextleaf-group.com