Home Based Care Investment Bank
Montauk AI is the leading investment banking group focused on helping Home-Based Primary Care companies maximize value. We specialize in advising and executing transactions for Home Care, Home Health, Hospice, and Digital Health businesses. With industry studies estimating that 50% to 70% of executed LOIs fail to close in the home-based care sector, Montauk AI is on a mission to bring greater certainty and efficiency to the deal-making process.
Our Services
Real-Time Valuations
Strategic Exit Planning
Top-Tier Connections
Industry & Market Intelligence
Predictive Analytics & Forecasting
Utilize machine learning models to forecast revenue, costs, and cash flow with precision-empowering confident strategic decisions.
Board & Investor Materials
Generate polished, investor-ready board decks, performance reports, and strategic presentations directly from your data
AI-Driven Precision
Comprehensive Support
Personalized Approach
Work directly with advisors who have owned, operated, and exited home-based care businesses. Every engagement is tailored to your agency’s story, financials, and goals — not a one-size-fits-all process.
Montauk AI is an investment bank built exclusively for home-based care. We were founded by operators and dealmakers who have run, scaled and sold home care, home health and hospice businesses, and we pair that hands-on experience with AI-driven valuation, forecasting and buyer matching.
From first valuation to closed exit, our job is simple: get owners maximum value with minimum friction.
Download the Seller Readiness Playbook for Home-Based Care
A practical guide for founders, CEOs, and ownership groups preparing for a potential sale in the next 12 to 24 months.
The paper explores how an AI-native investment banking model may:
- Compress M&A timelines
- Improve buyer-seller matching
- Expand institutional-grade advisory access across the home-based care market
