ABOUT US

Revolutionizing The Exit Process For Home-Based Care Providers

At Montauk AI, We Empower Owners to Achieve Their Full Potential

Operate. Optimize. Exit with Montauk AI

Problem We Solve

Home-Based Care companies under $450M in enterprise value rarely receive true bulge-bracket support, and 95% lack the institutional finance capabilities required to navigate a successful M&A process. Buyers now expect data readiness, accurate forecasting, and operational depth, and they penalize sellers who cannot meet those expectations. As a result, 50–70% of LOIs never reach close. Clinical excellence is routinely undervalued because it is not translated into institutional financial terms, leaving substantial enterprise value unrealized. Owners need operational support, clean financial infrastructure, and access to vetted buyers to maximize the value of their business.

Competitive Advantage

Montauk AI is the only partner that combines operational expertise, institutional-grade M&A capability, and AI-driven financial infrastructure to help providers improve and translate their clinical and operational performance into enterprise value before the transaction. Traditional M&A firms capture only the surface-level economics; we build the underlying financial and operational clarity buyers require, resulting in stronger EBITDA, higher-quality diligence processes, and materially better outcomes for sellers. After 15 years operating in Home-Based Care, we execute with firsthand sector insight and a proven track record of value creation.

Our Story

Montauk AI was founded by Jarrett Bauer, an experienced entrepreneur with a passion for innovation and a deep understanding of the challenges faced by mid-market companies. With over 20 years of experience in business strategy, technology, and investment banking, Jarrett recognized the need for a platform that could level the playing field for smaller businesses.

Our Team

Montauk AI is powered by a team of experts in AI, finance, and business strategy. Our leadership includes seasoned professionals who have led successful startups, managed complex financial transactions, and developed cutting-edge solutions.

Jarrett Bauer

Founder and CEO

Focused on helping improve operations and outcomes for clients, with a mission to serve clients first. Brings deep industry knowledge to every client engagement.

Attie Heunis

Chief Technology Officer

Focused on implementing real-world LLM and OpenAI solutions. Brings expertise in AI development, data architecture, and technology strategy. Helps all clients optimize their technology stack and create data strategies that drive growth.

Matt Haun

Director of Operations

Focused on positioning and day-to-day execution. Brings extensive experience in financial management, business operations, and process optimization.

Michael Freytag

Positioning & Execution Leader

Focused on building strong relationships with investors and buyers. Brings a background as founder of Semitree, the largest consultancy in the post-acute care space.

Amy Handcock

Managing Director - Hospice

Focused on hospice agencies. A 20+ year CEO and owner. Brings leadership in M&A process and private capital marketing.

Laura Page Greifinger

Managing Director - Home Care

Brings 35+ years of leadership experience in post-acute care. A 14-year owner. An extremely proven leader of personal care with deep clinical expertise and extensive regulatory knowledge.

Tom Cannon

Managing - Director Home Health & Digital Health

Focused on home health and digital health organizations. A 12-year owner with a successful exit. Brings strength in process execution and transaction leadership.

Henry Richey

Head Analyst

Focused on creating valuation workstreams across origination, structure, and distribution. Brings expertise in building clarity and confidence for clients.

Hrishikesh Chekuri

Analyst

Focused on preparation and execution support. Brings experience in due diligence, workflow management, and value creation through analytics.

Why Montauk AI?

Innovation

We combine advanced AI technology with personalized support to offer a unique investment banking experience.

Experience

Our team has a proven success in technology and finance, ensuring clients receive top expertise.

Commitments

We help mid-market companies reach their full potential with the tools and guidance to succeed in a competitive market.

Our Values

Integrity

We believe in building trust through transparency and honesty in all our interactions.

Excellence

We strive for the highest standards in everything we do, from the technology we develop to the services we provide.

Collaboration

We work closely with our clients to understand their needs and tailor our solutions to meet their specific goals.

Join Us on the Journey to Success

Ready to discover your company’s true potential? Learn more about how Montauk AI can support your business growth and exit strategy.

Operate. Optimize. Exit.

Revolutionizing The Exit Process For Home-Based Care Providers

Problem We Solve

Competitive Advantage

Our Story