Seller Advisory - Case Studies
FairPay Solutions
Based in Addison, TX, FairPay is a market leader in the specialty bill review sector for workers' compensation medical claims. Combining innovative technology and a deep understanding of federal and state regulations, FairPay allows payers to determine the fair market value of healthcare services in addition to offering a full range of services including formal dispute resolution support and provider negotiations.
Cirro Energy
Cirro Energy, Inc was formed in 2000 as one of the first retail electric providers (REPs) to capitalize on the deregulation of the electricity market in Texas. Since its inception, Cirro has grown to be one of the leading independent REPs in the state with over 52,000 residential and commercial customers.
Aquinas Funds
In 2003, Aquinas Investment Advisers, Inc. and its owner, the Catholic Foundation, decided that it was in the best interests of the Foundation and the Funds' investors to seek out a larger, more established fund management company to help further grow the assets under management. Given the socially responsible investment focus and that a significant portion of the Funds were Foundation assets, Aquinas and the Foundation wanted to also ensure that any buyer of the company would continue with the socially responsible strategy in addition to being a good steward of the Foundation's assets.