Third Party Administrator - Healthcare Services & Benefits Administration

Hello Searchfunder community, I’m Vincent Emery, President of RESO Corporation. For the past 14 years, I’ve built and operated preventive health and metabolic wellness platforms focused on long-term weight maintenance, stress reduction, and chronic disease risk mitigation. Last week, new U.S. Department of Health & Human Services preventive health standards were released. After reviewing them in depth, they align very closely with the model RESO has been operating for over a decade. In short, what we developed outside the traditional system is now becoming the reference standard. This materially strengthens the investment thesis and creates strong tailwinds for a prevention-driven healthcare platform. We are now executing an acquisition-backed strategy to scale this model nationally by acquiring a licensed Third-Party Administrator (TPA) as the operational backbone for a prevention-first, level-funded group health plan (the RESO Reward Health Plan). Since November, we have been working with Bloom Capital Partners, who are leading our capital raise and acquisition process (equity + SBA), in partnership with a former senior leader from Citi’s healthcare investment banking group to source and diligence TPA targets. 🔍 Target acquisition profile: • Industry: Healthcare services & benefits administration • Focus: TPAs, self-funded health plan services, employee benefits platforms • Geography: U.S. nationwide, with emphasis on the South & Southeast • Revenue: $3M–$15M • EBITDA: $500k–$2M • Employees: 15–75 • Business model: recurring-revenue services & administration 💰 Capital structure: • Short-term execution capital: $50k–$150k bridge • Acquisition capital: $3M–$8M (SBA + equity) The bridge is being raised to support diligence, advisory, and acquisition engagement while the primary transaction is being structured. I’m particularly interested in connecting with former searchers, independent sponsors, healthcare/services operators, and ETA investors — whether to exchange perspective on TPA acquisitions, discuss bridge capital, or connect around relevant opportunities. Thank you, and I look forward to contributing to the community. Vincent Emery President, RESO Corporation Babson MBA ’09