Roll-Ups & Platforms
Building a platform
Consolidating multiple operators into one platform — including MSO structures for licensed practices.
Structure my dealA roll-up is a repeatable machine, not a single transaction. DealSuite gives you a platform architecture you can run again for every add-on: consistent purchase terms, consistent equity rollover, and — where professional licensing requires it — a compliant management services structure separating the practice from the platform.
Who this is for
- Managers consolidating physician or dental practices
- Veterinary and animal hospital platforms
- Insurance agency and brokerage roll-ups
- Home health and hospice consolidators
- IT services and MSP platforms
- Legal and professional-services MSOs
Structures we handle
MSO / management services structure
Separates the licensed practice from the management company for corporate-practice compliance.
Platform add-on acquisition
Repeatable purchase terms designed to be reused across every subsequent tuck-in.
Equity rollover
Selling owners take platform equity alongside cash, with vesting and exit terms.
PE roll-up fund
Fund-level documents that capitalize the platform and govern investor economics.
Documents in the package
Generated from one set of deal terms, so every document agrees with the others.
- Platform Acquisition Agreement
- Management Services Agreement
- Practice Entity Operating Agreement
- Equity Rollover and Contribution Agreement
- Employment and Non-Compete Agreements
- Shareholders or Members Agreement
- Transition Services Agreement
- Board Resolutions and Consents
- Add-On Acquisition Playbook Documents
Describe your deal in plain English
We'll recommend the structure and assemble the documents. You can change anything later.
Start your deal