Case studies

We actively engage with our portfolio companies to support them in the execution of key initiatives. Below are a few areas we have specifically been able to drive value for our portfolio

M & A

Transaction Support

 “Serent enabled us to successfully execute three acquisitions, supporting us through each step of the process from target identification to post-merger integration."

Glen Laschober, CEO Cardon Outreach



Cardon Outreach is a leading outsourced provider of revenue cycle management services, helping over 900 hospitals and clinics optimize revenue recovery for uninsured and underinsured patients. Cardon had never done an acquisition before investment and needed support identifying, executing and integrating M&A.


  • Serent functioned as an outsourced corporate development arm to minimize business distraction, evaluating and prioritizing over 50 potential targets
  • Management led the integrations with support from the Serent Growth Team to ensure a successful outcome


All three companies were successfully acquired and integrated, leading to improved service offerings with minimal disruptions to the business.