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Podcasts/Acquiring Minds
Acquiring MindsJanuary 29, 2024✓ Verified in SBA records

Taking the Plunge into Extreme Ownership

with Morgan McCauley · Helios Home Health

Listen to Episode →

LenderHawk analysis. Not affiliated with or endorsed by Acquiring Minds.

The Deal

Business
Helios Home Health
Industry
home care business, home health care
State
FL
Purchase Price
$2.5M
Multiple (SDE)
4.0x
Year
2021
LTV at Close
70%
Deal Source
referral

Financing Structure

$1.8M
$750K
SBA 7(a)
$1.8M (64%)
Buyer Equity
$750K (27%)
Seller Note
$250K (9%)

Strategic Rationale

Favorable demographic trends (aging population) and a desire for extreme ownership in a recession-resistant industry.

Post-Acquisition Performance

Revenue grew from $2.5M to $3.5M in year one; flat in year two while investing in infrastructure.

The LenderHawk View

Real lenders that finance similar deals

Active Lenders
10
Median Spread
P + 1.23%
Top Lenders
Live Oak Banking Company41 deals
Truist Bank32 deals
TD Bank, National Association32 deals
Citibank, N.A.30 deals
Paradise Bank27 deals
See all matching lenders →

Matched SBA Loan Records

SBA loan filings we matched to this deal

U.S. Bank, National Association95%
$25KP + 5.49%FY2025
Live Oak Banking Company95%
$700KP + 1.00%FY2025
Live Oak Banking Company95%
$300KP + 1.00%FY2025

Want the Full Story?

The full narrative — the personal details, the hard moments, the host conversation — only lives in the original. Go listen.

Listen on Acquiring Minds