From Startup to Strategic Powerhouse: Jeff Spanbauer’s Journey Through the PE Growth Machine

Jeff SpanbauerJeff Spanbauer is the Founder and Chairman of the Board at Relevate Health, a healthcare marketing firm. Under his leadership, Relevate Health has expanded through four acquisitions and achieved significant revenue growth, earning recognition, including the Inc. 5000 Fastest Growing Companies award. Jeff is also the Co-founder and Director of Revelocity Sports and serves as an investment advisor and partner for multiple companies. 

Apple
Tune in
Spotify
Pandora
Amazon
Deezer
Player FM

Here’s a glimpse of what you’ll learn:

  • [5:39] Why Jeff Spanbauer founded Relevate Health 
  • [8:45] What Jeff learned from a failed acquisition and his decision to partner with private equity
  • [15:03] How partnering with Mountain Gate Capital led to a 25% higher valuation than an unsolicited offer
  • [20:05] Obtaining employee buy-in for an acquisition through structured equity incentives
  • [28:45] Jeff’s transition from CEO to Executive Chairman 

In this episode…

Strategic acquisitions can rapidly accelerate growth, but how do founders know when it’s time to bring in private equity, and what does it take to scale after the deal?

Jeff Spanbauer, Founder and Executive Chairman of Relevate Health, shares how he led a data-driven healthcare marketing company through multiple acquisitions and a private equity partnership. With host Todd Taskey, Jeff talks about his patented regional segmentation strategy, the cultural and operational challenges of rapid growth, and how he structured equity incentives for his employees.

Resources mentioned in this episode:

Sponsor for this episode…

This episode is brought to you by Fiscal Advocate.

Fiscal Advocate builds, integrates, and manages financial infrastructure to grow your firm.

They create metrics and models to help agencies understand their unique position in the market, making them attractive to potential buyers.

To learn more and get started, visit https://fiscaladvocate.com/contact/

This episode is brought to you by Potomac Business Capital, where we help businesses in the lower middle market maximize their value. 

By putting a unique twist on the typical banking process, we create satisfied, wealthy clients who make an impact on the world. 

Over the past 15 years, we have perfected our strategies for M&A advising and exit planning to guide clients through everything — from pre-deal planning to closing. 

To learn more, visit potomacbusinesscapital.com or email todd@potomacbusinesscapital.com