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Bailey & Company Advises Medivest on its strategic acquisition by Physician Life Care Planning

NASHVILLE, TN (February 27 , 2026): Bailey & Company announced today that it served as the exclusive financial advisor to Medivest, a national leader in professional administration and Medicare Secondary Payer (MSP) compliance solutions, on its strategic acquisition by Physician Life Care Planning (PLCP), the nation’s leading provider of damages valuation services and a portfolio company of WestView Capital Partners. The acquisition marks a significant milestone in Medivest’s long-term growth strategy and reflects a shared commitment between the two organizations to technical excellence, integrity, and client-focused service.
A Founder-Led Focus on Culture and Stewardship
For Medivest’s founders, selecting the right partner was never solely about scale or financial outcomes. Preserving Medivest’s culture, values, and reputation for excellence was central to the decision.
“When we began exploring a transition for Medivest, our priority was finding a partner who would respect what we’ve built and share our standards for quality, professionalism, and service,” said Douglas M. Brand, CEO. “PLCP stood out not only for its leadership in the industry, but for its culture and long-term perspective. We believe this acquisition is the right next chapter for Medivest, our team, and the clients we serve.”
Complementary Strengths and Expanded Capabilities
Medivest and PLCP bring together complementary strengths that enhance the capabilities of both organizations. Medivest’s leadership in professional administration and MSP compliance pairs naturally with PLCP’s national scale, industry-leading expertise in damages valuation, and ongoing investments in advanced technology. Together, the organizations are positioned to broaden their collective impact, expand technical depth, and continue delivering high-quality solutions to clients across the legal and insurance communities.
Long-Term Value for Clients and Partners
The acquisition strengthens Medivest’s foundation for long-term growth and investment. Clients benefit from expanded institutional resources, a deeper bench of experienced professionals, and the stability that comes from alignment with a highly respected industry leader, while Medivest remains focused on the specialized services and relationships that define its work.
“Our goal is not to change who we are,” said Aaron Winnell, CMSP, President. “It’s to build on what we do best, supported by a company who shares our commitment to excellence and long-term thinking.”
Thoughtful, Deliberate Integration
Integration between Medivest and PLCP will proceed in a measured and transparent manner, guided by a shared commitment to people, clarity, and continuity of purpose. Both organizations are aligned around a deliberate approach that prioritizes collaboration, communication, and sustainable growth.
ABOUT MEDIVEST
Medivest is a nationally recognized professional administrator and Medicare Secondary Payer (MSP) compliance firm, serving attorneys, insurers, and injured individuals across the country. With decades of experience, Medivest specializes in settlement solutions designed to protect benefits, reduce risk, and deliver peace of mind.
CONTACT INFORMATION
Jack Bailey
Co-Founder & Managing Director
Daniel Ward, CFA
Senior Vice President
ABOUT BAILEY & COMPANY
Bailey & Company is a Nashville-based merchant banking platform focused on middle market healthcare companies in the healthcare services, healthcare technology, payer services and pharma services/medtech/life sciences sectors. As one of the largest independent, sector-focused investment banking and investing platforms in the country, Bailey & Company supports strong management teams that have built scalable platforms by providing strategic insights, world-class advice and access to one of the most diverse networks of industry experts. For more information see: www.bnco.com