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About SovDoc

Redefining Healthcare Growth and M&A Advisory

SovDoc bridges the gap between private equity rigor and healthcare expertise, empowering practices to thrive in today’s dynamic market. Founded by healthcare private equity veterans, SovDoc delivers investment banking and strategic advisory tailored specifically to private practices and healthcare companies.

With over 50 years of combined experience, our team helps healthcare providers scale operations, optimize profitability, and prepare for high-value exits. We don’t just advise; we partner with physicians and healthcare leaders to achieve transformational growth while preserving their independence and clinical excellence.

Doctor is going to examine his patient using his stethoscope over sitting people in modern hospital background

Core Values

Excellence in Advisory

Delivering PE-level strategies with unmatched precision, expertise, and impact.

Innovation in Growth

Leveraging cutting-edge analytics and innovative strategies to drive practice expansion.

Client-First Approach

Partnering with clients to develop tailored, actionable solutions for success.

Strategic Vision

Helping practices see beyond immediate challenges to unlock sustainable growth.

Integrity in Execution

Providing honest, data-driven advice for confident decision-making.

Why Choose Us

Make decisions with a financial partner you can trust.

Dr Robert DorfmanPlastic Surgeon

As the owner of a rapidly growing Med Spa in Beverly Hills, Rob and the SovDoc team's advisory expertise has been incredibly helpful as I continuously think through the next chapters of growth for my practice. Rob has a solid healthcare private equity background, which is quite valuable as I think about expanding locations, geographies, hiring employee doctors and perhaps doing capital raises in the future.

Dr James ChaoFounder & CEO at Prime

As a practice owner focused on expanding into new markets, the expertise Rob and the SovDoc team provided has been invaluable. Their insight has helped me navigate the complexities of scaling while staying competitive in the industry. From strategic planning to financial advisory, their support has been crucial in making informed decisions for my business's growth.

Your Partner in Healthcare Growth & M&A. Unlock Untapped Value in Your
Practice

We empower healthcare practices to grow, scale, and maximize value

Call or Text Us:
(551) 404-4064