The Allegrow Portfolio
Advisory Lab

Real-Time, Confidential Advisory for Healthcare PE Firms, MSOs & DSOs

Until now, Allegrow’s advisory support has only been available to existing partners. For Q4 2025, we’re opening a limited beta of the Portfolio Advisory Lab — available by referral only.

Why We Built The Lab

Healthcare private equity leaders, MSO executives, and DSO operators told us they needed:

What It Is

A one-day, onsite, drop-in advisory clinic for healthcare PE firms, MSOs, and DSOs.

What You Get

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Confidential sounding board for operating teams, portfolio execs, and practice leaders

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Immediate insights on retention, recruiting, communication, and growth strategy

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Board-ready takeaways to prevent churn, delays, or revenue leakage

Why Allegrow?

We’ve guided PE-backed providers, MSOs, and DSOs across the U.S.
through retention crises, M&A integrations, and aggressive growth challenges.


Hear Patrick Daly, CEO of Sonas Home Health Care, explain how Allegrow drove these results

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Industry Recognition

Award-winning healthcare advisory team recognized for excellence and results

How The Beta Works

Beta Program Details

Limited slots available by referral only
Onsite, one-day engagements with your team
No ongoing commitment — designed to be fast, fixed, and focused
Available October-December 2025 before we open to broader partners

Who It’s For

Operating partners seeking a fresh perspective on portfolio risk
Deal teams preparing for integration or facing retention challenges
MSO & DSO leaders looking for scalable solutions to provider engagement, growth, and culture alignment

Why Now 

This beta is only available through December 2025 and by referral. Once slots are gone, access reverts to existing Allegrow partners.

Frequently Asked Questions

Is it confidential?

Yes. All sessions are off-the-record, designed as a safe space for your leadership team.
What’s the cost?

During the beta phase, we’re offering the Lab at a reduced, fixed rate of $10,000 plus travel.
Do I need to prepare?

Just bring your leadership team and your most pressing challenges. We do the rest.