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Tres Health
About the Company
Tres Health (“Tres” or the “Company”) is a premier provider of health insurtech products and services to small and medium sized businesses. The Company is known for industry-leading affordable health plans and technology driven solutions serving a diverse consumer base across 40+ states in the US. Through its innovative model, Tres has built a reputation for high quality care and improved clinical outcomes.
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Situation
As a founder-led organization, Tres Health sought a strategic partner with deep healthcare sector expertise to accelerate its growth trajectory. The leadership team identified significant opportunities to expand its service offerings, invest in advanced technology, and scale its geographic footprint to meet the increasing demand for specialized healthcare services.
Engagement
Tres Health engaged G2 Capital Advisors, LLC (“G2”) to evaluate strategic options and identify a partner capable of supporting the Company’s long-term vision while maintaining its commitment to clinical excellence.
Outcome
G2 executed a tailored, competitive M&A process that highlighted Tres’ strong market position and scalable platform. The process culminated in the selection of Sheridan Capital as the ideal partner due to its extensive experience in the healthcare sector and proven track record of building market-leading businesses.
Sheridan Capital’s investment provides Tres with the capital resources and strategic support necessary to expand its footprint and broaden its service capabilities. The partnership positions the Company to capture significant growth opportunities in the evolving healthcare landscape. “This process was demanding, but G2 made every step feel seamless. They genuinely had our backs, and it never felt transactional. Their preparation, professionalism, and commitment to our success made all the difference in achieving this outcome, and we are deeply grateful for the partnership,” said Ari Rostowsky, President & Executive Director of Tres Health.
“Tres engaged G2 to find a strategic partner to support the next phase of growth and enable continued strong outcomes for consumers across the United States. It was a pleasure working with the Tres team to support this new partnership with Sheridan Capital, as both organizations share a desire to expand access to affordable health insurance for small and medium-sized businesses. We look forward to their continued success together,” said Glenn Bernabeo, Managing Director at G2 Capital Advisors.
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