Case Study:

Lakeview Health Systems

Company: Lakeview Health Systems ("Lakeview")
Buyer: Trinity Hunt Partners
Transaction Type: Sale Transaction

"We relied on Farlie Turner to provide experience-based advice, thoughtful guidance and ongoing transaction support, and they delivered on all fronts. They streamlined a complex process and helped to deliver a great result for our shareholders."

Barry Goldstein
Lakeview Health Systems

Company Profile

  • Headquartered in Pompano Beach, Florida, Lakeview operates two licensed residential drug and alcohol addiction treatment centers in Jacksonville, Florida
  • Provides a full continuum of addiction treatment care, beginning with inpatient medical detoxification and ending in intensive outpatient care
  • Farlie Turner was engaged to identify a buyer for the company

Situation Overview

  • Lakeview is one of the largest independently owned and operated addiction treatment centers in the U.S.
  • The Lakeview shareholder / management team wanted to explore a majority sale of the business
  • Farlie Turner was engaged to identify a buyer for the company

Marketing Process Summary

  • Shareholders desired a tailored market outreach to primarily financial parties and a handful of strategic groups
  • Farlie Turner positioned Lakeview as a market leader, highlighting its long length of stay (leading to better patient outcomes), broad continuum of care and diversified marketing efforts to identify new patients
  • Generated significant interest.


  • Trinity Hunt Partners purchased 100% of Lakeview, allowing all shareholders to achieve total liquidity
  • Farlie Turner's high-touch service was enhanced by its local presence and ability to directly assist the Lakeview team to coordinate extensive due diligence, attend onsite financial and business due diligence visits in-person, and sit side-by-side with the shareholder / management team to strategize and streamline the negotiation of important deal terms
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