Capital Advisory, Sourcing and Transaction Support Services

QX Equities is a capital markets advisory firm focused on guiding DSO platforms through complex transactions with institutional capital partners. We support founders, management teams, and sponsors across the full transaction lifecycle — from capital sourcing through closing.

Our role is to align strategy, valuation, and execution to achieve optimal outcomes for all stakeholders.

QX Equities advises DSO platforms on roll-ups, minority and majority recapitalizations, mergers, and strategic sales. We act as a trusted partner throughout the transaction process, providing hands-on support at every stage.

Our services include:

• Capital partner sourcing and introductions
   
• Transaction strategy and positioning
   
• Roll-up, merger, and sale negotiation support
   
• Due diligence coordination and management
   
• Quality of Earnings (QoE) preparation and execution
   
• Financial and operational data room support
   
• Closing logistics, funds flow, and transaction execution
   

DSO transactions are complex, high-stakes, and detail-driven. QX Equities brings deep experience working at the intersection of operators, capital partners, and advisors to ensure transactions move efficiently and close cleanly.

We understand:

• How capital partners underwrite DSO platforms
   
• What diligence teams look for — and where deals break
   
• How to structure transactions that balance growth capital with founder alignment
   

We remain actively engaged from the earliest capital discussions through closing and post-transaction transition. Our involvement doesn’t stop at introductions — we help manage the entire process, anticipate friction points, and keep momentum through diligence and closing.

Our goal is simple: reduce execution risk and maximize certainty of close.

• Founder-led and sponsor-backed DSO platforms
   
• Group dental practices preparing for institutional capital
   
• Private equity firms evaluating platform or add-on investments
   
• Management teams navigating roll-ups, mergers, or recapitalizations
   

QX Equities works in close coordination with QX Management and QX Advisors, ensuring that financial infrastructure, tax strategy, and transaction execution are aligned throughout the lifecycle of a DSO platform.