The Heart Behind Carmelite Ventures

I’m Shawn T. Ellison, MA, RN, founder of Carmelite Ventures, and I live in the San Francisco Bay Area. Before stepping into acquisitions, I spent more than 14 years as a pediatric oncology nurse at leading hospitals including UCSF, Lucile Packard Children’s Hospital Stanford, and The Children’s Hospital of Philadelphia. Those years shaped my conviction that compassionate, reliable care is one of the greatest gifts we can give families.

Alongside my nursing career, I earned a Master’s in Consciousness & Transformative Studies, which continues to inform my work. That foundation in awareness and human development helps me recognize the human depth behind every transaction — the owners who have built their businesses, the staff who depend on them, and the families who rely on their care.

I am also a member of the Dealmaker Wealth Society, founded by renowned acquisition expert Carl Allen. It is a global community of investors, financiers, and coaches dedicated to building Mergers and Acquisitions (M&A) excellence. This network complements my healthcare background by providing access to leading deal-making strategies and collaborative expertise, ensuring each acquisition is both financially sound and human-centered.

At Carmelite Ventures, we carry this same perspective into every acquisition. We provide a smooth, respectful process that safeguards staff, sustains communities, and builds new opportunities for growth. Our mission is not just to acquire businesses but to carry forward a tradition of care that endures, ensuring patients and families continue receiving exceptional support.

What We're Looking For

Carmelite Ventures partners with owners across a wide range of home health and related services, including:

• Skilled and Unskilled Home Health Agencies – providing medical and non-medical care in the home.
• Private Duty Nursing – long-term, shift-based skilled nursing care delivered in the home.
• Personal Care and Companion Services – non-medical support, daily living assistance, and caregiver staffing.
• In-Home Infusion Therapy Providers – delivering specialty medications, biologics, and IV therapies directly in the home.
• Infusion Centers (Outpatient) – standalone or clinic-based facilities providing infusion therapy in a comfortable setting.
• Pediatric Therapy Providers – speech, occupational, and physical therapy services that support developmental growth.
• Wound Care Services – advanced management for chronic wounds, post-surgical recovery, and complex care needs.

 

Target Profile:

• Revenue Range: $1M – $5M annually
• Profitability: Consistent EBITDA of $300K–$600K (ideally $400K+), supported by profit margins greater than 15% to ensure continuity, staff stability, and reinvestment
• Ownership: Privately owned and operated, preferably founder- or family-led
• Track Record: Established reputation and history of trusted community service (often 10+ years)
• Geography: Northern California — within 3 hours of the San Francisco Bay Area
• Industry Focus: Pediatric and adult home health agencies, pediatric therapy centers (PT/OT/ST), infusion services, hospice, and related care businesses
• Seller Profile: Owners considering retirement or transition who value legacy preservation and patient continuity
• Transition Approach: A smooth, respectful process that safeguards staff, sustains community trust, and ensures quality care delivery