Fundraising Fox

Health Professionals Alliance

Lake Oswego, US · Founded 2018 · Delaware corporation

HPA acquires a minority stake in dental practices, letting dentists take an initial financial payout while retaining full control, then structures a final sale to a matched buyer on the dentist's timeline. It positions this two-step "StepUp Transition" as an alternative to selling to a dental service organization or private equity.

FintechHealthtech

Founders & leadership

DO
Dominic OdiernoExecutive
JVJohn Van Leeuwen
John Van LeeuweninPresident - Dental Division
RR
Roy Robert RoseNamed on SEC filing
MB
Michael BalterNamed on SEC filing
GD
Grant DigglesNamed on SEC filing
JV
Justin ValleyNamed on SEC filing
SB
Scott BishopNamed on SEC filing
DF
Doug FettigNamed on SEC filing
KO
Kate OthusNamed on SEC filing
BL
Brendon LundbergNamed on SEC filing

Board

BD
Benjamin DanielsBoard director

Reported raises · per SEC filings

Form D private placements

$40.6M disclosed across 5 of 7 rounds · 2019–2026

▶$750KraisedJul 2026 · 1 investors · Other
Rule 506(c)
Officers, directors & promoters on the filing
  • Roy Robert RoseExecutive Officer, Director, Promoter
  • Dominic OdiernoExecutive Officer
  • Michael BalterDirector, Promoter
  • Benjamin DanielsDirector
  • Grant DigglesExecutive Officer, Promoter
  • John Van LeeuwenExecutive Officer
Offering amount
$15M
Amount sold
$750K
Minimum investment
$50K
Proceeds to insiders
$500K
First sale
Jul 2026
Incorporated
Corporation, Delaware
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$50MofferedAug 2023 · Other Health Care
Rule 506(c)
Officers, directors & promoters on the filing
  • Jessica McBurneyExecutive Officer
  • Jeffrey R ReeceExecutive Officer
  • Grant DigglesExecutive Officer, Promoter
  • John Van LeeuwenExecutive Officer
  • Roy RoseExecutive Officer, Director, Promoter
  • Michael BalterDirector, Promoter
Offering amount
$50M
Minimum investment
$10K
Proceeds to insiders
$500K
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$775KraisedJun 2022 · 7 investors · Business Services
Rule 506(c)
Officers, directors & promoters on the filing
  • Dan BarnettExecutive Officer, Promoter
  • Roy RoseExecutive Officer, Director, Promoter
  • Grant DigglesExecutive Officer, Promoter
  • Scott BishopExecutive Officer
  • Kate OthusExecutive Officer, Director
  • Glen LawrenceExecutive Officer
  • Michael BalterDirector, Promoter
  • Karen C MolisExecutive Officer
  • Justin ValleyExecutive Officer
  • John Van LeeuwenExecutive Officer
Offering amount
$8M
Amount sold
$775K
Minimum investment
$25K
Proceeds to insiders
$300K
First sale
Mar 2022
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$210MofferedSep 2021 · Business Services
Rule 506(c)
Officers, directors & promoters on the filing
  • Justin ValleyExecutive Officer
  • Scott BishopExecutive Officer
  • Michael BalterDirector, Promoter
  • John Van LeeuwenExecutive Officer
  • Doug FettigExecutive Officer
  • Kate OthusExecutive Officer, Director
  • Roy RoseExecutive Officer, Director, Promoter
  • Grant DigglesExecutive Officer
  • Brendon LundbergExecutive Officer
Offering amount
$210M
Minimum investment
$22.5K
Proceeds to insiders
$1.5M
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$200KraisedJul 2021 · 3 investors · Business Services
Rule 506(c)
Officers, directors & promoters on the filing
  • Roy RoseExecutive Officer, Director, Promoter
  • John Van LeeuwenExecutive Officer
  • Kate OthusExecutive Officer, Director
  • Doug FettigExecutive Officer
  • Michael BalterDirector, Promoter
  • Brendon LundbergExecutive Officer
  • Justin ValleyExecutive Officer
  • Grant DigglesExecutive Officer
Offering amount
$4M
Amount sold
$200K
Minimum investment
$25K
Sales commissions
$280K
Proceeds to insiders
$400K
Placement agents
CIM Securities, LLC
First sale
Jun 2021
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$38.5MraisedJul 2021 · 120 investors · Business Services
Rule 506(c)
Officers, directors & promoters on the filing
  • Michael BalterDirector, Promoter
  • Grant DigglesExecutive Officer
  • John Van LeeuwenExecutive Officer
  • Kate OthusExecutive Officer, Director
  • Brendon LundbergExecutive Officer
  • Roy RoseExecutive Officer, Director, Promoter
  • Doug FettigExecutive Officer
  • Justin ValleyExecutive Officer
Offering amount
$90M
Amount sold
$38.5M
Minimum investment
$50K
Proceeds to insiders
$1.5M
First sale
Oct 2020
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$400KraisedSep 2019 · 6 investors · Business Services
Rule 506(c)
Officers, directors & promoters on the filing
  • Manny A LopezExecutive Officer, Promoter
  • Roy RoseExecutive Officer, Director, Promoter
  • Michael P BalterExecutive Officer, Director, Promoter
  • Russell E CameronExecutive Officer, Promoter
  • David G RobertsExecutive Officer, Promoter
  • Grant C DigglesExecutive Officer, Promoter
Offering amount
$102M
Amount sold
$400K
Minimum investment
$100K
Proceeds to insiders
$1M
First sale
Aug 2019
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06c
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Karen Molis Joins Health Professionals Alliance as CFObusinesswire.com · Jan 2022Health Professionals Alliance Names Kate Othus as CEObusinesswire.com · Sep 2021Health Professionals Alliance Inc. Opens Second Funding Roundbusinesswire.com · Jul 2021

Frequently asked questions

What does Health Professionals Alliance do?
HPA acquires a minority stake in dental practices, letting dentists take an initial financial payout while retaining full control, then structures a final sale to a matched buyer on the dentist's timeline. It positions this two-step "StepUp Transition" as an alternative to selling to a dental service organization or private equity.
How much funding has Health Professionals Alliance raised?
Health Professionals Alliance has disclosed $40.6M raised across 5 of its 7 known rounds.
Where is Health Professionals Alliance headquartered?
Health Professionals Alliance is headquartered in Lake Oswego, US.