our work

Animal health expertise. Transactional track record.

DanaShift advises founders, investors, boards, and strategic acquirers across animal health and pet care through pivotal transactions and growth decisions. Our work combines deep sector knowledge, disciplined execution, and trusted access across the ecosystem to help clients achieve exceptional outcomes.

  • Sector expertise across veterinary services, therapeutics, diagnostics and technology
  • Proven impact in animal health transactions globally
  • Trusted relationships with strategics, private equity, venture capital, and family offices
  • World-class platform for M&A, capital raises, and debt advisory
select transaction experience

Representative outcomes across the ecosystem

Our transaction experience spans veterinary services, animal health therapeutics, diagnostics, pet technology, and adjacent pet care categories. The engagements below reflect the breadth of businesses we advise and the strategic, financial, and operational contexts in which we create value.

industry segments

Where we work

We advise clients across the most important corners of animal health and pet care, bringing practitioner-led perspective to businesses at different stages of scale, specialization, and strategic complexity.

Veterinary and pet care

  • Full-service hospitals
  • Specialty and emergency
  • De novo build-out
  • Regional and national platforms
  • Pet hospitality

Pharmaceuticals and diagnostics

  • Innovative pharmaceuticals
  • Specialty pharmacy and OTC
  • POC diagnostics
  • Reference laboratories
  • Home diagnostics

Pet technology

  • Software / SaaS
  • Data and analytics
  • Decision-support systems
  • Payment solutions
  • Client communication services

Consumer and nutrition

  • Pet nutrition
  • Supplements
  • Behavior and wellness
  • Online retail
  • Distribution and home delivery
services

Investment banking and strategic advisory services

We advise founders, investors, boards, and management teams across the transaction lifecycle—from strategic planning and capital strategy to complex M&A, financing, and special situations. Our approach combines institutional-quality execution with direct sector experience in animal health and pet care.

Mergers and acquisitions
M&A advisory
  • Mergers and acquisitions
  • Private company transactions
  • Public company transactions
  • Management buyouts
  • Negotiated sales
Divestitures
  • Asset sales & spin-offs
  • Carve-out acquisitions
Special situations
  • Joint ventures, licensing & royalties
  • Co-development transactions
  • Restructurings and workouts
  • Distressed assets and capital raises
  • Family business transitions
  • Shareholder dispute resolution
DanaShift's role

We help clients structure, position, and execute transactions with rigor—balancing strategic fit, process control, and value realization in complex and traditional contexts.

Corporate finance
Private equity
  • Growth equity
  • Minority equity
  • Private placements
  • Preferred equity
Private debt
  • Senior and unitranche debt
  • Mezzanine debt
  • Recapitalizations
  • Equipment leasing
  • Working capital solutions
Public credit markets
  • Credit facilities
  • Debt syndications
  • Fixed and convertible securities
DanaShift's role

We advise clients on capital structure, financing alternatives, and investor positioning—helping secure the right form of capital for growth, liquidity, or strategic flexibility.

Strategic and financial advisory
Strategic advisory
  • Corporate strategy
  • Market assessment
  • Portfolio and innovation planning
  • Go-to-market planning
  • Operational roll-out execution
Board and shareholder advisory
  • Corporate governance
  • Organizational structure
  • Top team build-out
Analytical and transaction support
  • Acquisition strategy
  • Valuations
  • Litigation support
DanaShift's role

We support board and investors with actionable analysis, strategic planning,  decision support and operational execution across animal health and pet care.

SELECTED ADVISORY EXPERIENCE

Where operating experience meets deals - 3 examples

Our principals have advised on a wide range of healthcare and animal health transactions and strategic initiatives, with experience spanning business development strategy, liquidity events, market positioning, and buyer access. The work reflects both transaction execution and the ability to help clients think strategically before, during, and after a process.

1. Business development and strategic prioritization

DanaShift principals developed business development strategy for an animal health species-focused business unit, including a comprehensive scan of acquisition opportunities, prioritization, and outreach designed to support a multi-year revenue expansion plan.

2. Liquidity and strategic exits

We have supported management teams, boards, and shareholders in achieving liquidity through strategic outcomes that aligned financial value with long-term business vision. Representative examples Adivo (monoclonals) and Sentrx (ophthalmology).

3. Founder-led growth transitions

We have helped earlier-stage companies identify growth partners capable of recognizing both present and future value, including highly targeted outreach to strategics and private equity investors, often broadening the fil f credible counterparties building on our relationships. The sale of Gingr (boarding and daycare software) to Togetherwork (SaaS investor) illustrates this.

CASE STUDIES

Selected outcomes

A few representative engagements illustrate how DanaShift helps clients position their businesses, access the right counterparties, and achieve outcomes aligned with both value and long-term vision. The examples in the capabilities materials highlight liquidity outcomes, strategic fit, and the role of disciplined process management in helping clients reach the right partner

ADIVO

Supporting a breakthrough companion-animal therapeutics company in achieving liquidity

DanaShift supported Adivo’s management, board, and shareholders in achieving liquidity through its transaction with Zoetis. The engagement reflected the value of pairing category-specific innovation with access to the right strategic acquirer — one capable of accelerating the reach and impact of the company’s monoclonal antibody platform in companion animal health. The transaction illustrated a DanaShift hallmark: helping clients realize value while preserving the vision behind the business.

CLIENT PERSPECTIVE

“Joining Zoetis means together we have multiple approaches to delivering more gold standard species-specific therapeutic antibodies to companion animals.”

Founder & CEO, Adivo

SENTRX ANIMAL CARE

Advising a veterinary ophthalmology platform on a strategic liquidity outcome

DanaShift supported Sentrx Animal Care’s management, board, and shareholders in achieving liquidity through its transaction with Dômes Pharma. The outcome expanded Dômes ophthalmology leadership while creating a North American platform for future growth. DanaShift’s led negotiations with counterparties with both strategic fit and shared values — an important component of the company's selection criteria.

CLIENT PERSPECTIVE

“Throughout this sale process I have been most impressed by a shared set of values and aspirations between the two companies.”

CEO, Sentrx Animal Care

GINGR

Helping an emerging pet care technology company find the right growth partner

Gingr entered a period of strong growth but faced limits in how quickly it could scale on its own. DanaShift curated a roster of qualified candidates including a targeted private equity outreach, enabling a high-value transaction with a partner capable of supporting the company’s next stage of growth. The engagement required sophisticated process management representing a smaller, earlier-stage company.

CLIENT PERSPECTIVE

“The team was able to put us in front of several prospective acquirers that we would never have been able to achieve on our own.”

Co-Founder, Gingr App

TRANSACTION PROCESS

A disciplined process built to realize optimal value

Execution quality shapes outcomes. Our process is designed to create clarity, maintain momentum, and position clients for strong results, while preserving flexibility as circumstances evolve. We emphasize rigorous execution, optimal value realization, and an aggressive pace that reduces avoidable downtime.

1. Positioning & preparation

We begin with a rigorous understanding and documentation of the business, its growth narrative, strategic relevance, and transaction objectives.

2. Targeting & outreach

We build a market of the most relevant strategic and financial counterparties based on fit, credibility, and competitive potential.

3. Process management

We coordinate diligence, deadlines, stakeholder communication, and parallel work-streams to preserve momentum and reduce friction.

4. Negotiation & optimization

We help clients evaluate offers, assess strategic fit, and negotiate key terms from a position of clarity and discipline.

5. Close & transition

We support final negotiations and closing readiness while helping clients think beyond the transaction to transition, continuity, and next steps.

Deliverables:
Strategic messaging
Financial model
Valuation considerations
Teaser
CIM
Initial data room
Deliverables:
Prioritized outreach list
Fit assessment
Strategics
Private equity
Venture capital
Family offices
Deliverables:
Teaser outreach
NDAs
Process letter
Data room
Management meetings
Deliverables:
Indications of interest
LOI*
Purchase agreement*
Quality of earnings
*In collaboration with client's legal advisors

Deliverables:
Diligence support
Final terms
Adjustments
Integration plan
On-going post close support
What to Expect

Embark on Your Unique Journey

Every engagement is personal. We guide you towards achieving financial success while safeguarding what truly matters: your people, your legacy, your options, and the future of your business.

Financial Outcome

Value Realization

Achieve strong results

Maximize value through strategic positioning, targeted outreach, and precise execution.

The Right Partner

Strategic Fit

Find the best-fit buyer

Identify a partner who can invest in the business, honor its culture, and propel it forward.

People and Culture

Team Continuity

Safeguard your team

Ensure outcomes that prioritize leadership continuity, retention, and organizational stability.

Legacy

Long-Term Vision

Preserve what matters

Balance immediate financial goals with the founders purpose, reputation, and the future of the business.

Continued Growth

Next Phase

Prepare for the future

Position the company for greater scale, expanded reach, and enhanced access to capital or strategic resources.

Sensitive Dynamics

Stakeholder Alignment

Navigate complexity

Manage family, board, and shareholder considerations with discretion, honesty, and calm judgment.

let's talk

If you are evaluating a transaction, growth partner, or strategic alternative, we'd welcome the conversation

DanaShift works with founders, investors, management teams, and acquirers across animal health and pet care to navigate important decisions with clarity, discipline, and sector insight