Optics Capital Advisors Participates in Acquisition of RTI Medical Systems, Inc., as Minority Shareholder

Optics Capital Advisors is pleased to announce its participation as a minority shareholder in the acquisition of RTI Medical Systems, Inc., finalized in October 2024. RTI, a leader in the sales, service, and rental of X-ray and CT equipment across the Southeast, entered a new growth phase under the management team’s ownership transition. Optics Capital Advisors, initially engaged for advisory services, recognized a strong synergy with RTI’s vision and now provides ongoing fractional CFO and strategic consulting services.

Written by

Matthew Sullivan

Published on

October 22, 2024

Optics Capital Advisors is pleased to announce the successful completion of a unique transaction. Acting as an advisor to the purchasing group, Optics Capital Advisors also participated as a minority shareholder in the acquisition of RTI Medical Systems, Inc. The transaction closed in October 2024, marking a significant milestone for both RTI Medical Systems and Optics Capital Advisors.

RTI Medical Systems, Inc., a leader in the sales, service, and rental of X-ray and CT equipment, operates across Alabama, Georgia, and Florida. Known for its deep industry expertise and strong regional presence, RTI provides critical medical equipment to healthcare providers and facilities throughout the Southeast. This acquisition represents a new chapter for RTI, as shares were transferred from the founding members to the current management team, ensuring continuity and driving future growth.

Optics Capital Advisors' Role in the Transaction

Initially engaged by certain purchasing members of RTI Medical Systems, Inc., Optics Capital Advisors provided advisory services for the sale of shares from the founding members to the management team. As we evaluated the company’s post-transaction needs, it became clear that there was a strong synergy between RTI and certain principals at Optics Capital Advisors. The shared vision for RTI’s future made this partnership an exciting and natural fit.

"At Optics, we always strive to add value beyond the transaction, and in this case, our relationship extended beyond advisory services. After working closely with the management team, we realized that we could provide additional strategic support to help RTI achieve its ambitious growth goals," said a representative of Optics Capital Advisors.

As part of the agreement, Optics Capital Advisors will not only remain a minority shareholder but will also provide fractional CFO services and other strategic consulting services as needed. This long-term partnership will support RTI’s management in navigating the complexities of scaling operations and enhancing financial performance in the competitive medical equipment sector.

A Unique and Strategic Partnership

Optics Capital Advisors emphasizes the unique nature of this transaction. While our firm never participates as a purchaser in transactions where we are engaged by the seller, in this case, we were engaged by the purchasing group. Given RTI Medical Systems' fundamentals and the alignment of long-term goals, we were honored to be invited to participate in the acquisition alongside management.

"This opportunity presented a unique set of circumstances where both parties stood to benefit from a deeper relationship. Our involvement as a minority shareholder ensures we can continue to provide hands-on strategic advice while contributing to the company's growth from the inside," added the Optics representative.

RTI’s established reputation in the medical equipment industry, combined with the new partnership, sets the stage for significant expansion. The fractional CFO services provided by Optics will enable RTI to strengthen its financial planning and execution, while also benefiting from strategic guidance tailored to the company’s evolving needs.

Looking Ahead

Optics Capital Advisors is very excited about this partnership and the role we will play in helping RTI Medical Systems grow. With our deep expertise in advisory and strategic services, we are confident that RTI will continue to build on its success, expand its reach in the Southeast, and explore new opportunities in the healthcare equipment space.

We look forward to working closely with the management team to help realize RTI’s growth objectives and support the company in maximizing its potential.

Contact Us

If you’re exploring growth opportunities through acquisitions or considering the sale of your business, Optics Capital Advisors is here to guide you through every step of the process. Contact us today for a consultation and see how we can help you achieve your goals.

Insights newsletter

No spam. Just the latest releases and tips, interesting articles, and exclusive interviews in your inbox.