Infinity Financial Group Secures $13.2M MBO Financing

Simmons Bank
Simmons Bank provided
acquisition financing
to support a $13.2 million
management-led buyout

Boutique investment banking firm Infinity Financial Group, specializing in privately-held, closely-held, and family-owned businesses, announced today it has finalized a $13.2 million management buyout financing transaction for Osseus Fusion Systems, a market- leading medical device company. Focused on pioneering advanced products for the minimally invasive spine surgery theatre, Osseus is a team of surgeons, engineers, and product managers enhancing patient outcomes and re-envisioning better healthcare. This move ensures that Osseus will build on its reign at the forefront of spinal fusion design technology and manufacturing in the United States.

Osseus Fusion Systems is a leading-edge, medical device firm composed of pioneering surgeons, engineers, and product managers who are focused on designing, producing, and marketing new technologies to the minimally invasive spinal surgery market and improve patient outcomes to change healthcare for the better.

Rob Pace, co-founder and CEO of Osseus, sought the guidance of Infinity Financial Group after starting the process to buy out his partner on his own and realizing he needed a strategic financial advisor. “The difference with IFG was immediate: I knew they would invest the time, energy, and effort to see this deal through. And they did. At every point along the way, they were by my side, listening to and understanding my concerns, and always thinking and acting in my best interests.”

After determining what was in the best interest of the future of Osseus, IFG advised on the best structure for the deal, reducing the interest rate by almost half of the expected without having to give up any equity or shares, negotiated terms and conditions, and worked closely with lawyers and CPAs to present the most appealing package to banks, managing every moment of the process.

“In the end, it was my dream deal that I truly believe only Dan and Logan could have pulled off.” – Rob Pace

“Our goal is always to give our clients the transaction they dreamed of, not only in the ideal outcome, but throughout the entire process,” Dan Flick, IFG managing partner, explains. “We’re proud to have worked with Rob to deliver an opportunity for Osseus and a foundation for generational wealth and future impact.”

IFG’s service offerings and decades of professional experience make them especially strategic in their financing structures and experts in building solutions with highly attractive terms for all parties. As Osseus plans for a big future, Rob Pace reflects: “This is a life-changing event that will not come again in my lifetime. What Dan and Logan designed for this deal has set me, my company, and my family up for growth and prosperity for generations to come.”

About Osseus and Rob Pace (Testimonial)

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