Practice Transitions Group (PTG) welcomes Lauren Wheeler as Senior M&A Advisor, bringing sixteen years of middle-market commercial banking expertise to the firm's healthcare practice transition services.
"Lauren embodies everything we look for in an advisor," says Thomas Allen, CEO and Founder of Practice Transitions Group. "Her track record of growing client relationships while maintaining exceptional service levels aligns perfectly with our commitment to practice owners. Her deep understanding of healthcare financing and business strategy will be invaluable to our clients."
Prior to joining PTG, Lauren served as Senior Vice President at BTH Bank, where she managed a $150 million portfolio of middle-market clients with a significant focus on healthcare organizations. Her nine-year tenure with Wells Fargo Bank's Regional Commercial Banking Group further strengthened her expertise in complex financial transactions and relationship management.
"Practice owners face one of their most significant financial decisions when considering a transition," Lauren explains. "My career has centered on helping clients make strategic financial choices that align with their goals. Joining PTG allows me to leverage both their outstanding platform and my experience to help practice owners secure optimal outcomes for their life's work."
Lauren holds an MBA with a double concentration in Corporate Finance and Investments from Texas Christian University, complementing her undergraduate degree from the University of Texas at Austin. Based in North Texas, she will serve clients nationwide while maintaining a strong focus on the Dallas-Fort Worth market.
To connect with Lauren about your practice transition goals:
- Phone: 214-973-0968
- Email: LWheeler@PracticeTransitionsGroup.com
About Practice Transitions Group
Practice Transitions Group is a healthcare-focused M&A advisory firm serving dental, medical, and aesthetic practices with revenues from $2MM to $20MM. We combine deep industry expertise, advanced analytics, and skilled negotiation to help practice owners achieve exceptional outcomes in their transitions. As a sell-side exclusive firm, our sole focus is maximizing results for healthcare practice owners.
