Boutique advisory · Insurance distribution & healthcare
Financial counsel, with an operator’s instinct.
Calabria Advisory Partners guides insurance distributors, agencies, and healthcare enterprises across the full transaction lifecycle — from fractional CFO leadership to the sale of your business.
FMO / IMO Distribution◆
Insurance Agency M&A◆
Health Plans & ACOs◆
Capital & Special Situations
Our practices
Three disciplines, one continuous relationship.
Most advisors meet you at the deal. We meet you before it — building the financial foundation that makes a business worth more, then standing beside you through the transaction and what comes after.
Fractional CFO
Senior finance leadership on a fractional basis — the monthly close, forecasting, and financial infrastructure that let your business scale and stand up to diligence.
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M&A Advisory
Sell-side M&A for owners ready to transact — confidential processes, CIM preparation, buyer outreach, and negotiation managed through to close.
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Valuation & Debt Advisory
Know what your business is worth and how to finance its next move — independent valuation analysis and debt advisory that sources the right capital.
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Why Calabria
Trust, earned the only way it can be.
We chose the name Calabria for the standard it sets — patience, discretion, and work done properly because your name is on it. In advisory, that comes down to one thing above all: trust you never have to question.
We’ve been through the process from the inside — the close, the raise, the sale. We know which questions actually matter, and we go looking for the answers most never think to check. That is where value is protected, and where the costly surprises are caught early.
Engagements nationwide
Leadership
Built from two decades inside the industry it serves.
Calabria is led by a finance executive who has worked across equity research, health plan finance and operations, and M&A leadership in insurance distribution — the same seats our clients occupy today.
- Health plan finance & operations across national carriers — BlueCross BlueShield, Cigna, Humana, and Clover Health.
- Equity research covering healthcare and insurance services.
- EVP of Finance & M&A at a national FMO/IMO, with deep Medicare and distribution expertise.
- Hands-on operator perspective — the difference between a model that looks right and a business that runs right.
Considering a sale, a raise, or a stronger finance function?
Let’s talk — confidentially, and with no obligation.