In this Journeys to the Summit conversation, host Ilya Zlotnik explores Sam’s path—from classical culinary training and Cornell’s Hotel School to roles across finance, and ultimately CPF, a specialist investor spanning healthcare private equity and healthcare real estate.
Why PE + Real Estate in Healthcare
CPF’s thesis starts with demographics: an aging population consumes more healthcare services. Delivering that care in medical office settings often improves access and lowers cost versus hospital campuses, while senior housing solves for safety, community, and 24/7 support. CPF leans into operational intensity—owning platforms, not just properties—to align incentives and accelerate value creation.
For Founders Considering a Sale
Sam offers a practical, four-part checklist founders should address before marketing their business to buyers:
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Readiness: Are you truly prepared to transact—and why?
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Contracts & Financials: Clean leases, avoid new long-term cumbersome contracts, and tighten reporting.
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Pain Points: Name the constraints a capital partner should solve (e.g., payer relationships, add-on integration).
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Future Vision: Articulate a credible growth path and what “a great partner” can bring beyond capital.
Whether staying to scale or transitioning out, aligning on governance, patient-centered care, and a shared value-creation plan is essential.
Where AI Helps Now
Forget robo-doctors. The near-term wins are back-office and workflow: documentation, prior authorization, and revenue cycle—freeing clinicians to spend more time with patients. The goal is less screen and process management for healthcare providers and more time with their patients.
The Investor-Operator Advantage
Outside the office, Sam applies rigorous modeling to healthcare real estate (think advanced regression for demand) and credits responsive, detail-oriented partners with outsized outcomes. Inside CPF, specialization and focus—“do the important things repeatedly, very well”—drive scale without sacrificing discipline.
Watch the full episode on Journeys to the Summit and get a grounded playbook for selling, scaling, and staying patient-first.