Business at a Crossroads
How SHG Helped iSimulate Find a Private Equity Buyer
iSimulate, a highly successful manufacturer of medical simulation equipment, was at a crossroads. Should the owners double-down with the significant investment necessary to achieve the company’s full potential, or find a buyer with the resources to get them there?
They turned to the Schwartz Heslin Group (SHG) for direction — and received a road map to success.
In our new SHG Success Story video, iSimulate COO Bobby Syed and SHG Managing Directors Cory Martin and Rai Archibold discuss the finely tuned process that led to iSimulate’s acquisition by the longest-tenured private equity firm in the country.
2025 Year-End Review Recap: Schwartz Heslin Group 2025 was a busy year at SHG. We worked with owners and leadership teams who needed clear answers and practical next steps. Some were planning for retirement. Others were weighing a buyout, preparing for a sale, or tightening executive compensation ahead of bigger moves. This recap highlights a few moments from the year and what they showed us about the decisions business owners are facing right now. It also marks a milestone for our firm. In 2025, SHG celebrated 40 years of advising clients through high-stakes transitions. We are grateful for the trust our clients place in us and proud of the work we have delivered together.
Explore real succession planning examples for small businesses, from MBOs to ESOPs, and learn how to prepare for smooth leadership transitions.
