Latticework Capital Management

Momentum Advisors
Watchour read3people we can reach14companies they own1thing that happened this year0emails sent0replies0meetings booked

Who they are

Head officeDALLAS, TX, 75201 · TX

Websitehttps://latticeworkcapital.com/

How they investbuy and build, control

How they create valuedigital, operational improvement

Companies they own

showing 14 of 14
companysitesectorcurrent or past
ACCELLENTcurrent
americanclinicalresearchservices.comhttps://americanclinicalresearchservices.com/not stated
americanveterinarygroup.comhttps://americanveterinarygroup.com/not stated
Beacon Partnersnot stated
First Medical Associateshttps://drsfirst.com/not stated
Healthcare Building Solutionshttps://hbsinc.com/not stated
inReach Healthhttps://inreachhealth.com/not stated
Institutes of Healthhttps://institutesofhealth.org/not stated
Kalon Aestheticshttps://kalonaesthetics.com/not stated
Life Science Connecthttps://lifescienceconnect.com/not stated
Restoration Counseling and Community Servicesnot stated
SALT Dental Partnershttps://saltdentalpartners.com/not stated
View Open Positionshttps://elixiahealth.com/not stated
Xpress Wellness Urgent Carehttps://xpresswellnessurgentcare.com/not stated

Fit

Watch
how they fit
strong
Fit with the thesis
some
Someone senior to write to
none yet
A reason to write now
none yet
Evidence of the need

Confirmed PE sponsor in the secondary regulatory assets under management band; site-read fund-type evidence supports primary-segment fit,. No current timing signal or need evidence was supplied.

Strong fit · Fit · Watch is our reading of four things: whether the firm matches the thesis, whether there is someone senior to write to, whether anything has happened recently that gives a reason to write, and whether there is evidence they need this. A firm on Watch is not a no; it is one where only the first of the four is true today.

People

3
people we can reach
3
addresses checked

Roles, never names — a person's name and address stay in the outreach system and never appear on a page.

roleteamseniorityaddresschecked
Primary recipientDeal teamPartnerChecked and goodour own team · 2026-09-09
Copied inDeal teamPrincipalChecked and goodour own team · 2026-09-09
Copied inDeal teamPrincipalChecked and goodour own team · 2026-09-09

Activity

1
thing that happened this year
what happenedwhencurrent or pastthe headlinesource
Merger or affiliation2026-06-23current[name] & [name] by [name] to Build the World's Leading Biopharma Outsourcing Platform - [name]https://news.google.com/…6461dce0

The sequence

3
steps in the sequence
0
sent

A reply at any point stops every step still to come — nobody who answers is written to again by the sequence.

  1. 1

    Introduction · 2026-10-07

    one email to the senior team, written for this firm

    written, waiting on your yes

  2. 2

    Check-in · 2026-10-14

    one line in the same thread, only if there has been no reply

    written, waiting on your yes

  3. 3

    Last note · 2026-10-23

    one line in the same thread, only if there has been no reply

    written, waiting on your yes

You see that each step went out and when. Whether the words of each email appear here too is your call.

Replies

What each reply meant. The words of a reply stay in the mailbox and are never copied into this system.

no reply from this firm yet

Before it goes

evaluated at send; nothing has gone yet

Before any email leaves, six things are checked and written against that email: where the firm is, whether they are a business contact, why we are allowed to write, whether they are on a do-not-contact list, and that the unsubscribe line and postal address are in the message. A message cannot reach the send step without that record.