• News

MIAMI, FL — June 2025 — The Bloom Organization (“Bloom”), a preeminent middle-market investment bank focused exclusively on founder-led and physician-owned businesses across the healthcare services and business services sectors, is pleased to announce that its client, Evolved Science, has completed a strategic partnership with Formula Wellness, a portfolio company of Trive Capital.

Founded in 2001 by renowned longevity and hormone specialist Dr. Erika Schwartz, Evolved Science is a premier concierge medicine and medical aesthetics practice based in New York City. With a deeply personalized, evidence-based approach to preventative care, the practice has built a loyal and high-acuity patient base across its core offerings — including concierge memberships, IV therapy, hormone and peptide optimization, and proprietary supplements.

Formula Wellness is a rapidly growing healthcare platform focused on concierge medicine and wellness practices across the United States. Backed by Trive Capital, Formula Wellness partners with physician-led practices to expand their personalized and high-quality care offerings. The platform supports multiple locations and providers, leveraging operational expertise to deliver scalable, patient-centric healthcare solutions.

“After more than two decades of building a practice focused on optimizing health and patient trust, it was critical to find a partner aligned with our clinical philosophy and long-term vision,” said Dr. Schwartz. “Formula Wellness and Trive Capital bring the resources and strategic alignment to scale our model while preserving what makes Evolved Science special.”

“Working with The Bloom Organization was a seamless and strategic experience from start to finish. Their team truly understood our vision and values, enabling a smooth process and excellent outcome. I couldn’t have asked for better advisors,” she added.

The Bloom Organization served as the exclusive financial advisor to Evolved Science and its shareholders. The transaction was led by Steven Weiss and Tyler Biscaha.

Holland & Knight represented Evolved Science, while Polsinelli served as legal counsel for Formula Wellness.

This transaction highlights the continued investor interest in concierge medicine and medical aesthetics platforms that combine recurring revenue, clinical personalization, and high-margin ancillary services. For those exploring strategic opportunities or potential partnerships in the space, please contact The Bloom Organization to learn more.