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Health Professionals Alliance Inc.

Buys minority stakes in dental practices and helps owners plan their eventual exit.

Updated Nov 10, 2026·Latest SEC filing Jul 13, 2026·Suggest an edit

About Health Professionals Alliance

Health Professionals Alliance is a private company based in Lake Oswego, Oregon. It has reported $40,624,040 raised in seven offerings on Form D since September 2019. Its chief executive is Roy Rose.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jul 3, 2026Jul 13, 2026$750,000of $15.0M target1$750KEquity, Debt, Options, Securities on exerciseRule 506(c)Form D ↗
Not yetAug 24, 2023$0of $50.0M target0—Equity, Debt, Options, Securities on exerciseRule 506(c)Form D ↗
Mar 11, 2022Mar 31, 2022amended Jun 29, 2022$775,000of $8.0M target7$110KDebt, Securities on exercise, Limited collection guaranty of debt securities issued by Twenty Percent Plus LLC.Rule 506(c)Form D/A ↗1 earlier filing
Not yetSep 23, 2021$0of $210.0M target0—Equity, Options, Securities on exerciseRule 506(c)Form D ↗
Jun 2, 2021Jul 1, 2021$200,000of $4.0M target3$66,667Equity, Debt, Securities on exerciseRule 506(c)Form D ↗
Oct 12, 2020Oct 27, 2020amended Jul 1, 2021$38,499,040of $90.0M target120$320KEquity, Debt, Securities on exerciseRule 506(c)Form D/A ↗1 earlier filing
Aug 5, 2019Sep 25, 2019$400,000of $102.0M target6$66,667Equity, Debt, Securities on exerciseRule 506(c)Form D ↗
Total, seven offerings$40,624,040

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Health Professionals Alliance's Form D filed Jul 13, 2026.

Grant Diggles
Grant Diggles
Chief Innovation & Marketing Officer
MB
Michael Balter
Director and promoter
Dominic Odierno
Dominic Odierno
Chief Investment Officer
Roy Rose
Roy Rose
Board Chairman & Co-CEO
Also a director and promoter at Smith Medical Direct Specialty Care.
John Van Leeuwen
John Van Leeuwen
VP of Business Development

Earlier filings also listed Jessica McBurney (executive officer, last listed Aug 2023), Jeffrey Reece (executive officer, last listed Aug 2023), Scott Bishop (executive officer, last listed Jun 2022), Kate Othus (chief executive officer and director, last listed Jun 2022), Karen Molis (executive officer, last listed Jun 2022), Justin Valley (executive officer, last listed Jun 2022), Glen Lawrence (executive officer, last listed Jun 2022) and Daniel Barnett (executive officer and promoter, last listed Jun 2022).

Sources

  1. SECHealth Professionals Alliance Inc. Form D, filed Mar 31, 2022
  2. SECHealth Professionals Alliance Inc. Form D, filed Oct 27, 2020
  3. SECHealth Professionals Alliance Inc. filing history
  4. CompanyHealth Professionals Alliance team