April 27, 2026
Willkie is advising Ocho Investments, LLC (Ocho), one of TruBridge, Inc.'s (NASDAQ: TBRG) largest shareholders, in connection with Inventurus Knowledge Solutions, Inc.'s acquisition of TruBridge for $26.25 per share—a transaction representing a significant premium for shareholders. The acquisition is expected to close in the third quarter of 2026.
Willkie represented Ocho through every phase of its investment in TruBridge—from negotiation of a Cooperation Agreement that secured an Ocho representative a seat on the TruBridge board of directors, to advising Ocho and its board designee on maximizing shareholder value and navigating the sales process, to the execution of a Voting Agreement in support of the pending transaction.
Ocho is a single-family office based in Austin, Texas, that invests primarily in public equities, distressed assets, and cash-flow positive private businesses.
The Willkie team is led by partner Maurice Lefkort and associate Ian Morganelli.
