Mergers & Acquisitions (M&A) Advisory
Expert GuidanceThrough EveryTransaction Phase
We provide end-to-end M&A advisory services to help healthcare practices evaluate, structure, and execute successful transactions. Our healthcare-specific expertise ensures that both financial and clinical considerations are addressed throughout the process.
Our M&A Advisory services include:
Business Sale & Exit Strategy
We develop a customized roadmap for healthcare providers planning a full or partial exit, including:
• Timing optimization based on market conditions
• Preparation of compelling offering materials
• Positioning strategies that highlight your practice's unique value
• Confidential marketing approaches that protect patient and staff relationships
Buyer Identification & Negotiation
We identify and approach the ideal strategic, financial, and private equity-backed buyers for your practice while negotiating favorable deal terms, including:
• Purchase price and structure
• Earnout provisions
• Employment and transition agreements
• Non-compete terms
• Post-closing operational autonomy
Due Diligence Support
We prepare comprehensive financial, operational, and compliance materials to streamline the sale process and address potential buyer concerns proactively. This includes:
• Financial data preparation and analysis
• Operational metrics documentation
• Compliance and regulatory review
• Patient statistics and referral patterns
• Provider productivity analysis
Transaction Execution
We manage the entire M&A process to ensure a smooth and profitable closing, including:
• Coordination with legal and accounting advisors
• Timeline management
• Negotiation support
• Closing preparation
• Post-closing integration planning
