Buy-side Services

We provide high-value transaction advisory solutions to healthcare providers seeking to partner with or acquire another organization. Through a multidimensional approach, we’ll help you simultaneously assess the strategic and financial impact of a potential opportunity and determine the right form and structure for a transaction.

This approach empowers you to assess whether a potential partner is a right fit for your organization. It also enables you to present a competitive offer. Our customized, client-based approach ensures we aggressively represent your best interests at all times.

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Sell-side Services

Our sell-side approach pairs in-depth experience with an appreciation that each client’s journey is truly unique. We recognize that each organization defines success differently. That’s why we begin each engagement by gaining a deep understanding of your goals and objectives.

We’ll coordinate the RFP process, develop letters of intent or term sheets, coordinate due diligence, and lead negotiation of definitive agreements on your behalf. Our deep expertise in M&A and strategic partnership positions us to efficiently address any issue that arises and rigorously defend the interests of our clients.  

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Facilitated Partnerships

We serve as an advisor jointly engaged with our clients to design and support a partnership process that focuses on development of business rationale, confirmation of mutual strategic benefit, structuring of the transaction and construction of the partnership agreements. In facilitated discussions, our team acts as the lead and often sole advisor to the parties as they evaluate and execute the contemplated partnership. At each step, we provide alignment of strategic interests, compatibility of cultures, and a consistent vision for how the partnership will function.

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Affiliations and Joint Ventures

Creative affiliations and joint ventures are assuming a larger role in meeting the strategic needs and financial demands of healthcare organizations in an evolving market environment. Our approach is to provide truly objective advice, the best possible information, and a strategic advantage in decision making. We combine M&A; financial and capital planning; and corporate finance advisory to bring a breadth of capabilities and a depth of healthcare industry knowledge—a unique skill set among healthcare consultants and investment bankers.

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