You Built a Business That Powers Healthcare. Now Maximize Its Value.
Healthcare-Adjacent Businesses Deserve Healthcare-Specific Advisors
Most M&A firms treat healthcare business services like generic middle-market deals. They miss the nuances: regulatory exposure, reimbursement dependencies, provider relationships, and the specific PE firms and strategics that are actively consolidating your vertical. We don’t miss those things.
Deep understanding of healthcare-adjacent verticals: RCM, staffing, IT, consulting, devices, labs, and wellness
Relationships with PE firms and strategics specifically targeting healthcare services roll-ups
Expertise in recurring revenue models, contract structures, and customer concentration risk
Understanding of regulatory and compliance considerations unique to healthcare services
Experience with both founder-led exits and PE-backed platform add-on acquisitions
We position your business to command premium multiples by highlighting healthcare-specific value drivers
Your Journey, Three Phases
Every transition is unique, but the path follows a proven rhythm. Each phase is guided by our 7 Pillars Framework, ensuring no angle goes unexamined. We walk with you so you feel informed, supported, and in control.
- DISCOVER (Steps 1-3)
Understanding Your Goals
Guided by the 7 Pillars Framework, we start by defining success on your terms. We assess your financial value, personal objectives, and risk tolerance to build a clear picture before anything moves forward.
Define your goals and what an ideal transition looks like
Educate you on available options and the current market
Analyze financials, operations, and growth opportunities
- EXECUTION (Steps 4-6)
Finding the Right Partner
With your 7 Pillars assessment complete, we go to market strategically. We evaluate partner fit, quantitative alternatives, and transaction timing to identify buyers and negotiate terms that reflect the full value of what you have built.
Identify partners aligned with your philosophy and vision
Procure multiple offers and create apples-to-apples comparisons
Facilitate a well-structured Letter of Intent
- CLOSE (Steps 7-10)
Closing with Confidence
We stay by your side through due diligence, legal review, and closing. Every pillar of your deal is validated before you sign, and we continue supporting you as you transition into the next chapter of your career and life.
Navigate due diligence with full team support
Partner with your legal team to finalize all documents
Close the deal and guide your post-close transition
Our Proven 10-Step Process
From initial discovery to life after close, here is exactly how we guide you through every stage of your transition.
- DISCOVER (Steps 1-3)
- EXECUTION (Steps 4-6)
- CLOSE (Steps 7-9)
We align on how we define success, understand your goals, and identify what an ideal transition looks like for you.
Education Discovery
We educate you on the process and explore your available options, ensuring the path forward is the best course to achieve your goals.
Analysis Discovery
We gather financial and operational information to analyze trends, growth opportunities, and financial metrics that drive strong offers.
Partner Selection Execution
We explore the qualitative factors that determine whether a potential partner aligns with your philosophy and clinical vision.
Negotiation Execution
We procure multiple offers, create a true apples-to-apples comparison, and ensure maximum value by focusing on terms that matter most.
Letter of Intent Execution
We facilitate the LOI process so you enter into a well-structured agreement that accurately reflects the negotiated deal terms.
Due Diligence Close
Our team helps you navigate due diligence, ensuring the right partner fit and a smooth, timely path to closing.
Legal Review Close
We partner with your legal representatives to memorialize deal terms and help you understand all aspects of the legal documents.
Close Close
The best part: you’ve found the right partner, terms are agreed, contracts finalized, and funds received. Time to celebrate.
Life After Close Close
Our team supports you as you transition into this next exciting phase, answering questions and providing guidance along the way.
Frequently Asked Questions
We work with businesses across the healthcare services ecosystem: revenue cycle management (RCM), healthcare staffing, health IT and SaaS, consulting firms, medical device companies, laboratory services, behavioral health platforms, wellness and fitness brands, and more. If your business serves healthcare providers or patients, we likely have relevant buyer relationships.
Healthcare services businesses are typically valued on EBITDA multiples rather than revenue multiples, and buyers focus heavily on recurring revenue, customer concentration, contract terms, and scalability. The buyer universe is also different. You’re more likely dealing with PE firms, strategic acquirers, and platform companies rather than individual practitioners.
Multiples vary significantly by vertical, size, growth rate, and recurring revenue percentage. Healthcare IT and SaaS companies often command the highest multiples (8-15x EBITDA), while staffing and RCM businesses typically trade at 6-10x. We provide specific market intelligence for your vertical during our initial consultation.
Our core expertise is healthcare and healthcare-adjacent businesses. If your business serves the healthcare ecosystem in any capacity, even tangentially, we likely have relevant experience and buyer relationships. For businesses completely outside healthcare, we’re happy to refer you to trusted colleagues in other verticals.
Customer concentration is one of the most common value detractors in healthcare services M&A. We help you address this proactively, either by diversifying before going to market, or by positioning concentration as a strength (e.g., deep relationships, switching costs, embedded workflows). We also structure deal terms to mitigate buyer concerns around concentration.
There’s no minimum, but the buyer universe expands significantly above $2M EBITDA. Below that threshold, you’re primarily looking at individual buyers or small PE firms. Above $5M EBITDA, you attract institutional PE and large strategics. We work with businesses at all stages and can advise on timing your exit for maximum value.