2026 Annual Ranking

10 Best Healthcare M&A Advisory Firms in the US

The highest-rated healthcare m&a advisory firms for healthcare organizations, ranked by Curatrix's 120-point vetting rubric. Updated annually.

39 providers evaluated
Last evaluated: January 2026
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1
Strategic Medical Brokers, LLC logo

Strategic Medical Brokers, LLC

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Specialized medical practice M&A brokers with 40 years experience

What Sets Them Apart: Strategic Medical Brokers holds the MCBI designation, placing them among only 38 brokers nationally (0.006%) with this credential, combined with an 85% sale completion rate within 12 months—five times the industry average.

85% of represented practices sell within 12 months, five times the industry average success rate Team holds rare MCBI designation (only 38 individuals in the US), along with M&AMI, CBI, and CBB certifications 95% of clients receive within 10% of their expected practice valuation
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2
HMS Valuation Partners logo

HMS Valuation Partners

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Healthcare valuation and compliance services for 28 years

What Sets Them Apart: HMS combines 28 years of healthcare-exclusive valuation experience with team credentials spanning valuation certifications, legal expertise, and clinical backgrounds, positioning them for complex regulatory compliance scenarios beyond standard compensation surveys.

28 years of exclusive healthcare industry focus with deep regulatory compliance expertise in Stark Law and Anti-Kickback statutes Specialized competency in complex arrangements including anesthesia coverage models, APP compensation, and medical office timeshare valuations Team credentials combining valuation certifications (CVA, ASA) with legal (JD) and clinical backgrounds (MPH, MSN)
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3
Brentwood Capital Advisors logo

Brentwood Capital Advisors

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Healthcare-focused investment banking for middle market M&A transactions

What Sets Them Apart: BCA's 26-year exclusive focus on healthcare and business services middle market transactions, combined with 250+ completed deals, provides sector-specific buyer relationships and healthcare transaction expertise that generalist investment banks may lack.

Extensive healthcare transaction experience with 250+ completed deals across multiple healthcare verticals including behavioral health, home health, revenue cycle management, and healthcare IT Deep middle market focus with demonstrated relationships across healthcare-focused private equity firms and strategic acquirers Senior banker involvement throughout engagement lifecycle with 30+ years average partner experience
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4
Haverford Healthcare Advisors logo

Haverford Healthcare Advisors

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Transaction advisory and valuation specialists for healthcare M&A

What Sets Them Apart: Haverford Healthcare Advisors maintains exclusive focus on healthcare services M&A with over 2,000 completed valuation projects, providing specialized market knowledge that generalist investment banks cannot match in the specialty physician practice and healthcare services sectors.

Three decades of specialized healthcare M&A experience since 1994 Over 2,000 completed valuation projects specifically in healthcare services Deep expertise in specialty physician practices across multiple disciplines including GI, radiology, pathology, and anesthesia
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5
Mertz Taggart logo

Mertz Taggart

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Healthcare M&A firm specializing in home-based care and behavioral health

What Sets Them Apart: Firsthand ownership and operational experience in healthcare services combined with specialized focus on home-based care and behavioral health creates both buyer network depth and practical understanding of operational challenges that impact transaction value.

160+ completed healthcare transactions since 2006 demonstrates extensive deal experience in the sector Firsthand experience owning and operating a healthcare company provides practical operational insight Specialized focus on home-based care and behavioral health sectors creates deep buyer network and market knowledge
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6
Bourne Partners logo

Bourne Partners

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Healthcare investment banking specialized in pharma and healthcare services

What Sets Them Apart: Bourne Partners distinguishes itself through 25 years of exclusive healthcare focus combined with proprietary research capabilities that provide clients with strategic market intelligence alongside traditional investment banking services, particularly in specialized areas like autism therapy and behavioral health.

25 years of healthcare-specific transaction experience with over $10 billion in completed deals Deep sector expertise in pharma services, behavioral health, and healthcare services with dedicated practice leaders Extensive private equity and strategic buyer relationships demonstrated through multiple successful transactions
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7
Paragon Ventures logo

Paragon Ventures

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Healthcare M&A advisors specializing in mid-market pharmacy and medical services

What Sets Them Apart: Paragon Ventures distinguishes itself through principals who are all former healthcare business owners with personal M&A experience, bringing operational insights and empathy for the business sale process that typical investment bankers cannot replicate.

All principals are former healthcare business owners with personal M&A experience, providing firsthand operational insights beyond typical investment banking expertise Deep specialization in healthcare sectors including pharmacy distribution, home healthcare, infusion therapies, and behavioral health with 30 years of industry-specific transaction history Extensive buyer network of over 7,700 contacts built specifically within healthcare sectors
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8
M.M. Dillon & Co. logo

M.M. Dillon & Co.

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Boutique investment bank specializing in healthcare and technology M&A

What Sets Them Apart: Partners combine traditional investment banking expertise with extensive C-Suite operating roles in healthcare companies, having collectively held over two dozen CEO/CFO/COO positions and three dozen board seats, providing operational perspective beyond typical financial advisory.

Partners bring combined C-Suite operating experience with over 24 CEO/CFO/COO positions and 36+ board roles in healthcare and technology sectors 130+ completed transactions with $3.5 billion raised and $4 billion in deal advisory demonstrates extensive execution track record Team members from premier investment banks including Goldman Sachs, Morgan Stanley, JP Morgan, Credit Suisse, and Citigroup
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9
Leerink Partners logo

Leerink Partners

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Exclusive healthcare investment bank with three decades of industry expertise

What Sets Them Apart: Exclusive healthcare investment banking focus for three decades, with no practice areas outside the healthcare sector, enabling deep subsector expertise across biopharma, medtech, digital health, services, and diagnostics with dedicated teams for each vertical.

Three decades of exclusive healthcare sector focus across all major subsectors including biopharma, medtech, digital health, services, and diagnostics Recent track record executing billion-dollar transactions including the $6.3B Medline IPO and multiple $300M+ equity offerings Senior banker-led engagement model with principals involved from deal origination through closing
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10
Calex Partners logo

Calex Partners

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Healthcare M&A advisory firm specializing in behavioral health transactions

What Sets Them Apart: Calex Partners' exclusive focus on healthcare services M&A, particularly their dominant position in autism and behavioral health transactions, sets them apart from generalist investment banks and broader healthcare M&A advisors.

Deep specialization in autism and behavioral health M&A with over $4 billion in advised transactions since 2016 Senior-level attention with Managing Director Jon Krieger directly involved in all engagements Advisory board composed of former operators including Dr. Doreen Granpeesheh (CARD founder) and Michael Maloney (LEARN Behavioral founder)
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Frequently Asked Questions

How does Curatrix rank healthcare m&a advisory firms?

Every provider is evaluated using Curatrix's 120-point healthcare-specific rubric covering healthcare experience (32 pts), compliance & certifications (29 pts), client portfolio (18 pts), specialization depth (12 pts), company stability (11 pts), credibility signals (10 pts), and contract readiness (8 pts). Scores are normalized to a 0–100 scale. This list includes the top-scoring providers with a minimum score of 45.

How often are these rankings updated?

Rankings are evaluated annually. This 2026 edition reflects our most recent assessment of the US healthcare market. Providers may be re-evaluated between cycles when significant changes occur, such as new certifications, acquisitions, or compliance issues.

Can providers pay for a higher ranking?

No. Rankings are based entirely on our objective scoring rubric. Tier placement and list position cannot be purchased. While Curatrix offers optional paid visibility features (clearly labeled as "Featured" or "Sponsored"), these never influence scoring or ranking position.

What is the difference between this ranking and the full healthcare m&a advisory firms directory?

The full healthcare m&a advisory firms directory at curatrix.co lists all verified providers at every tier level and is designed for browsing and discovery. This "Best Of" ranking is an annual, editorially curated shortlist of the 10 highest-scoring providers — explicitly ranked by score — to help healthcare organizations quickly identify the strongest options.

How many healthcare m&a advisory firms were evaluated for this list?

For this 2026 ranking, Curatrix evaluated 39 healthcare m&a advisory firms that serve the US healthcare market. Of those, 10 met our quality threshold (a score of 45 or above out of 100) and earned a place on this list.

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