Healthcare M&A Advisory Firms

Healthcare practitioners seeking to sell established medical or dental practices valued between $1 million and $10 million. Ideal for physicians planning retirement transitions, practice consolidations, or strategic exits who require specialized healthcare transaction expertise and discreet marketing to qualified buyers.

HMS Valuation Partners serves hospitals and health systems requiring FMV valuations for physician employment agreements, medical practice acquisitions, and hospital-based specialty arrangements. The firm is well-suited for healthcare organizations navigating Stark Law compliance, establishing timeshare arrangements, or structuring compensation for anesthesiologists, hospitalists, laborists, and other hospital-based providers.

BCA is best suited for middle market healthcare services and healthcare technology companies seeking M&A advisory, recapitalization, or growth capital. The firm appears particularly well-positioned for founders of family-owned healthcare businesses navigating succession planning or first-time exits, as well as established healthcare operators pursuing platform recapitalizations or add-on acquisitions.

Haverford Healthcare Advisors is best suited for specialty physician practices and healthcare services companies with valuations between $5 million and $250 million that are considering sale, merger, or acquisition opportunities. The firm serves physician practice owners seeking strategic transaction guidance and healthcare enterprises managing active acquisition programs.

Healthcare service providers in home-based care, hospice, or behavioral health sectors considering a business sale or exit planning. The firm is particularly well-suited for owner-operators seeking to maximize transaction value through a competitive process and who value advisors with direct healthcare operational experience.

Bourne Partners is best suited for mid-sized to large pharmaceutical companies, pharma services organizations, and healthcare services providers seeking sell-side M&A advisory or strategic capital placement. The firm is particularly well-matched for companies in behavioral health, clinical research, pharmacy services, and post-acute care looking to navigate transactions with strategic buyers or private equity investors.

Paragon Ventures best serves established, profitable mid-market healthcare companies looking to execute exit strategies or pursue strategic acquisitions. The firm is particularly well-suited for pharmacy services, home healthcare providers, medical distribution businesses, and healthcare technology companies with operations in sectors including infusion therapy, respiratory care, behavioral health, and medical device manufacturing.

Leerink Partners is best suited for mid-market to large-cap healthcare companies seeking capital markets transactions or M&A advisory, venture-backed healthcare startups preparing for IPOs or growth equity rounds, and private equity firms investing in healthcare services or technology platforms. The firm serves clients requiring deep healthcare sector expertise combined with capital markets execution capabilities.

M.M. Dillon is best suited for mid-sized to large biotech, biopharma, specialty pharma, and medical device companies seeking M&A advisory, capital raising, or restructuring services. The firm serves both public and private companies backed by private equity or venture capital firms requiring senior-level investment banking expertise with deep healthcare industry operating knowledge.

Calex Partners is best suited for middle-market healthcare services companies considering a sale or recapitalization, particularly those in behavioral health, autism services, healthcare IT, and retail healthcare. The firm serves both founder-owned businesses and private equity sponsors seeking exit or add-on acquisition advisory.

Physician Transaction Advisors is best suited for established physician group practices and ambulatory surgery centers considering strategic partnerships, private equity transactions, or hospital affiliations. The firm specifically serves specialty practices in orthopedics, gastroenterology, ophthalmology, urology, and spine surgery with significant business value seeking to optimize transaction outcomes in once-in-a-lifetime partnership decisions.

Harbor Healthcare is best suited for independent pharmacy owners and healthcare entrepreneurs seeking to sell, acquire, or partner in pharmacy businesses. Ideal clients include owners of established pharmacy operations across multiple segments who value specialized sector expertise and require guidance navigating complex regulatory and operational considerations unique to pharmacy M&A transactions.

Healthcare organizations seeking investment banking services for mergers, acquisitions, divestitures, or capital raising transactions. Most appropriate for established healthcare companies, health systems, and private equity-backed healthcare platforms requiring sophisticated financial advisory and transaction execution capabilities.

Juniper Advisory is best suited for independent hospitals and regional health systems considering strategic partnerships, mergers, or acquisitions. The firm's expertise particularly benefits not-for-profit organizations, rural hospitals, and community-based systems that require specialized guidance to preserve mission-critical objectives while executing complex transactions.

Middle-market healthcare companies seeking M&A advisory or capital financing, particularly businesses in healthcare IT, managed care administration, pharmacy benefit management, or technology-enabled healthcare services. Well-suited for founder-operated businesses and companies requiring carve-out transaction expertise or strategic buyer identification in the $10M-$350M transaction range.

Brocair Partners is best suited for mid-market healthcare and pharmaceutical companies seeking M&A advisory services, particularly those in specialized niches such as pharmaceutical ingredients, life science technologies, dental products, or biopharmaceutical equipment. The firm is appropriate for both private and publicly-traded companies with global operations requiring cross-border transaction expertise.

Independent veterinary practice owners considering exit strategies, retirement planning, or corporate partnerships. Particularly suited for single-location practices and multi-entity operations seeking guidance through complex sale structures involving partial ownership transitions.

Sherman & Company is best suited for mid-market to large insurance companies, healthcare payers, technology firms, and asset management companies seeking sell-side, buy-side, or strategic advisory services. The firm serves established companies with significant transaction values rather than early-stage ventures.

Bailey & Company serves middle-market healthcare companies pursuing strategic transactions including mergers, acquisitions, growth capital raises, or partnerships. The firm is well-suited for founder-owned healthcare businesses, private equity-backed healthcare platforms, physician practice groups, healthcare technology companies, and healthcare services organizations seeking sophisticated M&A advisory with deep sector expertise and institutional investor access.

MHA serves middle-market healthcare business owners evaluating strategic options such as full or partial exits, recapitalizations, debt refinancing, or growth capital. The firm is well-suited for established specialty practices, surgical centers, healthcare service organizations, and medical technology companies seeking experienced advisors with deep healthcare industry knowledge and extensive buyer networks.

Ferghana Partners serves life sciences companies seeking strategic transaction advisory, including mid-sized pharmaceutical companies pursuing acquisitions or partnerships, biotechnology firms requiring financing or exit strategies, diagnostic companies navigating M&A opportunities, and specialty pharmaceutical manufacturers expanding through licensing deals or market access partnerships.

Convergence Healthcare Advisors is best suited for mid-market healthcare companies in the medical device, diagnostics, or healthcare technology sectors that are considering strategic alternatives, seeking growth capital, or planning an exit. The firm is particularly well-matched for companies backed by private equity or venture capital investors looking for experienced advisors with established buyer networks.

Acuvance serves mid-to-large hospitals, health systems, and physician enterprises requiring comprehensive advisory support across multiple operational areas. The firm is particularly suited for provider organizations navigating physician alignment strategies, revenue cycle challenges, clinical compliance issues, or enterprise technology implementations that require deep healthcare sector knowledge.

Middle-market healthcare companies seeking to sell, raise capital, or execute strategic transactions. Particularly well-suited for behavioral health providers, specialty healthcare services (dialysis, dental, pediatric therapy), surgery centers, and healthcare technology companies with established operations looking for private equity partnerships or strategic acquirers.

M&A Healthcare Advisors is best suited for healthcare business owners considering a sale or exit, particularly those operating home health, hospice, behavioral health, pharmacy, or physician practice businesses. The firm is also appropriate for healthcare operators who have received unsolicited acquisition offers and need expert guidance on whether to pursue them and how to maximize value.

Houlihan Lokey is best suited for healthcare companies, private equity firms, and health systems seeking M&A advisory, capital raising, or restructuring services. The firm serves clients across the healthcare spectrum from behavioral health providers to medical device manufacturers and pharmaceutical services companies.

HealthStream Ventures is best suited for entrepreneurial dentists and physicians building multi-site group practices or emerging DSO/MSO platforms who need strategic guidance on corporate structuring, capital raising, and operational professionalization. The firm is particularly valuable for clinician-founders navigating their first major growth inflection point or preparing for institutional capital partnerships while seeking to maintain clinical culture and autonomy.

Healthcare business owners planning a strategic exit within a defined timeframe, particularly those operating pharmacies or ancillary healthcare services. Also suitable for private companies or individuals seeking to grow through healthcare acquisitions in focused geographic markets.

Healthcare founder-operators and physician practice owners seeking to sell their businesses, raise capital, or form strategic partnerships. Particularly well-suited for practices in cardiology, plastic surgery, dental, and specialty medical services looking for an advisor who understands the unique dynamics of physician-led organizations and can navigate complex multi-stakeholder negotiations.

Piper Sandler is best suited for mid-sized to large pharmaceutical companies, biotechnology firms, medical device manufacturers, and digital health companies seeking M&A advisory services, equity capital raising, or strategic financial guidance. The firm's small and mid-cap research coverage makes it particularly relevant for growing healthcare companies preparing for public offerings or seeking liquidity events.

Middle-market healthcare providers and investors seeking M&A advisory or capital placement services. Best suited for skilled nursing facilities, assisted living operators, behavioral health providers, and healthcare real estate sponsors requiring specialized financing solutions or strategic transaction guidance in the $1-50 million range.

Sami Capital is best suited for established physicians and healthcare business owners earning $500,000 or more annually who are considering a practice sale within the next 1-10 years. The firm targets medical practice owners seeking strategic exit planning, tax optimization, and access to private equity, family office, or strategic buyers in the healthcare space.

Healthcare companies seeking investment banking services for mergers, acquisitions, capital raises, or strategic transactions. Organizations that value specialized healthcare sector expertise and prefer working with a boutique firm that focuses exclusively on healthcare rather than a generalist investment bank.

Healthcare companies and organizations seeking investment banking services for mergers, acquisitions, divestitures, or capital raising activities. Organizations planning significant transactions requiring intermediary services and access to capital markets relationships.

HealthCare Markets Group is best suited for healthcare providers and medical technology companies seeking investment banking services, strategic guidance on growth initiatives, or assistance with mergers, acquisitions, and divestitures. The firm serves organizations ranging from healthcare startups to multinational corporations requiring specialized healthcare industry expertise for financial transactions and strategic planning.

Middle-market healthcare, technology, and business services companies preparing for M&A transactions or evaluating strategic alternatives. Particularly well-suited for companies seeking senior-level attention throughout the engagement and those who value advisors with operational experience alongside financial expertise.

Business owners in healthcare, engineering, manufacturing, or robotics seeking a full or partial exit who value an advisor with operational experience. Companies looking for access to global buyer networks including strategic acquirers and private equity firms across multiple continents.

Canaccord Genuity is best suited for growth-stage companies seeking capital markets expertise and investment banking services, high-net-worth individuals requiring wealth management across multiple jurisdictions, and female entrepreneurs looking for dedicated advisory and mentorship programs.

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