Juniper Advisory

Juniper Advisory specializes in merger and acquisition advisory services exclusively for healthcare organizations, particularly hospitals and health systems. The firm has completed over 250 assignments with more than 35 years of combined leadership experience among its team members. Juniper focuses primarily on helping not-for-profit healthcare institutions evaluate, negotiate, and execute partnership transactions.

The firm offers services across multiple transaction types including member substitutions, asset purchases, management agreements, and consolidations. Their approach emphasizes customized objectives beyond financial considerations, including retaining local governance, staff development, service preservation, and community engagement. Juniper has advised on transactions involving academic medical centers, faith-based systems, local government hospitals, and independent community hospitals.

Notable engagements include advising Genesis Health System's partnership with MercyOne, Olathe Health's merger with The University of Kansas Health System, and Marshfield Clinic Health System's combination with Sanford Health. The firm reports achieving a 50% premium to market averages for clients and maintains a team of approximately 20 healthcare transaction experts.

Organizations should consider Juniper Advisory when facing strategic inflection points requiring partnership evaluation or transaction execution. The firm brings specialized expertise to complex healthcare M&A situations, particularly for organizations prioritizing mission preservation alongside financial objectives.

Clients can expect a process that extends beyond valuation to address governance, community impact, and cultural fit. The firm's 35+ years of leadership experience and extensive transaction history provide knowledge of market dynamics, potential partners, and negotiation strategies specific to healthcare institutional partnerships.

Juniper Advisory operates exclusively within healthcare M&A, with particular concentration on hospital and health system partnerships. The firm has completed transactions across diverse healthcare ownership structures including not-for-profit 501(c)3 organizations, academic medical centers, faith-based systems, local government hospitals, and investor-owned facilities.

Their healthcare specialization encompasses understanding of regulatory environments, reimbursement dynamics, clinical service line considerations, and the unique governance structures of healthcare institutions. The firm has demonstrated expertise in rural health system consolidation and preserving access to care in underserved communities through strategic partnerships.

The ideal client is an independent hospital or regional health system with strong community ties exploring strategic alternatives. Organizations facing financial challenges, seeking operational scale, or evaluating partnership opportunities to strengthen service delivery will benefit from Juniper's specialized expertise in navigating complex healthcare transactions while preserving local identity and mission.