Transformative deals driven by private equity, novel business acquisitions and partnerships have sparked disruption, accelerated change, and created new competitive dynamics in healthcare. In today’s economic and regulatory environment, PwC’s global network of experienced M&A specialists assist clients on a range of transactions from smaller and mid-sized deals to the most complex transactions, including domestic and cross-border acquisitions, divestitures and spin-offs, capital events such as IPOs and debt offerings, bankruptcies and other business reorganizations. In addition, PwC Corporate Finance has the ability to provide investment banking services within the US to help finance and raise funds. For more information about trends in healthcare visit pwc.com/us/healthcaredeals.
Jones Walker is among the largest 120 law firms in the United States. With offices in Alabama, Arizona, the District of Columbia, Florida, Georgia, Louisiana, Mississippi, New York, and Texas, we serve local, regional, national, and international business interests. The firm provides legal services to major multinational, public, and private companies and individuals doing business in the United States and abroad. The firm builds service-oriented relationships with its clients and is dedicated to understanding its clients’ businesses, the industries in which they operate, and the myriad legal challenges they face. The firm focuses on efficient problem-solving and value-added counseling, providing clients with timely, useful, and pragmatic legal advice at a fair value.
KPMG Corporate Finance LLC provides a broad range of investment banking and advisory services to its domestic and international clients. Our professionals have the experience and depth of knowledge to advise clients on global mergers and acquisitions, sales and divestitures, buyouts, financings, debt restructurings, equity recapitalizations, infrastructure project finance, capital advisory, portfolio solutions, fairness opinions, and other advisory needs. The global Corporate Finance practices of KPMG International’s network of independent member firms was ranked #1 as the top M&A middle-market adviser globally by Thomson Reuters SDC, based on number of completed transactions, for 2018. For more information, please visit: www.corporatefinance.kpmg.us
Stoneridge Partners is a mid-market healthcare merger and acquisition advisory firm, specializing in the brokerage of home care, hospices and behavioral health. As a business intermediary, we work very differently from your typical business broker. We get to know your history, goals and plans, as well as, your business, helping you determine the choices that are in your best interests. We’ll advise you whether you should sell, merge, wait or grow by diversification, expansion or acquisition. We’ll also manage the entire process from start to finish, allowing you to continue “business as usual” without unnecessary interruptions.
With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS is the world’s largest wealth manager and has extensive experience managing the wealth of ultra high net worth individuals and families. The UBS Wealth Management Americas approach is based on the trusted relationship of our financial advisors and their clients. Customized, insightful advice and solutions are delivered by dedicated advisors who are aligned to help give clients confidence in reaching their goals and dreams no matter what the environment. The Levin Wealth Management team at UBS in Beverly Hills is focused on the unique needs of physicians and healthcare executives and the companies they serve. Our clients have come from Biotech, Large pharma, Medical device, Healthcare services, and Diagnostics. Through tailored advice and discretionary portfolio management, we provide strategic and tactical solutions relevant to theirspecific situation.
Ziegler has long standing relationships with healthcare providers, real estate investors, information technology firms, financial sponsors and other thought leaders across the nation, giving us unique insight into emerging trends and the future direction of the healthcare industry. Our team has an extensive track record of putting our client objectives above all else in closing transactions. As a result, we successfully deliver tailored merger & acquisition, capital raising, restructuring, and corporate partnering solutions, helping organizations like yours identify and capitalize on exceptional and differentiated opportunities. With a history of selling healthcare related companies and facilities spanning decades, Ziegler team has an unwavering dedication to the healthcare industry. Our team includes professionals with extensive healthcare investment banking, corporate development, operational, accounting, and entrepreneurial backgrounds enabling us to deliver unmatched advisory services to our clients. For more information on Ziegler’s Corporate Finance Services, go to: https://www.ziegler.com/our-services/corporate-finance/
Berkeley Research Group (BRG)
is a leading global strategic advisory and expert consulting firm that provides independent advice, data analytics, valuation, authoritative studies, expert testimony, investigations, transaction advisory, restructuring services, and regulatory and dispute consulting to Fortune 500 corporations, financial institutions, investors, major law firms, and regulatory bodies around the world. BRG experts and consultants combine intellectual rigor with practical, real-world experience and an in-depth understanding of industries and markets. Their expertise spans economics and finance, data analytics and statistics, and public policy in many of the major sectors of our economy, including healthcare, banking, information technology, energy, construction, and real estate. Named by Forbes as one of America’s Best Management Consulting Firms in 2018, BRG is headquartered in Emeryville, California, with offices across the United States and in Asia, Australia, Canada, Latin America, the Middle East, and the United Kingdom. For more information, go to: www.thinkbrg.com.
Cresset Partners has created an approach to direct private investment centered on simplicity, flexibility, and creativity. For us, it’s about building outstanding partnerships and businesses without exception and fostering growth without friction. We invest long-term, permanent capital, resources and energy in healthcare companies that are creating lasting value and changing the world for the better. We have experience across a range of specialty providers (i.e. urgent care, dermatology, dental, behavioral health), healthcare IT and services, as well as medical devices. We love opportunities where we can make a difference in strategic direction to drive growth and industry consolidation. We do our best when we invest in transactions where we partner with owners and management to jointly drive strategy and execution to create long-term value. Given our long-term orientation, we are flexible regarding control and transaction structure and focus on creating strong equity alignment among our team and our investment partners and management.
At Healthcare Opportunities Investment Advisors, we understand that behavioral healthcare is relatively complex when compared to the delivery of general medical care. The industry annually generates more than $104 billion in direct care expenses and continues to experience rapid reorganization and realignment of services in response to purchaser demands. Employer, federal, state, and local government purchasing strategies continue to change in response to price and demand for behavioral healthcare services. A dedicated senior management team that has direct operational experience in behavioral health and has also bought and sold facilities, we bring the total package to the table in order to ensure all parties maximize their ROI’s during a transaction. For more information, please visit www.healthcareoia.com.
VMG Health is a one-of-a-kind firm, offering a combination of expertise and comprehensive services that simply cannot be found elsewhere under one roof. This is part of our longstanding commitment to meet the healthcare industry’s unique, complex, and ever-evolving needs. For more than 20 years, since our inception in 1995, VMG Health has provided valuation and transaction advisory services related to over 30,000 engagements, exclusively for the healthcare industry. As the recognized leading healthcare valuation firm, we pride ourselves on our ability to serve as a single source for all our clients’ valuation and transaction advisory service needs. Today, our client base is national and broad in scope, ranging from large healthcare systems to individual financial lending institutions. VMG’s Health’s strong market position, extensive contacts, and expert insights – combined with our expanded service offerings — help our clients succeed in the ever-changing healthcare landscape. Our healthcare valuation firm’s more than 150 dedicated professionals have an extensive array of credentials in their respective fields and keep their skills up-to-date through continuing education. Many of our associates also serve as educators, thought leaders and authors through leading national healthcare organizations. With offices in Dallas, Denver, and Nashville, VMG Health is a healthcare valuation firm dedicated to providing trusted leadership and valuation solutions for the healthcare industry. For more information go to: www.vmghealth.com
With experience dating back to the enactment of Medicare, Waller is recognized as one of the nation’s largest healthcare law firms with more than 190 experienced attorneys across various practice groups supporting healthcare organizations throughout the country. We help tax-exempt and investor-owned healthcare organizations meet strategic objectives and respond to operational challenges. Waller is a trusted advisor to many of the nation’s largest healthcare providers, and we have played a significant role in shaping the industry and markets our clients serve. Depth, experience, insight and acumen make Waller a valued strategic partner in the healthcare industry.
Aon’s Transaction Solutions Team has been leading the creation and advancement of Transaction Liability Insurance since the market’s inception. Comprised of former senior M&A and tax attorneys and other senior M&A leaders, we bring a depth of knowledge and passion for developing tailored solutions to your complex deal risks that is unparalleled in this industry. We know first-hand that the timing and sensitivity of a deal is paramount to its success and work closely with your deal team and our insurance providers to advise and execute solutions that improve your deal outcomes.
Drinker Biddle is a national, full-service law firm providing litigation, regulatory and business solutions to public and private corporations, multinational Fortune 100 companies and start-ups. We have built a reputation for outstanding legal results and a sophisticated, forward-thinking approach to every client engagement. Drinker Biddle maintains one of the oldest and largest health care industry practices in the United States, proudly serving health systems for nearly 100 years. Our experienced private equity team advises emerging companies and larger institutional clients on joint ventures, strategic and commercial partnerships, and other transactions that advance collaboration and transformation in the health care industry. These transactions have helped our clients innovate internally and externally, expand into new markets and gain a competitive advantage by deploying new technologies, products and services. Learn more at DrinkerBiddle.com.
GlassRatner is a national specialty financial advisory services firm providing solutions to complex business problems and Board level agenda items. The firm applies a unique mix of skill sets and experience to address matters of the utmost importance to an enterprise such as managing through a business crisis or bankruptcy, pursuing a fraud investigation, planning & executing a major acquisition or divestiture, and other top level non-typical business challenges. The combination of proven operating and financial expertise, a hands on approach and an absolute focus on assignment execution makes GlassRatner a unique and valuable ally for its clients. For more information, please visit www.glassratner.com.
Monroe Capital LLC (“Monroe”) is a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Since 2004, the firm has provided private credit solutions to borrowers in the U.S. and Canada. Monroe’s middle market lending platform provides debt financing to businesses, special situation borrowers, and private equity sponsors. Investment types include cash flow, enterprise value and asset-based loans; unitranche financings; and equity co-investments. Monroe is committed to being a value-added and user-friendly partner to business owners, senior management, and private equity and independent sponsors. The firm is headquartered in Chicago and maintains offices in Atlanta, Boston, Los Angeles, New York, and San Francisco. For more information, please visit www.monroecap.com.
Strategic Healthcare Advisers, LLC (SHA) utilizes its 25+ years of experience to assist clients with transactions, operational improvement initiatives, and strategic planning activities. SHA leadership has completed over 40 healthcare transactions including hospitals, nursing homes, home health, dialysis, physical therapy clinics, and physician practices. Having led the development of two provider startups (with a broad set of acute and post-acute services) SHA takes an entrepreneur’s approach to improving operations while understanding the daily challenges of being an operator. This uniquely positions SHA above other consulting companies to better understand the client’s needs. For more information, please visit www.strategichca.com.
HealthCareMandA.com – Inside the Health Care M&A Market
HealthCareMandA.com is a comprehensive data source that is devoted to health care mergers and acquisitions for the serious analyst and investor. This publication alerts you to developments in every key segment of the health care services and technology markets, including behavioral health care, biotechnology, eHealth, home health & hospice, hospitals, laboratories, long-term care, managed care, medical devices, pharmaceuticals, physician medical groups, rehabilitation and more. You won’t find more comprehensive information anywhere else. Sign up for a risk-free trial today!
Reorg M&A, part of the Reorg portfolio, offers breaking news, in-depth analysis and exclusive coverage of M&A and activism in the U.S. Our team provides exclusive insight into the full lifecycle of a transaction, from pre-deal and activism through post-acquisition with a specialization in the most contentious mergers, regulatory reviews and special situations in the market. Live courtroom and agency reporting keeps our clients informed of critical court and regulatory proceedings in real time, and an in-depth database of all transactions in which the target company is publicly traded and valued at more than $100 million provides the context needed to stay on top of any situation. Learn more at www.reorg.com/ma.