Active Sectors

Applied Behavioral Analysis (ABA)

Counseling

Home Health (Medical & Non-Medical)

Hospice

Intellectual/Developmental Disabilities (I/DD)

Med Spa

Men’s Health

Substance Use Disorders (SUD)

Our M&A Process

Mergers and acquisitions in healthcare comprise four stages: qualification, buyer and seller alignment, negotiation, and transaction management.

Qualification

As your M&A firm, we will conduct introductory conversations, detailed reviews of information, and in-depth healthcare business valuations to determine the feasibility of a transaction. We take the time to understand our client’s objectives, strengths, and challenges and assess whether a potential deal would align with their strategic goals.

Buyer & Seller Alignment

Once we establish the viability of a deal, we leverage our vast network of qualified healthcare buyers to identify alignment with sellers regarding expectations, goals, and timelines. We also help our clients to understand the transaction structure, valuation, and other key terms.

Negotiation

Our experienced healthcare M&A advisors assist buyers and sellers in reaching a mutually beneficial agreement on terms, pricing, and post-transaction considerations. We understand the complexities involved in healthcare M&A deals, including regulatory compliance, operational integration, and culture fit. Therefore, we provide sound advice to our clients, ensuring they make informed decisions in their best interests.

Transaction Management

Once the terms are agreed upon, Agenda Health manages every step of the M&A process closely to ensure a thorough and efficient transaction for both parties. We provide guidance through due diligence, legal and regulatory compliance, financing, and closing. We aim to minimize disruptions to our client’s operations and ensure a smooth transition to the new business structure.

Why Choose Agenda?

At our core, we adhere to the conviction that unwavering commitment to our clients is the key to optimizing valuation and attaining successful outcomes. We achieve this by:

  • Providing an expert valuation and creating an exit plan that aligns with proper timing of the market and the goals of our clients.
  • Safeguarding the confidentiality of your business operations throughout the entire process.
  • Expertly managing every phase of the sale process.
  • Granting accessibility to a broad network of qualified healthcare buyers, ensuring a diverse pool of potential partners.
  • Employing strategic methods to generate multiple offers, maximizing the intrinsic value of your company.
  • Providing unwavering support throughout the Quality of Earnings (QofE), clinical, and legal diligence processes.
  • Proactively staying abreast of the latest trends in healthcare M&A, ensuring your business strategies align with industry dynamics.

Ready to talk?

Our team of experienced healthcare M&A advisors are ready to help you set your Agenda.

Buyers
Sellers