Services

Our skill base is as merger and acquisition professionals. That means we know how to analyze a situation, work out the possibilities and then, if warranted, create a form of partnership to address the challenges or opportunities facing our clients. We have done this for a long time and have worked successfully with many leading organizations across the country.

We provide a comprehensive range of services to nonprofit and public organizations considering the role of partnerships to help them meet their strategic objectives. The foundation of our work is senior, experienced advice rooted in sharp, analytical insights. This is balanced with a holistic view of the needs of the institution and the communities it serves.

We take a different approach to considering strategic partnerships. Rather than the dispassionate, rigid process of investment banking firms or the emphasis of process over results displayed by many consultants, we design a bespoke, flexible yet structured game plan for each project. Then we quarterback the project to success, working collaboratively with the client and its other advisors. We do all of this with diligence, empathy and a scrupulous avoidance of conflicts of interest.

30+ Years of Experience as Partnership Advisors

We have advised community hospitals, health systems, academic medical centers and related nonprofit and public institutions on partnership matters beginning in 1988 and have completed dozens of engagements across the country. These engagements have included buy-side and sell-side mandates, strategic assessments, joint ventures and other alliances, as well as board and management education.

Recently many of the trends and industry dynamics in higher education have begun to follow those that healthcare experienced years ago. We expect to see significant consolidation and restructuring among these institutions over the coming years. Our experience in working effectively with nonprofit and public stakeholders, assessing market and financial position and creating actionable strategic alternatives have made this a growing part of our activities.