M&A Advisory.

Private equity-grade expertise spanning preparation, buyer targeting, and closing. We work as the strategic counterparty to your future buyer.

1. 01Financial Projections. Audit-grade three-statement models with normalization adjustments, ready for buy-side diligence.
2. 02Acquisition Strategy. A buyer universe and outreach plan built around your goals on price, structure, and clinical autonomy.
3. 03Confidential Information Memorandum. The marketing book sent to qualified buyers covering financials, operations, payor mix, and growth thesis.
4. 04Teaser Document. An anonymized one-pager used to gauge interest before any name is shared.
5. 05Data Room Management. Virtual data room build, access controls, and ongoing diligence support through close.
6. 06Indications of Interest. Preliminary IOIs from buyers with structure, valuation range, and conditions, benchmarked side by side.
7. 07Letter of Intent. LOI negotiation and review across price, working capital, escrow, earnout, and rollover mechanics.
8. 08Management Presentations. Preparation, rehearsal, and facilitation of meetings between you and a shortlist of qualified buyers.
9. 09Deal Negotiation. Counsel coordination, definitive-agreement negotiation, and protection of the points that erode value at close.
10. 10Closing Support. Sign-to-close project management through to wire, including transition and integration planning.