Case Studies

M&A Healthcare Advisors (MAHA) is the premier M&A Advisory firm for lower-middle market healthcare companies. Founded by industry experts, MAHA is a recognized leader in healthcare M&A and the founders have participated in more than 50 successful transactions in recent years.

FEATURED CASE STUDY

After 20 years of providing their robust patient base with accessible and critical care in the safety of their own homes, Dr. Sheryl Pearl decided it was time to bring on a strategic partner to lift administrative burdens and help transition the business into its next stage of growth.

  • A leading agency for in-home medical care services (house calls) throughout Nassau County, Suffolk County, and the borough of Queens.
  • Dr. Sheryl Pearl is board-certified in Family Medicine with added qualifications in Hospice and Palliative Care.
  • Dr. Pearl was involved in all aspects of the day-to-day operation and grew her census extensively.

M&A Healthcare Advisors met the family behind Advent Home Health at a healthcare speaking engagement located in Las Vegas. The Advent ownership team was in need of an M&A Consultant to assist with an on-going negotiation to be acquired by Intermountain Health.

Founded in 2015, Serving Spirit is driven by a mission to provide affordable and dependable home care to seniors in the Greater Philadelphia Area. In 2023, owner and operator Damian Wargo decided it was time to identify a new partner that would transition the business into its next stage of growth.

After 8 years in business, two founders approached MAHA to begin orchestrating the exit of their home health agency in order to pursue other business opportunities.

After 40 years of operating specialty pharmacies in the Bay area, the ownership team (Russell Zukin and Jonathan Han) felt it was time to spin-off their Palo Alto retail location and focus their efforts on transplant therapy patients out of their other locations.

CHAP-accredited, Medicare and Medicaid (Medi-Cal) certified Home Health agency located in the San Francisco Bay Area with 2,500 total patients, 51,000 total visits, and over 80 total caregivers.

Prior to forming MAHA, the Founders completed the following transactions:

After nearly a decade of providing services, the controlling partners wanted to understand their options in the market for a transition or sale. The asset base included all major contracts, a strong network of patients, established distribution channels, and licenses across all 50 states.

These Home Health and Hospice agencies held Medicaid and Medicare certifications across a total of 12 locations, serving 73 counties in and around the Greater San Antonio area.

Founded in 1996, the Company built a trusted brand name in Southern Texas by delivering value driven, high quality, and compassionate home care services to a total of 77 counties in the South Texas area. They held JCAHO accreditation, Medicaid and Medicare certifications, and managed a total of 8 locations in and around the Greater San Antonio area.

This 15-year-old agency maintained Medicare certification and provided Home Health and Hospice services to the Northern Utah area.

This Medicare-certified, CHAP and state-accredited Home Health and Hospice provider was licensed to serve the Texas State Department of Health and Human Services Region 6 in the Greater Houston Area.

This Behavioral Health Services company is a Joint Commission-accredited and DHCS state-certified substance abuse and mental health treatment provider located in the Central Coast of California.

The restructuring firm engaged us to find a buyer who could pay secured lenders yet maintain operations for personnel and patients. We were chosen as the exclusive M&A advisor in the Section 363 Bankruptcy process.

These Counseling and Outpatient Therapy providers are both CARF-accredited and state-licensed, allowing them to provide mental health and in-home counseling services across 5 locations in Virginia.

This Closed–Door Specialty Infusion Pharmacy held ACHC and URAC accreditations, and focused on Immune Globulin Therapy (IVIG) across two locations in Texas and Arkansas.

After a rigorous application process, John B. decided to sell his highly desirable Certificate of Need (CON) Home Health business to service the Washington D.C. area.

This BACB-licensed Behavior Analyst agency, focused on providing ABA Therapy and Autism Services to the Dallas market, quickly grew to four locations.

The agency was a reputable and leading provider for Foster Care, Respite Care, and Adoption Services for children and adults with Intellectual Developmental Disabilities in the state of Arizona.

This closed-door specialty pharmacy served I/DD and Medically Complex patients since 2001. After 30 years as a pharmacist/CEO, the owner decided it was time to sell.

3 Essential Ways to Prepare Your Healthcare Company for Sale

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