Hero Banner Image

Healthcare Transaction Advisory Services

The healthcare industry has experienced increased consolidation among hospitals and practices, a rise in vertical integration to create streamlined care models, and significant investments in healthcare technology to enhance digital capabilities. Additionally private equity investment is growing, driven by the sector's resilience. These trends indicate a strategic move towards M&A transactions to create more integrated, efficient, and patient-centered healthcare systems.

How Citrin Cooperman Can Help

Sector-specific challenges, combined with broader macroeconomic forces, have altered the pace and nature of recent M&A transactions. Our healthcare transaction advisors have extensive experience across the healthcare continuum, and are well-positioned to help leaders successfully navigate the increasing complexities of M&A transactions in the healthcare industry – managing risks and achieving successful outcomes in transactions.

Are you getting the best deal?

The best way to ensure you are getting a good deal is to be fully prepared for the transaction process. Our services span the full life-cycle of any type of healthcare transaction.

Our Services

Mergers and Acquisitions

Our healthcare M&A transactions aim to achieve synergies, expand market reach, enhance service offerings, and improve patient care, leading to cost reductions, improved resource allocation, and increased bargaining power with suppliers and insurers.

Joint ventures

We help our healthcare clients through strategic alliances allowing them to pursue common goals. Our methodology involves several key steps to ensure a clear, effective, and legally sound partnership.

Joint operating agreements

We help our healthcare clients set up joint operating agreements that are structured by clearly defining the roles, responsibilities, and contributions of each party involved. Carefully structured agreements increase operational efficiencies and lead to better client outcomes.

Service line revenue mergers

We help healthcare providers merge service lines and integrate complementary services, so that they can offer more comprehensive and coordinated care to patients.

Co-management agreements

We help clients improve the quality and efficiency of specific service lines or departments by creating agreements that align partner incentives, enhance clinical outcomes, and optimize operational performance, often leading to better patient care and satisfaction.

Management services agreements (MSAs)

We implement MSAs for healthcare organizations seeking to reduce their administrative burden and improve efficiency. MSAs include detailed descriptions of duties, performance metrics, and reporting requirements. Additionally, they outline the compensation structure, duration of the agreement, confidentiality clauses, and termination conditions to ensure clarity and mutual protection.

Professional services arrangements

We help our clients structure contracts with professional service providers to enable healthcare organizations to access expertise without maintaining in-house staff.  Our professional services agreements clearly define the scope of services, deliverables, and timelines, ensuring both parties understand their roles and responsibilities. We also include terms on compensation, confidentiality, dispute resolution, and termination conditions to protect the interests of both parties.

Shared services ventures – Our experienced industry transaction professionals help organizations successfully structure a shared services venture that delivers significant operational and financial benefits while maintaining high standards of service quality and efficiency. 

Other strategic partnerships – Healthcare organizations have unique needs, which may call for strategic alliances and networks that enable them to leverage each other's strengths, access new markets, share resources, and innovate collectively. We help our healthcare clients structure strategic partnerships that encompass various collaborative arrangements.

Ready to make the most out of your sales transaction?

Why choose us

• Partner-led engagements with dedicated teams of seasoned M&A professionals and industry specialists.
•Go-to" due diligence provider to private equity funds and U.S.-based middle market companies
•No checklist a customized approach to every engagement
•No standard checklist a customized approach to every engagement
•Client recognition for our responsiveness, technical knowledge, practical approach, and first class service.
•Staged approach to minimize broken deal fees

Ready to make the most out of your sales transaction?

Leaders Image

Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.