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HEALTHCARE M&A ADVISORS

Looking for a trusted advisor with the expertise to help you grow, diversify or sell your healthcare business? Look to Stoneridge Partners.

The steps you take today will determine the future of your healthcare business. There’s no time like the present to start planning for tomorrow – but where do you start? You need advisors you can trust, who understand what you do and where you want to go.

You need Stoneridge Partners.

THE PROCESS

Our process is designed to ensure confidentiality, maximize value, and get to an expedited close.
It includes the following phases:

1

Initial Consultation:

We start with a detailed conversation to understand your goals, explain the process, and discuss your options.

2

Planning and Documentation:

We collect data and produce comprehensive marketing materials, including a customized executive summary to attract qualified buyers. In addition, valuation range and expected selling price and other deal terms are discussed.

3

Targeted Marketing:

We conduct targeted outreach to potential buyers through a robust network of industry contacts. During this process, we utilize a blind listing to maintain confidentiality during this stage of the process.

4

Confidentiality Agreement/NDA:

Potential buyers execute a confidentiality agreement prior to accessing documentation with confidential information.

5

Buyer Engagement:

At this stage of the process, information is shared with Buyers to determine level of interest and negotiate price and other deal terms.

6

Letters of Intent (LOI):

Offers typically come in the form of a Letter of Intent. This is a written document that outlines the basic terms of a deal. Once parties have agreed on the basic terms, the LOI is executed. At this time, the Seller is typically under a period of exclusivity (usually 90-120 days) with the Buyer.

7

Due Diligence:

The due diligence period is usually 90-120 days. During this time, the Buyer spends considerable resources verifying all relevant information crucial to the deal. This will include financial, clinical and legal diligence to name a few. Stoneridge can host the due diligence data room for this process ensuring that confidentiality is maintained at all times.

8

Legal Process:

Once the Buyer is confident in the diligence process, attorneys will be brought in to negotiate more detailed terms of the deal that will be set out in the Purchase Agreement (PA). The Buyer typically provides the first draft of the PA. In addition, the attorneys will be responsible for handling the regulatory process.

9

Closing:

The day everyone has been working so hard for: the close of a successful transaction. Funds are wired and the Buyer takes over operations.

CONTACT US

When you’re ready to talk about the future of your healthcare business, contact us at Stoneridge Partners. We’ve been building relationships in the home care, home health, hospice and behavioral health industries for more than 20 years. And because our advisors have high-level experience working in the healthcare field, they know what it takes to prepare for tomorrow.

We know your business because we’ve been there before – and we can be there for you.