The following is a partial list of recent M&A engagements
| Client |
State |
Services Provided |
| Allina Health System |
MN |
Provider realignment analysis |
| Arnett Physician Group |
IN |
Financial advisory services for construction of new acute care hospital |
| Ascension Health |
GA |
Sale of St. Joseph Hospital to Triad Hospitals |
| Baptist Health South Florida |
FL |
Acquisition of ASC facility |
| Baptist Health South Florida |
FL |
Fairness opinion for acquisition of HealthSouth Doctors Hospital, Inc. |
| Carilion Health System |
VA |
Strategic options assessment |
| CSF and LeeSar Health Trust Partner |
FL |
Valuation of GPO and healthcare distribution business |
| Eastern Health System |
AL |
Financial advisory and valuation analysis services |
| El Camino Hospital |
CA |
Valuation and fairness opinion relating to the acquisition of a Tenet facility |
| Foote Health System |
MI |
Acquisition advisory services |
| Franklin Hospital District |
IL |
Sell-side advisory services |
| Greater Baltimore Medical Center |
MD |
Strategic options assessment |
| Health Midwest |
MO |
Sale of 12 hospital system to HCA |
| Helena Regional Medical Center |
AR |
Long-term lease to Community Health Systems |
| Hillcrest Healthcare System |
OK |
Sale of 14-hospital system to Ardent Health Services and Strategic options assessment |
| Hospital Sisters Health System |
IL |
Valuation |
| Jewish Hospital of Cincinnati |
OH |
Sale transaction |
| Lafayette General Medical Center |
LA |
Acquisition advisory services |
| Lee Memorial Health System |
FL |
Fairness opinion for acquisition of two hospitals from HCA |
| Mercy Health Partners |
OH |
Sale of commercial HMO to Medical Mutual of Ohio |
Mercy Health Partners, Northeast Pennsylvania
(Catholic Health Partners) |
PA |
Sale to Community Health Systems |
| Mercy Health Partners, Tennessee (Catholic Health Partners) |
TN |
Sale to Health Management Associates |
| Mercy Medical Center |
IA |
Valuation of ambulatory surgery center |
| MGH Health Services |
MD |
M&A advisory services, merger of Montgomery General Hospital with MedStar and Strategic options assessment |
| Mississippi Baptist Health System |
MS |
Acquisition advisory services |
| Morristown-Hamblen Healthcare System |
TN |
Merger transaction |
| Munroe Regional Health System |
FL |
Strategic options assessment |
| NeuroSource |
IL |
Purchase of hospital |
| Nix Health Care System |
LA |
Sale of hospital to Merit Health Systems |
| North Broward Hospital District |
FL |
Acquisition advisory services |
| Northeast Georgia Health System |
GA |
Acquisition of Lanier Park Hospital from HCA, Inc. |
| OSF Healthcare System |
IL |
Acquisition advisory services |
| Presbyterian Healthcare Services |
NM |
Acquisition of Surgery Center of New Mexico |
| ProMedica Health System |
OH |
M&A advisory and valuation analysis services |
| Providence Health System |
CA |
M&A advisory and valuation analysis |
| Providence Health System |
WA |
Sale of Toppenish Hospital and Yakima Medical Center to Health Management Associates |
| Providence Health System |
WA |
Acquisition of Willamette Valley Medical Center owned by Triad Hospitals |
| Province Healthcare |
TN |
Sale of Brim Healthcare |
| Province Healthcare |
TN |
Sale of Palo Verde Hospital, Ashland Regional Medical Center & Glades General Hospital |
| RML Specialty Hospital |
IL |
M&A advisory and valuation of long term care specialty hospital |
| Roper St Francis Healthcare |
SC |
Financial advisory services |
| Sacred Heart Health System |
FL |
Sale of Sacred Heart Home Care |
| Saline Memorial Hospital |
AR |
Sale of medical office buildings |
| Sentara Healthcare |
VA |
M&A advisory and valuation analysis services |
| Sierra Nevada Memorial Miners Hospital |
CA |
Merger with Catholic Healthcare West |
| Sisters of St Francis Health Services |
IN |
Strategic options assessment for service line |
| St Mary's Hospital |
MD |
Merger transaction |
| St Thomas Health Services |
TN |
Sale of DeKalb Hospital |
| The Jewish Hospital |
OH |
Strategic options assessment |
| Thomas Jefferson University Hospital |
PA |
Financial advisory services |
| Trinity Mother Frances Health System |
TX |
Acquisition advisory services |
| Upper Chesapeake Health System |
MD |
Merger transaction |
| Upper Chesapeake Health System |
MD |
Strategic options assessment |
| Via Christi Health System |
OK |
Sale of Via Christi Oklahoma Medical Center to Community Health Systems |
| Via Christi Health System |
CA |
Sale of St. Rose Hospital |
| Victory Health Services |
IL |
Sale of two hospitals to Community Health Systems and CCRC to Franciscan Communities and Strategic options assessment |
| Wythe County Community Hospital |
VA |
Financial advisory and valuation analysis services |
