HEALTHCARE ROOTS THAT RUN DEEP. Your trusted transaction advisory services provider.
for Healthcare Provider Organizations and Investors
Our M&A Advisory Services
Transaction Readiness Assessment (TRA)
Already discussing a potential sale or ownership transfer? We can support your organization as you prepare for and navigate the process.
Sell-Side Advisory
Contemplating a sale or capital partner? We can help you identify potential buyers, prepare diligence materials, position your organization to maximize value, and negotiate a successful transaction.
Buy-Side Advisory
Looking to buy a business or expand through acquisition? Leverage our 50+ years of combined healthcare transactional experience to find the right fit.
Our Core Values
At the ROOT of all we do
People First
Our daily mindset is oriented to recognize the human element at the center of everything we do. From our client engagements to our internal interactions, we approach each situation with kindness, respect, and appreciation.
Excellence
We’re committed to maintaining deep subject matter expertise through continuing professional education, independent research, and involvement in healthcare trade organizations.
Solution Oriented
We help clients find objective, defensible solutions to business transactions and financial arrangements.
Do the Right Thing
We believe in honesty and integrity, stewardship and accountability to our clients, our staff, and the communities we serve.
Healthcare Investment Banking Tailored to Providers
Physicians and other providers represent a unique group of sellers practicing in a complex and highly regulated industry. Accordingly, they need advisors who have significant depth of experience not only in mergers & acquisitions (M&A), but just as importantly, within the healthcare industry.
And with a practice sale transaction representing one of the most (if not the most) significant financial events in their lifetimes, physicians and other providers are often under-equipped to successfully navigate the complexities of a sale transaction involving their business. And with powerful and sophisticated buyers – including major health systems and private equity investors – it is easy for a clinician to feel outmatched throughout the sale process.
At Root Partners, we specialize in healthcare M&A. In fact, our mission is to help “level the playing field” by providing physicians and other providers with a team of experienced healthcare investment banking and healthcare transaction advisory experts that are equal – if not better – than those engaged on the other side of the transaction. And while we are fortunate to count among our client list some of the leading health systems and other healthcare services investors, our true passion is to arm physicians and other providers with representation that ensures they understand key value drivers, are fully prepared for a transaction, and can identify a partner who will not only provide the right economic terms, but also, will assist them in realizing their long-term business goals and aspirations as clinicians.