Mergers & Acquisitions A Different Kind of Transaction Advisory Firm

Mergers & Acquisition Services

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.

Connect with our team today to get trusted advisors on your side.

Certain Principals of Root Partners are licensed investment banking agents, offering securities related services through M&A Securities Group, Inc., an unaffiliated broker-dealer. Member FINRA/SIPC4151 N. Mulberry Drive, Suite 252 Kansas City, MO 64116

Smart Healthcare Advisory. Reliable Knowledge.

Our Values Inform Our Approach

Root Partners levels the playing field for healthcare providers with expert transaction advisory services, ensuring seamless, strategic, and successful deals.

  • Do What's Right

    We believe in honesty and integrity, stewardship and accountability to our clients, our staff, and the communities we serve.

  • Solution-Oriented

    We help clients find objective, defensible solutions for transactions and financial arrangements involving the Stark Law and Anti-Kickback Statute.

  • Constant Learning

    We maintain deep expertise through ongoing education, research, and active involvement in healthcare trade organizations.

  • People First

    We prioritize the human element in everything we do, acting with kindness, respect, and appreciation in our interactions.

  • For Hospitals, Health Systems, Physicians, & Health Lawyers Resources & Insights Recent Articles & Presentations

    We’ve compiled valuable resources to simplify your search for solutions, including FAQs, presentations, and articles.

  • We Know Our Clients By Name Who We Serve Trusted Valuation and Transaction Advisory Services

    Root Valuation provides tailored valuation and advisory services to healthcare organizations nationwide, with flexible fees to ensure compliance and stay within budget.

  • Your Trusted Transaction Advisory Firm Why Choose Us What Sets Root Partners Apart?

    Our mission is to offer a unique experience through a consultative approach and a business ethos grounded in our four core values.

Serving Healthcare Organizations Nationwide

Almost 20 Years In the Industry
  • Davita
  • Dispatch
  • Foley
  • Geisinger
  • GW Medical
  • Hall Render
  • Polsinelli
  • Genesis
  • SurgCenter
  • SCL Health
  • Merritt
  • HCA Healthcare
  • Indiana University Health

    Healthcare Deals Done Right

    Experience You Can Trust

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