Why Choose Root Partners?
Our Consultative Process
- Obtain & Review Data
- Engage with Stakeholders
- Explore & Challenge Assumptions
- Finance & Operations
- Market Data
- Qualitative Elements
- Explain Theory/Methods
- Walk through Models
- Synthesize Value
Contact us today to speak with our experienced team.
Our Core Values
At the Root of All We Do
We realize our clients have many choices when selecting a healthcare transaction advisory firm. Our mission is to provide a unique client experience through our consultative approach and a business ethos focused on our four core values.
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Do What's Right
We believe in honesty and integrity, stewardship and accountability to our clients, our staff, and the communities we serve.
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Solution-Oriented
We help clients find objective, defensible solutions for transactions and financial arrangements involving the Stark Law and Anti-Kickback Statute.
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Constant Learning
We maintain deep expertise through ongoing education, research, and active involvement in healthcare trade organizations.
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People First
The Root Partners Difference
A Note From Our Founder
I founded Root Partners based on my belief that a transaction advisory firm can and should be different. Drawing from my experiences as a partner in some of the leading healthcare valuation firms, I recognized that there was a need for a more personalized, hands-on approach to valuation and M&A services. I developed a philosophy that focuses on understanding the goals and objectives of healthcare organizations in order to develop tailored solutions that are not only defensible, but also practical in an ever changing regulatory and commercial landscape. We believe this is the right way to provide valuation and transaction advisory services, and we hope that you will give us the opportunity to show you how the Root Partners difference can help your organization.
