Business Details
14 Years
experience
Trusted M&A Advisory for Healthcare & Staffing
We are Oakmark Advisors, a specialized advisory firm dedicated to facilitating mergers and acquisitions in the healthcare and staffing industries. With over 70 years of combined transactional experience, our team provides tailored guidance to help clients navigate complex transactions. Our independence allows us to focus solely on our clients' objectives, ensuring their deals are structured to maximize value. We specialize in adult and pediatric home health, hospice, staffing, and related sectors, offering expertise in valuation, buyer engagement, and post-sale execution.Our proven process emphasizes transparency, strategic alignment, and meticulous attention to detail, enabling clients to remain focused on their core business while we manage the intricacies of the transaction. Our track record includes supporting over $865 million in acquired revenue since 2012, reflecting our commitment to delivering results-driven solutions.
Services
M&A Advisory
Business Valuation
Seller Representation
Buyer Facilitation
Due Diligence Coordination
Post-Sale Integration
Transaction Financing
Regulatory Compliance
Market Analysis
Deal Structuring
Details
- Year established: 2012
Highlights and features
- We offer over 70 years of combined M&A experience in healthcare and staffing.
- Our tailored advisory services align with each transaction's unique requirements.
- We maintain exclusive focus on healthcare and staffing industry transactions.
- Our valuation process incorporates regulatory, operational, and market benchmarks.
- We coordinate all transaction phases from due diligence to successful closing.
Services
M&A Advisory
Our M&A advisory services guide healthcare and staffing businesses through acquisition and divestiture processes. We create customized sale strategies and execute competitive bidding processes while maintaining client confidentiality. Our expertise spans deal structuring, buyer qualification, and closing coordination to maximize transaction success.
Business Valuation
We provide comprehensive valuation assessments using income and market-based methodologies. Our analysis considers regulatory compliance, operational benchmarks, and growth potential to establish accurate valuation ranges. Services include EBITDA component analysis and premium valuation methodology for strategic transactions.
Seller Representation
Our seller services encompass financial preparation, marketing material creation, and strategic buyer outreach. We manage due diligence processes and negotiate optimal terms through structured bidding. The eight-step process ensures maximum value realization while minimizing seller operational disruption during transactions.
Buyer Facilitation
We help buyers identify strategic targets and conduct objective evaluations. Services include acquisition strategy development, financing coordination, and due diligence management. Our industry expertise enables private equity firms and strategic buyers to complete transactions with comprehensive professional support.
Due Diligence Coordination
Our due diligence services organize information exchanges between parties and ensure regulatory compliance. We coordinate legal, financial, and clinical reviews while maintaining communication between buyers and sellers. Secure document management systems support efficient review of critical transaction materials.
Questions
What industries do you specialize in?
We focus exclusively on healthcare and staffing sectors, including home health, hospice, private duty nursing, and staffing agencies across various specialties.
How do you support sellers during transactions?
Our eight-step process includes financial preparation, buyer outreach, due diligence management, and closing coordination to maximize value while minimizing operational disruption.
Can you help buyers identify acquisition targets?
Yes, we assist buyers in developing acquisition strategies, identifying potential targets, and conducting objective evaluations to find optimal strategic matches.
What valuation methodologies do you use?
We utilize income and market-based approaches, regulatory assessments, and premium valuation methodologies considering market conditions and strategic buyer perspectives.
Do you provide post-transaction support services?
Yes, we facilitate successful integrations by coordinating legal document exchanges, ensuring compliance, and addressing implementation challenges during the closing process.
