Top Managed Health Care M&A Advisory Firms with Recent Private M&A Activity

301

Active Firms

818

TTM Deal Flow

$3M-$14M

Core Revenue Range

$500K-$3M

Core EBITDA Range

Top States by Activity

California 12%

Florida 11%

Texas 10%

New York 5%

Pennsylvania 4%

Key Attributes

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

Willock Partners

7 Total Closed Deals

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Willock Partners provides privately held companies with buy-side and sell-side advisory services. Our clients typically have revenues below $100 million, are profitable with good track records and well managed firms. We also arrange senior or subordinated debt for clients. We work on behalf of the owners of the companies and only deal with the decision makers or the Board of Directors.

Recent Transactions

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Oct 2015 Advised Vision Professional Services, LLC in its sale to Acacia Partners, LLC
Aug 2015 Advised Arthur Court Designs, Inc. in its sale to Vagabond House
Jul 2015 Advised Acrobat Outsourcing in its sale to The Service Companies, Inc.
Apr 2015 Advised Level One Marketing in its sale to Advantage Sales and Marekting

Empire Strategic Advisors

6 Total Closed Deals

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We are a Raleigh, NC and Nashville, TN based firm that provides mergers & acquisition and strategic advisory services to middle-market companies across numerous industry sectors. We have a unique perspective rooted in our principals' successful history of advising entrepreneur and family-owned businesses, financial sponsors and major corporations.We believe that every company has an entrepreneurial passion that drives it and a story that defines it. We deliver unconventional results through our unique ability to tell each client's story and drive relentless execution because of the…

Recent Transactions

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May 2019 Advised Remar, Inc in its sale to Fidelitone
Jan 2019 Advised Village Real Estate Services in its sale to Evergreen Real Estate
May 2018 Advised IT Works in its sale to Cayuse
Jun 2017 Advised Carolina Stone Products in its sale to Private Investor Group

AIM Group Canada Ltd.

6 Total Closed Deals

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AIM Group Canada Ltd. is a leading Canadian mergers and acquisitions advisory firm specializing in the sale or purchase of privately owned companies. Established in 1990 and based in Toronto, AIM arranges mergers, acquisitions and divestitures across the country. Our clients include a wide range of business service and manufacturing companies. AIM is also a founding member of Pandea Global M&A, an international alliance of mid-market M&A firms in 21 countries.

Recent Transactions

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Jan 2016 Advised ASK Products Inc. in its sale to Sicame S.A.
May 2015 Advised Modern Forwarding in its sale to Dicom Transportation Group
Dec 2014 Advised Black Electric in its sale to OZZ Electric
Jun 2014 Advised morEnergy Services in its sale to National Home Services

RK Holman & Company LLC

6 Total Closed Deals

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RK Holman & Company provides advice to middle market companies on mergers, acquisitions, divestitures, restructurings and valuations. In addition we offer assistance in sourcing senior debt, mezzanine and equity capital. We have completed more than 300 transaction across a wide range of industries.

Recent Transactions

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Dec 2025 Advised Confidential Company on an investment from Confidential Company
Jul 2023 Assisted Confidential Company in securing debt financing from Confidential Company
Jul 2023 Assisted Confidential Company in securing debt financing from Confidential Company
Jul 2023 Advised Confidential Company on an investment from Confidential Company

Polaris Healthcare Partners

6 Total Closed Deals

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We help entrepreneurial dentists build and exit successful group practices. Polaris Healthcare Partners is a boutique consulting and M&A Advisory firm that focuses exclusively in the group dental practice space. We work with Founders to launch, scale and ultimately exit their businesses. Our guidance is based on decades of experience and the services we provide are unique solutions to the challenges our clients face. In addition to educational courses, we develop robust financial models to create clarity around potential growth strategy. Our Earned Equity models for Associates are…

Recent Transactions

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Sep 2024 Advised Lakeview Dental Care in its sale to The Smilist
Dec 2023 Advised Prestige Dermatology in its sale to Suncoast Skin Solutions
Jun 2022 Advised SOH DENTAL on an investment from CONFIDENTIAL BANK
Mar 2022 Advised Confidental Dental on an investment from Confidental Bank

Seller Source

5 Total Closed Deals

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Russ is a seasoned M&A Advisor and entrepreneur with over a decade of experience founding, acquiring, and advising companies. He helps small business owners achieve life-changing exits by simplifying the process, securing strong offers, and guiding them through every step.

Recent Transactions

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Jan 2026 Advised Confidential Company in its sale to Confidential Company
Dec 2025 Advised Confidential Company in its sale to Confidential Company
Aug 2025 Advised Confidential Company in its sale to Confidential Company
Jul 2025 Advised Confidential Company on an investment from Confidential Company

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Bench Capital Advisory Inc.

5 Total Closed Deals

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Bench Capital+ Advisory is an M&A and corporate finance advisory firm dedicated to helping small and mid-sized businesses maximize their valuation at exit. For high-growth companies, we help founders and CEOs secure the capital they need to fund their business's growth and expansion.M&A Advisory ServicesOur expertise covers M&A processes, deal structuring, valuation, negotiation, due diligence, and closing, ensuring our clients avoid common pitfalls and achieve objectives. With an established global network that includes strategic buyers, private equity firms, family offices,…

Recent Transactions

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Feb 2025 Advised Confidential Company in its sale to Confidential Company
Dec 2022 Advised Confidential Company on an investment from Confidential Company
Dec 2022 Advised Confidential Company on an investment from Confidential Company
Jan 2021 Advised Confidential Company on an investment from Confidential Company

Groce, Rose & Moore, LLC

5 Total Closed Deals

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If you are looking to buy, sell, expand, consolidate, or simply need to understand your options and their effects, we can help. No matter your current business model, structure or financial condition, there are actions that you should and could be taking now. As an aspect of strategic management or investments, our team at Groce, Rose & Moore will assist you in selling - acquiring - growing - downsizing - understanding your company's value, changing the nature of your business, competitive position and more. We not only have the knowledge and experience to get things done, but understand…

Recent Transactions

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Dec 2023 Advised Confidential Company on an investment from Confidential Company
Dec 2023 Advised Confidential Company on an investment from Confidential Company
Dec 2023 Advised Confidential Company on an investment from Confidential Company
Dec 2023 Advised Confidential Company on an investment from Confidential Company

O'Keeffe & O'Malley Inc.

4 Total Closed Deals

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O'Keeffe & O'Malley is Kansas City's preeminent M&A firm founded in 1984. We assist owners in selling their business in a very confidential and systematic process. Clients are typically sellers in the manufacturing, distribution, information technology or service sectors in the $2 million to $50 million range residing in Kansas or Missouri yet our sales process entails targeting U.S. and International prospects. More information can be seen on our website at www.ok-om.com

Recent Transactions

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Dec 2022 Advised Confidential Company on an investment from Confidential Company
Apr 2021 Advised Confidential Company on an investment from Confidential Company
Jun 2020 Advised Confidential Company on an investment from Confidential Company
May 2019 Advised Confidential Company on an investment from Confidential Company

STS Capital Partners

4 Total Closed Deals

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STS Capital Partners is a global sell-side M&A firm like no other. They are expert guides for entrepreneurial business owners on the journey to achieving an Extraordinary Exit™. By helping clients sell their businesses strategically to the people that buy strategically, STS is able to achieve maximum financial valuation, create legacy potential, and realize true potential value. STS’ services include divestitures, mergers, acquisitions, strategic consulting, and financial advisory for mid-market private businesses. Their extensive global relationships, world-class team, and proven deal…

Recent Transactions

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May 2023 Advised Confidential Company on an investment from Confidential Company
Jan 2023 Advised Confidential Company on an investment from Confidential Company
Jul 2022 Advised Confidential Company on an investment from Confidential Company
Jul 2022 Advised Confidential Company on an investment from Confidential Company

Ocean Bridge Capital

4 Total Closed Deals

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Ocean Bridge Capital focuses on midmarket mergers, acquisitions, disposals, and capital raising, designing and executing transactions largely between $5 to over $100 million in enterprise value.As an independent boutique advisory firm, OBC provides completely objective and pragmatic advice on strategic options for our clients.

Recent Transactions

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Jul 2023 Acquired trebor rx corp
Jul 2023 Acquired Webware.io
Jul 2023 Acquired Net Dynamic
Jul 2023 Acquired Battlbox

Acquivest Financial

3 Total Closed Deals

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ACQUIVEST Financial Group is a boutique mergers & acquisitions advisory firm, catering to businesses with annual revenues from $1M to $150M.Specialties: mergers & acquisitions, valuation services, sell-side and buy-side engagements

Recent Transactions

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Aug 2019 Advised Confidential Company on an investment from Confidential Company
Aug 2019 Advised Confidential Company on an investment from Confidential Company
Oct 2018 Advised Confidential Company on an investment from Confidential Company

Bourne Partners

3 Total Closed Deals

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Bourne Partners is a healthcare-focused merchant and investment banking firm that provides advisory services to domestic and international healthcare companies interested in exploring corporate development initiatives around the globe.Our management team is composed of healthcare executives and experienced investment bankers. We have broad experience and expertise in the specifics of international healthcare business development, and we bring this knowledge to bear for our clients.Our Merchant Banking Group also invests opportunistically in select private equity funds and in companies and…

Recent Transactions

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Aug 2017 Advised AMRI in its sale to The Carlyle Group
Mar 2017 Advised Cold-EEZE® in its sale to Mylan N.V.
Oct 2015 Advised AMCo in its sale to Concordia Healthcare Corporation

Exit Advisors

3 Total Closed Deals

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Exit Advisors, LLC (“Exit Advisors”) is a Houston, TX based firm that specializes in Mergers & Acquisition (M&A) Advisory and Exit Strategy for privately held companies with transactions typically ranging from $5-$50 million. Our goal is to prepare clients for an exit that will maximize the value, terms, and objectives for owners. We offer business valuation, financial & operational analysis, market readiness, industry trends, market timing and exit strategy guidance based on decades of experience. Exit Advisors will develop a tailored strategy to guide companies through the succession…

Recent Transactions

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Nov 2022 Advised Confidential Company on an investment from Confidential Company
Jul 2021 Advised Confidential Company on an investment from Confidential Company
Jul 2021 Advised Confidential Company on an investment from Confidential Company

First Boca Associates, Inc.

3 Total Closed Deals

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First Boca Associates, Inc. (FBA) is a mid-market merger and acquisition niche specialist. FBA maintains relationships with a global network of well-funded buyers and investors primarily focused on the acquisition, merger, or recapitalization of all or part of mid-market, US-based companies (revenue over $10 million or EBITDA over $2 million).FBA has spent the past 20 years establishing relationships with a broad spectrum of qualified investors, including private equity and institutional funds, strategic investors, and family offices. We are in active daily communication with buyers regarding…

Recent Transactions

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May 2015 Advised Manufacturer of Heavy Industry Replacement Parts in its sale to Private Equity Firm
Sep 2014 Advised Large Multi=Service Provider to Oil and Gas Industry in its sale to Private Equity Firm
Sep 2014 Advised Manufacturing Company Specializing in Tank Batteries in its sale to Private Equity Industry Consolidatior

ClearCap Strategic Advisors, LLC

3 Total Closed Deals

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Mergers & AcquisitionsRecapitalizationsGrowth CapitalExit Strategy PlanningStrategic AdvisoryValuations

Recent Transactions

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Nov 2022 Advised Confidential Company on an investment from Confidential Company
Nov 2022 Advised Confidential Company on an investment from Confidential Company
May 2022 Advised Confidential Company on an investment from Confidential Company

American HealthCare Capital

3 Total Closed Deals

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American Healthcare Capital is a 33 year old, full service, nationwide mergers & acquisitions advisory firm. With over $1 Billion in active Sell-Side and Buy-Side engagements, we cover the entire spectrum of the healthcare industry including but not limited to Home Health, Hospice, Private Duty, Behavioral Health, IDD, DME, Medical Staffing, Long Term Care and all types of Pharmacy. With an emphasis on healthcare transactions, we understand the need for a unique approach to the healthcare services sector. Since we're always in the market, we pride ourselves on our intimate, real time…

Recent Transactions

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Dec 2025 Advised Confidential Company in its sale to Confidential Company
Feb 2024 Advised Confidential Company in its sale to Confidential Company
Sep 2015 Advised Outpatient Behavioral Health Agency in its sale to Provider of Behavioral Health and IDD Services

Covington Associates LLC

3 Total Closed Deals

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Covington Associates is a specialty investment banking firm. Covington Associates was founded more than twenty years ago on the belief that middle market clients deserve the same level of professional attention and experience traditionally given only to much larger companies. Our mission is to help our clients realize the best possible outcome for their company by providing honest, objective, and straightforward advice. We will not sacrifice our integrity for the sake of completing a transaction.Our firm offers advisory services in the areas of mergers and acquisitions, capital raising,…

Recent Transactions

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Jul 2011 Acquired Chase Corporation
Apr 2011 Advised ImpactRx in its sale to Symphony Technology Group
Jan 2011 Advised Rock of Ages Corporation in its sale to Swenson Granite Works

Equity Transfers

3 Total Closed Deals

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Recent Transactions

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Jan 2023 Advised Confidential Company on an investment from Confidential Company
Jun 2022 Advised Confidential Company on an investment from Confidential Company
Dec 2018 Advised Confidential Company on an investment from Confidential Company

CRES Corp. International

3 Total Closed Deals

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CRES Corp International provides M&A Advisory and Investment Banking services to second-stage companies in Florida and throughout the East coast up thru the North East. We focus on lower middle market companies, typically with Revenues between $5 mil and $50 mil, EBITDA between $750k and $5 mil, and enterprise value up to $50 million. The businesses are typically still founder owned with no previous institutional money.We prefer to work with entrepreneur-friendly investors that are focused on executing fair and reasonable transactions with founders to create win-win scenarios.

Recent Transactions

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Mar 2026 Advised Confidential Company in its sale to Confidential Company
Aug 2025 Advised Confidential Company in its sale to Confidential Company
Nov 2022 Advised Confidential Company on an investment from Confidential Company

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Firms in the Managed Health Care M&A Advisory Firms directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Managed Health Care M&A Advisory Firms is $3M-$14M, with a core EBITDA range of $500K-$3M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Health Care experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 301 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Health Care.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Managed Health Care M&A Advisory Firms directory reflects relevant experience or activity in Health Care, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing M&A Advisory Firms with experience in Health Care, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 301 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Managed Health Care M&A Advisory Firms directory, you can request information here.

Top Managed Health Care M&A Advisory Firms

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