Closed a healthcare/medical deal in the East-coast or Mid-West area with a buy-side advisor — who did you use?
Hi all — I’m working with a buy-side advisor to acquire a healthcare/medical business in the Northeast, and I’d love to hear from anyone who’s actually closed a deal in this space (not just started a search) with an advisor’s help.
A few things I’m trying to learn:
• Who did you work with, and would you recommend them?
• What was the fee structure (retainer, success fee, % of deal, etc.)?
• Did they also refer you to CPAs, QoE providers, or lenders — and if so, did that feel like genuine expertise or more like a referral-fee relationship?
• Roughly what size deal (revenue/EBITDA) and what subsector (medical practice, homecare, medical device/services, etc.)?
Trying to sanity-check my own advisor relationship and would appreciate any first-hand experiences, good or bad. Happy to reciprocate with what I’ve learned so far. Thanks!