Area of expertise

Behavioral Health

Sell-side M&A and capital raising for mental health, substance use, autism and developmental disability providers.

Coverage

What we cover

  • Outpatient mental health
  • Substance use treatment, including residential, IOP/PHP and medication-assisted treatment
  • Autism and ABA therapy
  • Eating disorder treatment
  • Intellectual and developmental disability (IDD) services
  • Psychiatric hospitals and inpatient care
  • Virtual and tele-behavioral health

Our approach

How we work with behavioral health companies

Senior-led

A Managing Director leads every engagement and is your day-to-day contact, supported by one or two junior bankers.

A competitive process

We run a tightly choreographed process, broad or targeted to suit the sector, to bring the right buyers or investors to the table.

Full attention

Our senior bankers take on no more than three engagements at a time.

Preparing for a sale

What to do 12 to 24 months ahead

An early conversation costs nothing and often adds value at sale. See how a sale process works →

  1. Log and track add-backs and adjustments to earnings as they happen, not when a buyer asks.
  2. Talk to a financial planner or wealth manager about tax planning well before a sale.
  3. Keep your foot on the gas. Sustained profitability through the process protects value.
  4. Get organized: corporate documents, payer contracts, employee contracts, insurance policies and vendor agreements.

Considering a transaction?

A confidential conversation with a senior banker is the best place to start.