Why We Are Different
The average homecare agency has annual sales of $2 million. Most investment banking firms that specialize in mergers & acquisitions focus on operating companies with at least $10 million in annual sales so they can drive larger deals and collect bigger fees. Not us. We have a unique focus and understanding of the homecare industry, which includes in-depth knowledge of key buyers, consolidators, lenders and other capital sources. Unlike local business brokers who rarely have specific industry experience and typically sell less than 20% of what they list, we have a 100% success rate in executing buy and sale projects throughout the United States among homecare companies with annual sales of $500,000 and up. In facilitating the purchase, sale, recapitalization and business valuation of dozens of homecare companies, we have developed extensive industry expertise which makes us uniquely qualified to deliver best in class mergers & acquisitions advice and strategic exit plans.

For homecare company owners seeking a sale to monetize their investment, our engagements involve a two-phase process. Phase one includes the delivery of an Investment Value Opinion (IVO), along with the feasibility of the potential seller achieving his/her transaction objectives. A key reason for our 100% success rate is that we won't go to market unless we are confident we can meet or exceed our client’s objectives. Phase two includes the development of professional evaluation materials and the execution of a Confidential Marketing Plan (CMP) designed to procure qualified and committed buyers as part of a competitive offer process. We maintain relationships with excellent transaction attorneys across the country and stay on the project until the deal closes and the check clears.

For homecare companies seeking growth through acquisitions or owner-operators seeking an entry strategy, we provide deal sourcing and origination services (a.k.a. acquisition search) focused primarily on agency owners who are exit minded, but who have not yet hired a firm to represent them in the sale of their business. Through networking, speaking engagements, ongoing advertising in specialty publications and approaching owners directly (as well as through their advisors), we have built a database of several hundred homecare owners in various stages of their exit plan. And we add to this list daily. This makes us uniquely qualified to deliver expert matchmaking and deal making services for our buyer clients.

Homecare companies seeking a longer-term exit strategy (i.e. two to five years) may benefit from our Exit Preparation Process (EPP) during which we identify potential buyers and their key value drivers so that value enhancers are identified and maximized. As part of this process, we help ensure that our clients have the right reporting systems so that when the time is right, professional and thorough evaluation materials can be delivered to buyers, investors and lenders as part of the sale process. History has shown a strong correlation between the length of the planning horizon and the size of the purchase price premium.