Post-Acute M&A, Financial and Valuation Dynamics

Multiple Compression and Market Corrections The post-acute care sector has experienced valuation adjustments reflecting broader market conditions. More stable subsectors like hospitals weathered the storm remarkably well, experiencing an ~7% reduction in EBITDA...

Post-Acute M&A Strategic Drivers and Market Forces

The fundamental demographic drivers supporting post-acute care M&A remain compelling. The home care sector, which includes Medicare-certified home health, hospice, personal care, and other specialty providers, represents an attractive investment opportunity for...

Post-Acute M&A Activity, Mid-Year 2025 Update

The post-acute healthcare sector stands at a critical juncture as we progress through 2025, with mergers and acquisitions activity reflecting both the enduring fundamentals driving consolidation and the mounting challenges reshaping deal dynamics. From home health and...

Deal Story: Price Drives the Deal

In the Mergers & Acquisitions business, price is the basis of the transaction.   It is certainly not the only factor to negotiate, but without agreement on price, there is no deal.  Price drives the deal. There is an old joke about price attributable to the great...

Deal Stories – “That Being Said”

I was head of Mergers and Acquisitions of Integrated Health Services, a public company, in the post-acute space.  The two founders were true entrepreneurs and visionaries.  They were also my mentors, although I’m not sure they saw it that way.  I was hired to do...