Our Expertise

Achieving superior results for community institutions.

We measure our success by how we advance our clients’ objectives. On projects where we represent smaller institutions joining larger organizations, our outcomes exceed industry benchmarks by 50% on average. We realize outsized non-financial gains for our clients, including important qualitative commitments to access for the underserved, service expansion, employment, quality and more. Our case studies speak to how Juniper’s experienced team drives value for our clients.

100%

Clients whose top objectives include non-financial terms

50%

Clients that remain independent

Who We Work With

Juniper was founded to help the hospital industry improve quality and increase access, but over the years our client list has grown to include a full range of mission driven nonprofits including institutions of higher education, non-acute service providers and others.

Demand for our services is high and we are selective in the engagements we take on.  We seek clients where our experience can have an outsized impact on achieving their objectives. Size is not the determining factor, and we work with a full range of organizations from multi-billion dollar national entities to small local nonprofits, providing them all with the same focused expertise free from conflict or distraction.

have combined to form We advised on this consolidation transaction.
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have combined to form We advised on this consolidation transaction.

Affiliates of United Healthcare Partners have combined to form Aspire Health

January 17, 2024

Transaction Involving: Non-profit 501(c)3

Assigment: Affiliation Merger, Consolidation

Hills & Dales Healthcare, Marlette Regional Hospital, and Deckerville Community Hospital, affiliates of United Healthcare Partners, have combined to form Aspire Health. We advised on this consolidation transaction.

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Achieving superior results for community institutions

Our Experience
has sold to We advised Quorum Health Corporation on this transaction.
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has sold to We advised Quorum Health Corporation on this transaction.

Quorum Health has sold Fannin Regional Hospital to Java Medical Group

July 3, 2023

Transaction Involving: Investor-owned

Assigment: Sale

Quorum Health Completes Transaction with Java Medical Group.

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Achieving superior results for community institutions

Our Experience
has joined We advised Gerald Champion Regional Medical Center on this transaction.
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has joined We advised Gerald Champion Regional Medical Center on this transaction.

Gerald Champion Regional Medical Center has joined CHRISTUS Health

July 1, 2023

Transaction Involving: Faith-Based, Non-profit 501(c)3,

Assigment: Member Substitution

Gerald Champion Regional Medical Center Joins CHRISTUS Health.

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Achieving superior results for community institutions

Our Experience
has joined We advised Mid-Columbia Medical Center on this transaction.
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has joined We advised Mid-Columbia Medical Center on this transaction.

Mid-Columbia Medical Center has joined Adventist Health

June 1, 2023

Transaction Involving: Faith-Based, Non-profit 501(c)3,

Assigment: Member Substitution

Mid-Columbia Medical Center Joins Adventist Health.

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Achieving superior results for community institutions

Our Experience
has joined a member of We advised Genesis Health System on this transaction.
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has joined a member of We advised Genesis Health System on this transaction.

Genesis Health System has joined MercyOne

March 3, 2023

Transaction Involving: Non-profit 501(c)3

Assigment: Member Substitution

Genesis Health System and MercyOne Complete Partnership.

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Achieving superior results for community institutions

Our Experience
has joined We advised Olathe Health on this transaction.
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has joined We advised Olathe Health on this transaction.

Olathe Health has joined The University of Kansas Health System

January 5, 2023

Transaction Involving: Academic, Non-profit 501(c)3,

Assigment: Member Substitution

Olathe Health has joined The University of Kansas Health System.

Achieving superior results for community institutions

Our Experience
in partnership with has acquired three hospitals from We advised LCMC Health on this transaction.
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in partnership with has acquired three hospitals from We advised LCMC Health on this transaction.

LCMC Health partners with Tulane University in New Orleans, LA

January 3, 2023

Transaction Involving: Academic, Non-profit 501(c)3,

Assigment: Asset Purchase

LCMC Health, in partnership with Tulane University, has acquired three hospitals from HCA Healthcare.

Achieving superior results for community institutions

Our Experience
has merged to join We advised University of the Sciences on this transaction.
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has merged to join We advised University of the Sciences on this transaction.

University of the Sciences has joined St. Joseph’s University

June 1, 2022

Transaction Involving: Academic, Non-profit 501(c)3,

Assigment: Member Substitution Merger, Consolidation

University of the Sciences in Philadelphia, PA joined St. Joseph’s University in Philadelphia, PA.

Achieving superior results for community institutions

Our Experience
has sold its 50% interest in to We advised Temple University on this transaction.
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has sold its 50% interest in to We advised Temple University on this transaction.

Temple University in Philadelphia, PA

November 4, 2021

Transaction Involving: Academic

Assigment: Purchased Interest

Temple University in Philadelphia has divested its 50% ownership stake in Health Partners Plans (HPP) to Jefferson Health. HPP is a non-profit hospital-owned Medicare and Medicaid Health Maintenance Organization (HMO) covering 290,000 lives in Eastern-Pennsylvania. The transaction was valued at $305 million.

Achieving superior results for community institutions

Our Experience
has joined We advised National Health Investors, Inc. on this transaction.
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has joined We advised National Health Investors, Inc. on this transaction.

Kentucky River in Jackson, KY

November 4, 2021

Transaction Involving: Investor-owned

Assigment: Asset Purchase

National Health Investors (NYSE: NHI), a publicly traded Real Estate Investment Trust (REIT) has divested Kentucky River Medical Center in Jackson, KY to Quorum Health. This was NHI’s sole acute care hospital, and the transaction reflects a portfolio management strategy to focus on core business operations.

Achieving superior results for community institutions

Our Experience
announced acquisition, did not close We advised Beaumont Health on this transaction.
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announced acquisition, did not close We advised Beaumont Health on this transaction.

Beaumont Health announced acquisition of Summa Health

September 1, 2020

Transaction Involving: Non-profit 501(c)3

Assigment: Acquisition

Beaumont Health announced the acquisition of Summa Health but did not close. We advised Beaumont Health on this transaction.

Achieving superior results for community institutions

Our Experience

Case Studies

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Featured Publications

Special Report: Healthcare M&A Predictions for 2024

December 31, 2023 | Publications

Read what trends our team believes will shape the healthcare M&A market and hospital industry next year. They share thoughts on performance, headwinds, trends in business combinations, and issues across...

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A Glimmer of Hope for Rural Obstetrics

October 1, 2023 | Publications

Juniper Advisory suggests an innovative approach to address the growing crisis in access to obstetrics services. Jordan Shields, Partner, Casey Webb, Managing Director, and Duncan Cannon, Analyst, assess the challenges...

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AHA Trustee Insights – Transforming Governance: From Surviving to Thriving

September 14, 2023 | Publications

The board’s obligation is to consider all options to achieve its mission, including gleaning lessons from the movie “Grease!” BY CHRIS BENSON, DENISE LAMPHIER AND TODD LINDEN With the well-documented...

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Is your Health System Team Ready for What’s Next? A Recession or More Malaise?

August 8, 2023 | Publications

By Adam Davis, Vice President, and Brent McDonald, Managing Director, Juniper Advisory Bart Walker, Partner, and Kayla McCann Marty, Partner, McGuireWoods Today’s State of Affairs Coming out of the pandemic,...

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McGuireWoods The Corner Series Podcast – Hospital M&A and Private Equity with Rex Burgdorfer

August 3, 2023 | Publications News & Events

The healthcare system is one of the most fragmented industries in the United States. But as strategic players begin consolidating through mergers and acquisitions, private equity investors are seeing growth...

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Cross-Market Health System Consolidation in a Challenged Industry

June 21, 2023 | Publications

By Adam Davis, Vice President, and Rex Burgdorfer, Partner, Juniper Advisory As health systems continue to tackle the ongoing pressures placed on the healthcare delivery system driven by consumerism, value-based...

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Webinar – Stakeholder Management during the Partnership Process

March 30, 2023 | Publications News & Events

We want to thank The Governance Institute for including us in this program and allowing our team to be part of their mission to serve not-for-profit hospital and health system...

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Special Report: Healthcare M&A Predictions for 2023

December 30, 2022 | Publications

Read what forces our team believes will shape the healthcare M&A industry next year. They share thoughts on challenges, investing, partnerships, trust, the media – and what gets them up...

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Assessing Hospital Financial Viability in a Period of Economic Disruption

November 14, 2022 | Publications

By Adam Davis, Vice President, Juniper Advisory Operating environments for hospitals and health systems are vastly different when comparing 2021 to 2022. The enduring impacts of the COVID-19 pandemic have...

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Webinar Series – Hospital Mergers, Acquisitions and Partnerships: Perspectives and Execution Strategies

September 1, 2022 | Publications News & Events

We want to thank the Louisiana Hospital Association for allowing our team to be part of their mission to support LHA members through advocacy, education, and services. In August, Brent...

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Assessing Independence & Strategic Options for Higher Education Institutions

August 1, 2022 | Publications

This article offers board members and executive teams of universities and colleges guidance in weighing alternatives to best position their organizations for future success.  As the landscape of higher education...

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Toxic Individualism and Its Impact on Our Healthcare System

November 4, 2021 | Publications

COVID-19 exposed competing forces within the missions of many standalone hospital systems. These forces include a rugged American individualism on one hand and the desire to efficiently meet the healthcare...

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Post-Pandemic Provider Realignment 2.0: If the Past Year Taught Us Anything

May 21, 2021 | Publications

By Jordan Shields, Partner, Juniper Advisory, and Brian Fuller, Principal, PYA Calling 2020 a challenging year for the country as a whole and for providers in particular would be a...

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What if Trader Joe’s Ran Hospitals?

December 12, 2020 | Publications

In 2018, Freakonomics co-author Stephen Dubner posed the question: “Should America be run by Trader Joe’s?”  He suggested “the quirky little grocery chain with California roots and German ownership has...

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