Successful Transactions for Nonprofit Clients.

Our Experience

When outcomes matter, experience matters.

Juniper Advisory helps our clients evaluate and close partnership transactions. We measure success by the outcomes we realize for our nonprofit clients. The financial metrics we help achieve for our clients speak for themselves – 25%-50% above industry averages. Non-financial outcomes are harder to quantify, but we have unparalleled success in maximizing these as well.

150+

~$250mm Transactions

17

Years of Leadership

$31B+

Transaction Value

Our Experience

What Our Clients are Saying

"Our primary goal in this process has been to preserve MMC as a viable health care provider in this location for future generations. That is our key responsibility at a board. After a thorough evaluation, we believe that joining Spectrum Health is the best possible solution for the communities and people we serve, as well as for our doctors and staff."

- Al Deering, Board Chair, Memorial Medical Center

"The best practices that they are bringing forth are improving our entire organization. In the near future, our system is eager to bring additional services and products to serve the community, such as virtual care, a 24-hour nurse line and a continued commitment to improving our patient's health care experience."

- Kevin Vermeer, UnityPoint Health

"We felt we needed to continue to grow and develop our marketplace with a clinical partner who will help us with evidence-based protocols and prepare for population health, and a financial partner who will bring us the strength to do the investments we need to do. When you see our partner expanding services, building projects, hiring more people, generating tax revenues, and improving quality, it's easy to see why hospital mergers and acquisitions are becoming the new normal."

- Scott Becker, CEO, Conemaugh Health

Meet our committed team of experts.

We have dedicated our careers to bringing the high level of expertise and care demanded in for-profit transactions to our not-for-profit clients. We understand our clients, their motivations in considering partnerships and, most of all, how to help them meet their objectives. Whether it is maintaining services, expanding access, protecting employees or other considerations, our expertise is in maximizing objectives to achieve superior outcomes.

Our Experts

15

Trusted Experts

400+

Years Combined Experience

1

Common Goal

A Healthcare Leaders Guide to Successful Mergers & Acquisitions

Hospital Partnerships, Mergers & Acquisitions — We Wrote the Book

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Recent Insights

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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Dr. Jonathan Fanton joins Juniper Advisory as a Senior Advisor

November 11, 2022 | Announcements

Juniper Advisory announces that Dr. Jonathan Fanton has joined the firm as a Senior Advisor where he will supplement the team focused on providing merger and acquisition advisory services to the...

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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: Merger, Consolidation

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: Aquisition JV, JOA, Lease

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: 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: Sale

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: Sale

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
evaluates growth opportunities We advised both Natividad and the County on this project
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evaluates growth opportunities We advised both Natividad and the County on this project

Monterey County’s Natividad Medical Center explores strategic growth opportunities

July 10, 2021

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

Assigment: Affiliation Strategic Advisory

Monterey County’s Natividad Medical center explores strategic growth opportunities in an aim to bridge health inequity.

Achieving superior results for community institutions

Our Experience
has merged to join We advised Illinois Valley on this transaction.
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has merged to join We advised Illinois Valley on this transaction.

Illinois Valley Community Hospital has joined St. Margaret’s Health

January 8, 2021

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

Assigment: Merger, Consolidation

Illinois Valley Community Hospital in Peru, IL joined St. Margaret’s Health in Spring Valley, IL, a member of SMP Health System.

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: Aquisition

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

Recent Transactions

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Our Approach & Services

Our job is to help clients identify partnership opportunities and evaluate whether a transaction will better position the organization to meet its mission. Our track record is unrivaled in helping clients realize their missions.

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Higher Education

The higher education industry is facing unprecedented stress with emerging signs of a restructuring. Juniper helps our clients assess their situations within this changing environment and position themselves for success...

Hospital M&A

Our team is recognized for having adapted corporate M&A practices and discipline for the not-for-profit hospital industry. We have worked with all types of nonprofit hospital owners including community 501(c)3,...

Joint Ventures

Juniper leads the industry in the use of joint ventures to create value, improve quality and increase access. We have achieved many “first-in-industry” joint ventures for our clients and are...

Non-Acute Services

We have significant experience with managed care plans, behavioral health, physician groups, senior living, intellectual and developmental disability services, ambulatory surgery centers, medical office buildings, dialysis, and numerous other areas....

Partnerships & Affiliations

Transactions where no ownership has changed include Joint Operating Agreements (“JOAs”), Management Agreements, clinical affiliations (both operational and contracting), purchasing groups, information technology consortiums, back-office partnerships and many other forms...

Strategic Advisory

A little over half of our clients decide not to pursue transactions. We are known for our experienced, honest advice, which includes telling clients when they are better positioned to...

In the Press

ChicagoBusiness.com

JON ASPLUND

NorthShore, Edward-Elmhurst complete merger

01/05/22

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Modern Healthcare

MARI DEVEREAUX

HCA purchases Florida urgent care network

01/03/22

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Modern Healthcare

ALEX KACIK

Health systems eye outpatient sector as hospital M&A continues to slump

01/04/22

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