Successful Transactions for Nonprofit Clients.
Our ExperienceWhen 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
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 Experts15
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...
Read MoreAssessing 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...
Read MoreDr. 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...
Read More
has joined
We advised Olathe Health on this transaction.
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.
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.
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.
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.
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
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.
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.
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 ExperienceOur 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.
Learn More
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
Modern Healthcare
ALEX KACIK
Health systems eye outpatient sector as hospital M&A continues to slump
01/04/22
Read More