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.

125+

~$250mm Transactions

16

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

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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The Intersection of Mission and Margin in Behavioral Healthcare

March 23, 2021 | Publications

As behavioral healthcare has transformed from a nascent local patchwork of services to one of our country’s leading industries, many providers hold steadfast to their missions that have roots going...

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Indian River Medical Center has joined the Cleveland Clinic

January 17, 2019

Transaction Involving: Academic, Local Government,

Assigment: JV, JOA, Lease

Indian River Medical Center has joined the Cleveland Clinic. Juniper advised Indian River Medical Center on this transaction.

Achieving superior results for community institutions

Our Experience
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Ingalls Health System has been acquired by UChicago Medicine

October 12, 2016

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

Assigment: Aquisition

Ingalls Health System has been acquired by UChicago Medicine. Juniper advised UChicago Medicine on this transaction.

Achieving superior results for community institutions

Our Experience
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Aria Health has been acquired by Jefferson

July 8, 2016

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

Assigment: Merger, Consolidation

Aria Health has been acquired by Jefferson. Juniper advised Aria Health on this transaction.

Achieving superior results for community institutions

Our Experience
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Conemaugh Health System has been acquired by Duke LifePoint Healthcare

September 2, 2014

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

Assigment: JV, JOA, Lease

Conemaugh Health System has been acquired by Duke LifePoint Healthcare. Juniper advised Conemaugh Health System on this transaction.

Achieving superior results for community institutions

Our Experience
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KishHealth System has been acquired by Northwestern Memorial Healthcare

December 3, 2015

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

Assigment: Merger, Consolidation

KishHealth System has been acquired by Northwestern Memorial HealthCare. Juniper advised KishHealth System on this transaction.

Achieving superior results for community institutions

Our Experience

Memorial Medical Center of West Michigan has been acquired by Spectrum Health

February 1, 2013

Transaction Involving: Non-profit 501(c)3

Assigment: Merger, Consolidation

Achieving superior results for community institutions

Our Experience
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St. Joseph Hospital & Health Center has been acquired by Ascension Health

February 1, 1993

Transaction Involving: Faith-Based

Assigment: Merger, Consolidation

St. Joseph Hospital & Health Center a subsidiary of Christus Health has been acquired by Ascension Health.  Juniper advised Christus Health on this transaction.

Achieving superior results for community institutions

Our Experience

Halifax Regional Health System has merged with Sentara Healthcare

January 1, 2013

Transaction Involving: Non-profit 501(c)3

Assigment: Merger, Consolidation

Achieving superior results for community institutions

Our Experience
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Behavioral Health Institute has been acquired by Via Christi Health

March 1, 1993

Transaction Involving: Faith-Based, Investor-owned,

Assigment: Aquisition

Behavioral Health Institute a subsidiary of Charter Medical has been acquired by Via Christi Health.  Juniper advised Via Christi Health on this transaction.

Achieving superior results for community institutions

Our Experience
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Alpena Regional Medical Center has been acquired by MidMichigan Health

April 13, 2016

Transaction Involving: Academic, Local Government,

Assigment: JV, JOA, Lease

Alpena Regional Medical Center has been acquired by MidMichigan Health, a University of Michigan Health System affiliate. Juniper advised Alpena Regional Medical Center on this transaction.

Achieving superior results for community institutions

Our Experience
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Good Shepherd Health System has been acquired by CHRISTUS Health

February 7, 2017

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

Assigment: JV, JOA, Lease

Good Shepherd Health System has been acquired by CHRISTUS Health. Juniper advised Good Shepherd Health System on this transaction.

Achieving superior results for community institutions

Our Experience
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J.C. Blair Health System has joined Penn Highlands Healthcare

June 14, 2019

Transaction Involving: Non-profit 501(c)3

Assigment: Merger, Consolidation

The Huntingdon, PA-based J.C. Blair Health System has officially joined Penn Highlands Healthcare. J.C. Blair Memorial Hospital, a 71-bed, non-profit community hospital, is now known as Penn Highlands Huntingdon, making it the fifth hospital in the Penn Highlands Healthcare system. Juniper advised J.C. Blair on the transaction.

Achieving superior results for community institutions

Our Experience

Marquette General Hospital has been acquired by Duke LifePoint Healthcare

January 1, 2012

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

Assigment: JV, JOA, Lease

Achieving superior results for community institutions

Our Experience
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Our Lady of Fatima Villa has been acquired by CareTrust REIT and Kalesta Health Care

September 24, 2018

Transaction Involving: Faith-Based, Investor-owned,

Assigment: Sale

Our Lady of Fatima Villa has been acquired by CareTrust REIT which will lease the healthcare facility to affiliates of a local firm, Kalesta Healthcare.

Achieving superior results for community institutions

Our Experience
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Pennock Healthcare System has been acquired by Spectrum Health

May 1, 2015

Transaction Involving: Non-profit 501(c)3

Assigment: Merger, Consolidation

Pennock Healthcare System has been acquired by Spectrum Health. Juniper advised Pennock Healthcare System on this transaction.

Achieving superior results for community institutions

Our Experience
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Platte Valley Medical Center has been acquired by SCL Health

October 6, 2015

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

Assigment: Merger, Consolidation

Platte Valley Medical Center has been acquired by SCL Health. Juniper advised Platte Valley Medical Center on this transaction.

Achieving superior results for community institutions

Our Experience
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Port Huron Hospital has joined McLaren Health Care

May 2, 2014

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

Assigment: Merger, Consolidation

Port Huron Hospital has joined McLaren Health Care. Juniper advised Port Huron Hospital on this transaction.

Achieving superior results for community institutions

Our Experience
Has sold its 50% interest in to Juniper advised Temple University on this transaction
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Has sold its 50% interest in to Juniper 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

The Bell Tower Residence has entered into a management agreement with Franciscan Advisory Services

January 1, 2010

Transaction Involving: Faith-Based

Assigment: Affiliation

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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